Templum

For many firms, managing employee investments is a complex, resource-draining and fragmented process that ultimately leads to low employee engagement. Templum’s Employee Investment Marketplace changes that by offering a centralized, intuitive solution that transforms the employee investing experience. With your own branded portal, you can provide employees with seamless access to a curated marketplace of your firm’s investment opportunities. Simplify processes, increase engagement, and boost participation in firm-sponsored funds – all while showcasing your commitment to their financial success. Templum’s white-label Employee Investment Portal empowers your team with an easy-to-use platform to explore, manage, and optimize their investments. Key Features: ????????Unified Portal?– Facilitate onboarding, showcase offerings, automate subscription agreements, place orders, and streamlined post-trade reporting – all on one seamless platform. ????????Effortless Integration?– Comprehensive platform integration with existing subscription workflows and third-party systems ????????Support for Multiple Offerings?– Manage all investment opportunities in one place. ????????Streamlined Operations?–?By eliminating manual processes, Templum helps free up valuable resources and boost productivity, creating a smoother, more efficient workflow for your team. ????????Comprehensive Investor Communications?– Provide performance updates, distribute tax information, and share important documents effortlessly. ????????Liquidity Management?– Seamlessly manage liquidity and enable secondary trading as necessary to meet employee and organizational needs. ????????Educational Resources?– Empower employees with the knowledge they need to make informed investment decisions through accessible and relevant materials. Discover how Templum can help you redefine the employee investing experience and set a new standard in employee benefits. Learn more:?https://lnkd.in/e_SRDNtd?or reach out to our team at?[email protected] #Efficiency #EmployeeEquity #Marketplace #WorkplaceInnovation #EmployeeExperience #TemplumSolutions #EmployeeAccessPortal

Distribution strategies, a surging secondaries market, and rising allocations featured in this month's roundup of news across the Private Alternatives sector. #privatealternatives #secondarymarkets #privatemarkets #alternativeassets #distribution

The secondary market for private companies is heating up, and SPVs are playing a major role in unlocking access. Caplight’s latest analysis, featured in Bloomberg, shows that investor interest in Elon Musk’s private entities has soared, with valuations rising 45% since the US election. SpaceX, in particular, continues to command a premium, proving that demand for high-growth private companies remains strong. As the largest venture-backed startups hold off on public listings, secondary transactions are becoming a key mechanism for investors to gain exposure. At Templum, we’ve seen this demand firsthand – our Cosmos Fund with exposure to SpaceX was oversubscribed 7x, leading us to provide a second SpaceX SPV to accommodate eager investors. And we’re not stopping there. Next up, we’re offering SoFi investors exclusive access to another sought-after single-name private equity opportunity…say tuned! SoFi integrated with?Templum One, our private markets ecosystem, where investors gain access to sought-after private alternatives in a regulated environment where liquidity and opportunity meet. SPVs are transforming private markets by increasing liquidity and accessibility, and Templum is leading the way in making these opportunities seamless for investors. Ready to explore what’s next? Let’s connect.?[email protected]? #PrivateMarkets #SecondaryMarkets #PrivateAlternatives #AlternativeAssets #SPVs #SpaceX #Templum #TemplumOne https://lnkd.in/gyYK_XhB

It’s great to see the growing importance of alternative assets for retail investors being widely recognized, a shift we not only anticipated but have already embraced at Templum. Through our partnership with SoFi, we're live and providing access to self-directed investors interested in private alternatives. A new report by Apex Group Ltd and Global Custodian?highlights that 86% of private equity firms expect alternative investments to dominate retail portfolios within five years, and nearly 70% of asset managers see digital platforms as essential to enabling this participation. While regulatory restrictions (59%) and liquidity concerns (43%) remain significant hurdles, Templum’s infrastructure is designed to overcome these challenges. Our?Private-Alternatives-as-a-Service?solutions empower firms to: * Discover highly sought-after investments?in private equity, venture capital and other private alternatives that have historically been out of reach for self-directed investors? * Scale effortlessly?with digital-first processes that mirror the workflows of public equities – streamlining transactions, compliance, and operations to help firms grow faster * Centralized and regulated marketplace?that makes it easier to buy and sell private alternatives – creating smoother exits and more opportunities for investors Retail’s influence isn’t just a trend – it’s a paradigm shift. Firms that invest in the right technology today will be the leaders of tomorrow. Reach out to our team to learn how Templum’s technology solutions and the?Templum One??marketplace can give you the advantage you need:?[email protected] #PrivateAlternatives #PrivateMarkets #AlternativeInvestments #DigitalTransformation #PrivateEquity #Templum #selfdirected Read the full report:?https://lnkd.in/dZyKQvrn

