Legal Representation
Attorney
Adam G. Wasch
USPTO Deadlines
Application History
11 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 4, 2025 | ERTD | I | TEAS REQUEST TO DIVIDE RECEIVED | Loading... |
| Dec 4, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Dec 4, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Dec 4, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Nov 7, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Nov 7, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Nov 7, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Nov 4, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 21, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 17, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Jun 17, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for accredited investors and investment sponsors; Financial information provided by electronic means in the field of private equity, real estate, and sponsor-led investment opportunities; Financial information provided by electronic means in the field of investment advisory being capital-raising opportunities presented to investment sponsors; Financial information provided by electronic means in the field of investment advisory being investor onboarding services and due diligence materials
First Use Anywhere:
Jun 1, 2025
First Use in Commerce:
Jun 1, 2025
Class 042
Providing temporary use of a web-based software application for managing and facilitating capital raising transactions between investment sports and investors featuring tools for investor accreditation, document management, compliance and data room access; Software as a service (SAAS) services featuring software for managing and facilitating capital raising transactions between investment sponsors and investors featuring tools for investor accreditation, document management, compliance and data room access; Software as a service (SAAS) services featuring software for accredited investors to access, evaluate and invest in private equity, real estate, and sponsor-led investment opportunities; Software as a service (SAAS) services featuring software for investment sponsors to access a curated marketplace presenting capital-raising opportunities; Software as a service (SAAS) services featuring software for providing financial information, due diligence materials, and investor onboarding services
First Use Anywhere:
Jun 1, 2025
First Use in Commerce:
Jun 1, 2025
Classification
International Classes
036
042