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NEW YORK, December 23, 2022 — Templum, Inc. ("Templum"), a provider of next-generation cloud-based capital market infrastructure for alternative assets and private securities, announced today that AI-Media's New World Report had recognized Templum as the Best Alternative Asset Marketplace Technology Provider. These awards celebrate innovative projects and teams across the vendor and practitioner communities that use new and emerging technologies, services, and solutions to deliver high-value solutions in North America.   Globally, alternative asset classes are being embraced by large institutions, intermediaries, and individual investors. According to Preqin's most recent report, the Global Alternatives AUM is expected to reach $23.21 trillion by 2026, up from $13.32 trillion at the end of 2021 (11.7 CAGR).   ‍"With increasing growth and investment into alternative assets, inefficiencies in antiquated manual processes and the lack of infrastructure have been more apparent than ever. These outdated manual processes have historically stymied the full potential of the market," stated Christopher Pallotta, Founder, and CEO of Templum. "Fortunately, these antiquated processes are rapidly being disrupted by Templum as we leverage innovative digital and scalable technologies to significantly reduce costs and time by creating operational efficiencies for investment managers, advisors, and investors. As a result, we have created a strong ecosystem and infrastructure for making investing and trading in alternative assets as easy as participating in the public markets." "The North America Business Awards are always a delight to host. These companies are a driving force for change, and I want to congratulate every one of them," said Jessie Wilson, North American Business Awards program manager. "I wish them an incredible end to the year and a very fruitful future." ‍If you are interested in drawing on our expertise and scaling your business, please contact us for a consultation and/or demonstration.   About New World Report New World Report is an insightful and informative business news platform providing readers throughout the Americas with business advice to aid business progress and success stories to inspire trends and innovations to support business growth and continuity. Born out of the merger of U.S. Business News and Latin America News, The New World Report has a dedicated website that is updated daily with content, and each month a newsletter is circulated to more than 100,000 businesses and professionals from across the region. New World Report is brought to you by AI Global Media. AI Global Media is a digital media group launched in 2010 with 12 brands in its portfolio. The group has over 600,000 pageviews across its brand websites per month (*accurate as of June 2020) and circulates newsletters and notable edition magazines to more than 1.6m recipients across various walks of life. ‍ About AI Global Media Since 2010 AI Global Media ( https://www.aiglobalmedialtd.com/ ) has been committed to creating engaging B2B content that informs our readers and allows them to market their business to a global audience. We create content for and about firms across a range of industries. We have 12 unique brands, each serving a specific industry or region. Each brand covers the latest news in its sector and publishes a digital magazine and newsletter that a global audience reads. Our flagship brand, Acquisition International, distributes a monthly digital magazine to a worldwide circulation of 108,000, who are treated to a range of features and news pieces on the latest developments in the global corporate market.

Templum Featured in Alternatives Watch The bear market and crypto fall of 2022 made for a rough economic stretch last year, but there is plenty to be optimistic about especially in the alternative investment space for the rest of 2023. Find out more about our alternative investment predictions. Click here to Read the Full Article

