U.S. federal trademark · Serial No. 50158830
Software as a service (SAAS) services featuring software for customer relationship management (CRM) for private equity and investment firms; Software as a service (SAAS) services featuring software for consolidating, organizing, searching, and analyzing relationship, investor, and transaction history from business records, email, and meeting data, and for answering user queries with links to supporting source records, using artificial intelligence; Software as a service (SAAS) services featuring software for reviewing virtual data room documents, identifying risks in transaction documents, and drafting investment committee memoranda, using artificial intelligence; Software as a service (SAAS) services featuring software for monitoring portfolio company performance, covenant compliance, and customer concentration, using artificial intelligence
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.