U.S. federal trademark · Serial No. 97401681 · Reg. No. 7142521
Financial services, namely, subscription-based investment fund services and investment fund transaction services; Financial services, namely, investment fund development, consulting, advisory, management, and analysis services; Financial services, namely, administration of transactions involving financial investment in private equity funds, hedge funds, venture capital funds, registered funds, and mutual funds over a global data network; Providing an on-line searchable database featuring financial information about investments
Downloadable investment documents provided via a website; Downloadable software consisting of an e-subscription service for private funding transactions and fund subscriptions that allows investors to complete, sign and submit subscription documents and AML/KYC documents electronically by filling out a user-friendly, logic-based questionnaire; Downloadable software that provides a centralized dashboard to track investor status, comments and documents; Downloadable database management software
Platform as a Service (PaaS) services, namely, a proprietary e-subscription software platform for private funding transactions and fund subscriptions that allows investors to complete, sign and submit subscription documents and AML/KYC documents electronically by filling out a user-friendly, logic-based questionnaire; Software as a Service (SaaS) services featuring software for private funding transactions and fund subscriptions that allows investors to complete, sign and submit subscription documents and AML/KYC documents electronically by filling out a user-friendly, logic-based questionnaire; Providing temporary use online non-downloadable, cloud-based software providing a centralized online dashboard for tracking investor status, comments and documents
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.