U.S. federal trademark · Serial No. 97409841 · Reg. No. 7186392
Platform as a service (PAAS) featuring computer software platforms for connecting alternative investments with advisors and investors which includes sharing video introductions, sharing overviews, sharing diligence, automating the process of assembling subscription documents, automating validation of data capture, capturing e-signatures, creating personalized investment correspondence and audit trails, managing investments, managing investor communications, conducting oversight, tracking investor activity, make payments of interest and dividends; Platform as a service (PAAS) featuring computer software platforms for connecting private investments with advisors and investors which includes sharing video introductions, sharing overviews, sharing diligence, automating the process of assembling subscription documents, automating validation of data capture, capturing e-signatures, creating personalized investment correspondence and audit trails, managing investments, managing investor communications, conducting oversight, tracking investor activity, make payments of interest and dividends
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