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If you’re hearing a lot of buzz around the term “interval fund,” you are not alone. Interval funds are rapidly gaining traction in the investment world, grabbing the attention of both seasoned investors and investment managers. In March 2023, interval funds totaled $84 billion in net assets  signifying a 10% increase from the previous year. The term “interval fund” is used to describe a mutual fund-like investment product that is redeemable at certain time periods, as opposed to being redeemable on a continuous basis. Like mutual funds, interval funds are continuously offered investments that are registered with, and subject to periodic reporting and disclosure requirements promulgated by, the SEC. Many issuers of interval funds offer but do not guarantee issuer sponsored redemptions, giving the fund a certain amount of liquidity.                 Interval funds are different from mutual funds in that they are afforded more flexibility concerning their asset allocation, which is why they are quickly becoming a popular way for investors to gain exposure to alternative and private securities. When compared to traditional alts, interval funds typically offer two distinct advantages: greater transparency and reporting, and lower investment minimums and eligibility requirements. These features have proven to be popular with retail investors, who are developing a greater appetite  for alternatives and private securities as a percentage of their investment portfolios. In addition to providing an avenue for retail investors, interval funds offer a host of advantages for portfolio managers, who can continually raise funds and make purchases while controlling cash outflows through limited redemptions at predetermined intervals. This flexibility provides more stable daily cashflows and allows fund managers to tap into a broader investor base by catering to the ever-growing demand for alternative and private securities in the retail sector. Selling interval funds also presents certain complexities for brokers and investors. While the sale of mutual funds has largely been standardized through a select number of large vendors, the purchase and sale of interval funds is more manual. Interval funds require more nuanced disclosures in their subscription documents and many of the systems that were built to handle mutual funds at scale are not able to handle the customized workflows required to sell interval funds, constraining access for investors.   However, certain fintechs are creating platforms and offering automation tools that help brokers sell interval funds in a standardized manner and at scale. Specifically, brokers can integrate technical rails that can collect and manage both subscription and redemption orders, allow in-app customer acknowledgments and document signing and manage payment processing alike.  Alternatively, brokers can purchase or integrate with customizable technology solutions that automate the more nuanced process of offering and making purchases of these funds, from setting up data that investors need, tracking investor activity and reporting.   As interval funds continue to grow in prominence and popularity among a wide array of market participants, an opportunity exists for forward-thinking brokers to use technology solutions that allow for streamlined and more widespread participation in interval funds.

Targeting global high-net-worth investors and family offices, Velvet aims to facilitate transactions of up to $250 million on the platform in 2024 The partnership brings Templum's infrastructure to enable investments by international offshore investors in category defining companies such as SpaceX, OpenAI, and Neuralink New York & São Paulo, December 5, 2023  – Velvet , a company specializing in the buying and selling of equity in high-growth technology companies, has just announced the beta launch of its secondary marketplace. This initiative is in collaboration with Templum,  the leading global infrastructure for private markets and alternative assets. Through the jointly created platform, offshore investors will have the opportunity to invest in disruptive private companies such as SpaceX, OpenAI and Neuralink. The projected transaction volume for 2024 is $250 million, representing a sevenfold increase from Velvet's 2023 transaction value. To reach this goal, Velvet will continue building partnerships with global private banks and open an office in the Middle East to cater to a growing base of investors in the region. Velvet clients will have access to Templum One , a central operating system for private markets that simplifies access to alternative assets, making trading in otherwise illiquid assets as easy as buying public stocks. A highly secure ecosystem, the solution connects issuers, investors, custodians, transfer agents and other industry stakeholders. The goal is to make alternative assets and private securities available to a broader range of investors. Key features of the marketplace include a curated list of detailed information on each of the wide array of available assets, such as alternative investments for its customer base, frictionless investor account maintenance through integration and support and an expedited standard purchase process, including consolidated payments and management. "Our focus is to bring new opportunities to global offshore investors starting by giving them access to equity in truly exponential companies such as SpaceX, which, through the constellation of low orbit satellites from its subsidiary StarLink, is changing how humanity consumes data. Another example is OpenAI, which is leading the revolution in Artificial Intelligence with products like ChatGPT”, said Carlos Naupari, founder and CEO of Velvet. “In the current market recovery scenario, we aim to concentrate on technology companies that will have a long-term impact globally and consequently bring outsized returns to investors", he adds. Velvet aims to provide exclusive and high-potential opportunities to ultra-high-net-worth investors who already possess a diversified and sophisticated portfolio. The minimum ticket for new investments will be USD 100,000 and the investment structure will be done via Delaware based entities. “The United States is a global leader in public markets and still the main exporter of category defining companies in cutting-edge fields such as artificial intelligence and space exploration,” said Christopher Pallotta, founder and CEO of Templum. “The partnership between Templum and Velvet enables offshore global investors to invest in privately held American companies through an institutional-grade trading platform designed specifically for the private markets.” ‍ To learn more about lauching your own marketplace or Templum One, reach out today. Investing in private securities involves a high degree of risk and is not suitable for all investors.  