NEXT GENERATION DEALMAKING PLATFORM Trademark

Trademark Overview

On Wednesday, March 2, 2022, a trademark application was filed for NEXT GENERATION DEALMAKING PLATFORM with the United States Patent and Trademark Office. The USPTO has given the NEXT GENERATION DEALMAKING PLATFORM trademark a serial number of 97291119. The federal status of this trademark filing is REGISTERED as of Tuesday, September 2, 2025. This trademark is owned by FINALIS, INC.. The NEXT GENERATION DEALMAKING PLATFORM trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial services, namely, raising debt and equity capital for others; private placements of hedge funds, private equity funds, venture capital funds, securities and derivatives for others; financial consulting and advising in the field of mergers, acquisitions and divestitures, deal structuring, financial valuations, investment banking and investment vehicle placement agent services

Providing temporary use of an online non-downloadable software platform accessible via a website, namely, platform as a service (PAAS) featuring a computer software platform for use in data management and archiving, performing due diligence, creating digital watermarking, providing a means of communication, performing business networking, investor and deal transaction data archiving, managing contact information and records relating to investors and clients, tracking and monitoring compliance and deal transactions for business purposes, and allowing registered users to upload, download, and preview files and deliver and view attestations
next generation dealmaking platform

General Information

Serial Number97291119
Word MarkNEXT GENERATION DEALMAKING PLATFORM
Filing DateWednesday, March 2, 2022
Status700 - REGISTERED
Status DateTuesday, September 2, 2025
Registration Number7930889
Registration DateTuesday, September 2, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 14, 2024

Trademark Statements

Goods and ServicesFinancial services, namely, raising debt and equity capital for others; private placements of hedge funds, private equity funds, venture capital funds, securities and derivatives for others; financial consulting and advising in the field of mergers, acquisitions and divestitures, deal structuring, financial valuations, investment banking and investment vehicle placement agent services
NOT AVAILABLE"PLATFORM"
Goods and ServicesProviding temporary use of an online non-downloadable software platform accessible via a website, namely, platform as a service (PAAS) featuring a computer software platform for use in data management and archiving, performing due diligence, creating digital watermarking, providing a means of communication, performing business networking, investor and deal transaction data archiving, managing contact information and records relating to investors and clients, tracking and monitoring compliance and deal transactions for business purposes, and allowing registered users to upload, download, and preview files and deliver and view attestations

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, March 7, 2022
Primary Code036
First Use Anywhere DateThursday, March 31, 2022
First Use In Commerce DateThursday, March 31, 2022
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, March 7, 2022
Primary Code042
First Use Anywhere DateThursday, March 31, 2022
First Use In Commerce DateThursday, March 31, 2022

Trademark Owner History

Party NameFINALIS, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10003
Party NameFINALIS, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10003
Party NameFINALIS, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10003

Trademark Events

Event DateEvent Description
Wednesday, March 23, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Saturday, March 5, 2022NEW APPLICATION ENTERED
Monday, March 7, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, March 23, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, March 23, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, December 14, 2022ASSIGNED TO EXAMINER
Thursday, December 22, 2022NON-FINAL ACTION WRITTEN
Thursday, December 22, 2022NON-FINAL ACTION E-MAILED
Thursday, December 22, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, December 22, 2022NON-FINAL ACTION WRITTEN
Thursday, December 22, 2022NON-FINAL ACTION E-MAILED
Thursday, December 22, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, March 22, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, March 22, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 23, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 25, 2023FINAL REFUSAL WRITTEN
Tuesday, April 25, 2023FINAL REFUSAL E-MAILED
Tuesday, April 25, 2023NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, July 25, 2023APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, July 25, 2023APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Wednesday, October 25, 2023TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, March 12, 2024ASSIGNED TO LIE
Wednesday, March 13, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 13, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, April 11, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 24, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 14, 2024PUBLISHED FOR OPPOSITION
Tuesday, May 14, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 9, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sunday, September 1, 2024USE AMENDMENT FILED
Friday, November 1, 2024STATEMENT OF USE PROCESSING COMPLETE
Friday, November 1, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, December 4, 2024NON-FINAL ACTION E-MAILED
Wednesday, December 4, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, March 30, 2025ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Sunday, March 30, 2025ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Tuesday, May 20, 2025TEAS PETITION TO REVIVE RECEIVED
Sunday, September 1, 2024TEAS STATEMENT OF USE RECEIVED
Wednesday, December 4, 2024SU - NON-FINAL ACTION - WRITTEN
Wednesday, July 2, 2025ASSIGNED TO PETITION STAFF
Wednesday, July 9, 2025NOTICE OF REVIVAL - E-MAILED
Wednesday, July 9, 2025PETITION GRANTED - RESPONSE RECEIVED
Friday, July 11, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 11, 2025ASSIGNED TO LIE
Friday, July 11, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 2, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, September 2, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Friday, August 8, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, August 8, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Related Keywords

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