sc13g
Table of Contents

 
 
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
(Rule 13d-102)
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2(b) (Amendment No. )*
INVESTOOLS INC.
(Name of Issuer)
COMMON STOCK
(Title of Class of Securities)
46145P103
(CUSIP Number)
February 15, 2007
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
o Rule 13d-1(b)
þRule 13d-1(c)
o Rule 13d-1(d)
*The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.
The information required on the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
 
 

 


Table of Contents

 

           
1   NAMES OF REPORTING PERSONS:
TCV V, L.P.
See Item 2 for identification of the General Partner
     
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):

  (a)   o
  (b)   þ
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  Delaware
       
  5   SOLE VOTING POWER:
     
NUMBER OF   3,772,291 SHARES OF COMMON STOCK (A)
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   -0- SHARES OF COMMON STOCK
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   3,772,291 SHARES OF COMMON STOCK (A)
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    -0- SHARES OF COMMON STOCK
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  3,772,291 SHARES OF COMMON STOCK (A)
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  5.8%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  PN
(A) Represents the total number of shares owned as of 8/30/07. Please see Item
4.


Table of Contents

 

           
1   NAMES OF REPORTING PERSONS:
TCV Member Fund, L.P.
See Item 2 for identification of a General Partner
     
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):

  (a)   o
  (b)   þ
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  Delaware
       
  5   SOLE VOTING POWER:
     
NUMBER OF   71,265 SHARES OF COMMON STOCK (A)
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   -0- SHARES OF COMMOM STOCK
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   71,265 SHARES OF COMMON STOCK (A)
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    -0- SHARES OF COMMON STOCK
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  71,265 SHARES OF COMMON STOCK (A)
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  Less than 1%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  PN
(A) Represents the total number of shares owned as of 8/30/07. Please see Item
4.


Table of Contents

 

           
1   NAMES OF REPORTING PERSONS:
TECHNOLOGY CROSSOVER MANAGEMENT V, L.L.C.
See Item 2 for identification of the Class A Members
     
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):

  (a)   o
  (b)   þ
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  Delaware
       
  5   SOLE VOTING POWER:
     
NUMBER OF   3,843,556 SHARES OF COMMON STOCK (A)
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   -0- SHARES OF COMMON STOCK
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   3,843,556 SHARES OF COMMON STOCK (A)
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    -0- SHARES OF COMMON STOCK
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  3,843,556 SHARES OF COMMON STOCK (A)
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  5.9%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  OO
(A) Represents the total number of shares owned as of 8/30/07. Please see Item
4.


Table of Contents

 

           
1   NAMES OF REPORTING PERSONS:
Jay C. Hoag
     
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):

  (a)   o
  (b)   þ
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  U.S. Citizen
       
  5   SOLE VOTING POWER:
     
NUMBER OF   -0- SHARES OF COMMON STOCK
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   3,843,556 SHARES OF COMMON STOCK (A)
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   -0- SHARES OF COMMON STOCK
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    3,843,556 SHARES OF COMMON STOCK (A)
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  3,843,556 SHARES OF COMMON STOCK (A)
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  5.9%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  IN
(A) Represents the total number of shares owned as of 8/30/07. Please see Item
4.


Table of Contents

 

           
1   NAMES OF REPORTING PERSONS:
Richard H. Kimball
     
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):

  (a)   o
  (b)   þ
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  U.S. Citizen
       
  5   SOLE VOTING POWER:
     
NUMBER OF   -0- SHARES OF COMMON STOCK
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   3,843,556 SHARES OF COMMON STOCK (A)
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   -0- SHARES OF COMMON STOCK
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    3,843,556 SHARES OF COMMON STOCK (A)
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  3,843,556 SHARES OF COMMON STOCK (A)
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  5.9%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  IN
(A) Represents the total number of shares owned as of 8/30/07. Please see Item
4.


