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Providing financial advice, research, analysis, information, and data relating to financial investments and investment opportunities; financial due diligence; financial investment services, namely, providing financial information on a members-only basis to investment professionals, family office principals, high net worth individuals, and other investors in the field of financial investment opportunities, and investment of funds for others in connection therewith; members-only investment club services, namely, providing financial information, investment management, and investment advice to members regarding financial investments and investment opportunities

Educational services, namely, arranging, organizing, and conducting seminars in the field of financial investments, investment banking, and investment opportunities; arranging, organizing, and hosting social entertainment events for investment club members

Platform as a service (PAAS) featuring a computer software platform for use by investment professionals, family office principals, high net worth individuals, and other investors to evaluate and exchange information about financial investment opportunities and to conduct online financial investment transactions