Educational services, namely, providing online non-downloadable videos, articles, and podcasts in the fields of investing, venture capital, angel investing, start-ups, private company investments, equity crowdfunding, and alternative investments Downloadable computer software for use in managing and viewing financial information relating to investment accounts, investment portfolios, investment s Read More

Classification Information

Class [009]
Computer & Software Products & Electrical & Scientific Products

Downloadable computer software for use in managing and viewing financial information relating to investment accounts, investment portfolios, investment strategy and investment allocation; Downloadable computer software for use in managing and viewing information related to private companies; Downloadable computer software for use in managing and viewing information related to private company investments, equity crowdfunding, and alternative investments; Downloadable computer software for use in managing and viewing economic information; Downloadable computer software for user authentication and controlling access to and communications with computers, computer networks and networked systems; Downloadable computer software for processing electronic payments; Downloadable computer software that allows users to make investments, make payments and transfer funds across multiple websites and mobile applications; Downloadable computer software for making, authenticating, operating, managing, and processing electronic payments, transferring funds and payment transactions with credit cards, debit cards, ACH, prepaid cards, payment cards, and other forms of payment; Downloadable computer software for creating, preparing, managing, sending, processing, tracking, and reconciling investments in private companies and alternative investments; Downloadable computer software for use by companies issuing securities to private investors, namely, for issuing securities and for tracking, managing, and analyzing investments; Downloadable computer software for administration and management of financial transactions in the nature of private company investments, equity crowdfunding and alternative investments; Magnetically encoded credit cards and payment cards; Downloadable computer software development tools; Downloadable computer software development tools for allowing data retrieval, upload, access and management; Downloadable computer software development tools for processing electronic payments; Downloadable computer software development tools for user authentication services using single sign-on and software technology for financial investment transactions; Downloadable computer software development tools for user authentication services of electronic funds transfer, credit and debit card and electronic check transactions using single sign-on and software technology; Downloadable computer software for use as an application programming interface (API); Downloadable application programming interface (API) for computer software for user authentication services, electronic funds transfer, processing electronic payments, and allowing data retrieval, upload, access and management; Downloadable application programming interface (API) for computer software for private company investments, equity crowdfunding, and alternative investments

Class [016]
Paper Goods and Printed Material

Printed materials, namely, written articles in the fields of investing, venture capital, angel investing, start-ups, private company investments, equity crowdfunding, and alternative investments

Class [035]
Advertising, Business & Retail Services

Business information management, namely, electronic reporting of business analytics relating to authentication, investment transactions, and payment processing; Providing information pertaining to investors who qualify to purchase certain types of securities; Providing information in the field of economics; preparing financial reports for others in the field of private company investments, equity crowdfunding, and alternative investments; Financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single database and user interface for financial review and analysis

Class [036]
Insurance & Financial Services

Financial services, namely, providing financial information relating to investment accounts, investment portfolios, investment strategy and investment allocation; Financial services, namely, providing financial information related to private companies; Financial services, namely, providing financial information related to private company investments, equity crowdfunding, and alternative investments; Financial services, namely, administering and managing financial transactions in the nature of private company investments, equity crowdfunding, and alternative investments; Clearing and reconciling financial transactions via a global computer network; Financial services, namely, electronic funds transfer services; Financial transaction processing services, namely, providing secure financial investment transactions and payment options; Financial services, namely, credit card transaction processing, debit card transaction processing, and ACH, electronic check, cryptocurrency, and cash payment processing, all conducted via electronic communications networks; Clearing and reconciling financial transactions via electronic communications networks; Financial services, namely, providing an Internet web portal for individuals to direct and manage private company investments, equity crowdfunding, and alternative investments; Financial services, namely, financial administration of transactions involving private company investments, equity crowdfunding, and alternative investments; Providing information and news in the fields of private company investments, equity crowdfunding, and alternative investments; Payment verification services; Financial management of credit card, debit card, ACH, prepaid cards, payment cards, and electronic funds transfer payment transactions via electronic communications networks; investor accreditation services, namely, funds verification; investor accreditation services, namely, verification of individual investor funds, net worth and income for individuals; accredited investor status verification services, namely, verification of individual investor funds, net worth and income for securities issuers, funding portals, and broker-dealers; Providing on-line searchable databases in the field of private company investments, equity crowdfunding, and alternative investments