Please visit Templum's website  for more information. About Velvet: Founded in 2021, in São Paulo / Brazil, Velvet's mission is to provide exclusive access to high-potential, privately held technology companies for qualified offshore investors. In partnership with Templum, the company offers a fully regulated, transparent and efficient secondary marketplace for trading equity interests in alternative assets, equipped with cutting-edge tools, data and insights to connect all market participants and assist with decision-making. Velvet's goal is to simplify and optimize access, distribution and fundraising of alternative assets for private bankers, wealth managers and family offices around the globe. More information for the press - Velvet: FirstCom Comunicação Luis Claudio Allan ( luisclaudio@firstcom.com.br ) Thamiris Pinheiro ( thamiris@firstcom.com.br ) Fabiano Nakashima ( fabiano@firstcom.com.br ) - Tel.: +55 11 9 8157-5135 About Templum: Templum is the operating system for private markets and alternative assets and is paving the way for investors to participate in new asset classes through integrated market technologies and APIs for primary issuance, secondary trading, alternative data and Templum One, our private markets and alternative assets ecosystem solution. Templum's combined solutions improve efficiency and access in private markets by enabling seamless, electronic workflows for alternative investments and standardized infrastructure to support operations, rather than the fragmented manual processes currently used in private markets. We unify private market infrastructure, investment opportunities and investor capital, into a single solution for private securities and alternative assets.  Templum Markets LLC. a wholly owned subsidiary of Templum, Inc., is a New York-based broker-dealer, and Alternative Trading System (ATS) approved to trade unregistered private securities in 53 U.S. states and territories. For more information, please visit www.templuminc.com .  Templum Media: marketing@templuminc.com

December 4-6 | Miami Beach, FL ALTSMIA is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today. ALTSMIA is developed and led by the CAIA Association, CFA Society Miami, CFA Society South Florida, Miami Finance Forum and Markets Group and is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSMIA is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, and more. Templum is honored to sponsor this years event. Our team looks forward to meeting the participants to discuss how Templum's expertise and technology can be leveraged. Learn More about the event here ‍

Being a part of the fintech industry requires organizations to constantly strive to gain a competitive edge by delivering innovative solutions at an unprecedented pace. The need for speed and agility has led to the emergence of a new concept in IT operations – NoOps. NoOps is short for no operations, which is a culture and methodology that emphasizes FinTech innovation - automation and continuous delivery to eliminate operational tasks and enable seamless software delivery. It's a mindset that embraces the idea that traditional operations, such as manual provisioning, configuration and maintenance, can be automated to free up IT teams, allowing them to focus on more strategic initiatives. The core principles of NoOps align with the demanding requirements of the fintech industry because it advocates for: Automating repetitive and time-consuming tasks, such as infrastructure provisioning, configuration and deployment to reduce errors and improve efficiency. Enabling continuous delivery of software updates to ensure rapid iteration and responsiveness to market demands. Empowering developers to provision and manage their own infrastructure resources, fostering a culture of ownership and accountability. Implementing comprehensive monitoring systems to proactively identify and address potential issues before they impact customers. The adoption of NoOps brings a multitude of benefits, including: Faster release cycles and reduced time to market, enabling companies to capitalize on emerging opportunities and stay ahead of thec ompetition. Automated testing and continuous monitoring ensure software quality and reliability, minimizing downtime and enhancing customer satisfaction. Reduced costs as automation and self-service reduce manual intervention and optimize resource utilization, leading to significant cost savings. Breaking down silos between development and operations, fosters a culture of collaboration and shared responsibility, improving overall team performance. Successfully implementing NoOps requires a comprehensive approach that includes: Fostering a culture of automation, continuous delivery and self-service, with a focus on collaboration and shared responsibility. Adopting automation tools, continuous integration/continuous delivery (CI/CD) pipelines and infrastructure as code(IaC) to automate and streamline IT processes. Providing comprehensive training and education to equipIT teams with the skills and knowledge required to implement and manage NoOps practices effectively. NoOps takes DevOps a step further, as it aims to eliminate the need for operations teams by fully automating infrastructure management. DevOps, on the other hand, promotes collaboration between developers and operations to automate tasks and accelerate delivery. Both strive for faster deployments and improved developer experience, but NoOps requires advanced automation tools. As we move forward, NoOps will play an increasingly important role for organizations to achieve the agility, efficiency and innovation required to succeed. With the continuous development of new automation tools, cloud-based infrastructure and AI-powered solutions,NoOps will further empower companies to deliver exceptional customer experiences and redefine the future of finance.

