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  • Putting Risk and Compliance at the Core

    By Edward Lee Amid desultory returns elsewhere, retail and institutional investors are increasingly searching for new sources of diversification. –Alternative assets, specifically digital securities sold pursuant to Regulation A+, Regulation CF, and Rule 506(b) are now an asset class available to non-accredited investors to meet demand for diversification. However, as with any nascent asset class, investors seek the peace of mind that the alternative assets they diversify their portfolio with are traded in a marketplace that is required to follow a known, and standardized, set of risk management and compliance practices.  Automation has improved the efficiency of secondary markets, and technology has enabled market participants to solve problems with innovative solutions. Markets and market participants have also adopted advanced technologies to facilitate compliance with regulatory requirements in many areas. However, it is essential to remember that not all technology regarding risk and compliance is the same. What does good look like for today's private alternative marketplace?   Liquidity is undoubtedly the main risk facing investors in the fractionalized asset market. However, some allocators have yet to fully understand the differences between a fractionalized asset and traditional equity security. Accordingly, at Templum, we implement processes to help our clients overcome these various challenges. For instance, our ATS (Alternative Trading System) comes with a comprehensive and customizable surveillance engine, so you can tailor the monitoring of events and rules based on the marketplace you are running. In addition, users can configure rules for orders placed or trades executed based on various criteria, including order size (e.g., absolute or % of outstanding), trade value, price, or price differentials based on the last trade.  Rules can also be set up to alert specific parties, such as management or compliance, who can then initiate a trading halt. In addition to a comprehensive set of rules, you can customize how they apply to specific entities, assets, or investors to ensure your marketplace operates compliantly while enhancing investors' experience.  In terms of risk management and surveillance, what tools should be considered? Not all technology and solutions are the same, with some technology stacks offering nothing more than risk surveillance post-order match. What should you look for from your technology and broker dealer partner?   1. Pre-order match. Identifying risks once they already exist is good but the ability to identify risks before they happen is crucial, for example, the ability to prevent an insider from selling before being allowed to sell. Templum has several pre-order entry risk controls, setting it apart from other solutions. As a result, Templum's system reduces risk by not letting risk be created in the first place. 2. Post-order match. These rules are for items that the issuer does not necessarily want to prevent but be aware of as they occur.  For example, receiving an email notification when the last trade price for a security is up or down 10% from the previous trade price. 3. Customizable rules engine The flexibility to create rules based on concerns specific to your marketplaces vs the limitations of a one size fits all approach is paramount. We at Templum understand that issuers require that flexibility.  These risk and surveillance standards coupled with a registered broker-dealer ensure that investors can trade securities in a marketplace that offers automated, continuous trading in a regulated environment. The Opportunity is Front and Center According to Pitchbook data, global crowdfunding exploded from $8.61 billion in 2020 to $113.52 billion last year – a 1,021% increase. The US market alone doubled year on year through Regulation CF and A+, with much higher numbers being raised and over 32% oversubscribed, according to SEC (Securities & Exchange Commission) filings1. Today the growth is undeniable, and the demand from investors exists. The market is also expected to expand significantly in 2022 and 2023 as ATSs, start to list private securities; specifically, the market is projected to grow from $7 trillion in 2021 to $30 trillion in 2030, according to Forbes2. The traditional method of consummating a transaction in alternative assets was burdensome and complicated. However, the opportunities are enormous for firms that use technology to facilitate compliance with regulatory requirements at scale while bringing standardization and risk control to enhance the investor experience.   1 https://pitchbook.com/news/reports/q2-2022-pitchbook-analyst-note-analysts-advise-on-key-trends-to-watch-as-markets-return-to-turmoil 2 https://www.forbes.com/sites/forbesfinancecouncil/2022/06/16/the-growing-popularity-of-the-private-secondary-market/?sh=6670fefd27ae‍ Is your firm looking to create a private personalized marketplace backed by a sophisticated technology stack? See Templum’s Award Winning Solution book a demo today.‍ ‍

