U.S. federal trademark · Serial No. 99809869
Providing temporary use of online non-downloadable hosted software in the field of alternative investments for use in portfolio management, accounting, reporting, portfolio monitoring, investor portal and investment performance calculations; Online non-downloadable software featuring real-time and historic data collection, storage, visualization, and access enabling portfolio company monitoring and reports; Providing temporary use of on-line non-downloadable software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; financial services, namely, providing information, historical performance data, and analytics in the field of finance; financial services in the nature of providing data and analytics on various industry market trends for financial decision-making
Compiling, analyzing, and monitoring workflow statistics, business data, and platform activity for business purposes; providing cross-portfolio comparisons and benchmarking of financial and operational performance data for business purposes; compiling and analyzing due diligence information and financial market data for business purposes; providing business data analysis and business intelligence services
Financial services, namely, providing portfolio and portfolio company monitoring and reporting services; Financial portfolio management; Fiscal valuation; Financial valuation; Business valuation services; Business risk management; Financial risk management; Credit risk management; Operational risk management; Business risk assessment services; Operational risk assessment services; Business risk management consultation; Financial risk assessment services; Business risk management services; Operational risk management services; Financial services, namely, financial due diligence services; operational due diligence services; Monitoring financial markets, financial investments, and the public filings and non-public disclosures of financial investment managers for investment purposes; financial analysis and financial reporting services; financial consulting services, namely, providing information, data, and analysis in the field of finance for investment decision-making; financial services, namely, providing portfolio monitoring and investment performance analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.