The OPEN Unicorn™ Index Fund Now Available for Investment on Templum One   NEW YORK, January 31, 2024 – Templum, Inc. ("Templum"), the operating system for private markets and alternative assetsTM announced today that investors can now access the OPEN Unicorn™ Index Fund, from OpenVC, Inc. (OPEN) on Templum One, Templum’s private market and alternative asset ecosystem solution.     Through Templum One, OPEN can access a diverse pool of investors and investors can access a market capitalization-weighted index of the top 50 private, US-domiciled, VC-backed companies. Ultimately Templum One accelerates the general adoption of alternative assets and private securities as an investment class for a broad range of investors. The OPEN Unicorn™ Index Fund offers investors access to a basket of some of the most innovative and sought-after private companies, such as SpaceX, Stripe, Epic Games, and more. As an index-replicating fund, the structure is low fee, with only a 2% management fee and no performance fee and is more diversified than most traditional growth funds.   “We are thrilled to offer the OPEN Unicorn™ Index Fund on Templum One,” said Christopher Pallotta, Founder and CEO of Templum. “Our strength at Templum lies in our consistent ability to offer a diverse range of investment opportunities across a broad spectrum of investors. This strategy empowers issuers and significantly bolsters their capital-raising strategies, especially in the complex investment landscape we face today.” ‍ To learn more about distribution or access of alternative assets on Templum One, reach out today.

Templum Announces Its Private Markets Suite Is Now Available in the Microsoft Azure Marketplace   NEW YORK, March 19, 2024 - Templum, Inc. ("Templum"), the operating system for private markets and alternative assetsTM, has made its industry-leading Private Markets Suite available on the Microsoft Azure Marketplace. Microsoft Azure users can now connect with Templum via Microsoft’s Marketplace, streamlining the process of accessing Templum’s patent-pending Private Markets Suite.   Templum’s suite offers award-winning industry solutions and extensions to automate and streamline at scale the full private markets lifecycle. Industry-leading issuers and private investment platforms rely on Templum to automate investor access, onboard investors, KYC/AML, and manage the transaction process. It provides unmatched visibility and control across the entire asset lifecycle, streamlining workflows, optimizing performance, reducing operational overhead, and offering distribution and controls in private markets by enabling a dynamic trading experience for investors. “We are delighted to make our solution available on the Microsoft Azure Marketplace to make it even easier for customers to work with us,” said Templum CEO Christopher Pallotta. “Growing with Microsoft Azure has been an important part of our journey, and we are excited to expand access to our private markets solution via the Microsoft Azure Marketplace.” Jake Zborowski, General Manager, Microsoft Azure Platform at Microsoft Corp., said, "We're pleased to welcome Templum to the Microsoft Azure Marketplace, which gives our partners great exposure to cloud customers around the globe. Azure Marketplace offers world-class quality experiences from global trusted partners with solutions tested to work seamlessly with Azure."   The Azure Marketplace is an online market for buying and selling cloud solutions certified to run on Azure. The Azure Marketplace helps connect companies seeking innovative, cloud-based solutions with partners who have developed solutions that are ready to use. ‍ To learn more about Templum, reach out today.

SoFi and Templum Partner for Expanded Access to Alternative Assets Templum, Inc. ("Templum"), the operating system for private markets and alternative assetsTM is pleased to announce that the company is working with SoFi , the all-in-one digital personal finance company, to expand everyday investor access to investment opportunities with its recent launch  of  Alternative Investments .   “At SoFi, we spend every day working to empower our 8M+ members to get their money right so that they can achieve financial independence – and investing is an important part of that – but unfortunately, many valuable investment vehicles have been left inaccessible to the everyday investor,” said Anthony Noto, CEO of SoFi. “We recently changed that paradigm by expanding access to alternative investments. As we look ahead, SoFi is partnering with Templum to find even more ways to give SoFi Members unique access, as we continue to deliver on our commitment to providing them with unmatched choice and flexibility when it comes to investing their hard-earned money.”   Over the past decade, alternatives have expanded rapidly, becoming an important way to build and protect wealth, with global alternative assets under management expected to reach $24.5tn by 2028, compared with $16.3tn today.1 Despite the growing demand, the landscape remains fragmented and manual, limiting access, innovation, and investor confidence. Together, SoFi and Templum are bringing best-in-class technology and infrastructure capabilities to facilitate access to one of the fastest growing sectors of investments.   Alternative investments have the potential to provide higher and uncorrelated returns compared to traditional investments and offer opportunities to invest in assets with significant growth potential.2  While alternatives have become increasingly common in institutional portfolios, individual investors have had limited access to these assets.  By bringing access to alternatives and private markets, individual investors will have the opportunity to review unique and sought after investments to build portfolios that can have improved returns and diversification.   “Partnering with SoFi is a great example of how like-minded firms can come together to increase investment access and opportunity,” notes Christopher Pallotta, CEO and founder, Templum. “Templum’s technology, regulatory foundation, and Alternatives expertise, combined with our work with leading fund managers, allows us to bring some of the most sought-after investments to SoFi.  We are excited to be with SoFi at the forefront of one of the largest transformations in markets today.”   