Forum Markets Incorporated (FRMM) Investor presentation summary

Business model and strategy

• Focuses on tokenizing real-world assets (RWAs) to unlock access and liquidity for institutional investors.

• Generates stable cash flows from tokenized assets using a secure digital platform.

• Leverages partnerships and proprietary origination pipelines for premium, high-yield assets.

• Employs a multi-channel distribution strategy, including institutional and retail channels via a regulated digital exchange.

• Revenue streams include yield, origination fees, asset management, and transaction fees.

Asset verticals and product offerings

• Offers high-yielding business verticals: aircraft engines, AI-infrastructure bridge loans, auto financing loans, and modular home loans.

• Launched Eurus 1 Aero Token, backed by aircraft engine leases with ~11% annualized yield.

• AI-infrastructure bridge loans and auto loans generate mid-teens and 12-13% annualized yields, respectively.

• Modular home loans provide ~9% annualized yield with scalable asset supply.

Recent milestones and execution

• Acquired a 15% stake in Satschel (parent of Liquidity.io) and secured exclusive listing rights.

• Redeemed $516M in convertible notes and exited direct ETH price exposure, redeploying capital into RWAs.

• Closed a $425M PIPE, repositioned as a digital asset and RWA tokenization company.

• Grew AUM target to $100M-$175M for 2026, with plans to expand asset base and launch new tokenized products.