INVESTMENT BANKING INVESTMENT ADVISORY

Brand Owner (click to sort) Address Description
ALLOCATIONS Allocations, Inc. 8 The Green, Suite 7105 Dover DE 19901 Investment banking and investment advisory services; Financial services, namely, facilitating the sale and purchase, issuance and management of private company securities; Investment advisory services, namely, providing investment information, data and analysis relating to the sale, issuing and investment of securities and equity investments; Financial services, namely, creating, administering, managing and providing fundraising services for special purpose vehicles and special purpose entities;
INSTANT MIGRATION Allocations, Inc. 8 The Green, Suite 7105 Dover DE 19901 Investment banking and investment advisory services; Financial services, namely, facilitating the sale and purchase, issuance and management of private company securities; Investment advisory services, namely, providing investment information, data and analysis relating to the sale, issuing and investment of securities and equity investments; Financial services, namely, creating, administering, managing and providing fundraising services for special purpose vehicles and special purpose entities;
INSTANT SPVS Allocations, Inc. 8 The Green, Suite 7105 Dover DE 19901 Investment banking and investment advisory services; Financial services, namely, facilitating the sale and purchase, issuance and management of private company securities; Investment advisory services, namely, providing investment information, data and analysis relating to the sale, issuing and investment of securities and equity investments; Financial services, namely, creating, administering, managing and providing fundraising services for special purpose vehicles and special purpose entities;Software as a service (SAAS) services featuring software for issuing securities, namely, for issuing securities and for tracking, administering, managing, and analyzing private equity investments; Software as a service (SAAS) services featuring software for enabling users to sell and purchase private company securities; Software as a service (SAAS) services featuring software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; Software as a service (SAAS) services featuring software for creating, administering, managing and providing fundraising services for special purpose vehicles and special purpose entities;
SHARESPOST INDIVIDUAL VC PERFORMANCE TRACKER SharesPost, Inc. www.SharesPost.com 555 Montgomery St. Suite 1400 San Francisco CA 94111 Investment banking and investment advisory services, namely, facilitating investment decision-making by providing financial information, data, and analysis on financial service providers;INDIVIDUAL VC PERFORMANCE TRACKER;
SHARESPOST PRIVATE GROWTH INDEX SharesPost Research 221 Pine St., 6th Floor San Francisco CA 94104 Investment banking and investment advisory services, namely, facilitating investment decision-making by providing financial information, data, and analysis on financial service providers;PRIVATE GROWTH INDEX;Platform as a service (PAAS) featuring computer software platforms for providing interactive tools for displaying per unit values of private equity across enterprise values of companies;
SPV AS A SERVICE TESTUDO TRUST 399 WEST PALMETTO PARK ROAD, SUITE 108 Boca Raton FL 33432 Investment banking and investment advisory services; Financial services, namely, facilitating the sale and purchase, issuance and management of private company securities; Investment advisory services, namely, providing investment information, data and analysis relating to the sale, issuing and investment of securities and equity investments; Financial services, namely, creating, administering, managing and providing fundraising services for special purpose vehicles and special purpose entities;Software as a service (SAAS) services featuring software for issuing securities, namely, for issuing securities and for tracking, administering, managing, and analyzing private equity investments; Software as a service (SAAS) services featuring software for enabling users to sell and purchase private company securities; Software as a service (SAAS) services featuring software for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, financial instrument trades tracking, account reconciliation and accounting; Software as a service (SAAS) services featuring software for creating, administering, managing and providing fundraising services for special purpose vehicles and special purpose entities;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.