About Templum     Templum is accelerating access to private markets and alternative investments through robust technology and a regulatory framework that is automating legacy processes and unifying a fragmented ecosystem. Through Templum, investors can participate in new asset classes through integrated market technologies and APIs for primary issuance, secondary trading, alternative data, and Templum One, our private markets and alternative assets ecosystem solution. Templum's combined solutions improve efficiency and access in private markets by enabling seamless, electronic workflows for alternative investments and standardized infrastructure to support operations, rather than the fragmented manual processes currently used in private markets. Templum unifies private market infrastructure, investment opportunities, and investor capital into a single solution for private securities and alternative assets.   Templum Markets LLC., a wholly owned subsidiary of Templum, Inc., is a New York-based broker-dealer, and Alternative Trading System (ATS) approved to trade unregistered private securities in 53 U.S. states and territories. For more information, please visit www.templuminc.com .     About SoFi SoFi (NASDAQ: SOFI) is a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. The company’s full suite of financial products and services helps its more than 7.5 million SoFi members borrow, save, spend, invest, and protect their money better by giving them fast access to the tools they need to get their money right, all in one app . SoFi also equips members with the resources they need to get ahead – like career advisors, Credentialed Financial Planners (CFP®), exclusive experiences and events, and a thriving community – on their path to financial independence.   SoFi innovates across three business segments: Lending, Financial Services – which includes SoFi Checking and Savings , SoFi Invest , SoFi Credit Card , SoFi Protect , and SoFi Insights – and Technology Platform, which offers the only end-to-end vertically integrated financial technology stack. SoFi Bank, N.A., an affiliate of SoFi, is a nationally chartered bank, regulated by the OCC and FDIC and SoFi is a bank holding company regulated by the Federal Reserve. The company is also the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com  or download our iOS  and Android  apps.   I nvestor Contacts:  Templum: bdoperations@templuminc.com     Media Contacts: Templum: marketing@templuminc.com SoFi: BrownPR@sofi.org ‍ 1  https://caia.org/content/january-2024-next-20-trillion-alternative-investments 2  https://investors.sofi.com/news/news-details/2024/SoFi-Breaks-Down-Barriers-to-Investing-By-Offering-Alternative-Investments/default.aspx

Templum, the pre-eminent private markets infrastructure provider, is pleased to announce a partnership with leading post-trade solutions supplier, InteliClear. The alliance brings sought-after private market alternative investment opportunities available in the Templum One ecosystem to InteliClear’s present and future fintech-based broker-dealer clients, marking the first time that InteliClear is making its Post Trade Solutions (PTS) available for managers of alternative assets. Through the integration with Templum, InteliClear’s clients can now access alternatives and benefit from the same clearing and settlement systems that they use for their mainstream investments. “We are thrilled that the private market alternative assets available on the Templum One network will now be supported by InteliClear’s industry-leading post-trade solutions,” says Chris Pallotta, CEO of Templum. “By expanding the range of assets that InteliClear supports to include alternative investments available through Templum One, InteliClear is providing much-needed clearing and settlement services to a market segment that is experiencing exponential growth.” “We are excited to expand the range of InteliClear’s supported asset classes to include alternative asset managers on the Templum One ecosystem,” says John Paul DeVito, Co-Founder and Director of Sales and Marketing at InteliClear. “Templum, as a leader in providing private market infrastructure, enables us to meet the evolving needs of our present and future fintech-based broker-dealer clients, who are increasingly seeking exposure to alternative assets.” As investors seek access to alternatives at unprecedented levels, Templum’s scalable infrastructure solutions are transforming access, processes and investment choice in private market alternative investments. The Templum Applications Suite provides wealth managers with essential solutions to automate back office and operational processes and integrate siloed operations, enabling them to better service their investors. Templum Marketplace Solutions help firms quickly set up branded investment platforms with a fully automated experience across the entire investment lifecycle from investor onboarding to primary issuance to secondary trading. Templum One is an innovative global ecosystem that connects investors with many of the world’s most sought-after private assets, enabling them to curate unique investment opportunities for their end clients. Designed for the securities brokerage industry, InteliClear’s PTS provide real-time, turnkey and customized software for front, middle and back office operations within a single, fully integrated system. Through the partnership with Templum, InteliClear is adding support for alternative assets to its multicurrency clearance and settlement network. The addition of private market alternatives through Templum builds on InteliClear’s existing support for equities, options, fixed income, mutual funds, money market products and digital/crypto assets. ‍   ###   About Templum     Templum’s scalable infrastructure solutions are transforming access, processes and investment choice in alternative assets, making them as easy to invest in as public markets. Templum operates three core business lines:   Templum One is an innovative global ecosystem for private markets that connects alternative and private market issuers with a growing network of partners who want to offer their end investors access to the world’s most sought-after private assets. Templum Marketplace Solutions enable private issuers and asset managers to automate processes, integrate siloed operations, and accelerate time-to-market. Templum Applications Suite provides essential solutions to optimize back office and operational processes, saving businesses time, money and resources.   