Providing investment analysis in the nature of deal flow data presentation for others and providing clients investment advice pertinent to their investment portfolio, and providing reports therewith

'advic':18 'analysi':3 'client':16 'data':10 'deal':8 'flow':9 'invest':2,17,22 'natur':6 'other':13 'pertin':19 'portfolio':23 'present':11 'provid':1,15,25 'report':26 'therewith':27

Providing temporary use of non-downloadable on-line content management software for managing private market deal flow and analysis, namely, software which creates interactive reports through using meta-data to create an interactive representation of transaction data that allows customers to view their deal flow relative to their selected investment criteria

'allow':42 'analysi':21 'content':11 'creat':25,34 'criteria':54 'custom':43 'data':32,40 'deal':18,47 'download':7 'flow':19,48 'interact':26,36 'invest':53 'line':10 'manag':12,15 'market':17 'meta':31 'meta-data':30 'name':22 'non':6 'non-download':5 'on-lin':8 'privat':16 'provid':1 'relat':49 'report':27 'represent':37 'select':52 'softwar':13,23 'temporari':2 'transact':39 'use':3,29 'view':45

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