Forum Markets Incorporated (FRMM) Investor presentation summary

Business model and strategy

• Focuses on tokenizing real-world assets (RWAs) such as auto loans, mortgages, heavy equipment, and real estate to generate yield and recurring revenue streams.

• Acquires yield-generating assets, tokenizes them on Ethereum Layer 2, and distributes returns to token holders.

• Leverages exclusive partnerships and platform integrations to access high-value DeFi opportunities and expand investor participation.

• Operates across origination, structuring, and exchange access, enabling institutional-grade asset tokenization and trading.

• Progressive capital deployment targets $250M–$350M AUM in 2026, aiming for a 10% average yield on assets under management.

Market opportunity and growth drivers

• Targets multi-hundred-billion-dollar annual TAM across auto loans, modular home loans, aerospace equipment, and real estate.

• Regulatory clarity from the US GENIUS Act and EU frameworks accelerates institutional adoption of tokenized assets.

• Institutional adoption is increasing, with major players like BlackRock, Galaxy Digital, Franklin Templeton, and JPMorgan launching tokenized products.

• Tokenized RWAs offer high risk-adjusted yields and uncorrelated value to ETH performance.

• Market evolution expected from early adoption (2024–2026) to systemic adoption post-2032.

Partnerships and platform ecosystem

• Exclusive access to list Ethereum L2 tokens on Liquidity.io, a regulated exchange with FINRA-licensed broker/dealer and bank-grade compliance.

• Strategic investments in Liquidity.io, Zippy (manufactured housing loans), and Karus (AI-driven auto loan underwriting) to secure exclusive tokenization rights and board representation.

• Partnerships enable compliant primary and secondary market liquidity for tokenized RWAs.

• Zippy and Karus platforms provide access to large origination networks and advanced underwriting technology.