Templum Markets LLC., is a wholly owned broker-dealer subsidiary of Templum, Inc., and operates an Alternative Trading System (ATS) approved to trade unregistered private securities in 53 U.S. states and territories. For more information, please visit www.templuminc.com .   Investor Contact bdoperations@templuminc.com     Templum Media Contact marketing@templuminc.com    About InteliClear   InteliClear is a cutting-edge, 21st-century post-trade processing system, designed to be as versatile and reliable as the market participants it serves in today’s dynamic global trading, clearing, settlement, and custody environment. InteliClear’s Post Trade Solutions (PTS) offers real-time, turn-key software that is fully customizable to meet the needs of front, middle, and back-office operations within a single, seamlessly integrated platform. PTS supports a wide range of assets, including equities, options, fixed income, mutual funds, money market products, digital assets, cryptocurrencies, and alternative investments, all within a multicurrency clearance and settlement network. Built on an optimized relational database, PTS is engineered for real-time, high-volume, multicurrency functionality. This design ensures that all data elements are updated instantly at the point of transaction, enhancing internal risk monitoring and delivering faster, more accurate interfacing with other systems. InteliClear Investor Contact sales@inteliclear.com   InteliClear Media Contact ‍ jpd@inteliclear.com

SoFi has partnered with Templum to bring investors access to premium private investment opportunities. SoFi and Templum partnership brings alternative investment opportunities to a new generation of investors New York, December 4, 2024 – SoFi, the all-in-one digital personal finance company, and Templum, which operates Templum One, a purpose-built platform for seamlessly accessing and transacting in private alternatives, have gone live with an exclusive set of funds for investors.   The three funds available to SoFi investors with today’s launch include the Cosmos Fund, a special purpose vehicle offering exposure solely to SpaceX, as well as the Pomona Investment Fund and the StepStone Private Markets Fund. The funds are available to investors on SoFi via the Templum One private alternatives ecosystem.   The partnership between SoFi and Templum was first announced in May. The collaboration underscores SoFi and Templum’s shared mission to democratize access to private markets, providing investors with the tools and resources needed to diversify portfolios with alternative assets.   "These exclusive private alternative asset offerings represent a significant milestone in our partnership with SoFi, opening the door for their members to access a growing universe of investment opportunities once beyond reach for most individuals," said Chris Pallotta, CEO and Founder of Templum. "With Templum’s advanced technology, compliance-driven framework, and deep expertise in alternative assets, we’re making some of the most coveted private investments accessible to a new generation of investors. Through Templum One, we offer a diverse and continually expanding selection of sought-after private assets, empowering investors to diversify and enhance their portfolios. Together, we’re transforming access to private markets and shaping the future of investing."   Templum eliminates manual, fragmented processes, delivering a seamless experience that mirrors the simplicity and familiarity of public market investing – making it as effortless to invest in private market opportunities as it is to buy shares of Apple.   Alternative assets have become an essential part of wealth-building strategies, with global alternative assets under management expected to reach $60 trillion by 2032 , up from $16.3 trillion today . Despite this growth, access for individual investors has historically been limited. The partnership between SoFi and Templum marks a significant milestone in closing that gap.   With capabilities designed to enhance distribution, facilitate transactions, and lower entry barriers, Templum is delivering a true, one-stop shop with high-value opportunities, operational efficiencies, seamless execution, enhanced liquidity, and secondary trading through robust, scalable solutions. Templum One connects issuers and asset managers to new wealth channels while automating such processes as onboarding, risk management, and capital calls.   ###   About Templum     Templum’s scalable infrastructure solutions are transforming access, processes and investment choice in alternative assets, making them as easy to invest in as public markets. Templum operates three core business lines: Templum One is an innovative global  ecosystem for private markets that connects alternative and private market issuers with a growing network of partners who want to offer their end investors access to the world’s most sought-after private assets.  Templum Marketplace Solutions enable private issuers and asset managers to automate processes, integrate siloed operations, and accelerate time-to-market.  Templum Applications Suite provides essential solutions to optimize back office and operational processes, saving businesses time, money and resources.   All securities offered by Templum Markets LLC., a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc., which is approved to operate in 53 U.S. states and territories. For more information, please visit  www.templuminc.com .   Sales Inquiries Contact sales@templuminc.com      Templum Media Contact marketing@templuminc.com   About SoFi   About SoFi SoFi (NASDAQ: SOFI) is a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. The company’s full suite of financial products and services helps 9.4 million SoFi members borrow, save, spend, invest, and protect their money better by giving them fast access to the tools they need to get their money right, all in one app . SoFi also equips members with the resources they need to get ahead – like credentialed financial planners, exclusive experiences and events, and a thriving community – on their path to financial independence.   SoFi innovates across three business segments: Lending, Financial Services – which includes SoFi Checking and Savings , SoFi Invest , SoFi Credit Card , SoFi Protect , and SoFi Insights – and Technology Platform, which offers the only end-to-end vertically integrated financial technology stack. SoFi Bank, N.A., an affiliate of SoFi, is a nationally chartered bank, regulated by the OCC and FDIC and SoFi is a bank holding company regulated by the Federal Reserve. The company is also the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com or download our iOS and Android apps.   SoFi Media Contact PR@sofi.org

