Filed Aug. 28, 2026

Serial No. 50078651

Class Software as a service (SAAS) services featuring software for use by finance teams of private investment funds for capturing, organizing, and reviewing portfolio company communications, documents, and financial and operating information; Software as a service (SAAS) services featuring software for use by finance teams of private investment funds for monitoring and tracking developments concerning portfolio companies; Software as a service (SAAS) services featuring software for use by finance teams of private investment funds for maintaining and reconciling schedules of portfolio investments; Software as a service (SAAS) services featuring software for use by finance teams of private investment funds for creating and maintaining records of portfolio review conclusions and approvals; Software as a service (SAAS) services featuring software for use by finance teams of private investment funds for preparing, documenting, and supporting valuations of portfolio investments; Software as a service (SAAS) services featuring software for use by finance teams of private investment funds for organizing and presenting records in support of financial statement audits; Software as a service (SAAS) services featuring software for use by finance teams of private investment funds for compiling evidence and drafting materials for periodic portfolio reviews; 100; 101

Case Type Service mark