Table of Contents

 

           
1   NAMES OF REPORTING PERSONS:
John L. Drew
     
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):

  (a)   o
  (b)   þ
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  U.S. Citizen
       
  5   SOLE VOTING POWER:
     
NUMBER OF   -0- SHARES OF COMMON STOCK
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   3,843,556 SHARES OF COMMON STOCK (A)
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   -0- SHARES OF COMMON STOCK
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    3,843,556 SHARES OF COMMON STOCK (A)
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  3,843,556 SHARES OF COMMON STOCK (A)
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  5.9%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  IN
(A) Represents the total number of shares owned as of 8/30/07. Please see Item
4.


Table of Contents

 

           
1   NAMES OF REPORTING PERSONS:
Jon Q. Reynolds, Jr.
     
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):

  (a)   o
  (b)   þ
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  U.S. Citizen
       
  5   SOLE VOTING POWER:
     
NUMBER OF   -0- SHARES OF COMMON STOCK
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   3,843,556 SHARES OF COMMON STOCK (A)
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   -0- SHARES OF COMMON STOCK
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    3,843,556 SHARES OF COMMON STOCK (A)
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  3,843,556 SHARES OF COMMON STOCK (A)
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  5.9%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  IN
(A) Represents the total number of shares owned as of 8/30/07. Please see Item
4.

 


Table of Contents

 

           
1   NAMES OF REPORTING PERSONS:
William J. G. Griffith IV
     
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):

  (a)   o
  (b)   þ
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  U.S. Citizen
       
  5   SOLE VOTING POWER:
     
NUMBER OF   -0- SHARES OF COMMON STOCK
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   3,843,556 SHARES OF COMMON STOCK (A)
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   -0- SHARES OF COMMON STOCK
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    3,843,556 SHARES OF COMMON STOCK (A)
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  3,843,556 SHARES OF COMMON STOCK (A)
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  5.9%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  IN
(A) Represents the total number of shares owned as of 8/30/07. Please see Item
4.


Table of Contents

 

           
1   NAMES OF REPORTING PERSONS:
Henry J. Feinberg
     
     
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS):

  (a)   o
  (b)   þ
     
3   SEC USE ONLY:
   
   
     
4   CITIZENSHIP OR PLACE OF ORGANIZATION:
   
  U.S. Citizen
       
  5   SOLE VOTING POWER:
     
NUMBER OF   -0- SHARES OF COMMON STOCK
       
SHARES 6   SHARED VOTING POWER:
BENEFICIALLY    
OWNED BY   3,843,556 SHARES OF COMMON STOCK (A)
       
EACH 7   SOLE DISPOSITIVE POWER:
REPORTING    
PERSON   -0- SHARES OF COMMON STOCK
       
WITH: 8   SHARED DISPOSITIVE POWER:
     
    3,843,556 SHARES OF COMMON STOCK (A)
     
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON:
   
  3,843,556 SHARES OF COMMON STOCK (A)
     
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS):
   
  o
     
11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9):
   
  5.9%
     
12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS):
   
  IN
(A) Represents the total number of shares owned as of 8/30/07. Please see Item
4.

 


TABLE OF CONTENTS

ITEM 1
ITEM 2
ITEM 3
ITEM 4
ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS
ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON
ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY
ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP
ITEM 9. NOTICE OF DISSOLUTION OF GROUP
ITEM 10. CERTIFICATION
SIGNATURES


