Forum Markets, Incorporated · NASDAQ:FRMM
Forum Markets — Investor Presentation (August 2026)
18 slides from Forum Markets's investor presentation, August 2026
Slide 1: Investor Presentation
August 2026 INVESTOR PRESENTATION
Slide 2: Disclaimer
2 DISCLAIMER This presentation has been prepared by Forum Markets, Incorporated (“Forum” or the “Company”) solely for information purposes. This presentation does not constitute an offer to sell or the solicitation of an offer to buy or acquire securities of the Company in any jurisdiction or an ind
Slide 3: Forum: Modernizing Capital Markets
3 FORUM: MODERNIZING CAPITAL MARKETS By broadening access and liquidity for cash-generating real-world assets ACQUIRE GENERATE YIELD § Monetize real-world assets (RWAs) and high- High-risk-adjusted-yield RWA Earn operating income through proprietary pipelines from asset use yield private investments
Slide 4: The Forum Advantage
4 THE FORUM ADVANTAGE Differentiated ecosystem designed to unlock market access and enhance liquidity PROPRIETARY DYNAMIC ASSET EXCLUSIVE REGULATED PIPELINE ACCESS LIQUIDITY INFRASTRUCTURE • Established pathways to • Frictionless liquidity • Sole authorization to list premium, high-yield real- power
Slide 5: Meet the Team
5 MEET THE TEAM
Slide 6: Leadership Team and Board of Directors
6 LEADERSHIP TEAM • 25 years • 25 years • 20 years • 35 years experience experience in experience in experience in private/public accounting, capital markets, fintech equity & credit finance & capital fintech, and marketing, • Founder Pelagic markets compliance communications Capital Advisors • Form
Slide 7: Our Business
7 OUR BUSINESS
Slide 8: High-Yielding Business Verticals
8 HIGH-YIELDING BUSINESS VERTICALS COMMERCIAL AVIATION AI-INFRASTRUCTURE MODULAR HOME FINANCING AUTO FINANCING DIVERSIFIED BUSINESS MODEL WITH LONG-TERM SCALABILITY
Slide 9: Aviation
9 AVIATION Generating stable cash flows from the most utilized aircraft engine in the world within an access-constrained market AVIATION LEASE FORUM EQUIPMENT ORIGINATION ASSETS • Carrier network via two • CFM56-7B engines largest U.S. airlines • Predictable lease hold • Underwriting via tax- • ~13-
Slide 10: AI-Infrastructure
10 AI-INFRASTRUCTURE Generating high-yield returns and cash flow from NVIDIA and Dell AI GPU financing and AI compute within access- constrained market SHORT-TERM AI GPU AI COMPUTE BRIDGE FINANCING • Provide data centers and • Provide equity in AI neoclouds GPU bridge equipment in data financing fro
Slide 11: Modular Home Financing
11 MODULAR HOME FINANCING Predictable residential credit yields via high-velocity institutional distribution MODULAR HOUSING FORUM AGGREGATION LOAN ORIGINATION FACILITY • Origination platform via • $75M aggregation facility exclusive partnership with • Forward pool purchases • First-lien, manufactur
Slide 12: Auto Financing
12 AUTO FINANCING Short-duration financing platform generating double-digit yield and creating scalable asset pipelines AUTO LOAN ORIGINATION FORUM WAREHOUSE FACILITY • AI-driven underwriting via • $10M revolving facility Karus • 7-10 day duration • Dealer network via • First-lien, secured auto Auto
Slide 13: Multi-Channel Asset Distribution Strategy
13 MULTI-CHANNEL ASSET DISTRIBUTION STRATEGY INSTITUTIONAL DISTRIBUTION RETAIL DISTRIBUTION • Building institutional channels for access- Primary distribution platform: * constrained, double-digit-yielding asset classes • FINRA-licensed broker/dealer & ATS • Growing interest in double-digit-yield, h
Slide 14: Financial Discipline
14 FINANCIAL DISCIPLINE
Slide 15: De-Risked Balance Sheet: Eliminated Direct Exposure to ETH Price Volatility
15 DE-RISKED BALANCE SHEET: ELIMINATED DIRECT EXPOSURE TO ETH PRICE VOLATILITY Forum redeployed capital into yield-generating RWAs I II ü Tech-stack powered by an institutional digital ledger III exclusively for secure, low-cost asset settlement ü Focused on capturing double-digit asset yield and op
Slide 16: Disciplined Capital Allocation Driving Shareholder Value
16 DISCIPLINED CAPITAL ALLOCATION DRIVING SHAREHOLDER VALUE I II III
Slide 17: Strategic Levers to Maximize Shareholder Value
17 STRATEGIC LEVERS TO MAXIMIZE SHAREHOLDER VALUE SHARE REPURCHASE PROGRAM STRATEGIC ALTERNATIVES • Repurchased ~7.1M shares or ~35% of outstanding • Independent Special Committee of BoD formed to shares during Q2’26 review strategic options • BoD right-sized the repurchase authorization to • Assess
Slide 18: Equity Research Coverage
18 EQUITY RESEARCH COVERAGE Consensus Price Target I bmccarthy@sidoti.com $ 10 II bdobson@clearstreet.io III mark.palmer@stonex.com CURRENTLY TRADING AT A STEEP DISCOUNT TO CONSENSUS ANALYST PRICE TARGETS Please note that any opinions, estimates, or forecasts regarding performance made by these anal