  • The alternative asset class needs new infrastructure - Templum has it

    The alternative asset class needs new infrastructure — who will build it? A recent article in TechCrunch authored by David Jegen and Abdul Abdirahman asked this question and we could not agree more that the alternative asset class need new infrastructure but, spoiler alert... the future is here now. Templum does this today.   Templum has recognized the growing problem of "the lack of digital infrastructure" for alternative assets. We knew the traditional alternative assets ecosystem was fragmented and ill-equipped to handle mass investor adoption and scale. We have witnessed investors and platforms cobbling together “tools and infrastructure,” to create inefficient "trading platforms" that fall well short of investor expectations.   So, we solved the problem; we architected and launched a purpose-built trading platform  and infrastructure solution. Our platform empowers issuer-centric marketplaces and provides market participants with an enterprise-grade trading experience  through its API powered technology stack, robust market data offering, and regulated trading and custodial workflows. For marketplaces, Templum empowers them to access additional end-investors through a single point of access. Moreover, Templum is continuing to expand its ecosystem, becoming 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.   Custody, Clearing and Settlement Alternative Asset Brokerage Accounts Liquidity Opportunities   Broker-Dealer and ATS Services Asset Distribution Primary Issuance Data Aggregation and Analytics Market Surveillance Retail through Institutional Investors And More For firms seeking infrastructure focused on scale, efficient access to additional liquidity options and improving the investor experience, they do not need to look further than Templum. Here is a snippet from TechCrunch: ‍ “Just as these traditional alternatives are becoming a consistent part of the modern investment portfolio, a new era of alternative assets is emerging, fueling an even broader and more fragmented landscape for investing. Dozens of platforms have launched to fractionalize, package and distribute everything from farmland, litigation finance and P2P lending to art, wine and collectibles. Crypto added fuel to this trend and quickly became a mass-market asset category. Together with more established alternative classes like venture capital and private equity, these new alternatives give retail investors unprecedented access to asset classes that either never existed (like crypto) or were previously limited to high-net-worth investors. However, there is a problem in alternative assets: the lack of digital infrastructure. Traditional alternative assets like venture capital and private equity at least have an ecosystem built to serve them, but that infrastructure is aging and built for a narrower base of institutional investors, like endowments, pension funds and large family offices."   Read the full article from TechCrunch ‍   Is your firm looking to create a private personalized marketplace backed by a sophisticated technology stack? See Templum’s Award Winning Solution book a demo today. ‍

  • Baker Tilly collaborates with Templum to help startups launch and scale in the alternative assets space

    CHICAGO (Nov. 9, 2022) – Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) and Templum Inc. (Templum), a provider of capital markets infrastructure for alternative assets and private securities, have collaborated to provide crowdfunding platforms and private securities startups with foundational services to grow and achieve their goals. This dynamic alliance will create opportunities for issuers and secondary marketplaces to accelerate their growth. In addition, Baker Tilly’s financial and operational advisory services helps startups keep their focus on their business by removing administration and compliance challenges. “Organizations in the first stages of operations need a strategic partner to bridge the regulatory and operational gap,” said Christine Fenske, managing partner of Baker Tilly’s financial services practice. “Combining our deep expertise in regulatory compliance, tax and accounting with Templum’s advanced technology for alternative asset trading deepens our capabilities to help our clients reach regulatory compliance and achieve their goals.” “Our proprietary technology enables startups to grow at speed and scale thereby unlocking trillions of dollars in assets,” said Christopher Pallotta, founder and CEO of Templum. “Through our collaboration with Baker Tilly we are excited to also solve the additional back-office pains that burden these firms.” Baker Tilly joins Templum’s fleet of strategic allies, geared towards providing a full suite of solutions for their clients. The team focuses on helping crowdfunding platforms and private securities startups to reach regulatory compliance and address operational and financial issues, including multistate operations, tax and accounting. About Baker Tilly US, LLP ( bakertilly.com ) Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Twitter. About Templum    Templum Markets LLC. 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 and is a wholly owned subsidiary of Templum, Inc., an award-winning trading technology company. Templum is paving the way for investors to participate in new asset classes through integrated patent pending market technologies and APIs for primary issuance and secondary trading. Templum's combined solution provides liquidity and distribution in private markets by enabling a continuous trading experience for investors rather than the manual processes currently in place. In doing so, Templum delivers custom trading solutions to power marketplaces. For more information, please visit www.templuminc.com .

