U.S. federal trademark · Serial No. 99946659
Software as a service (SaaS) featuring an artificial intelligence-powered, cloud-based deal management and underwriting intelligence platform for use by private credit funds, business development companies (BDCs), and other financial institutions for private lending and direct lending analysis; Software as a service (SaaS) featuring software for automated ingestion, parsing, classification, and cross-source reconciliation of private credit deal documents, including confidential information memoranda, quality of earnings reports, financial statements, tax returns, due diligence questionnaires, term sheets, and credit agreements; Software as a service (SaaS) featuring software using artificial intelligence for identification, categorization, and prioritization of credit investment risks and mitigants in private lending transactions; Software as a service (SaaS) featuring software for private credit portfolio management, including real-time sector exposure analysis, pro forma impact analysis of prospective investments, loan covenant compliance monitoring, pricing grid tracking, and periodic investment valuation reporting
financial analysis services in the field of private credit lending and direct lending; credit underwriting support services, namely, providing credit risk analysis, financial data analysis, and underwriting intelligence for private lending transactions; financial information services, namely, providing portfolio performance monitoring, loan covenant compliance analysis, and investment valuation analysis for private credit funds, business development companies, and financial institutions engaged in private lending; financial consulting services in the field of private credit deal management and direct lending portfolio monitoring
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.