South Wales, May 29 -- United Kingdom Intellectual Property Office (UKIPO) has registered trademark "CARTA" on May 7. The details about the trademark application no. UK00004383986 published in the journal no. 2026/022 (May 29).
With Abion UK Limited as representative, eShares, Inc. DBA Carta, Inc. filed the trademark application for the below mentioned good(s)/service(s).
Class 42 : Providing temporary use of on-line non-downloadable software for use by companies issuing securities to private investors and employee shareholders, namely, for issuing securities and for tracking, managing, and analyzing private equity investments; Providing temporary use of on-line non-downloadable software for managing, recording, tracking, and updating equity ownership, capitalization tables, and securities of companies; Providing temporary use of on-line non-downloadable software for integrating equity data with financial, compliance, and reporting systems; Providing on-line non-downloadable software using artificial intelligence (AI) for financial valuation, modeling, and analysis of equity, securities, and business interests for tax compliance; Providing on-line non-downloadable software using artificial intelligence (AI) for financial valuation, modeling, and analysis of equity-linked financial instruments, namely, warrants, options, and other rights to acquire securities; Providing temporary use of on-line non-downloadable software for managing, facilitating, administering, coordinating, and analyzing liquidity events, tender offers, and transactions involving equity and securities; Providing on-line non-downloadable software using artificial intelligence (AI) for organizing, managing, and analyzing corporate and financial data; Providing temporary use of on-line non-downloadable software for maintaining, managing, storing, and tracking corporate governance, compliance, and entity records; Providing on-line non-downloadable software using artificial intelligence (AI) for maintaining, managing, storing, and tracking corporate governance, compliance, and entity records, and generating corporate documents, and tracking regulatory filings and compliance obligations; Providing temporary use of on-line non-downloadable software for managing, administering, and tracking employee share plans, equity incentive programs, equity interests, stock options, and securities; Providing temporary use of on-line non-downloadable software for calculating, projecting, modeling, and analyzing financial data, information, and outcomes relating to equity ownership and securities; Providing on-line non-downloadable software using artificial intelligence (AI) for automating, modeling, analyzing, calculating, and generating financial models, simulations, and projected distributions relating to liquidity events, exit scenarios, and allocation of proceeds among equity holders and shareholders; Providing temporary use of on-line non-downloadable software for fund administration, namely, fund accounting, financial reporting, and management of financial data relating to investment funds; Providing temporary use of on-line non-downloadable software for generating financial statements and reports, namely, partnership capital statements, balance sheets, statements of operations, statements of cash flows, and tracking and managing carried interest allocations and equity interests; Providing temporary use of on-line non-downloadable software for providing investors with access to financial reports, documents, and data relating to investment funds; Providing temporary use of on-line non-downloadable software for managing and facilitating access by third-party auditors to financial records, reports, and transaction data; Providing temporary use of on-line non-downloadable software for performing identity verification, compliance checks, and monitoring of individuals and entities for regulatory compliance and risk management requirements; Providing temporary use of on-line non-downloadable software for conducting know-your-customer (KYC) and anti-money laundering (AML) checks and inspections; Providing temporary use of on-line non-downloadable software for managing financial operations, namely, expense tracking and reconciliation, invoicing, and financial reporting; Providing temporary use of on-line non-downloadable software for requesting, managing, monitoring, and tracking lines of credit, financing arrangements, loan applications, advances, repayments, and transaction history; Providing on-line non-downloadable software using artificial intelligence (AI) for automating, generating, managing, and customizing documents for formation of investment funds and special purpose vehicles; Providing temporary use of on-line non-downloadable software for collecting, managing, and analyzing quantitative and qualitative data, namely, tracking key performance indicators for portfolio companies; Providing temporary use of on-line non-downloadable software for performing financial valuation and analysis of portfolio companies and investment assets, namely, calculating fair market value, modeling ownership structures, and generating reports and valuation simulations; Providing on-line non-downloadable software using artificial intelligence (AI) for analyzing, consolidating, extracting, and integrating investment portfolios, data, reports, statements, and documents for generating investment insights and visualizations; Providing temporary use of on-line non-downloadable software for generating, managing, tracking, processing, organizing, and distributing tax forms, documents, and reports to investors, stakeholders, shareholders, investment funds, fund administration systems, partnerships, and business entities; Providing temporary use of on-line non-downloadable software for use in customer relationship management (CRM); Providing on-line non-downloadable software using artificial intelligence (AI) for contact and deal relationship management for investment, fundraising, and deal flow activities and workflows; Providing on-line non-downloadable software using artificial intelligence (AI) for tracking and managing relationships with investors, companies, and stakeholders; Providing temporary use of on-line non-downloadable software for integrating, consolidating, aggregating, storing, analyzing, and managing data from internal systems and external sources for creating customized reports and tear sheets; Providing temporary use of on-line non-downloadable software for generating, managing, and executing documents relating to investments and securities; Providing on-line non-downloadable software using artificial intelligence (AI) for enabling application programming interface (API) access to financial and administrative data; Providing on-line non-downloadable software using artificial intelligence (AI) for generating, organizing, automating, and managing legal, regulatory, and compliance documentation for investment funds and private equity transactions; Providing on-line non-downloadable software using artificial intelligence (AI) for drafting, editing, reviewing, summarizing, redlining, and analyzing documents, letters, and contracts.
The original document can be viewed at: http://www.ipo.gov.uk/cgi-bin/redirect.cgi?type=tmj&link=6¶m1=UK00004383986
Disclaimer: Curated by HT Syndication.
