Filed May 1, 2026

Serial No. 99798888

Examining Attorney JESSICA L HANNAH

Class (Based on Use) Downloadable software in the nature of a mobile application for automated generation of legal and business documents and templates; Downloadable software in the nature of a mobile application for automated generation of legal and business documents and templates, namely, non-disclosure agreements, confidentiality agreements, terms of service, privacy policies, independent contractor agreements, simple agreements for future equity, employment offer letters, non-solicitation agreements, non-compete agreements, consulting services agreements, indemnification agreements, corporate formation documents; Downloadable software in the nature of a mobile application for automated generation of legal and business documents and templates, namely, co-founder agreements, articles of incorporation, operating agreements, corporate bylaws, founder vesting agreements, shareholder agreements, confidential information and investment assignment agreements, IRS forms and letters, stock option grant agreements, stock option and equity incentive plans, stock purchase and restricted stock purchase agreements, advisor engagement agreements; Downloadable software in the nature of a mobile application for automated generation of legal and business documents and templates, namely, vesting agreements, board and shareholder written consent resolutions, board meeting minute templates, corporation resolution templates, capitalization table templates, shareholder voting agreements, annual compliance checklists and guidelines, equity investment subscription agreements, investor rights agreements, term sheets for investments, convertible note purchase agreements, accredited investor qualification forms; Downloadable software in the nature of a mobile application for automated generation of legal and business documents and templates, namely, investor side letters, keep it simple security agreements, employee handbooks, severance agreements, separation and mutual release agreements, employment offer acceptance letters, invention disclosure forms, intellectual property assignment clauses, investor specific non-disclosure agreements, data processing agreements, acceptable use policies, cookie policies, contractor and employee termination letters; Downloadable software in the nature of a mobile application for automated generation of legal and business documents and templates, namely, letters of intent, amendments to contracts, assignment agreements, intellectual property assignment agreements, copyright assignment agreements, trademark assignment agreements, patent assignment agreements, cease and desist letters, liability releases and waivers, promissory notes, trademark license agreements; Downloadable software in the nature of a mobile application for automated generation of legal and business documents and templates, namely, work for hire agreements, software as a service subscription agreements, software license agreements, marketplace platforms terms and conditions, affiliate and referral program agreements, application programming interface terms of service, resale and white label licensing agreements; Downloadable software in the nature of a mobile application for providing a searchable catalog of legal and business document templates; Downloadable software in the nature of a mobile application for storing, managing, accessing, tracking, retrieving generated legal and business documents; Downloadable software in the nature of a mobile application for converting generating legal and business documents into different file formats with legal formatting standards; Downloadable software in the nature of a mobile application for tracking equity ownership, share classes, and dilution across all shareholders through a digital capitalization table; Downloadable software in the nature of a mobile application for tracking investment instruments; Downloadable software in the nature of a mobile application for customer relationship management through tracking of investor pipeline stages and follow up communications; Downloadable software in the nature of a mobile application for for analysis and comparison of investment term sheets with risk identification with the use of artificial intelligence (AI); Downloadable software in the nature of a mobile application for organizing and sharing due diligence documents with investors in a secure virtual data room; Downloadable software in the nature of a mobile application for tokenized secure sharing of data room contents with external parties via unique links; Downloadable software in the nature of a mobile application for creating pitch decks with generation of customized slides with the use of artificial intelligence (AI); Downloadable software in the nature of a mobile application for tokenized secure sharing of pitch decks with the ability to track views; Downloadable software in the nature of a mobile application for managing fundraising activities and progress through the use of a centralized dashboard; Downloadable software in the nature of a mobile application for corporate governance, namely, scheduling, documenting and managing board meetings and resolutions; Downloadable software in the nature of a mobile application for corporate governance, namely, providing an interactive checklist to track completion of essential legal requirements by category; Downloadable software in the nature of a mobile application for corporate governance, namely, maintaining a chronological record of significant corporate events and milestones; Downloadable software in the nature of a mobile application for managing compliance and regulatory requirements, namely, automated tracking and notifications of deadlines for recurring legal and compliance obligations; Downloadable software in the nature of a mobile application for providing a calendar view of upcoming compliance deadlines, tax filings, and regulatory requirements; Downloadable software in the nature of a mobile application for providing an investor-readiness assessment scoring system measuring fundraising preparedness across five dimensions; Downloadable software in the nature of a mobile application for providing state by self-service incorporation guidance with filing requirements and warnings for each state; Downloadable software in the nature of a mobile application for tracking annual corporate state filing requirements and deadlines; Downloadable software in the nature of a mobile application for investor relations, namely, storage and management of investor contact information, communication history and pipeline stage information; Downloadable software in the nature of a mobile application for investor relations, namely, tracking of investor follow up dates and next steps; Downloadable software in the nature of a mobile application for investor relations, namely, automated notifications when shared pitch decks or data rooms are viewed by investors; Downloadable software in the nature of a mobile application for investor relations, namely, automated compilation of fundraising materials into investor ready document packages; Downloadable software in the nature of a mobile application for automated monitoring and notification of industry relevant breaking news to users; Downloadable software in the nature of a mobile application for news and content aggregation, namely, for creating and providing curated news feeds filtered by relevant business sector; Downloadable software in the nature of a mobile application for providing incorporation filing guidelines with requirements and fees by state; Downloadable software in the nature of a mobile application for identifying areas of legal and regulatory non-compliance and generating alerts displaying the potential legal and financial consequences and the financial impact of delaying legal compliance; (Based on Intent to Use) Downloadable software in the nature of a mobile application for tracking and calculating simple agreement for future equity investment rounds with cap and discount modeling; Downloadable software in the nature of a mobile application for providing a searchable database of verified investors that can be filtered by stage focus, sector, check size, and location; Downloadable software in the nature of a mobile application for an interactive modeling tool for simulating equity dilution across multiple funding scenarios; Downloadable software in the nature of a mobile application for generating professional investor update communications with the use of artificial intelligence (AI); Downloadable software in the nature of a mobile application for creating bundled investor materials packages for fundraising presentations; Downloadable software in the nature of a mobile application for tracking how investors view shared pitch decks through the use of heat maps and duration analytics; Downloadable software in the nature of a mobile application for estimating preliminary fair market values for common stock pricing; Downloadable software in the nature of a mobile application for providing assessments of a company’s legal compliance status across multiple dimensions using a scoring system; Downloadable software in the nature of a mobile application for assessing qualified small business stock tax eligibility; Downloadable software in the nature of a mobile application for a self-service guided conversion from an LLC to a Delaware C-Corporation; Downloadable software in the nature of a mobile application for automated generation of Series A and Series B priced financing documentation using standardized venture capital templates; 021; 023; 026; 036; 038; 100; 101

Case Type Trademark Service mark