SoFi and Templum Launch Exclusive Private Market Opportunity in Epic Games and Stripe
Rhea-AI Summary
SoFi (NASDAQ: SOFI) and Templum opened a limited investment window for accredited investors to access private stakes in Epic Games and Stripe via the Cosmos Fund.
The offering is available only from Dec 8 through Dec 19, 2025 and follows a prior oversubscribed SpaceX offering. Stripe is noted to power billing for more than 300,000 companies. Templum and SoFi said they plan a 2026 calendar with new offerings across Robotics, FinTech, Defense Tech, and Cloud Infrastructure.
Positive
- Access to Epic Games and Stripe through the Cosmos Fund
- Offering window open Dec 8–19, 2025
- Stripe serves >300,000 companies, demonstrating scale
- Partnership follows an oversubscribed SpaceX offering
Negative
- Available only to accredited investors, limiting investor pool
- Very short subscription window may restrict allocations
Key Figures
Market Reality Check
Peers on Argus 1 Down
SOFI was modestly lower while key credit/fintech peers were mixed: SYF -1.12%, PYPL -2.09%, COF -0.22%, OMF -1% and ALLY +0.42%. Momentum scans only flagged SLM with a sharper downside move, suggesting this headline was more stock-specific than part of a broad sector trend.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 04 | Equity offering priced | Negative | +1.7% | Pricing of 54,545,454 new shares at $27.50 for $1.5B gross proceeds. |
| Dec 04 | Equity offering announced | Negative | +1.7% | Announcement of $1.5B common stock offering using effective Form S-3. |
| Nov 26 | Conference participation | Neutral | +4.3% | CFO fireside chat at UBS Global Technology & AI Conference. |
| Nov 11 | Crypto product launch | Positive | +1.3% | Launch of SoFi Crypto trading for consumers via the SoFi app. |
| Nov 05 | Brand/leadership initiative | Positive | +2.4% | Appointment of Vivian Tu as first Chief of Financial Empowerment. |
Recent equity offering headlines were followed by positive price reactions, and product/strategic news also tended to see upside, indicating the stock has historically absorbed potentially dilutive events constructively.
Over the last few weeks, SoFi has combined capital raising, product launches, and brand initiatives. Two early December 2025 common stock offerings totaling about $1.5 billion each still saw shares rise 1.67%. In November 2025, participation in a major AI conference, the launch of consumer crypto trading, and appointing a Chief of Financial Empowerment were each followed by gains between 1.34% and 4.32%. Today’s private-markets access news fits a pattern of expanding product breadth and investor offerings.
Regulatory & Risk Context
SoFi has an effective Form S-3ASR shelf registration dated July 29, 2025, expiring July 29, 2028, which provides pre-cleared flexibility to issue registered securities as needed. No usage events are listed in the recent activity, indicating the shelf itself has not been drawn on beyond other registered offerings referenced separately.
Market Pulse Summary
This announcement expands SoFi’s alternatives platform by giving accredited investors a December window to access private-market exposure to Epic Games and Stripe via the Cosmos Fund. It builds on a previously oversubscribed SpaceX opportunity and hints at a broader 2026 pipeline across several high-growth sectors. In context of recent equity raises and product launches, investors may watch adoption levels, fee economics, and how consistently these offerings reach capacity.
Key Terms
accredited investors financial
private markets financial
AI-generated analysis. Not financial advice.
Limited December window gives accredited investors access to two of the world's most sought-after private companies.
The offering, available only from December 8 through December 19, 2025, marks the latest private company opportunity facilitated by the partnership and follows the highly oversubscribed SpaceX offering earlier this year.
"This partnership between Templum and SoFi addresses one of the greatest challenges in private markets: trusted, dependable access to the highest-quality private companies and alternative assets," said Chris Pallotta, CEO of Templum. "As SoFi's alternative assets partner, our focus is on providing assets to market leaders reshaping their industries and then streamlining the investment process end-to-end for eligible investors."
Epic Games and Stripe, selected for their continued innovation and market leadership, are driving the future of digital entertainment and commerce:
- Epic Games dominates global interactive entertainment, driven by a business model that puts its core audiences first. Its' Unreal Engine empowers developers with industry-leading creation tools, while the Epic Games Store offers a developer-friendly digital distribution platform. Players enjoy cross-platform gameplay and a weekly rotation of free titles. By offering one of the most generous revenue-sharing models in the industry, Epic ensures a steady pipeline of new, high-quality games and fuels ongoing innovation.
- Stripe has established itself as a category leader, powered by its developer-first philosophy, exceptional customer support, and relentless product innovation. The company has been recognized by leading analyst firms, including Forrester and Gartner, for its strength in billing solutions – and for good reason. Stripe's B2B customers rely on its platform to manage the full revenue lifecycle, from configuring billing plans and customizing pricing logic to calculating amounts owed and tracking payments. Today, Stripe powers modern global billing operations for more than 300,000 companies, including OpenAI, Anthropic, Atlassian, Forbes, and Fender.
Templum and SoFi are already preparing a robust 2026 calendar featuring new offerings across high-growth sectors including Robotics, FinTech, Defense Tech, and Cloud Infrastructure. This is a limited, time-sensitive opportunity to invest in two of the most influential private companies of the decade.
Contact us for more information.
About Templum
Templum is moving private markets investing forward by unifying the entire ecosystem. As a solution partner, Templum provides full investment lifecycle technologies, workflow solutions, and broker-dealer support configurable via white label, hybrid, or API deployments. The Company's two offerings (Templum One and Templum as a Service) are purpose-built to enable private market strategies for TAMPs, RIAs, institutional brokers, banks, fintechs, online brokers, and asset managers. Templum is modernizing the technology backbone and opening access to a broader range of investment opportunities for a growing investor base. The Company's vision is to expand capital markets, making a giant step forward from the outmoded technology hindering investments today. Learn more at https://templuminc.com.
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://templuminc.com.
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SOURCE Templum Inc.