Forum Markets Incorporated (FRMM) Investor presentation summary

Business model and strategy

• Focuses on monetizing real-world assets (RWAs) and high-yield private investments to generate stable cash flows, with an option to tokenize assets on secure digital infrastructure.

• Acquires high risk-adjusted yield RWAs through proprietary pipelines and reinvests gains into new assets for compounding growth.

• Returns generated yield to institutional partners and token holders through multiple complementary channels.

• Differentiated ecosystem includes proprietary asset origination, dynamic asset liquidity, and exclusive regulated infrastructure for token listing.

Key business verticals

• Operates across commercial aviation, AI infrastructure, modular home financing, and auto financing, each offering high-yield, scalable asset classes.

• Aviation vertical generates stable cash flows via leasing CFM56-7B engines to major U.S. airlines, targeting 13-15% annualized yield.

• AI infrastructure provides short-term GPU bridge financing and equity in AI equipment, targeting 15-20% annualized yield.

• Modular home financing leverages exclusive partnerships and digital origination for 9-11% annualized yield.

• Auto financing uses AI-driven underwriting and short-duration loans, targeting 12-13% annualized yield.

Asset distribution and infrastructure

• Institutional distribution channels target double-digit-yield, hard-asset verticals, with co-investment structures for revenue growth.

• Retail distribution is anchored by Liquidity.io, a FINRA-licensed broker/dealer and ATS, with digital asset custody and trading partnerships.

• Forum holds a 15% stake in Satschel, Inc., parent of Liquidity.io, supporting retail user base expansion.