Templum to Offer Premier Private Market Investment Opportunities in Perplexity AI, OpenAI, and Colossal Biosciences to SoFi Members

Rhea-AI Summary

Templum and SoFi (NASDAQ: SOFI) launched a limited-time private market window (March 5–March 30, 2026) giving accredited investors access to Perplexity AI, OpenAI, and Colossal Biosciences via the Cosmos Fund.

The offer allows verified accredited investors to allocate to one, two, or all three assets; Cosmos Fund will continue limited, sector-focused private placements throughout 2026.

Positive

• Limited-time access to three private market leaders (Mar 5–Mar 30, 2026)
• Perplexity AI reported ~22 million MAUs
• Cosmos Fund expanding to Robotics, FinTech, Defense Tech, Infrastructure in 2026

Negative

• Offer restricted to accredited investors, excluding most retail investors
• Investment window lasts 25 days, creating time pressure for decisions

News Market Reaction – SOFI

+2.94%

6 alerts

+2.94% News Effect

+$701M Valuation Impact

$24.55B Market Cap

0.1x Rel. Volume

On the day this news was published, SOFI gained 2.94%, reflecting a moderate positive market reaction. Our momentum scanner triggered 6 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $701M to the company's valuation, bringing the market cap to $24.55B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Offering window start: March 5, 2026 Offering window end: March 30, 2026 Perplexity MAUs: 22 million

3 metrics

Offering window start March 5, 2026 Cosmos Fund private market investment window opening date

Offering window end March 30, 2026 Cosmos Fund private market investment window closing date

Perplexity MAUs 22 million Perplexity AI monthly active users milestone mentioned in the offering

Market Reality Check

Price: $18.79 Vol: Volume 60,112,784 is slig...

normal vol

$18.79 Last Close

Volume Volume 60,112,784 is slightly below the 20-day average of 67,921,483, suggesting no outsized pre-news positioning. normal

Technical Shares at $18.70 are trading below the 200-day MA of $23.47 and sit well under the 52-week high of $32.73, though well above the $8.60 52-week low.

Peers on Argus

SOFI was up 0.48% pre-news while key credit/fintech peers like PYPL (+1.52%), CO...

SOFI was up 0.48% pre-news while key credit/fintech peers like PYPL (+1.52%), COF (+0.68%), ALLY (+0.65%), and SYF (+0.17%) saw modest gains and OMF (-0.67%) lagged. No peers appeared in momentum scans, pointing to a stock-specific AI/private-markets narrative rather than a broad sector rotation.

Previous AI Reports

2 past events · Latest: Nov 26 (Positive)

Same Type Pattern 2 events

Date	Event	Sentiment	Move	Catalyst
Nov 26	AI conference appearance	Positive	+4.3%	Participation in UBS Global Technology & AI Conference with CFO fireside chat.
Sep 03	AI ETF launch	Positive	-1.7%	Launch of SoFi Agentic AI ETF focused on agentic AI companies and index.

Pattern Detected

AI-tag news has produced mixed reactions: one conference appearance drew a solid gain, while the AI ETF launch saw a modest decline, yielding an average move of 1.32%.

Recent Company History

Over the past year, SOFI’s AI-tagged updates have focused on building credibility and distribution in emerging AI themes. On September 3, 2025, it launched the Agentic AI ETF (AGIQ) tracking an AI-focused index. On November 26, 2025, management highlighted AI strategy at the UBS Global Technology & AI Conference, which corresponded with a 4.32% gain. Today’s Cosmos Fund access to OpenAI, Perplexity AI, and Colossal Biosciences extends that AI positioning into private-market opportunities for members.

Historical Comparison

+1.3% avg move · In the past year, SOFI issued 2 AI-related updates with an average move of 1.32%. Today’s Cosmos Fun...

AI

+1.3%

Average Historical Move AI

In the past year, SOFI issued 2 AI-related updates with an average move of 1.32%. Today’s Cosmos Fund access to leading AI names fits this ongoing AI-focused product strategy.

SOFI’s AI narrative has progressed from launching an AI-focused ETF and presenting at an AI conference to now providing members curated private-market exposure to AI and biotech leaders via the Cosmos Fund.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-07-29

SOFI has an effective S-3ASR shelf registration dated 2025-07-29, expiring 2028-07-29, with at least one usage event via a 424B3 filing on 2025-12-05. While no capacity amounts are provided, the active shelf gives the company flexibility to issue securities via prospectus supplements as needed.

Market Pulse Summary

This announcement highlights SOFI’s push to differentiate its platform by offering accredited member...

Analysis

This announcement highlights SOFI’s push to differentiate its platform by offering accredited members access to private-market leaders like OpenAI, Perplexity AI, and Colossal Biosciences through a limited window from March 5–30, 2026. It builds on prior AI-related efforts, including an AI ETF and participation in an AI conference. Investors may watch uptake of the Cosmos Fund opportunities and how effectively SOFI integrates AI and private-market access into its broader financial services ecosystem.

