Forum Markets Incorporated (FRMM) Investor presentation summary

Business model and strategy

• Focuses on tokenizing institutional-grade real-world assets (RWAs) on Ethereum to modernize capital markets and generate differentiated cash flow.

• Acquires yield-generating assets, tokenizes them, and distributes returns to token holders, compounding gains into new assets.

• Targets four major markets: auto loans, mortgages, heavy equipment, and real estate, with a multi-hundred-billion-dollar annual TAM.

• Tokenized RWA cash flows are designed to be uncorrelated to ETH performance, providing sustainable revenue.

• Conservative ETH asset management and strong cash position support platform and ecosystem growth.

Partnerships and platform infrastructure

• Exclusive partnership with Liquidity.io, a regulated exchange, enables compliant listing and trading of Ethereum L2 tokens.

• Liquidity.io provides a FINRA-licensed broker/dealer, transfer agent, and custodian services, ensuring regulatory compliance and enterprise adoption.

• Investments in Zippy and Karus expand tokenization into manufactured housing and AI-modeled auto loans, respectively.

• Forum holds exclusive rights to tokenize loans from Zippy and Karus on L2 via Liquidity.io.

• Platform partnerships and exclusive access to origination networks drive deal flow and future expansion.

Product offerings and token structure

• Launched EURUS I aero token backed by leased aircraft engines, offering up to $3M from an $11.8M pool at $100 per token.

• Tokens are issued as ERC-20 on Ethereum L2, with a minimum investment of $1,000 and management/origination fees around 2%.

• Target annual returns for aero tokens are around 11%, higher than typical investment grade bonds or savings accounts.

• Loan aggregation, tokenization, and asset management are handled in-house or by partners, with monthly cash flow distributions.

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