In recent years, crowdfunding has dramatically impacted the startup market, and its influence does not appear to be slowing down. According to Grandview Research, the global crowdfunding market size was valued at $1.67 billion in 2022 and is expected to expand at a compound annual growth rate (CAGR) of 16.7% from 2023 to 2030. Equity crowdfunding has become a mainstream tool for startups to introduce their company name, mission, vision, and other core concepts of their innovative business directly to ready and targeted investors without going public. Why are more firms staying private longer? According to JP Morgan, investors are still facing real uncertainty as we enter 2023.  Increasing market volatility and the prospect of a U.S. recession have created an environment in which investors seek downside protection in private deals more so than before.   Investor demand aside, numerous reasons exist why companies are staying private longer creating burdensome, heavy lifts for early-stage companies struggling with the necessary organizational resources. Those include: High upfront costs to go public and list a company on a securities exchange Ongoing costs of regulatory compliance and reporting   The costs of and time associated with meeting the needs of institutional investors Exposure to the market’s daily fluctuations Meeting quarterly earnings targets and shareholder expectations   Market sentiment being driven by emotions and short-term thinking   The ability to access capital and grow without selling equity to the public Reg A+ vs. Reg CF vs. Reg D, what is the difference? When raising capital,  firms have several options, including Reg A+, Reg CF, and Reg D. Each of these regulations offers different advantages and disadvantages, depending on the needs and goals of the company.   Reg A+ Reg A+ is a type of securities offering that allows companies to raise up to $75 million from the general public, which includes retail investors. Frequently called the "mini-IPO," Reg A+ is a streamlined version of the traditional IPO whose regulatory requirements are more appropriately tailored to early-stage companies. As a result, the mini-IPO process is less costly and offers a quicker time to market when compared to a traditional IPO. Reg A+ issuers must receive qualification from the SEC as either a Tier 1 or Tier 2 issuer before raising capital.  Tier 1 issuers are permitted to raise up $20 million dollars in a twelve (12) month period, while Tier 2 issuers are permitted to raise up to $75 million dollars in a twelve (12) period.   Reg CF A Regulation Crowdfunding (CF) offering allows companies to raise capital from the general public, including retail investors.  Reg CF permits issuers to raise up to $5 million per year, and Reg CF offerings are typically conducted using an online platform. Reg CF offerings may be done through a registered broker-dealer or through a registered funding portal, which is a type of regulated intermediary unique to the crowdfunding space. Moreover, Reg CF offerings have traditionally been natively digital, which has appealed to different types of IPOs.   Reg CF has been used as an alternative to obtaining funding from traditional VC firms.  Since passage of the JOBS Act, Reg CF offerings has both allowed issuers to access capital without relinquishing controlling interests of the company to a single investor, or group of investors, as well as allowed mainstream investors to have access to direct investments in early-stage companies.   Reg D Reg D is a security offering exemption that allows companies to raise capital from primarily accredited investors, such as wealthy individuals and institutional investors. Reg D offerings are not required to be registered with the SEC and are typically conducted through private placements. Because of this, the Reg D framework is often used by companies seeking to raise money quickly to fund their operations and expand the network of potential investors outside the tight circle of family, friends, and close acquaintances. If specific criteria are met, Reg D allows companies to solicit and advertise private offerings to the general public. Reg D offerings can take a variety of forms, with the most common being conducted through Reg D 506b and 506c. These exemptions allow issuers to raise capital efficiently and with minimal cost, if they follow certain rules around how they raise capital. The vast majority of private market offerings are conducted under one of these rules above, the main difference being 506c offerings allow for general solicitation. This allows issuers to take a more “crowdfunding” approach as they can now market their offerings online, through platforms, and via various broker dealer or RIA channels.   What is the right crowdfunding avenue for a firm?   The choice between Reg A+, CF, or D depends on the company's specific needs, goals, and the amount of funding they are seeking. By understanding the potential benefits and drawbacks each option offers, firms can make an informed decision on the best way to secure the capital they need to grow and thrive. See how Templum Powered Fintor’s Reg A Offering Work With Us With Templum, companies can efficiently raise capital for any issuance. This process begins with understanding which regulation type is appropriate for each group. Once this is decided, Templum has the workflows and technology to support the entire asset lifecycle, from origination through closing, helping at every step along the way.