Templum and SoFi launch new class of Cosmos Fund, with sole exposure to AI leader Anthropic SoFi and Templum expand partnership Templum, which operates Templum One – the marketplace for private alternatives – is expanding its partnership with SoFi with the launch of a new class of the Cosmos Fund, with sole exposure to Anthropic , one of the world’s leading artificial intelligence (AI) start-ups[1]. This next phase of collaboration reflects a shared mission to deliver exclusive investment opportunities to a broader and more diverse range of investors. Building on the overwhelming response to the initial class of the Cosmos Fund – which offered sole exposure to SpaceX and was  7x oversubscribed in just two weeks – this latest offering underscores the accelerating demand for institutional-caliber investments among self-directed investors. This unique opportunity will be accessible through SoFi on Templum One from April 22 to May 8, 2025. AI has emerged as a generational technological innovation, attracting record-breaking investments and reshaping global industries . In 2024 alone, venture capital investments in AI-driven companies increased five-fold, with AI deals accounting for over 60% of total VC-backed investments, according to EY . Anthropic, whose ChatGPT rival Claude is being used by Amazon to provide advanced AI capabilities to its next generation Alexa+, recently raised $3.5 billion giving it a valuation of $61.5 billion . The latest round was led by Lightspeed Venture Partners, with participation from Bessemer Venture Partners, Cisco Investments, D1 Capital Partners, Fidelity Management & Research Company, General Catalyst, Jane Street, Menlo Ventures and Salesforce Ventures, among other new and existing investors such as Amazon and Google. Dario Amodei, co-founder and CEO of Anthropic, was recently recognized as one of  TIME’s 100 Most Influential People in AI . His vision for AI includes transformative impacts on sectors such as healthcare, finance, and governance, emphasizing the potential for AI to address complex challenges and drive significant societal progress. Businesses across industries are turning to Claude to transform their operations – including global corporations like Zoom, Snowflake, Pfizer, Thomson Reuters, Novo Nordisk, as well as Bridgewater and the Boston Consulting Group[2&3]. In addition to the Anthropic class, private alternative assets available to eligible SoFi investors through Templum One include: Pomona Investment Fund – The Pomona Investment Fund is an evergreen fund that has an annualized return rate of 13.05% since inception in May 2015, and $1.9B in AUM as of January 1, 2025[ 4 ] . The fund uses a diversified investment strategy across multiple sectors, primarily acquiring positions in other private equity funds on the secondary market or through strategic co-investments directly in private companies. Investors in the fund have the opportunity to sell their holding each quarter through the fund’s redemption program, allowing investors to choose the investment horizon that is right for them. StepStone Private Markets Fund – The StepStone Private Markets Fund has produced an annualized return of 20.65% since inception in October 2020 and has $4.2B in AUM as of February 2025[5]. The fund invests inprivate equity, real assets, and private debt through a globally focused portfolio. Investors can obtain liquidity through the fund’s redemption program, empowering investors to manage the duration of their investment. “SoFi’s expansion into alternative investments, like private market funds, has broken down barriers for retail investors to access potentially high value opportunities,” said Anthony Noto, CEO of SoFi . “Retail investors are interested in investing in today’s most valuable privately held companies, but access has long been dominated by ultra-high-net-worth individuals and large institutions. SoFi is proud to be one of the few platforms that has unlocked these highly sought-after investment opportunities for our members.” “AI is reshaping industries at an unprecedented pace, and we are excited to build on our partnership with SoFi to offer investors access to one of the most promising sectors of our time,” added Christopher Pallotta, CEO and founder of Templum . “The Anthropic Class represents a unique opportunity for investors to gain exposure to Anthropic, a leader in AI, through a seamless and accessible investment platform.” By pairing SoFi’s broad reach with Templum’s advanced technology and industry expertise, this alliance continues to break down traditional barriers, driving broader participation and reshaping how individuals engage with privately held shares and alternative investments. --END--   [1] Inside the Funding Frenzy at Anthropic, One of A.I.’s Hottest Start-Ups – The New York Times [2] Anthropic Raises Series E at $61.5B Post-Money Valuation [3] Forbes 2024 AI 50 List – Top Artificial Intelligence Startups [4] See Pomona Investment Fund Fact Sheet 4Q24 . Investors may not be eligible for all share classes.  [5] See StepStone Private Markets – February 2025 . Investors may not be eligible for all share classes.    