matching borrowers and project sponsors with potential investors and community development entities in the field of new market tax credits and community development; tax consulting services; business services, namely, screening, curating, and verifying eligibility of projects for community development incentive programs and other local, state, and federal incentive programs; tax consultation in the nature of guiding borrowers and project sponsors through the new market tax credit process and other state, local, and federal incentives; tax consultation in the field of new market tax credits, community development projects, and state, local, and federal tax incentives; operating online marketplaces featuring community development projects for the purpose of transacting and managing tax credits; operating online marketplaces for financing community development projects; business planning, business analysis, business management, and business organization services relating to community development projects; business venture development and formation consulting services related to community development projects and related tax credits

Financial services, namely, structuring transactions utilizing state, local and federal incentives; financial services, namely, assisting borrowers and project sponsors in securing debt for community development projects; project financing for community development projects for the purpose of transacting and managing tax credits; financial consulting services concerning financing of community development projects

Platform as a service (PAAS) featuring computer software platforms for connecting borrowers and project sponsors with community development entities and investors; online non-downloadable software for facilitating deals in the field of community investment projects and other state, local, and federal incentive programs; online non-downloadable software that assists participant of local, state, and federal incentive programs with various program compliance requirements; providing temporary use of non-downloadable software to facilitate the financing of community development projects; providing temporary use of non-downloadable software to transact, track, manage and report on tax credits; providing temporary use of non-downloadable software to facilitate the management of community development projects; providing temporary use of non-downloadable software for institutions to operate marketplaces for the financing of community development projects; technological planning and consulting services in the field of tax credits in the field of community development projects