SUMMIT DEALS - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
99393838
Word Mark
SUMMIT DEALS
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2025-09-15
Filing Date
2025-09-15
Mark Drawing
3 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of the design of a mountain consisting of a triangle containing two intersecting lines positioned to the left of the word “SUMMIT” in bold stylized font above the word “DEALS” in smaller stylized font.
Goods and Services
Downloadable software for managing fundraising and investor onboarding; Downloadable software for tracking deal pipelines and investment opportunities; Downloadable software for providing secure electronic data rooms; Downloadable software for electronic document management and electronic signatures; Downloadable software for analysing investment data using artificial intelligence
Goods and Services
Venture capital financing; Financial advisory services; Investment of funds for others; Investment of funds for others in the fields of private equity, venture capital, fundraising for start-ups and scale-ups, alternative investments and secondary market liquidity; Financial advisory and consultancy services, namely, facilitating secondary market transactions and portfolio exits; Financial due diligence services; Financial analysis; Financial data analysis; Financial portfolio analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Investment advisory services; Investment fund management services; Private equity fund investment services; Family office investment advisory services; Family office investment management services; Financial advisory services rendered using artificial intelligence (AI)
Goods and Services
Providing online non-downloadable computer software platforms for sourcing and managing investments; Software as a service (SAAS) services featuring software for managing fundraising, investments and deal pipelines; Platform as a service (PAAS) featuring computer software platforms for analysing and managing investment opportunities; Providing a web hosting platform for secure online data rooms; Design and development of computer software for investment management; Data encryption services; Electronic data storage; Online data storage; Cloud storage services for electronic data; Technology consultation in the field of investment platforms; Updating and maintenance of computer software; Electronic storage of electronic documents
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2025-09-15
Primary Code
009
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2025-09-15
Primary Code
036
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2025-09-15
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
99 - Other (Cooperative with excluded liability).
Address
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Correspondences
Name
Joseph R. Dages Gray Ice Higdon, PLLC
Address
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Trademark Events
| Event Date | Event Description |
| 2025-09-15 | NEW APPLICATION ENTERED |
| 2025-09-15 | APPLICATION FILING RECEIPT MAILED |