Class [038]
Communications Services

Providing access to computer, electronic and online databases; Providing online communications links which transfer web site users to other local and global web pages; Providing user access to electronic third party web sites via a universal login; Providing online chat rooms for transmission of messages among users in the field of investing, private company investments, equity crowdfunding, and alternative investments; Audio, text and video broadcasting services via computer and communication networks, namely, electronically transmitting data, audio, text, video, and audio-visual content; Telecommunications services, namely, electronic transmission of data, audio, text, video, and audio-visual content

Class [041]
Education and Entertainment Services

Class [042]
Computer & Software Services & Scientific Services

Providing temporary use of on-line non-downloadable software for use in managing and viewing financial information relating to investment accounts, investment portfolios, investment strategy and investment allocation; Providing temporary use of on-line non-downloadable software for use in managing and viewing information related to private companies; Providing temporary use of on-line non-downloadable software for use in managing and viewing information related to private company investments, equity crowdfunding, and alternative investments; Providing temporary use of on-line non-downloadable software for use in managing and viewing economic information; Providing user authentication services using single sign-on and software technology for financial investment transactions; Providing user authentication services for electronic funds transfer, credit and debit card and electronic check transactions using single sign-on and software technology; Providing temporary use of on-line non-downloadable software for user authentication and controlling access to and communications with computers, computer networks and networked systems; Application service provider featuring an application programming interface (API) software to allow users to make financial investments via the Internet and communications networks; Software as a service (SaaS) services featuring software for user authentication, investor verification, investment transactions, electronic funds transfer, and payments processing via the Internet and communications networks; Platform as a service (PaaS) services featuring software for user authentication, investor verification, investment transactions, electronic funds transfer, and payments processing via the Internet and communications networks; Providing temporary use of on-line non-downloadable software for processing electronic payments; Providing temporary use of on-line non-downloadable software that allows users to make investments, make payments and transfer funds across multiple websites and mobile applications; Providing temporary use of on-line non-downloadable software for making, authenticating, operating, managing, and processing electronic payments, transferring funds and payment transactions with credit cards, debit cards, prepaid cards, payment cards, and other payment forms; Providing temporary use of online non-downloadable software for creating, preparing, managing, sending, processing, tracking, and reconciling investments in private companies and alternative investments; Providing temporary use of on-line non-downloadable software for use by companies issuing securities to private investors, namely, for issuing securities and for tracking, managing, and analyzing investments; Providing temporary use of on-line non-downloadable software for administration and management of financial transactions in the nature of private company investments, equity crowdfunding, and alternative investments; Providing temporary use of on-line non-downloadable software for opening investment accounts, investing in private companies and alternative investments, and directing the receipt and transfer of funds, securities and property held in investment accounts; Computer services, namely, creating an on-line community for registered users to participate in discussions, get feedback from their peers, form virtual communities, and engage in social networking services in the fields of investing, private company investments, equity crowdfunding, and alternative investments

Class [045]
Personal & Legal & Social Services

Investor accreditation services, namely, verification of personal identity as part of personal background investigations; Regulatory compliance consulting in the fields of investor status verification and accreditation

Mark Details

Serial Number

No 88899518

Mark Type

No Service Mark

Attorney Docket Number

No 384066-8

44D Filed

44D Current

44E filed

44E Current

66A Filed

66A Current

Current Basis

No Basis

Legal History

Status Date	Action Taken
31^st May 2022	ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
30^th May 2022	ABANDONMENT - NO USE STATEMENT FILED
26^th Oct 2021	NOA E-MAILED - SOU REQUIRED FROM APPLICANT
31^st Aug 2021	OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
31^st Aug 2021	PUBLISHED FOR OPPOSITION
11^th Aug 2021	NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
27^th Jul 2021	APPROVED FOR PUB - PRINCIPAL REGISTER
27^th Jul 2021	EXAMINER'S AMENDMENT ENTERED
27^th Jul 2021	NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
27^th Jul 2021	EXAMINERS AMENDMENT E-MAILED

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