Key Terms

accredited investors, de-extinction, monthly active users

3 terms

accredited investors regulatory

"limited-time private market investment window for accredited investors to access"

Accredited investors are individuals or entities considered to have enough financial knowledge and resources to understand and handle more complex and risky investments. They are often allowed to participate in private investment opportunities that are not available to the general public, similar to how experienced players might access exclusive clubs or events. This status helps ensure that investors can manage potential risks and rewards appropriately.

de-extinction medical

"applications spanning de-extinction, species preservation, livestock optimization"

De-extinction is the scientific effort to bring back or recreate species that have died out using preserved DNA, genetic engineering, selective breeding, or related technologies; think of it as restoring a discontinued product line from old blueprints with new manufacturing tools. It matters to investors because it can create new markets and proprietary technologies but also involves high research costs, long timelines, complex regulation and ethical concerns that can materially affect company value and investment risk.

monthly active users technical

"the milestone of reaching approximately 22 million monthly active users (MAUs)"

Monthly active users are the number of unique individuals who engage with a product or service at least once within a month. This measure helps gauge how many people regularly use or rely on it, similar to counting how many customers visit a store each month. Investors look at this number to assess the popularity, growth, and overall health of a platform or service.

AI-generated analysis. Not financial advice.

Limited-time offering provides investors access to highly sought-after private market leaders

NEW YORK, March 5, 2026 /PRNewswire/ -- Templum, a leading infrastructure provider for private markets and SoFi (NASDAQ: SOFI), the one-stop shop for digital financial services, today 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. 

The three offerings will be available from March 5 through March 30, 2026, and represent the latest opportunities from the Cosmos Fund, which is designed to provide differentiated access to category-defining private companies for qualified investors. 

OpenAI, Perplexity AI, and Colossal Biosciences – pioneers in their respective digital and biological markets – are redefining what's possible today across their sectors.

• Colossal Biosciences is pursuing a proprietary biotech platform with applications spanning de-extinction, species preservation, livestock optimization, climate science, and human therapeutics. The company's latest report states that it has achieved decacorn status, with backing from investors including TWG Global and other leading venture capital firms. 
• OpenAI is striving to establish the operating system and infrastructure underpinning much of the next generation of AI innovation. Its enormous scale provides substantial data, distribution, and ecosystem advantages.  
• Perplexity AI is focused on transforming how we digitally search with an AI search engine that uses referenceable data and facts to provide answers. The company's recent highlights include the launch of its Comet browser and the milestone of reaching approximately 22 million monthly active users (MAUs). 

Accredited investors, once verified, have the option to allocate capital to any individual asset or across all three offerings. For additional details or to discuss participation, investors may visit www.sofi.com/invest/private-markets or contact Templum's investor support directly.

Looking forward, the Cosmos Fund will feature select investments from high-growth sectors, including Robotics, FinTech, Defense Technology, and Infrastructure, offered as limited, time-sensitive opportunities alongside top-tier investment products from industry-leading asset managers from Templum Markets throughout 2026. 

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 offerings are purpose-built to enable private market strategies for wealthtech providers, 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.  Templum does not have an affiliation with, formal relationship with, or endorsement from OpenAI, Perplexity AI, and Colossal Biosciences. None of the statements on this document should be attributed to OpenAI, Perplexity AI, Colossal Biosciences or its affiliates. 

INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

SoFi Invest is a trade name used by SoFi Wealth LLC and SoFi Securities LLC offering investment products and services. Robo investing and advisory services are provided by SoFi Wealth LLC, an SEC-registered investment adviser. Brokerage and self-directed investing products offered through SoFi Securities LLC, Member FINRA/SIPC.

For disclosures on SoFi Invest platforms visit SoFi.com/legal. For a full listing of the fees associated with SoFi Invest please view our fee schedule

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SOURCE Templum Inc.

FAQ

What private companies can SoFi (SOFI) members access in the March 2026 offering?

SoFi members can access Perplexity AI, OpenAI, and Colossal Biosciences through the Cosmos Fund. According to the company, the window is open from March 5 through March 30, 2026 for verified accredited investors.

Who is eligible to participate in the SOFI private market window from March 5–30, 2026?

Only verified accredited investors are eligible to participate in the offering. According to the company, investors must complete accreditation verification before allocating to any asset.

How long is the Cosmos Fund private offering available to SOFI members in March 2026?

The offering is available for 25 days from March 5 to March 30, 2026. According to the company, investors must subscribe within that limited window to participate.

Can SOFI (SOFI) investors split allocations across multiple private assets in this offering?

Yes; accredited investors may allocate capital to any single asset or across all three offerings. According to the company, allocation flexibility is allowed once accreditation is verified.

What traction does Perplexity AI show in the Cosmos Fund offering promoted to SOFI members?

Perplexity AI has reached approximately 22 million monthly active users, a notable user milestone. According to the company, this metric was cited as a recent highlight supporting investor interest.

Will the Cosmos Fund offer other sectors to SOFI members after March 2026?

Yes; Cosmos Fund plans select, limited private investments across Robotics, FinTech, Defense Tech, and Infrastructure through 2026. According to the company, these will be time-sensitive opportunities from Templum Markets.