About Templum   Templum is redefining how investors access private markets – making alternative assets as intuitive and seamless as investing in public equities. Our cutting-edge technology integrates directly with advisors, brokers, custodians, fund administrators, transfer agents, and other key market participants through APIs or white-labeled solutions, enabling fully connected and intelligent workflows for frictionless primary and secondary transactions across any private asset class. Faster, more scalable, and more cost-effective than anything else in the market today, Templum is the infrastructure powering the next generation of private market investing. At the core of our offering is  Templum One – our flagship marketplace that connects investors with top-tier fund managers and premium private investments. For platforms looking to build or scale,  Templum-as-a-Service  provides modular solutions that streamline operations and eliminate everyday frictions. To support liquidity, Templum also offers multiple secondary trading solutions – including an automated  Alternative Trading System (ATS)  and  Qualified Matching Service (QMS) – delivering compliant, efficient exits for a broad range of private investments. Our platform is designed for flexibility, with modular deployments that can adapt to participants’ unique needs. Templum offers tailored solutions that meet your goals today – and scale with you tomorrow. All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc., which is approved to operate in 53 U.S. states and territories. For more information, please visit  www.templuminc.com . Investor Contact:   sales@templuminc.com    Templum Media Contact: marketing@templuminc.com   About SoFi SoFi (NASDAQ: SOFI) is a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. The company’s full suite of financial products and services helps over 10 million SoFi members borrow, save, spend, invest, and protect their money better by giving them fast access to the tools they need to get their money right, all in one app. SoFi also equips members with the resources they need to get ahead – like credentialed financial planners, exclusive experiences and events, and a thriving community – on their path to financial independence. SoFi innovates across three business segments: Lending, Financial Services – which includes SoFi Checking and Savings, SoFi Invest, SoFi Credit Card, SoFi Protect, and SoFi Insights – and Technology Platform, which offers the only end-to-end vertically integrated financial technology stack. SoFi Bank, N.A., an affiliate of SoFi, is a nationally chartered bank, regulated by the OCC and FDIC and SoFi is a bank holding company regulated by the Federal Reserve. The company is also the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com or download our iOS and Android apps. ©2025 SoFi Technologies, Inc. All rights reserved. SoFi Media Contact: PR@sofi.org

Templum and FusionIQ Partner to Broaden Access Are wealth management platforms prepared to meet the ask from investors for alternatives diversification? More specifically, how will their clients (RIAs and others) have enough time to service their existing clients let alone scale to meet the market demand? Considering the cost and duration for advancing an existing, specialized roadmap, many technology platforms are seeking out technology partnerships that can be deployed or embedded seamlessly into their own.  For FusionIQ , the answer was a technology partnership with Templum . According to the survey by Alternative’s Watch and Templum , demand for alternative investments is rising, but operational headaches, disconnected workflows, and poor infrastructure limit participation. Nearly 70% of survey respondents are planning to invest in alternatives in the next 18 months. FusionIQ needed to support their clients who wanted to scale their practices, specifically RIAs and partners, so they began a full-scale search for both a regulatory and investment solution. They were looking for a partner, but one who had a deep understanding of the market and a technology lens who would help automate investment lifecycle workflows and more. FusionIQ approached us, and through our due diligence, found a fit with Templum One's turnkey solutions. They chose Templum One’s technology suite because it was purpose-built to modernize alternatives investing.   FusionIQ will be deploying Templum’s end-to-end system. Their partners on the FusionIQ platform will benefit from Templum One’s sleek UI and automated technology workflows. The results are time savings that provide a space for RIAs and other partners to interact with existing and future clients. FusionIQ's complete investment platform makes it easy for clients to become independent, digital wealth leaders. Coupled with the technology capabilities of the Templum platform, their customers can count on elevating their clients’ experiences. The partnership is reflective of the traction in the market for upgrading existing technology to meet the market’s demand. In this case, it’s for private markets.   Learn more .

AI is revolutionizing industries, attracting record-breaking investments, and reshaping the financial landscape. With venture capital and private equity firms pouring billions into AI-driven startups, Templum believes this surge presents both unprecedented opportunities and unique challenges for investors looking to capitalize on the next wave of technological innovation. Growth meets opportunity through AI investments As artificial intelligence (AI) reshapes industries at an unprecedented pace, experts are increasingly focused on its potential to revolutionize everything from healthcare and finance to governance.   Dario Amodei, co-founder and CEO of Anthropic, who was recently recognized as one of TIME’s 100 Most Influential People in AI and has a track record of leading breakthroughs at Google Brain and OpenAI, where he led development of influential language models like GPT-2 and GPT-3, underscores AI’s potential in his recent essay,  " Machines of Loving Grace ."     