Templum joined industry veterans at this year’s STANY Annual Conference to lend expertise and insights to the conference panel covering all things alts. From private equity, venture capital, hedge funds, managed futures, art and antiques, commodities, and real estate, Raj Iyer, Chief Product Officer at Templum shares his key takeaways from the session and conference conversations on tradable alternative assets. Q: How do you think the definition of alternative assets has changed? A:  Alternatives can cover a broad range of assets investment or hedging products not readily available or easily accessible, such as stocks or bonds. This includes real estate, private equity and debt, music rights, collectibles , artwork, etc. As this space continues to grow - there are more types of alternatives products being developed, broadening the availability of investments, so the space is getting larger and more expansive.     Q: Where do you see the alternative asset market going? A: Alternatives will become more readily available and more liquid. The list of assets that people will be able to access will grow significantly, making them more accessible than ever. At the end of the day, the globalization of markets and the introduction of new ideas and technologies always bring new opportunities. This is what makes the world of alternatives so exciting because many of these new opportunities are almost always framed in the language of alternative investments. Of course, that introduces new challenges and puts a spotlight on existing challenges too.     Q: What are the roadblocks to alternatives being mainstream? What potential challenges do you see? A:  Right now, the  infrastructure for alternatives  – meaning access, connectivity, and data – is very fragmented. The technology is siloed, it isn’t integrated. This is both across assets, instruments, and markets and across the investment lifecycle. Improving connectivity will make this space, from issuers to investors, from primary issuance to secondary trading and settlement, to banks, brokers, and custodians. Developing data will also help provide a better understanding of the markets. Specifically for alts participants to truly compete and engage in this market, they will need to leverage purpose-built trading platforms and infrastructure solutions. They need a true alts ecosystem, delivering a single access point for investment platforms, fintech platforms, and wealth allocators to source alternative investments for the end investor across multiple alternative asset categories, in both the primary and  secondary markets , through a single SEC-regulated brokerage or advisory account.   Q: What was the most interesting takeaway from the session? A : I learned a lot from my fellow panelists, Dan Sanders, President and Head of Private Markets, InvestX Markets and Will Powers, CEO & Head of Capital Markets, AKRU, and how they are developing fractionalized and tokenized products in Private Equity and Real Estate. Their insights into how markets are developing and the enormous potential for alts growth align with what we see here at Templum from our clients and the market. It was also incredible to see the interest in alternatives from the financial community and attendees at STANY are still a new and growing area that implements the services traditional brokers, banks, and service providers support for their clients today. ‍ Work With Us Is your firm seeking the technology and infrastructure for alternatives – from primary to secondary trading Templum can help, schedule a time to speak with our experts

Easy Deployment, Standardized Workflows, Rapid Scaling As the world of alternative assets and secondary trading continues to evolve, so does the technology that enables it. Here at Templum, we have designed a patent pending, cloud agnostic, SaaS application that streamlines the deployment process and scaling of our application for alternative asset participants through cloud-based trading technology. In an “old software paradigm” clients expect deployments to take weeks or even months, but that’s not the case with Templum. Because Templum’s cloud-native application is always up to date with new releases and updates being rolled out every week, it’s possible to have a live environment built and running in under four hours. This means everything can be deployed and ready to go with investors logging into a marketplace in under a week.   Through Templum’s continuous integration and continuous deployment (CI/CD), updates are applied frequently and reliably. Templum has tailored the application to accelerate updates without any downtime to users or market operations.   Templum’s technology removes the worry around scale and application availability. As Issuers grow in terms of Investors, Assets, and Transactions, Templum's technology scales across all these dimensions.  As a consequence, clients can grow their marketplaces at a rapid pace without worrying if the application can keep up with their needs.     With Templum’s best-in-class , patent-pending, cloud-based applications clients can be assured of an easy deployment and updates due to standardized workflows and rapid scaling. Since issuers don’t need to worry about the technology, they can focus on running their marketplaces, knowing they have an award-winning application to support their alternative assets, including investor onboarding, funding and secondary trading.   ‍ Work With Us If you’re an issuer looking to operate a marketplace or if you’re looking to rapidly grow your offerings without worrying about scaling, reach out to Templum today to learn more about our offerings.

