U.S. federal trademark · Serial No. 99260332
Financial information; Providing financial information; Financial information processing; Providing investors with financial information; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Provision of financial information; Processing, reconciliation, and settlement of private credit transactions across primary and secondary markets being financial transaction services, namely, providing secure commercial transactions and payment options; financial information related to transaction validation, document exchange, payment scheduling, position tracking, and cash flow servicing; provision of structured data on commitments, allocations, payments, and credit instruments in the nature of providing financial information; settlement of payments, waterfall distributions, and fund cash flows related to private credit investments being financial transaction services, namely, providing secure commercial transactions and payment options
Providing online, non-downloadable software for managing the lifecycle of private credit transactions, including origination, allocation, servicing, clearing, settlement, and portfolio management; application service provider featuring application programming interface (API) software for financial data for integration with third-party systems, custodians, fund administrators, and trustees; Software as a service (SAAS) services featuring software for centralized data capture, reporting, analytics, and access to a shared system of record for private credit markets; Software as a service (SAAS) services featuring software for managing the lifecycle of private credit transactions, including origination, allocation, servicing, clearing, settlement, and portfolio management; Platform as a service (PAAS) featuring computer software platforms for centralized data capture, reporting, analytics, and access to a shared system of record for private credit markets; providing online non-downloadable software for data validation, document processing, and reconciliation of data and payments in the field of finance; providing a website featuring technology enabling users to real-time collaborate through a shared orchestration layer and infrastructure platform in the field of finance; providing a website featuring technology enabling users to centralize data capture, report data, conduct analytics, and provide access to a shared system of records in the field of finance including private credit
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.