FOCAL POINTS
Live / Applied — New application — not yet assigned to an examiner (as of 30 Dec 2025)
What this means for you
Not registered yet, but its 30 Dec 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
- 99571331
- Mark type
- Stylized text
- Filed
- 30 Dec 2025
- Attorney of record
- Shannon Zmud Teicher
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable project management software in the field of real estate; Downloadable project management software; Computer software platforms, downloadable, for creating, storing, managing, and retrieving structured data; Downloadable interactive software for for use in sharing information for the facilitation of collaborative working and interactive discussions; Downloadable computer software for investor database management, fundraising database management, and relationship database management; Downloadable computer software for facilitating the exchange of information via the internet featuring collaboration tools; Downloadable computer software for calendaring, scheduling, and managing meetings; Downloadable computer software for business planning, status reporting, data analytics and performance reports; Downloadable computer software for viewing and managing real estate funds and investments; Downloadable reports featuring financial information and data
- Class 035 — Advertising and business services: Accounting services; Analyzing and compiling business data; Customer relationship management
- Class 036 — Insurance and financial services: Real estate investment services; Real estate investment trust services; Investment management; Financial management; Financial portfolio management; Financial asset management; Financial investment in the field of real estate; Financial analysis
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for project management; Software as a service (SAAS) services featuring software for monitoring market value of real property and creating customized reports; Computer project management services; Software as a service (SAAS) services featuring artificial intelligence (AI) software for generating business analysis reports; Software as a service (SAAS) services featuring software for viewing, analyzing, and managing real estate investments; Software as a service (SAAS) services featuring software for investment management, owning and managing different investments, and the provision of investment management services and financial services, all in the fields of real estate investments; Software as a service (SAAS) services featuring software for customer relationship management (CRM), providing an investor portal and document management, all in the field of real estate investments
Owner
- Level Five Investments, LLC, Westlake Hills, TX, US
Prosecution history
- 30 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 30 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 30 Dec 2025 — NEW APPLICATION ENTERED