Table of Contents

ITEM 1.
(a) NAME OF ISSUER: INVESTOOLS Inc. (the “Company”)
(b) ADDRESS OF ISSUER’S PRINCIPAL EXECUTIVE OFFICES: 13947 South Minuteman Drive, Draper, UT, 84020
ITEM 2.
Set forth below is the following information with respect to each of the persons filing this Schedule 13G (together, the Filing Persons): (a) name; (b) address of principal offices (if entity) or residence or business address (if individual); (c) citizenship (if individual) or jurisdiction of organization (if entity); (d) title of class of securities and (e) CUSIP number.
I.
(a) TCV V, L.P., a Delaware limited partnership. The General Partner of TCV V, L.P. is Technology Crossover Management V, L.L.C., a limited liability company (“TCM V”). The Managing Members of TCM V are Jay C. Hoag (“Hoag”), Richard H. Kimball (“Kimball”), John L. Drew (“Drew”), Jon Q. Reynolds, Jr. (“Reynolds”), William J. G. Griffith IV (“Griffith”) and Henry J. Feinberg (“Feinberg”) (Hoag, Kimball, Drew, Reynolds, Griffith and Feinberg are collectively referred to here in a the “Members”).
(b) 528 Ramona Street, Palo Alto, CA 94301
(c) Delaware
(d) Common Stock
(e) 45772G 10 5
II.
(a) TCV Member Fund, L.P., a Delaware limited partnership (“Member Fund”). TCM V is a General Partner of the Member Fund.
(b) 528 Ramona Street, Palo Alto, CA 94301
(c) Delaware
(d) Common Stock
(e) 45772G 10 5
III.
(a) Technology Crossover Management V, L.L.C., a Delaware limited liability company.
(b) 528 Ramona Street, Palo Alto, CA 94301
(c) Delaware
(d) Common Stock
(e) 45772G 10 5
IV.
(a) Jay C. Hoag
(b) 528 Ramona Street, Palo Alto, CA 94301
(c) U.S. Citizen
(d) Common Stock
(e) 45772G 10 5
V.
(a) Richard H. Kimball
(b) 528 Ramona Street, Palo Alto, CA 94301
(c) U.S. Citizen
(d) Common Stock
(e) 45772G 10 5
VI.
(a) John L. Drew
(b) 528 Ramona Street, Palo Alto, CA 94301
(c) U.S. Citizen
(d) Common Stock
(e) 45772G 10 5

 


Table of Contents

VII.
(a) Jon Q. Reynolds, Jr.
(b) 528 Ramona Street, Palo Alto, CA 94301
(c) U.S. Citizen
(d) Common Stock
(e) 45772G 10 5
VIII.
(a) William J. G. Griffith IV
(b) 528 Ramona Street, Palo Alto, CA 94301
(c) U.S. Citizen
(d) Common Stock
(e) 45772G 10 5
IX.
(a) Henry J. Feinberg
(b) 528 Ramona Street, Palo Alto, CA 94301
(c) U.S. Citizen
(d) Common Stock
(e) 45772G 10 5
ITEM 3.
Not Applicable
ITEM 4.
(a), (b) and (c) This Schedule 13G shall not be construed as an admission that any Filing Person is, either for purposes of Section 13(d) or 13(g) of the Act or for other purposes, the beneficial owner of any Common Stock disclosed in this Schedule 13G. The aggregate number and percentage of the class of securities identified pursuant to Item 1 of this Schedule 13G that, pursuant to Rule 13d-3, may be deemed to be beneficially owned by each Filing Person are as follows:
                             
    Common Stock           Dispositive
    Beneficially Owned on   Beneficially Owned on            
Filing Person   2/15/07   8/30/07   % of Class (1) as of 8/30/07   Voting Power   Power
TCV V, L.P.
    4,269,303       3,772,291     5.8%   sole   sole
Member Fund
    80,653       71,265     Less than 1%   sole   sole
TCM V
    4,349,956       3,843,556     5.9%   sole   sole
Hoag
    4,349,956       3,843,556     5.9%   shared   shared
Kimball
    4,349,956       3,843,556     5.9%   shared   shared
Drew
    4,349,956       3,843,556     5.9%   shared   shared
Reynolds
    4,349,956       3,843,556     5.9%   shared   shared
Griffith
    4,349,956       3,843,556     5.9%   shared   shared
Feinberg
    4,349,956       3,843,556     5.9%   shared   shared
 