Templum Featured in Medium Approximately 33 billion account breaches  will occur in 2023, with cyber-attacks occurring every 39 seconds. As a result, security has become an even more important aspect of software development. Secure software development is the process of building software that is resistant to attack and is necessary to minimize vulnerabilities and maintain user privacy. Click here to Read the Full Article

When it comes to alternative asset trading, security is paramount. ‍ At Templum, we prioritize our client and investor security with stringent measures to safeguard all sensitive information. Because of this, we have woven security into the fabric of our platform.  From initial design to final implementation, security is considered at each step.     Penetration Testing and Partnerships for Enhanced Security   To ensure the highest security level, our systems go through frequent, rigorous testing. Regular penetration tests are conducted, where we engage third-party experts to attempt breaching our security barriers. This allows us to identify vulnerabilities, which in turn helps us strengthen our systems.     Collaborating with trusted partners further reinforces security measures. By working closely with industry experts to conduct comprehensive security assessments. Engaging with third-party penetration testers ensures we have a fresh perspective and identify potential vulnerabilities that could be missed by only monitoring internally. A collaborative approach strengthens our security posture and provides additional layers of protection for your data.     Real Time Antivirus Scanning and Data Encryption   It’s important to have a multi-layered approach to protect against threats. Everything that enters our system, down to investor onboarding materials, undergoes real-time antivirus scanning, which helps detect and neutralize any potential security risks immediately. Additionally, all data is encrypted in transit and at rest, making it impossible to read for anyone who is unauthorized to view.     Continuous Observability for Threat Detection   Early threat detection is crucial in cybersecurity. At Templum, we prioritize observability to swiftly identify and respond to potential security incidents. Our monitoring systems are constantly analyzing activities and looking for any sign of unauthorized access or suspicious behavior. By promptly detecting threats, the impact of potential breaches is mitigated, and we maintain the integrity of investor and client data.     At Templum, we are committed to maintaining the highest level of security for alternative asset trading. Implementing robust security practices, conducting rigorous testing and leveraging cutting-edge technologies allows us to offer a secure environment for all trading activities. ‍ To learn more about how we safeguard all our client and investor data, reach out to us today.

Providing Investors Access to Multimillion-Dollar Works of Art ‍ NEW YORK, May 9, 2023 - Templum, Inc. ("Templum"), a provider of award-winning patent-pending capital markets infrastructure for alternatives and private securities, announced that it powers Masterworks’ secondary market. Masterworks, LLC (“Masterworks”) is transforming the art market providing investors direct access to purchase and trade shares in multimillion-dollar works of art by artists like Picasso, Monet and Basquiat. As investors have looked for better returns and new opportunities outside of traditional markets, alternative assets have risen to meet the demand. According to the most recent Deloitte Art and Finance Report, over the last ten years, art and collectibles have demonstrated their ability to maintain and appreciate in value.   Masterworks CEO Scott Lynn pioneered the democratization of the art market in 2017 by securitizing Andy Warhol's Colored Marilyn (Reversal Series). This has paved the way for both small and large investors to gain exposure to art without spending millions on a painting or tens of millions on building a portfolio. "With Masterworks' growth, we have seen an increase in investors looking to diversify their asset portfolios with us. As a result, we continue to improve our investor experience offering greater transparency, speed, and scale,” said Lynn. “Templum’s Alternative Trading System ("ATS"), along with its robust trading platform including a matching engine, order management, and market data, uniquely delivered through its API infrastructure, is the natural next step in ensuring an enhanced investor experience.”   Today’s investment environment is evolving. Younger investors are exceptionally tuned to recent developments in art investment products and services. As retail investors look to marketplaces like Masterworks, there is a growing shift, and institutional wealth managers will need to consider changing where they have traditionally invested. Masterworks is well-positioned to continue its market dominance and growth enhanced by Templum’s tech-enabled platform. "We are pleased that Masterworks chose Templum to provide its trading solution. The continuous trading model enabled by Templum will increase investor engagement and expand investor opportunities with Masterworks," said Christopher Pallotta, CEO and founder of Templum. "Fractional securities have tremendous potential for investors. As they look to diversify their holdings, marketplaces with tech-enabled platforms backed by sophisticated tools and technology, like Templum, are positioned to take the lead and differentiate themselves." ‍If you have question about Masterworks or Templum, please contact us. About Masterworks  For press inquiries, please contact Matt Sutherland at msutherland@masterworks.com . To learn more about Masterworks, visit Masterworks.com .