  • Templum Named Best Alternative Asset Marketplace Technology Provider

    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.

  • Netcapital Announces Partnership with Templum

    Powered by Templum Markets’ ATS, Netcapital plans to facilitate secondary trading and liquidity for funding portal participants and investors BOSTON, January 06, 2023--(BUSINESS WIRE)--Netcapital Inc. (Nasdaq: NCPL, NCPLW) (the "Company"), a digital private capital markets ecosystem, today announced a new partnership between Netcapital Systems LLC, a Utah limited liability company and wholly owned subsidiary of the Company, and Templum Markets LLC, operator of an Alternative Trading Systems (ATS) with approval in 53 U.S. States and Territories for the trading of unregistered or private securities. Martin Kay, CEO of Netcapital Inc., commented, "We are excited to announce this partnership which we believe will bring numerous extended benefits to our funding portal investors and issuers. With direct access to Templum Markets’ ATS, Netcapital plans to offer investors who purchase stock through the Netcapital funding portal the ability to unlock liquidity through a structured, regulated alternative trading venue. We believe this represents a strong competitive advantage and a key differentiator for Netcapital within the digital private markets landscape." "We are delighted to partner with  industry leader Netcapital to provide its issuers and investors access to a secondary market, thereby unlocking new liquidity options in historically illiquid securities," stated Christopher Pallotta, Founder, and CEO of Templum. "Our ATS enables investors to trade private securities through our integrated patent pending market technologies and robust regulatory approval set for secondary trading." ‍If you have question about Netcapital or Templum, please contact us. About Netcapital Inc. Netcapital Inc.  is a fintech company with a scalable technology platform that allows private companies to raise capital online and provides private equity investment opportunities to investors. The company's consulting group, Netcapital Advisors , provides marketing and strategic advice and takes equity positions in select companies with disruptive technologies. The Netcapital funding portal  is registered with the U.S. Securities & Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA), a registered national securities association. The information contained herein includes forward-looking statements. These statements relate to future events or to our future financial performance, and involve known and unknown risks, uncertainties and other factors that may cause our actual results to be materially different from any future results, levels of activity, performance or achievements expressed or implied by these forward-looking statements. You should not place undue reliance on forward-looking statements since they involve known and unknown risks, uncertainties and other factors which are, in some cases, beyond our control and which could, and likely will, materially affect actual results, levels of activity, performance or achievements. Any forward-looking statement reflects our current views with respect to future events and is subject to these and other risks, uncertainties and assumptions relating to our operations, results of operations, growth strategy and liquidity. We assume no obligation to publicly update or revise these forward-looking statements for any reason, or to update the reasons actual results could differ materially from those anticipated in these forward-looking statements, even if new information becomes available in the future. View source version on businesswire.com : https://www.businesswire.com/news/home/20230106005068/en/ Contacts Investors 800-460-0815ir@netcapital.com

