U.S. federal trademark · Serial No. 50107341
Business management consulting services; business strategy consulting and planning services; business planning services; outsourced business accounting services; bookkeeping services; business accounting consulting services; preparation of financial statements and business reports relating to finance and investments; budget consulting and planning services; payroll administration and management services; payroll consulting services; human resources consulting services; business records management services relating to business entity formation and associated state reporting requirements; business data analysis; business data analysis using artificial intelligence software; automated processing of accounting and bookkeeping data using artificial intelligence software; providing business information in the field of financial and operating performance benchmarking; all of the foregoing provided to venture-capital-backed, early-stage and growth-stage companies.
Software as a service (SaaS) services featuring software for standardizing, aggregating and displaying financial information of a company or group of companies to facilitate analysis of the business's operating performance and financial condition in the form of dashboard views either of an individual company or groups of companies, compared in both cases to historic performance and compared to an aggregate performance of similar companies; software as a service (SaaS) services featuring artificial intelligence software for financial reporting, financial forecasting and financial analysis; software as a service (SaaS) services featuring machine learning software for automated categorization and reconciliation of accounting and transaction data; platform as a service (PaaS) featuring computer software platforms for accounting and financial operations workflow management; artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for analysis of financial and operating data; design and development of artificial intelligence software; information technology consulting, integration and implementation services; Security-readiness work — SOC 2 preparation, security posture assessment, AI governance; all of the foregoing in the field of financial and accounting operations.
Financial consulting services; financial analysis and consultation; financial planning and analysis consulting services; financial forecasting services; financial management consulting services; financial modeling services; financial due diligence services; financial consulting services in the field of capital formation and fundraising; financial analysis and consultation using artificial intelligence software; all of the foregoing provided to venture-capital-backed, early-stage and growth-stage companies
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