Check out the latest edition of Templum Pulse for a roundup of private alternatives news...?#privatemarkets #alternativeassets?#privatealternatives

Congratulations to SoFi on an outstanding 2024! Their continued focus on innovation and expanding investment access has led to a record-breaking year. As highlighted in SoFi’s earnings report, unique investment products such as those available through the partnership with Templum contributed to the growth of SoFi Invest by providing investors with access to exclusive private market opportunities.? At Templum, we are dedicated to expanding access to alternative assets, and our partnership with SoFi demonstrates this commitment. We look forward to continuing to drive innovation in private markets and delivering even more opportunities for investors. #SoFi #Templum #Investing #PrivateMarkets #FinancialInnovation https://lnkd.in/eKbwVwvX

Retail investors demonstrated unprecedented interest in alternative investments in 2024, driving fundraising to a record-breaking $122 billion, according to investment banking firm,?Robert A. Stanger & Company, Inc., surpassing the firm’s own recent projections and highlighting the growing appetite for interval funds, BDCs, and non-traded REITs. With a $17 billion increase over the previous high in 2022, this milestone underscores the forward momentum in retail alternatives. At Templum, we are excited to be at the forefront of this growth, as seen in our recent successful partnership with SoFi. Together, we launched a seamless platform for SoFi members to access private alternative offerings, enabling them to invest in exclusive funds with ease. Powered by Templum’s advanced technology and deep expertise, we delivered a gateway to private alternatives and set a new standard in investor access, enhancing transparency, efficiency, and opportunity in private markets.?And this is just the beginning – Templum is continually adding new products that have previously been out of reach. #privatemarkets #investing Read the full report on WealthManagement.com by Elaine Misonzhnik on "Retail Alts Fundraising Exceeded Expectations in 2024" at https://lnkd.in/emmdmb3Q

Check out the latest edition of Templum Pulse for a roundup of private alternatives news...?#privatemarkets #alternativeassets?#privatealternatives

As the year comes to a close, we at Templum extend our sincere gratitude to our valued clients, trusted partners, and all those shaping the future of private markets. Your continued support and shared vision for transforming this industry have made this year exceptional. We wish you a holiday season filled with joy, relaxation, and time well spent with those who matter most. Here’s to a prosperous and exciting year ahead. Happy Holidays!? The Templum Team?

The EY 2024 Global Alternative Fund Survey paints a compelling picture of an industry on the rise. With global alternatives AUM climbing to $17.6T by mid-2024 and projections suggesting it will reach $29.2T by 2029, the alternative investments landscape is rapidly evolving. Among the most striking findings??Individual investors and their capital pools are the industry’s new frontier for growth.?While institutional investors remain foundational, alternative fund managers are increasingly focused on expanding access to HNW, UHNW and retail investors.? Key Takeaways: Demand for Accessibility Is Transforming the Landscape: Individual investors are driving demand for democratized access to alternative assets. Meeting this demand will require managers to balance accessibility with challenges like compliance, education and risk management.? Efficiency Is the New Imperative: As the industry shifts to accommodate these new investor pools, efficiency becomes a critical differentiator.?Managers must adopt scalable, tech-enabled operating models that streamline distribution, improve compliance, and reduce manual processes.?Operational efficiency will determine whether managers can serve these new investors profitably.? Education and Trust as Growth Drivers: Managers must invest in educating investors and financial advisors, ensuring confidence and transparency in navigating alternatives. This education effort isn’t just about compliance – it’s foundational for building long-term trust with new investors.? The Role of Technology in Unlocking Growth: With the influx of individual investors, technology will play a central role in overcoming inefficiencies and fragmented systems, enhancing client experiences, automating workflows, and enabling real-time decision-making. Efficiency through innovation will define the industry’s ability to scale.? Delivering Seamless Experiences: Integrated platforms will provide real-time insights, frictionless client interactions, and improved reporting, aligning with the expectations of individual investors. The alternative asset market is more dynamic than ever, offering diversification, innovation, and superior long-term returns. But the shift toward individual investors is not without challenges. Managers must not only engage this new audience but do so?profitably and efficiently?to stay competitive.? At Templum, we recognize these trends and are at the forefront of this transformation, empowering managers with the technology and tools needed to scale efficiently, educate investors, and build trust. As the alternative asset market continues its trajectory toward $30 trillion, the firms that innovate and adapt will be the ones to thrive.? How are you preparing to engage and serve this next wave of investors? Reach out to our team today?[email protected] https://lnkd.in/g6PVe4qF