EVALUATION PROCESS (EP)

EVALUATION PROCESS (EP) STAGES FOR A PROMINENT EVALUATOR*
EP Stage #
 Signed documents required of evaluator* to advance to the next stage
 Items evaluator* should review before advancing to the next stage
Stage 1
 n.a.
INTRODUCTORY WEBSITE (this website)
(about the movement to revolutionize Wall Street through the implementation of OFIP, which is a (likely) superior business model for financial services companies (FSCs) expected to be optimally implemented in the industry through the relaunching of a unique company ("the Company"): Intelligenxe, Inc.
)
Stage 2
NON-DISCLOSURE AGREEMENT relating to the inventions (OFIP and OPTIMAL FUND)
 n.a.
 Stage 3
 n.a.
HISTORICAL RECORD OF THE COMPANY (text and website)
EXECUTIVE SUMMARY OF BUSINESS PLAN (text, viewgraphs and videos)
Stage 4
FIRST OPINION LETTER on the validity of OFIP and movement
 n.a.
 Stage 5
 n.a.
BUSINESS PLAN (viewgraphs)
Stage 6
SECOND OPINION LETTER on the validity of OFIP and movement
 n.a.
 Stage 7**
 n.a.
OPTIMAL FUND's Description (text)
(of another revolutionary invention – different from OFIP above)
Stage 8**
OPINION LETTER on OPTIMAL FUND on its validity
 n.a.
 
EVALUATOR'S REWARD: The satisfaction of having contributed to Wall Street's innovation and the US Economy
* Evaluator may perform the EP by confidentially collaborating with a colleague or an assistant
**
Stages 7 and 8 on OPTIMAL FUND are optional

 

 

EVALUATION PROCESS (EP) STAGES FOR A PROMINENT EVALUATOR

EP Stage 1: Introduction: The evaluator reviews the INTRODUCTORY WEBSITE (this website: www.intelligenxe.com) and thus starts his/her Evaluation Process (EP) to confirm OFIP advantages and Intelligenxe's movement. The evaluator is offered no rewards for the EP other than the satisfaction of knowing that his/her feedback could help solve Wall Streets´ major problems and maintain its worldwide leadership in financial markets.

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EP Stage 2: Non-Disclosure Agreement (NDA): The evaluator executes a standard NDA relating to Intelligenxe’s business plan, OFIP and OPTIMAL FUND.

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EP Stage 3: Executive Summary: The evaluator reviews the Company's

1. EXECUTIVE SUMMARY of Business Plan (text and viewgraphs documents, and videos).

2. HISTORICAL RECORD, including the website of Intelligenxe, Inc. (formerly InternetFundManager.com, Inc.) that was used to develop, test and optimize OFIP during the startup phase I (1998-2001) - the institutional research reports posted on the website were produced by using the earliest versions of OFIP.

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EP Stage 4: First Opinion Letter: The evaluator completes a FIRST OPINION LETTER (multiple-choice questionnaire) on OFIP advantages and Intelligenxe's movement.

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EP Stage 5: Business Plan: The evaluator reviews the Company's BUSINESS PLAN (viewgraphs document).

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EP Stage 6: Second Opinion Letter: The evaluator completes a SECOND OPINION LETTER (multiple-choice questionnaire) on OFIP advantages and Intelligenxe's movement.

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EP Stage 7 (optional): OPTIMAL FUND: The evaluator reviews the OPTIMAL FUND's Description (text document) of another innovative business model for asset management. OPTIMAL FUND is another invention of David R. Rivas, Ph.D. and is unrelated to and different from OFIP but similarly has the potential to revolutionize the asset management industry.

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EP Stage 8 (optional): Opinion Letter on OPTIMAL FUND: The evaluator completes an OPINION LETTER (multiple-choice questionnaire) on OPTIMAL FUND’s advantages.

 

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