Beneficient (BENF) Sidoti Micro-Cap Virtual Conference summary

Key milestones and financial performance

• Celebrated one-year anniversary as an independent NASDAQ-listed company and achieved first profitable quarter.

• Revenue model targets 30% from fees and 70% from fiduciary financings backed by alternative assets.

• Asset-based balance sheet built through ExChange Trust product, with exposure to 252 funds and 831 investments.

• Diversified revenue streams and balance sheet supported by proprietary technology and regulatory compliance.

Innovation and technology platform

• Developed AltAccess fintech platform, regulated and examined by bank regulators, offering liquidity, primary capital, and custody services.

• Platform built on eight patent-pending technologies and two copyrighted software systems.

• Recently launched Machine Automated Pricing System (MAPS) to enhance transaction valuation and efficiency.

• Online process and market awareness strategy leverage digital campaigns and partnerships to drive customer engagement.

Market opportunity and customer focus

• Alternative asset market has grown at a 14% CAGR, with increasing demand for liquidity among investors.

• Target customers include mid-to-high net worth individuals, small to medium-sized institutions, general partners, and commercial banks.

• Estimated liquidity demand among smaller investors exceeds $50 billion annually, projected to double in five years.

• Products and services address needs for earlier liquidity, primary capital, and fiduciary services across 11 alternative asset classes.