Unleash the potential of alternative asset investing with private market data Private market data holds the key to unlocking valuable insights for alternative asset trading and the world of privately held companies. Today the demand for alternative assets is on the rise from both retail and institutional investors looking to diversify their portfolios. This appetite drives the need for greater insights into private markets.   What is private market data? Private market data is the information related to alternative assets that are not publicly traded. This data includes private equity deals, venture capital investments, real estate transactions, hedge funds and commodities. It also includes data that informs an entity’s growth, size, scale and valuation, which is vital in identifying the appropriateness of the investment Unlike public market data, which is easily accessible to investors through various exchanges, private market data is not as widely available as financial information for private companies is not standardized because their shares are not traded on public exchanges. This makes it difficult for investors to access information about these companies, including their revenue, growth rates and profitability.   Another challenge is the fragmented nature of private markets. Private markets encompass a wide range of asset classes that are at different stages of maturity. Each of these asset classes has its own unique characteristics and data sources, which can make it difficult for investors to gain a comprehensive view of the private market landscape.   The cost of accessing private market data is also a concern since much of it remains unstructured and often paper-based, which drives up the total cost of access. For smaller investors or those without significant resources, private market data can be prohibitively expensive to access and compile. How private market data is leveraged For investors looking to invest in alternative assets, access to data through automation and easy to use technology is particularly important. This detailed data allows investors to understand the variety of investment opportunities by better understanding the securities, funds and investments available. By further analyzing the details of these alternative assets, investors can make informed decisions to compare investment opportunities and align their portfolios with insights into historical returns, fees and liquidity.   Leveraging data tools and more structured data allows investors to more efficiently scan the landscape, from identifying managers or funds to evaluating the performance of specific investments and comparable investments. By feeding the data into analytics and models, it can also be used to build portfolios to meet investor needs.   Issuers that can deliver data insights are positioned to build more trust with their investors by better understanding their needs and preferences, and those data insights can even help attract and retain investors. As the market matures and both retail and institutional investors become more data-driven, they will demand additional transparency in their holdings, including their private investments. Simply put, private market data insights and analytics will become a necessary part of business for issuers and investors. ‍ Looking for better ways to provide private market data insights to your investors? Reach out to us at Templum for more information.