Amodei envisions a future in which AI profoundly enhances society as a whole. He anticipates that advanced AI systems will transform sectors such as biology and physical health, neuroscience and mental health, economic development and poverty, peace and governance, and work and meaning, leading to unprecedented improvements in quality of life. Amodei – whose firm places a strong emphasis on AI safety and research – suggests that, with proper management of associated risks, AI has the potential to address complex challenges and drive significant societal progress. This outlook underscores the vast investment potential within the AI landscape. To date, AI has experienced remarkable growth, with venture capital (VC) investments in AI-driven companies increasing fivefold since the end of 2023. In the final quarter of 2024, AI deals accounted for over 60% of total investments in VC-backed companies, contributing to a 57% rise in overall VC investment of $62.2 billion from $39.6 billion the previous quarter, according to EY. For the year, total investment in VC-backed companies increased 27% from 2023 to more than $180 billion, said EY. Notably, 2024 witnessed several substantial funding rounds for AI startups. According to Crunchbase , the year was marked by numerous nine- and ten-figure investments in AI companies , highlighting the sector’s prominence in the venture landscape. Meanwhile, four large AI deals accounted for $26.6 billion of total Q4 2024 investments, Crunchbase found, further reinforcing investor confidence. The largest startup funding deals it reported for 2024 are: 1.        Databricks – which helps companies process, analyze and manage large amounts of data – raised $10 billion at a $62 billion valuation 2.         OpenAI – creator of ChatGPT – raised $6.6 billion at a valuation of $157 billion 3.         xAI – Elon Musk’s generative AI startup with ChatGPT competitor, Grok, – raised $6 billion at a valuation of $24 billion in May 2024, and another $6 billion in November for a valuation of $50 billion 4.         Waymo – an autonomous vehicle company – raised $5.6 billion at a valuation of $45 billion 5.         Anthropic – a ChatGPT rival – raised $4 billion and is currently valued at $61.5 billion after a recent $3.5 billion raise 6.         Anduril Industries – a defense tech company – raised $1.5 billion for a valuation of $14 billion 7.         G42 (tied) – an AI holding company – raised $1.5 billion 8.         CoreWeave (tied) – an AI cloud infrastructure startup – raised $1.1 billion for a valuation of $19 billion. 9.         Wayve – a self-driving car startup – raised $1.1 billion   In addition to those noted above, a significant $2 billion construction loan was recently secured for a 100-acre AI data center in Utah, highlighting the growing demand for AI infrastructure. In the entertainment sector, Sony Music has backed Vermillio , an AI rights startup, to streamline licensing and rights management using AI technologies. Further, Microsoft announced a $20 billion investment to expand its AI capabilities, focusing on integrating AI tools into its cloud services and business applications. Similarly, Nvidia continues to lead in AI hardware, with its latest H100 GPUs being rapidly adopted by data centers worldwide to accelerate AI workloads.   Meanwhile, in a landmark move underscoring the United States' commitment to advancing AI, President Trump recently announced a $100 billion investment by Taiwan Semiconductor Manufacturing Company (TSMC) to expand its operations in the US. This investment, the largest foreign direct investment in US history , will fund the construction of five cutting-edge semiconductor fabrication facilities in Arizona, creating thousands of jobs and bolstering the domestic production of advanced AI chips, according to the White House. The scale and frequency of AI funding have also led to a proliferation of new AI-driven startups spanning diverse applications such as healthcare, finance, and autonomous systems. Venture-backed AI companies are rapidly innovating in areas like natural language processing, robotics, cybersecurity, and predictive analytics, demonstrating AI’s versatility across industries. The increased focus on AI infrastructure, such as specialized chips, cloud-based AI solutions, and scalable machine learning models, is further fueling interest in long-term investment opportunities. Private Equity’s Role in AI Growth Bain & Company estimates that the market for AI products and services could reach between $780 billion and $990 billion by 2027 , reflecting annual growth rates of 40% to 55% over the next three years. Many private equity firms are taking a long-term approach, focusing on AI-driven business transformations, operational efficiency improvements, and the expansion of AI applications in traditional sectors, according to Bain. Source: Bain & Company Identifying Opportunities As of early 2024, the  deep learning  segment was the market leader, holding a 37.4% share . This dominance is largely due to deep learning's capacity to process vast amounts of data, enabling advancements in natural language processing, computer vision, and autonomous systems. Notably, the  machine learning  segment is projected to experience rapid growth, with an anticipated compound annual growth rate (CAGR) of 34.62% from 2023 to 2028 . Additionally, the  generative AI  sector has seen significant momentum, particularly in marketing and sales functions, where adoption has more than doubled since 2023 .  The Future of AI Investing While short-term volatility and regulatory concerns are present, AI is widely regarded as having significant long-term potential. The industry’s rapid innovation cycle combined with increasing enterprise adoption and continuous breakthroughs in machine learning, suggest that AI investments will continue to be a dominant force amongst investors. While the AI investment landscape is marked by rapid growth, substantial capital inflows, and breakthrough advancements across multiple sectors, there are challenges. These include navigating high valuations, limited liquidity, and intense competition to access quality deals. As the market continues to expand, technology providers such as Templum are playing a pivotal role in democratizing access to AI investment opportunities, making it possible for smaller investors to participate in an arena that has been dominated by large institutions and ultra-high-net-worth individuals. This shift is opening new doors for a broader range of investors to capitalize on AI's substantial long-term potential, transforming how and where investment opportunities are accessed. As AI continues to reshape industries, platforms like Templum are ensuring that the benefits of this transformative technology are accessible to more investors than ever before. Reach out to our team to find out more about AI-focused investment opportunities available through Templum One at sales@templuminc.com