As we reflect on an incredible 2024, I want to take a moment to highlight our achievements and share our vision for the opportunities ahead.

Capital Engine® has continued to push the boundaries of private market investing, secondaries trading, and technology-driven financial solutions. Your trust and support have played a pivotal role in this success.

The global private markets landscape is evolving rapidly, and the primary driver of this growth is and will continue to be the increased participation of individual, high net-worth retail investors in alternative investments. Estimates point to $14 trillion of new capital entering the private markets over the next several years, with over $7 trillion coming from individual investors. We firmly believe that this sector represents the biggest opportunity in financial services today. Capital Engine® is uniquely positioned to capitalize on this transformation, bridging investment banking, technology, and capital markets to unlock new opportunities for issuers and investors.

2024: A Year of Growth, Innovation & Market Recognition
This year marked a significant chapter for Capital Engine® as a global financial technology (FinTech) firm, operating at the intersection of investment banking, private markets, and technology-driven innovation. 

Key Milestones from 2024

• Seed Round Valuation Growth & Increased Share Price
  We successfully closed $1.2 million of our initial $2 million seed round, and at the end of January 2025, our share price increased to $6 per share, reflecting the strong momentum we built throughout 2024 including 50% pro-forma revenue growth (YoY). This growth, coupled with overwhelming investor demand, continues to drive our expansion.
• Expansion of Private Market Deal Sourcing & Secondaries Trading
  With the rise of private market secondaries, we enhanced our platform’s capabilities to provide greater liquidity, broader investment access, and seamless transaction execution for alternative assets.
• Industry Recognition & Investment Endorsements
  Michael Markowski, recognized as one of Fortune’s 50 Great Investors, named Capital Engine® his top investment recommendation, stating that our platform has the potential to be 10x bigger than similar companies.
• Technology & Infrastructure Enhancements
  We launched new platform features to streamline capital raising, optimize secondary trading, and improve investor analytics, further reinforcing our network of retail-focused investment platforms and enterprise advisory arm.
• Broker-Dealer Expansion via Mallory Capital Group
  Our partnership with Mallory Capital Group allowed us to enhance private placements, regulated transactions, and capital formation strategies, strengthening our role as a key player in private market investment solutions.

2025: Unlocking the Next Phase of Growth
With our foundation strengthened by our seed round success, we are set to scale aggressively in 2025. Our key priorities include:

• Expanding Private Market Deal Flow by 300%
  Scaling our proprietary sourcing engine to connect investors with even more high-quality investment opportunities across primary and secondary markets.
• Driving Innovation in Secondaries Trading
  Enhancing liquidity solutions for investors seeking to trade private securities, aligning with the growing demand for secondaries as a key investment strategy.
• Growing Our Team & Technology
  Expanding our workforce and refining our FinTech solutions to improve transparency, efficiency, and compliance in private market transactions.
• Strengthening Investor & Partner Relationships
  Providing deeper insights, enhanced reporting, and continued investor education to maximize long-term value creation.

Capital Engine®: Positioned for the Future of Private Markets
Capital Engine® continues to bridge the gap between traditional finance and modern technology, driving innovation in private market investments. We invite you to explore our latest presentation on why private markets are the biggest opportunity in financial services and hear from Michael Markowski on why he believes in our 10x growth potential. Watch presentation summarizing the investment opportunity.

With the right momentum, strong investor backing, and a clear vision for the future, 2025 is set to be our biggest year yet.

Thank you for being part of our journey - we look forward to achieving even greater success together!

Bryan Smith
CEO, Capital Engine®