| 摘要 |
A fund management system may facilitate sharing diligence information related to an investment fund with a client, a manager of another fund, a third party and/or other trusted party. The fund management system may enable one or more levels of restricted access to a fund and its associated documents. The fund management system may allow a fund manager, administrator, and/or other fund-level entity to restrict access to information about funds, information about a document of a fund, and/or other information. The fund management system may allow an author of a document to share the document with a trusted party, where that trusted party may have access to information about the document but may not be able to access the document itself. Responsive to an author sharing a document with a trusted party, the fund management system may share the documents of the trusted party with the author. |
| 主权项 |
1. A computing system for investment fund management configured to facilitate sharing diligence information for a plurality of investment funds, comprising:
a non-transitory electronic storage device configured to store:
a first set of documents relating to a first investment fund managed by a first firm, the first set of documents including a first diligence document;a first set of fund permissions used to control access to the first set of documents, the first set of fund permissions comprising: a set of document type restrictions that indicates whether particular types of documents from among the first set of documents may be shared;a first set of author permissions used to control access to a particular document from among the first set of documents based on an authorization from a given author of the particular document; and one or more physical processors programmed with computer readable instructions to:
receive, from a user associated with the first firm, the first set of fund permissions to control access to the first set of documents;receive, from a first author who authored the first diligence document and who is different from the user, the first set of author permissions to control access to the first diligence document, the first set of author permissions comprising a document restriction indicating whether the first diligence document may be shared, a first portion restriction indicating whether a first portion of the first diligence document may be shared, and a second portion restriction indicating whether a second portion of the first diligence document may be shared;receive, from a first client, a request to access the information related to the first investment fund;determine, from the first set of documents relating to the first investment fund, a first subset of documents to share with the first client based on the first set of fund permissions comprising the set of document type restrictions responsive to the request, wherein the first subset of documents includes the first diligence document;output, for the first client, information relating to the first subset of documents;receive, from the first client, a request to access the first diligence document;determine, based on the first set of author permissions for the first diligence document, whether the first client has permission to access the first diligence document; andresponsive to a determination that the first client has permission to access the first diligence document based on the first set of author permissions, output, to the first client, the first diligence document. |