Templum announces its private markets and alternative assets ecosystem solution, making investing in alts as easy and ubiquitous as buying public stocks   NEW YORK, October 18, 2023 – Templum, Inc. ("Templum"), the operating system for private markets and alternative assetsTM announced today the launch of Templum One, a first-of-its-kind solution for private markets and alternative assets. Templum One is a secure ecosystem that connects issuers, investors, custodians, transfer agents and other market participants to facilitate access to high-quality alternatives and private securities, as well as accelerates the general adoption of alternative assets and private securities as an investment class for a broad range of investors. Through Templum One’s open and fully regulated infrastructure solution, any alternative investment opportunity ranging from private equity, venture, credit and real estate to art and collectibles can be facilitated and found on Templum One.   "Templum One is the only central operating system of its kind and the answer private market participants have been waiting for," said Christopher Pallotta, founder and CEO of Templum. "Our ecosystem simplifies and optimizes the access, distribution and sourcing of alternative assets for RIAs, broker dealers, wire houses, fintechs, asset allocators, institutional investors, investment platforms, wealth managers and family offices.”   Interest in private investments and alternative assets continue to grow. A recent report from Blackrock shared that 88% of global companies with revenue greater than $100M are investing in private markets.1 By using Templum One buy-side participants can now meet their investors' needs for access to a broad set of high-quality assets and both issuers and sell-side participants can efficiently offer their assets and gain increased exposure to curated investor communities.  “Templum One brings it all together. We provide asset managers, investors and service providers the ability to engage with a broader ecosystem via a single solution, facilitating scale in an efficient way,” said Raj Iyer, Chief Product Officer at Templum. “We are excited to deliver a digitally native solution that connects the buy- and sell-side and issuers through a single connection enabling primary issuance, secondary trading, data and integration across the investment lifecycle in a controlled, secure manner.” Templum One’s Feature Overview: Issuer Functionality: Expanded investor reach, speed to market and embedded marketing tools for asset distribution Streamlined workflows and technology for asset onboarding, launch, capital raise and ongoing support throughout the investment's lifecycle including broker dealer services, document management and transaction and payment rails Regulated security settlement with a single, modular workflow   Ability to offer multiple transaction styles including primary issuance, auctions, continuous trading via open order books, negotiated peer-to-peer trading styles, and Qualified Matching Service capabilities for LP interests. Buy-side & Investor Functionality: Access to and support for a variety of alternative assets and private securities in different asset classes and throughout the asset lifecycle   Frictionless investor account maintenance through fully integrated onboarding and investor support   Standard purchasing process, including payment, and consolidated document management    Strengths of the Templum One Ecosystem: Broad Range of Investor Types and Assets API driven architecture, highly scalable and configurable Digitization of paper-based workflows for issuers and investors Real-time data sets and analytics on alternative asset class demand and investor and issuer trends   White-label capabilities   To learn more about how Templum One and current Templum One participants, reach out today. Source: Capital IQ, BlackRock as of 12/31/22. Represents the number of companies with annual revenues greater than $100 million.

Investors can now access ExchangeRight’s Essential Income REIT (EIR) on Templum One  NEW YORK, October 31, 2023 – Templum, Inc. ("Templum"), the operating system for private markets and alternative assets,TM announced today that investors can now access ExchangeRight’s Essential Income REIT (EIR) on Templum One , Templum’s private market and alternative asset ecosystem solution.     Templum One is the first of its kind patent-pending ecosystem that connects issuers like ExchangeRight with a broad base of investors using a cloud-based, digitally native platform. Through Templum One a myriad of participants in private and alternative securities markets (i.e., issuers, retail/institutional investors, custodians, and transfer agents) interact with each other using standardized and streamlined workflows that eliminate traditional barriers to access these markets.     ExchangeRight and its affiliates’ vertically integrated platform features more than $5.6 billion in assets under management that are diversified across over 1,200 properties, and 23 million square feet throughout 47 states. The Essential Income REIT is invested in a diversified portfolio of 352 properties in 34 states with net leases backed by 37 historically recession-resilient and primarily investment-grade tenants successfully operating in the necessity retail and healthcare industries.   “We are excited to offer this REIT from ExchangeRight on Templum One,” said Christopher Pallotta, founder and CEO of Templum. “Templum’s ability to bring these investment opportunities to a differentiated, broad base of investors allows issuers like ExchangeRight to amplify and augment their capital raising strategies. Templum One streamlines document management, investment/subscription workflows, and payment functionality to create an efficient process for investors, while also enabling issuers to access a broader pool of potential investors.”   To learn more about the Essential Income REIT (EIR), 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.

The Fintech Blueprint's Lex Sokolin chats with Christopher Pallotta - founder and CEO of Templum, a company focused on alternative investments and private markets. Pallotta discusses his background in technology and investing, as well as the journey of Templum and its transformation into becoming the operating system for private markets and alternative assets. He explains how Templum's technology, broker-dealer and alternative trading system (ATS) capabilities are modernizing private investment infrastructure. Pallotta also discusses the growing demand for alternative assets and the role of liquidity in driving adoption. He highlights the potential for alternative assets to outperform traditional markets and the need for liquidity mechanisms in the alternative asset space. Finally, Pallotta shares his vision for the future, where alternative assets become more accessible and investing in them becomes as ubiquitous as investing in public equities. ‍ This podcast was recorded and shared by The Fintech Blueprint. Find more on its website . Listen Here ‍