(1)   All percentages in this table are based on the 65,599,796 shares of Common Stock of the Company outstanding as of August 9, 2007, as reported in the Company’s most Form 10-Q filed with the Securities and Exchange Commission on August 9, 2007.
Each of TCV V, L.P. and Member Fund (collectively the “TCV Funds”) has the sole power to dispose or direct the disposition of the shares by the TCV Funds and has the sole power to direct the voting of its respective shares held by the TCV Funds. TCM V, as a general partner of the TCV Funds, may also be deemed to have the sole power to dispose or direct the disposition of the shares and held by the TCV Funds and have the sole power to direct the vote of the shares held by the TCV Funds. TCM V disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.
Each of the Members is (i) a Class A Member of TCM V and (ii) a limited partner of Member Fund. Under the operating agreement of TCM V, the Members have the shared power to dispose or direct the disposition of the shares held by TCV Funds and the shared power to direct the vote of the shares held by the TCV Funds. Each of the Members disclaims beneficial ownership of the securities owned by TCV Funds except to the extent of their pecuniary interest therein.
Except as set forth in this Item 4(a) — (c), each of the Filing Persons disclaims beneficial ownership of any Common Stock owned beneficially or of record by any other Filing Person.

 


Table of Contents

ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS
If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following o.
ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON
Not Applicable.
ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY
Not Applicable.

 


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ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP
This Schedule 13G is being filed jointly pursuant to Rule 13d-1(k). As a result of the relationships among the Filing Persons described herein, some or all of the Filing Persons may be deemed to comprise a “group” within the meaning of Section 13 and the Rules promulgated thereunder. However, the Filing Persons deny such group status.
ITEM 9. NOTICE OF DISSOLUTION OF GROUP
Not Applicable.
ITEM 10. CERTIFICATION
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.
MATERIAL TO BE FILED AS EXHIBITS
     
 
   
Exhibit 1
  Joint Filing Agreement
 
   
Exhibit 2
  Statement Appointing Designated Filer and Authorized Signatories dated May 1, 2006 (incorporated by reference from Exhibit 4 to the Schedule 13D/A relating to the common stock of Capella Education Company filed on November 22, 2006)

 


Table of Contents

SIGNATURES
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
         
Dated: August 31, 2007    
 
       
TCV V, L.P.    
a Delaware Limited Partnership    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
TCV Member Fund, L.P.    
a Delaware Limited Partnership    
 
       
By:
  /s/ Carla S. Newell
 
Carla S. Newell, Authorized Signatory
   
 
       
TECHNOLOGY CROSSOVER MANAGEMENT V, L.L.C.    
a Delaware Limited Liability Company    
 
       
By:
  /s/ Carla S. Newell
 
Carla S. Newell, Authorized Signatory
   
 
       
JAY C. HOAG    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
RICHARD H. KIMBALL    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
JOHN L. DREW    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
JON Q. REYNOLDS, JR.    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
WILLIAM J. G. GRIFFITH IV    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
HENRY J. FEINBERG    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    

 


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EXHIBIT 1
JOINT FILING AGREEMENT
In accordance with Rule 13d-1(k) promulgated under the Securities Exchange Act of 1934, as amended, the undersigned hereby agree to the joint filing with all other Filing Persons (as such term is defined in the Schedule 13G referred to below) on behalf of each of them of a statement on Schedule 13G (including amendments thereto) with respect to the common stock, par value $0.01 per share, of INVESTOOLS Inc., a Delaware corporation, and that this Agreement may be included as an Exhibit to such joint filing. This Agreement may be executed in any number of counterparts, all of which taken together shall constitute one and the same instrument.
IN WITNESS WHEREOF, the undersigned hereby execute this Agreement as of the 31st day of August, 2007.
         
TCV V, L.P.    
a Delaware Limited Partnership    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
TCV MEMBER FUND, L.P.    
a Delaware Limited Partnership    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
TECHNOLOGY CROSSOVER MANAGEMENT V, L.L.C.    
a Delaware Limited Liability Company    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
JAY C. HOAG    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
RICHARD H. KIMBALL    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
JOHN L. DREW    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
JON Q. REYNOLDS, JR.    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    
 
       
WILLIAM J. G. GRIFFITH IV    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory    

 


Table of Contents

         
HENRY J. FEINBERG    
 
       
By:
  /s/ Carla S. Newell
 
   
 
  Carla S. Newell, Authorized Signatory