DOTTED LINE

Owners

Goods & Services

Financial services, namely, financial transaction and payment processing services, namely, providing secure commercial transactions and payment options relating to private market investment transactions; information, advice and consultancy services relating to private market investments; clearing and reconciling financial transactions via a global computer network; financial administration of private market investment arrangements between investors, issuers, and advisors

Providing temporary use of non-downloadable web-based software for cloud storage and the management of electronic data; computer software services, namely, providing temporary use of on-line non-downloadable software for use in managing client relationships, monitoring and managing investment portfolios, facilitating secure communication between investors, advisors and issuers, providing document storage and file sharing, and facilitating online electronic signatures, electronic payment and electronic fund transfers; providing temporary use of non-downloadable cloud-based software for storing and managing electronic investment portfolio and finance operation data; providing temporary use of non-downloadable cloud-based software for the financial administration and management of private market investment transactions between investors, issuers, and advisors