Templum, which operates Templum One – the marketplace for private alternatives – is expanding its partnership with SoFi with the launch of a new class of the Cosmos Fund, with sole exposure to Anthropic, one of the world’s leading artificial intelligence (AI) start-ups[1]. This next phase of collaboration reflects a shared mission to deliver exclusive investment opportunities to a broader and more diverse range of investors.

Building on the overwhelming response to the initial class of the Cosmos Fund – which offered sole exposure to SpaceX and was 7x oversubscribed in just two weeks – this latest offering underscores the accelerating demand for institutional-caliber investments among self-directed investors. This unique opportunity will be accessible through SoFi on Templum One from April 22 to May 8, 2025.

AI has emerged as a generational technological innovation, attracting record-breaking investments and reshaping global industries. In 2024 alone, venture capital investments in AI-driven companies increased five-fold, with AI deals accounting for over 60% of total VC-backed investments, according to EY.

Anthropic, whose ChatGPT rival Claude is being used by Amazon to provide advanced AI capabilities to its next generation Alexa+, recently raised $3.5 billion giving it a valuation of $61.5 billion. The latest round was led by Lightspeed Venture Partners, with participation from Bessemer Venture Partners, Cisco Investments, D1 Capital Partners, Fidelity Management & Research Company, General Catalyst, Jane Street, Menlo Ventures and Salesforce Ventures, among other new and existing investors such as Amazon and Google.

Dario Amodei, co-founder and CEO of Anthropic, was recently recognized as one of TIME’s 100 Most Influential People in AI. His vision for AI includes transformative impacts on sectors such as healthcare, finance, and governance, emphasizing the potential for AI to address complex challenges and drive significant societal progress. Businesses across industries are turning to Claude to transform their operations – including global corporations like Zoom, Snowflake, Pfizer, Thomson Reuters, Novo Nordisk, as well as Bridgewater and the Boston Consulting Group[2&3].

In addition to the Anthropic class, private alternative assets available to eligible SoFi investors through Templum One include:

Pomona Investment Fund – The Pomona Investment Fund is an evergreen fund that has an annualized return rate of 13.05% since inception in May 2015, and $1.9B in AUM as of January 1, 2025[4]. The fund uses a diversified investment strategy across multiple sectors, primarily acquiring positions in other private equity funds on the secondary market or through strategic co-investments directly in private companies. Investors in the fund have the opportunity to sell their holding each quarter through the fund’s redemption program, allowing investors to choose the investment horizon that is right for them.

StepStone Private Markets Fund – The StepStone Private Markets Fund has produced an annualized return of 20.65% since inception in October 2020 and has $4.2B in AUM as of February 2025[5]. The fund invests inprivate equity, real assets, and private debt through a globally focused portfolio. Investors can obtain liquidity through the fund’s redemption program, empowering investors to manage the duration of their investment.

“SoFi’s expansion into alternative investments, like private market funds, has broken down barriers for retail investors to access potentially high value opportunities,” said Anthony Noto, CEO of SoFi. “Retail investors are interested in investing in today’s most valuable privately held companies, but access has long been dominated by ultra-high-net-worth individuals and large institutions. SoFi is proud to be one of the few platforms that has unlocked these highly sought-after investment opportunities for our members.”

“AI is reshaping industries at an unprecedented pace, and we are excited to build on our partnership with SoFi to offer investors access to one of the most promising sectors of our time,” added Christopher Pallotta, CEO and founder of Templum. “The Anthropic Class represents a unique opportunity for investors to gain exposure to Anthropic, a leader in AI, through a seamless and accessible investment platform.”

By pairing SoFi’s broad reach with Templum’s advanced technology and industry expertise, this alliance continues to break down traditional barriers, driving broader participation and reshaping how individuals engage with privately held shares and alternative investments.

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[1] Inside the Funding Frenzy at Anthropic, One of A.I.’s Hottest Start-Ups – The New York Times

[2] Anthropic Raises Series E at $61.5B Post-Money Valuation

[3] Forbes 2024 AI 50 List – Top Artificial Intelligence Startups

[4] See Pomona Investment Fund Fact Sheet 4Q24. Investors may not be eligible for all share classes.

[5] See StepStone Private Markets – February 2025. Investors may not be eligible for all share classes.

About Templum

Enter the new frontier for private markets with Templum. As a solution partner, we provide full investment lifecycle technologies, automation, product access, and regulatory support configurable via white label, API, or hybrid deployments. The company’s offerings – Templum One Marketplace, Primary Issuance, Secondaries, and customizable “build-your-own” solutions – enable efficiencies in private market and alternative investment strategies for investment banks, broker-dealers, RIAs, wealth managers, fintechs, asset managers, issuers, and service providers. Templum equips firms to be successful by unifying the entire ecosystem and modernizing the underlying technology supporting it, enabling its partners to expand access to investment opportunities for a growing base of investors. The Company’s vision is to move capital markets forward, replacing the outdated infrastructure that has long constrained private market investing.

All securities offered by Templum Markets LLC, a wholly owned broker-dealer and Alternative Trading System (ATS) subsidiary of Templum, Inc. For more information, please visit https://www.templuminc.com

Templum Media

marketing@templuminc.com

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About SoFi

SoFi (NASDAQ: SOFI) is a member-centric, one-stop shop for digital financial services on a mission to help people achieve financial independence to realize their ambitions. The company’s full suite of financial products and services helps over 10 million SoFi members borrow, save, spend, invest, and protect their money better by giving them fast access to the tools they need to get their money right, all in one app. SoFi also equips members with the resources they need to get ahead – like credentialed financial planners, exclusive experiences and events, and a thriving community – on their path to financial independence.

SoFi innovates across three business segments: Lending, Financial Services – which includes SoFi Checking and Savings, SoFi Invest, SoFi Credit Card, SoFi Protect, and SoFi Insights – and Technology Platform, which offers the only end-to-end vertically integrated financial technology stack. SoFi Bank, N.A., an affiliate of SoFi, is a nationally chartered bank, regulated by the OCC and FDIC and SoFi is a bank holding company regulated by the Federal Reserve. The company is also the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com or download our iOS and Android apps.

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