U.S. federal trademark · Serial No. 99743631
Software as a service (SaaS) featuring software for creating business plans and financial projections, small business financial management, cash flow forecasting, budgeting, financing readiness assessment, document collection and organization for lending transactions, customer pipeline management, customer acquisition workflow management, recruiting and talent acquisition workflow management, and automation of financial management, customer acquisition, and recruiting processes; providing temporary use of non-downloadable artificial intelligence software for financial analysis, financing readiness assessment, cash flow planning, customer acquisition workflow management, recruiting and talent acquisition workflow management, and automation of financial management, customer acquisition, and recruiting processes.
Providing financial information in the field of small business financing; providing information relating to loan eligibility, lender requirements, and financing options; providing assistance in preparing and completing applications for commercial loans; providing referrals to third-party lenders; providing financial information and advisory services relating to cash flow management and financing readiness for small businesses.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.