Templum

Raelan Lambert is joining Templum as Chief Commercial Officer. Raelan brings more than two decades of private markets experience, most recently leading Mercer's global alternatives business, where she oversaw more than $40B in assets under management and $182B in assets under advisement across private equity, private credit, real assets, and hedge funds, worldwide. She joins at a pivotal moment - and shares our conviction that the structural friction slowing private markets execution and secondary liquidity is finally solvable. The market - financial institutions, asset managers, institutional investors, RIAs and other participants - has been waiting for a digitally native operating system for private markets across the full investment lifecycle, capable of transacting primaries, secondaries, and other private securities, at scale. Templum closes that gap. We are the only platform operating as a Qualified Matching System, Broker-Dealer, Transfer Agent and Alternative Trading System (ATS) – unified with seamless technology across all regulatory verticals. This is where private markets infrastructure is heading – and where Templum already operates. Under Raelan's leadership, Templum is the critical layer every platform connects to. "Raelan has spent her career inside the exact problem we're solving," said Christopher Pallotta, Founder and CEO of Templum. "She understands what the private markets industry needs because she's been one of the most respected voices among them. Her judgment and relationships will accelerate everything we're building." Welcome, Raelan!

Rebecca Wilde is joining Templum as Managing Director, Revenue & Partnerships. Rebecca has spent her career being the person who shows up early and builds the commercial engine from scratch. Second hire. Third hire. Sixth hire. She's consistently been the one who takes technical, complex financial products and makes them land - with advisors, institutions, and investors who need to understand and trust what they're buying. Most recently at StockSnips, she built and led go-to-market strategy for one of the first Nasdaq-listed AI-powered ETFs - raising $30M+ in AUM in under nine months as a first-time issuer. That's a significant commercial achievement in any market, let alone one where advisors are cautious about new products and new issuers. At Templum, her focus will be on revenue and partnerships - working with the investment banks, wealth platforms, RIAs, fintechs, and asset managers who are ready to replace fragmented private markets operations with infrastructure that actually scales. We have the platform. We have the partnerships. We have the team. Rebecca is how we go win. Welcome, Rebecca

Our team had a great time at #WealthManagementEDGE last week! As always, this session did not disappoint. Private markets were a major topic of conversation and are evolving fast, and Templum has built the infrastructure to help firms move with confidence. #WealthManagement #PrivateMarkets #Fintech #AlternativeInvestments https://lnkd.in/eEYYRbFM

Private markets have evolved rapidly. The infrastructure supporting them hasn’t always kept pace. Interesting insights from MSCI Inc.'s State of Private Markets report this week. Curious how this fits into your private markets strategy? Let's connect: sales@templuminc.com Report Link: https://lnkd.in/eVUqJEau #PrivateMarkets #Secondaries #PrivateEquity #AlternativeInvestments

The capital intention at the family office level is clear. J.P. Morgan's 2026 Global Family Office Report found that single-family offices targeting returns above 11% are already allocating over 40% of their portfolios to alternatives. Long Angle's 2026 HNW study, drawing on investors with an average net worth of $17 million, found nearly 30% of total net worth now sits in private and alternative assets. The conviction is there. The bottleneck is execution. Family offices and UHNW advisor teams aren't struggling to identify private market opportunities. They're struggling with the operational reality of accessing them - eligibility verification, transaction documentation, compliance workflows - processes that remain fragmented and largely manual. Every transaction becomes its own project. That friction is why private markets exposure often stalls well below the stated allocation target. Not because the investment thesis fails, but because the infrastructure underneath it does. Templum was built to close that gap, giving family offices and UHNW advisor teams an execution environment for private securities designed with compliance at its core, so the operational complexity stops being the reason a deal doesn't get done. The demand is structural. The infrastructure needs to match it. Interested in learning more? Reach out to us at sales@templuminc.com to schedule a call. Link to JPM report: https://lnkd.in/g9ZtPthJ Link to Long Angle report: https://lnkd.in/eRu8kYzZ #FamilyOffice #UHNW #PrivateMarkets #WealthManagement #AlternativeInvestments #Templum 