  • T+1 is Coming, But Templum is Already There

    The industries uphill climb to T+1 settlement ‍ “Innovation distinguishes between a leader and a follower."  ~ Steve Jobs When The U.S. Securities and Exchange Commission recently adopted rule changes to accelerate the settlement cycle to T+1 as soon as May 28, 2024, at Templum, we said, "It's about time." Templum, since its inception, has operated on a T+1 basis, recognizing the settlement and operational risk reduction, capital efficiency gains, and improved investor experience that come with a shortened settlement cycle. Templum's technology was developed to support T+1 or even same-day settlement. Systems, controls, and processes are all enterprise-grade and automated across the entire trade lifecycle.  Why is a T+1 challenging for the broader capital market?   A shift to a shorter settlement cycle requires changes to the technology infrastructure for trading operations of brokers. According to a recent white paper from Torstone Technology, 81% of brokers and banks active within the U.S. and Canadian markets use manual processes or home-grown systems to support their post-trade operations1. However, despite this heavy lift, the move to T+1 pushes firms to invest in modern technologies. What needs to happen across the industry The settlement cycle changes will inevitably impact the currently and open a golden opportunity  for businesses to revisit and enhance their post-trade processing capabilities. Specifically, brokers must analyze their data, systems, operating workflows, and business models to support a T+1 settlement cycle. Using modern technologies like Templum can not only update brokers’ post-trade operations from a technology perspective, but also help brokers prepare for a new era of faster, more automated post-trade processing.   Read the Full SEC Release Here ‍ If you are interested in drawing on our expertise and scaling your business, please contact us for a consultation and/or demonstration. ‍ 1 Access the Torstone White Paper Here

  • Three alternative investment predictions for the rest of 2023

    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

  • Reg D, A+, & CF – Understanding Each Issuance Approach

    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.

  • Tradable Alternative Assets, what does the future hold?

    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

  • Templum & Sydecar Partner to Accelerate Private Market Growth

    The patent-pending Templum Inc. technology and infrastructure, alongside Sydecar’s deal execution platform, create a front-to-backend solution to help firms scale. NEW YORK, April 13, 2022  — Templum, Inc. ("Templum"), a provider of next-generation cloud-based capital market infrastructure for alternative assets and private securities, announced today its partnership with Sydecar, a frictionless deal execution platform that provides venture investors, syndicates, and funding platforms with the foundational services needed to execute deals. The explosion of private markets has exposed a need for a uniform, standards-driven fundraising pathway that provides consistent results. This partnership creates the framework for startups and established issuers to seamlessly raise capita l and power secondary trading without worrying about backend processes, infrastructure and technology. By pairing their capabilities, the companies create an end-to-end solution to start, grow, scale, and exit any capital raise by pairing entity formation with investor reach while creating a streamlined pathway to secondary trading. Sydecar’s platform handles back-office operations such as automated entity formation, contracts and compliance, while Templum provides the technology and infrastructure for issuers to fundraise, onboard investors and launch a customized secondary trading marketplace. “Our unique regulatory approval sets and proprietary technology and infrastructure position issuers, institutions and startups to grow with marketplaces with speed, and to scale compliantly through Templum’s ecosystem,” said Christopher Pallotta, founder and CEO of Templum. “Through our collaboration with Sydecar, we solve the additional back-office pains that hinder both growth and scale. We have pioneered a standardized approach for an industry lacking digital infrastructure and created standards for venture investors, funding platforms and private securities startups.” The partnership comes at a perfect time, as many investors are looking for better structure in their 2023 deals with the continuation of the private equity slowdown from 2022. “We are thrilled to be creating new and vastly improved standards for how we all interact with private markets. In partnering with Templum, we can expand our support across all stages of venture funding to continue delivering automated deal execution that is efficient and cost-effective,” said Sydecar CEO Nik Talreja. “We know we have found a best-in-class partner in Templum that aligns with our commitment to bringing greater efficiencies, transparency and liquidity to private market investing.” ‍ ‍If you have question about Sydecar or Templum, please contact us. About Sydecar ‍ Sydecar helps investors start and run their fund or SPV, so they can launch an investment in hours rather than days. They are on a mission to bring more efficiency and accessibility to private markets by standardizing how investment vehicles are created and executed. In doing so, capital allocators can launch investment vehicles instantaneously, track funding in real-time, and offer hassle-free opportunities for early liquidity. To learn more, visit https://www.sydecar.io/ .

  • Issuance and Trading Technology – The Cloud Difference

    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.

  • Secure Software Development

    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

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