U.S. federal trademark · Serial No. 88637540 · Reg. No. 6083805
Downloadable software for fund accounting, investor reporting and portal, fund raising and investor relations, and investment and portfolio monitoring of private equity, venture capital, real estate, private debt, and other alternative investment funds for integration and assembly of historical and current data and information pertaining to organizations and individuals, namely, historical and current fund-raising information, financial and organizational information, business relationship information, portfolio, investment and valuation summary information, business performance information, securities and investment company tracking and monitoring information, investor relations information, tax and audit compliance information, cash and stock distribution information, periodic reporting information, and personal contact management information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.