Legal Representation
Attorney
Martin R. Geissler
USPTO Deadlines
Application History
12 eventsDate | Code | Type | Description |
---|---|---|---|
Jun 27, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED |
Jun 27, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
Jun 27, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE |
Jan 17, 2025 | RFNT | P | REFUSAL PROCESSED BY IB |
Dec 27, 2024 | RFRR | P | REFUSAL PROCESSED BY MPU |
Dec 27, 2024 | RFCS | P | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
Dec 13, 2024 | RFCR | E | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
Dec 12, 2024 | CNRT | R | NON-FINAL ACTION WRITTEN |
Dec 9, 2024 | DOCK | D | ASSIGNED TO EXAMINER |
Aug 30, 2024 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
Aug 30, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
Aug 29, 2024 | REPR | M | SN ASSIGNED FOR SECT 66A APPL FROM IB |
Detailed Classifications
Class 009
Recorded computer programs for use in investor management, financial due diligence, impact scoring, capital raising, and secondary market transactions in the field of private equity and venture capital; downloadable computer programs for credit risk management; computer operating programs, recorded; downloadable and recorded computer software and recorded programs for credit risk management; personalised software for credit risk management; cash registers, calculating machines, data processing equipment, computers; downloadable and recorded computer software for use in investor management, financial due diligence, impact scoring, capital raising, and secondary market transactions in the field of private equity and venture capital
Class 035
Business advice relating to financial re-organisation; consultancy relating to business acquisition; business advice; business assistance relating to the formation of commercial undertakings; business research; business development; marketing advisory services; business consultancy, advisory, information and research services; provision of online financial services comparisons for commercial purposes
Class 036
Investment management; venture capital services, namely, venture capital financing and advisory services; venture capital fund management; venture capital financing; private equity fund investment services; investment advisory services; investment brokering services; fund management, namely, hedge fund management, fund management for private clients, venture capital fund management; administration of investment funds, namely, account and investment administration and the investment and distribution of annuity funds; fund investments; financial consulting services; financial consultancy; financial information services; financial sponsorship of entrepreneurship pitch events, investment roundtables, and impact-focused business competitions; sponsorship, namely financial sponsorship of programs and events promoting impact investing and startup development; organization of collections; wealth management services; financial services in the nature of wealth management; international and domestic fund investment; discretionary investment management services; mutual funds and services related thereto, namely, investment management, fund distribution, and financial portfolio analysis; providing an interactive database of information in the field of securities, finance and investments; financial analysis services for businesses; provision of financial information, advice and consultancy relating to all the foregoing; financial planning and investment advisory services; financial advice and consultancy services; financial analysis and research services; financial information; financial analysis and preparation and provision of financial reports being financial information relating thereto; financial portfolio management; financial advisory services relating to credit and debit control, investment, grants and financing of loans; information, advisory, consultancy and research services in the field of finance and investments; financial investment analysis; credit risk management; financial risk management services; financial and investment market risk analysis, appraisal and projection; computerised financial services, namely, computer analyses of stock exchange information investmenet banking services; the provision of financial advisory services in relation to venture capital investment, including without limitation, hedge fund management and private equity fund management
Class 042
Providing temporary use of non-downloadable computer software for designing and conducting surveys, polls and other feedback and data collection activities via computer and communication networks; providing temporary use of non-downloadable computer software for the administration, distribution, collection, reporting, analysis and presentation of information gathered via computer and communication networks; hosting websites featuring surveys, polls and other feedback and data collection instruments for others; all of the aforesaid relating to, or associated with, financial services products; providing of non-downloadable software for temporary use for data analysis in relation to credit risk management and drawing up of reports; providing temporary use of non-downloadable business software for use in database management; providing temporary use of online non-downloadable investment software; design and development of computer software in relation to credit risk management; development of computer software application solutions; research in the field of computer programs and software; implementation of computer programs in networks; electronic data storage for others; development of data processing systems; technical data analysis, namely, analysing technology requirements and developing recommendations for the computer software and systems and other technology needed to meet those requirements, in the field of finance; research and consultancy in relation to information technology, namely, reasearch in the field of information technology and information technology consultancy relating to installation, maintenance and repair of computer software, computer software design, all in the filed of credit risk management; scientific and technological services, namely, scientific research and design relating thereto in the field of impact investing, financial technology, ESG performance analytics, and private equity decision support systems; scientific industrial analysis and research services in the field of impact investing, private capital markets, ESG performance measurement, and financial risk analysis; design and development of computer hardware and software
Additional Information
Pseudo Mark
VENTURE BEAM
Classification
International Classes
009
035
036
042