Filed July 8, 2026

Serial No. 99928785

Class Software as a Service (SaaS) featuring software for investor customer relationship management, fundraising, investor onboarding, and know-your-customer (KYC) identity verification in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to manage investor relationships, process fundraising campaigns and electronic subscription documents, and conduct know-your-customer (KYC) identity verification; Software as a Service (SaaS) featuring software for capital call processing, distribution processing, capitalization table administration, and payment and money movement processing in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to process capital calls and distributions, administer capitalization tables, and manage payment and money movement transactions; Software as a Service (SaaS) featuring software for hosting an online investor portal providing consolidated investment reporting, investment performance monitoring, and automated investor notifications in the field of private markets investing; providing online non-downloadable software for product manufacturers and investment firms in the field of private markets investing to provide investors with consolidated reporting, investment performance monitoring, and automated notifications.; 100; 101

Case Type Service mark