USPTO serial 99946659
THE_SYSTEM
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- MCGILL, CIERRA L
- Law office
- TMO LAW OFFICE 110
What this means
Status 680 means the examining attorney approved your mark for publication in the USPTO Official Gazette. Publication for opposition usually follows within weeks, opening a 30-day window for third parties to oppose. Watch for publication (status 686) and monitor the 30-day opposition window.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jeremy D. Spier
Jeremy D. Spier Eversheds Sutherland (US) LLP600 Peachtree Street, NE, Suite 5200Atlanta, GA 30308United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | financial analysis services in the field of private credit lending and direct lending; credit underwriting support services, namely, providing credit risk analysis, financial data analysis, and underwriting intelligence for private lending transactions; financial information services, namely, providing portfolio performance monitoring, loan covenant compliance analysis, and investment valuation analysis for private credit funds, business development companies, and financial institutions engaged in private lending; financial consulting services in the field of private credit deal management and direct lending portfolio monitoring | ACTIVE | — |
| 042 | Software as a service (SaaS) featuring an artificial intelligence-powered, cloud-based deal management and underwriting intelligence platform for use by private credit funds, business development companies (BDCs), and other financial institutions for private lending and direct lending analysis; Software as a service (SaaS) featuring software for automated ingestion, parsing, classification, and cross-source reconciliation of private credit deal documents, including confidential information memoranda, quality of earnings reports, financial statements, tax returns, due diligence questionnaires, term sheets, and credit agreements; Software as a service (SaaS) featuring software using artificial intelligence for identification, categorization, and prioritization of credit investment risks and mitigants in private lending transactions; Software as a service (SaaS) featuring software for private credit portfolio management, including real-time sector exposure analysis, pro forma impact analysis of prospective investments, loan covenant compliance monitoring, pricing grid tracking, and periodic investment valuation reporting | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 29, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Oct 14, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 12, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 17, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 17, 2026 | NWAP | NEW APPLICATION ENTERED | — |