A $240B market doesn't happen by accident. Three years ago, secondary transactions in private markets were still treated as edge cases — messy, bespoke, and broker-dependent. Today they're one of the fastest-growing segments in all of finance. Jefferies reported global secondary volume crossed $240B in 2025, up 48% from the prior year. With GP-led deals hitting $115B (53% growth). PitchBook's Q3 2025 US VC Secondary Market Watch report has US VC secondaries reaching $94.9B in just Q3 of 2025. And with the IPO market still offering limited exits, the pipeline of motivated sellers and buyers isn't going anywhere. What changed? Market participants stopped waiting for traditional liquidity events and built their own. LPs are proactively managing portfolios. GPs are using continuation vehicles and structured liquidity solutions as fund management tools. Founders are accessing liquidity pre-exit through compliant secondary channels. But this only works at scale if the underlying infrastructure keeps up. Templum operates the regulated trading infrastructure that makes this possible for LPs, GPs, and founders transacting in private securities. Compliant by design. Built for the complexity of venture secondaries. Ready for the volume the market is generating. The secondary market has gone from niche to necessary. The firms getting ahead are the ones building execution capacity now — not after the next liquidity event. Curious how Templum fits into your secondary strategy? Let's connect. #PrivateMarkets #Secondaries #VentureCapital #GrowthEquity #AlternativeInvestments #LiquidityServices #Fintech #Templum Read the full reports here: https://lnkd.in/eQxjXeB3 https://lnkd.in/gsFEp7As

Lack of automation and persistent friction in transacting are still holding private markets back, even as the future arrives with true secondary markets launching at scale this year. Operational bottlenecks, manual processes, and fragmented data are limiting liquidity and price discovery at exactly the moment the ecosystem needs to move faster with more transparency. In 2026, private markets are proving that readiness matters more than perfectly timing the cycle. After another year of friction in 2025, the market is shifting.   Key shifts highlighted by S&C’s latest outlook:  Secondaries have become a core feature of the market, with record activity for three consecutive years driven by continuation of vehicles, LP stake sales, and portfolio transfers. Capital is rotating toward Europe and the UK, where more realistic entry multiples, less crowded processes, and a deep mid‑market are drawing sponsor attention. AI has moved from talking point to embedded tool in deal execution and portfolio management, reshaping how managers underwrite, monitor, and exit positions. At Templum, we power the market infrastructure that helps issuers, funds, and intermediaries operate with this level of readiness—digitizing private market data, streamlining workflows, and enabling more transparent, efficient secondary activity. In a cycle where preparation beats timing, having institutional‑grade rails for private markets is no longer optional; it is required. Contact us for more information: sales@templuminc.com. Learn about Templum's solutions: https://lnkd.in/e4mRRg_8 https://lnkd.in/evZxaq9a #templum #primaryissuance #secondaries #liquidity #templumone #issuers #funds #intermediaries #privatemarkets #alternatives

Wishing you a joyful holiday filled with hope, prosperity, and new beginnings! #HappyEaster #Passover #Templum #PrimaryIssuance #Secondaries #Liquidity #TemplumOne #TechnologyInfrastructure #Fintech #FinancialGrowth

The PE market is shifting — and secondaries are leading the way. PwC’s 2026 Global M&A Trends report is out. Three themes stand out for anyone watching private equity closely: fewer deals, but larger in size; increased use of AI to support transactions; and secondaries leading the way forward. As for secondaries, the exit backlog is real — and secondaries are becoming mainstream, providing a much-needed pressure valve for the industry. Specifically, global PE portfolio inventory hit ~32k companies by end of 2025, up from 29k just a year prior. With IPO windows uneven and strategic buyers more selective, GP-led continuation vehicles and sponsor-to-sponsor secondaries are now the dominant exit route. Secondaries are becoming a way that capital gets returned to LPs, setting the stage for new fundraises. This quote from PwC’s report states: “Sponsor-to-sponsor deals, GP-led continuation vehicles, and other secondary structures are providing liquidity where traditional exit routes remain constrained, allowing managers to extend ownership of select assets while returning capital to limited partners (LPs). These structures are increasingly being used not only to manage timing risk but also to support longer value creation horizons for assets requiring sustained investment or operational transformation.” Enter the new frontier of private markets with Templum. Learn how we power private asset secondaries for our partners. Contact sales@templuminc.com. https://lnkd.in/dfzAgRtD #privatemarkets #alternatives #privateequity #PE #secondaries #privatemarketautomation #Templum

Templum, a leading infrastructure provider for private markets and SoFi (NASDAQ: SOFI), the one-stop shop for digital financial services, announced the launch of a limited-time private market investment window for accredited investors to access Colossal Biosciences, OpenAI, and/or Perplexity AI through the Cosmos Fund. Read the full release: https://lnkd.in/eyqe8S_Q #templum #SoFi #privatemarkets #accreditedinvestors