Invention Grant
- Patent Title: Using commercial share of wallet in private equity investments
- Patent Title (中): 在私募股权投资中使用钱包的商业份额
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Application No.: US13209035Application Date: 2011-08-12
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Publication No.: US08478673B2Publication Date: 2013-07-02
- Inventor: Kathleen Haggerty , Charles Christopher Lyon , Benedict O. Okoh , Robert E. Phelan , Jon Kevin Ruterman , Geraldine A. Turner , Chao M. Yuan , Arnab Biswas
- Applicant: Kathleen Haggerty , Charles Christopher Lyon , Benedict O. Okoh , Robert E. Phelan , Jon Kevin Ruterman , Geraldine A. Turner , Chao M. Yuan , Arnab Biswas
- Applicant Address: US NY New York
- Assignee: American Express Travel Related Services Company, Inc.
- Current Assignee: American Express Travel Related Services Company, Inc.
- Current Assignee Address: US NY New York
- Agency: Snell & Wilmer L.L.P.
- Main IPC: G06Q40/00
- IPC: G06Q40/00

Abstract:
Commercial size of spending wallet (“CSoSW”) is the total business spend of a business including cash but excluding bartered items. Commercial share of wallet (“CSoW”) is the portion of the spending wallet that is captured by a particular financial company. A modeling approach utilizes various data sources to provide outputs that describe a company's spend capacity. Private equity firms and other investors of small businesses can use the CSoW/CSoSW modeling approach to more accurately evaluate small and privately held companies, both during investment and for evaluating prospective investments. Over-the-counter securities trading systems can also use this modeling approach to provide more accurate information and/or rankings of listed companies to their customers.
Public/Granted literature
- US20110295768A1 Using Commercial Share of Wallet in Private Equity Investments Public/Granted day:2011-12-01
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