SUMMIT DEALS
Live / Applied — Non-final action mailed (as of 17 Feb 2026)
What this means for you
Not registered yet, but its 15 Sept 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99393838
- Mark type
- Design + words
- Filed
- 15 Sept 2025
- Attorney of record
- Joseph R. Dages
Goods and services
- Class 009 — Scientific and electric apparatus: 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
- Class 036 — Insurance and financial 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)
- Class 042 — Scientific and technological 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
Owner
- Summit Deals Coöperatief U.A., Hilversum, NL
Prosecution history
- 17 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 17 Feb 2026 — NON-FINAL ACTION E-MAILED
- 17 Feb 2026 — NON-FINAL ACTION WRITTEN
- 09 Feb 2026 — ASSIGNED TO EXAMINER
- 06 Feb 2026 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 06 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 15 Sept 2025 — APPLICATION FILING RECEIPT MAILED
- 15 Sept 2025 — NEW APPLICATION ENTERED