Templum
Miami Beach, US · Founded 2017 · Delaware corporation · 3 known investors
Find your way into Templum
Templum provides technology to manage end-to-end investment workflows — from diligence and funding to ongoing monitoring — for co-investment networks of family offices and institutions. It automates back-office tasks to reduce operational friction for investment teams.
Founders & leadership
Templum was founded in 2017 by Christopher Pallotta.
CP
Christopher PallottainFounder & CEO
SG
Sarah GillespieinCFO
JR
Joseph RamosinChief Financial Officer2018–2022Joseph Ramos held COO and CFO roles where he led business transformations, operational improvements, and financial management in financial services and capital markets environments. He now serves as Executive Officer at Templum, which provides workflow automation technology for co-investment networks of family offices and institutions.
SK
Scott KalishinGeneral Counsel, Head of Legal & Regulatory II Corporate SecretaryScott Kalish is a former financial services and capital markets attorney with experience in SEC and CFTC regulatory matters. He now leads Templum, which provides technology to manage investment workflows for co-investment networks of family offices and institutions.
Board
PM
Peter MonacoBoard director
JP
DA
David AndonianBoard director
Investors · 3
Reported raises · per SEC filings
Form D private placements$51.9M disclosed across 6 rounds · 2017–2026
▶$13.5MraisedMay 2026 · 3 investors · OtherRule 506(b)
▶$13.5MraisedMay 2026 · 3 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Peter MonacoDirector
- Sarah GillespieExecutive Officer
- James PallottaDirector
- Joseph RamosExecutive Officer
- Christopher PallottaExecutive Officer, Director
- David AndonianDirector
- Scott KalishExecutive Officer
- Offering amount
- $13.5M
- Amount sold
- $13.5M
- First sale
- Apr 2026
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$9MraisedOct 2023 · 6 investors · Other TechnologyRule 506(b)
▶$9MraisedOct 2023 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Scott GanelesDirector
- James PallottaDirector
- David AndonianDirector
- Sarah GillespieExecutive Officer
- Peter MonacoDirector
- Christopher PallottaExecutive Officer, Director
- Offering amount
- $15.5M
- Amount sold
- $9M
- First sale
- Sep 2022
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$7MraisedJan 2022 · 1 investors · Other TechnologyRule 506(b)
▶$7MraisedJan 2022 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- David AndonianDirector
- Peter MonacoDirector
- Christopher PallottaExecutive Officer, Director
- James PallottaDirector
- Scott GanelesDirector
- Joseph RamosExecutive Officer
- Offering amount
- $7M
- Amount sold
- $7M
- Minimum investment
- $7M
- First sale
- Oct 2021
- Incorporated
- Corporation, Delaware, 2017
- Federal exemptions
- 06b
▶$14.7MraisedApr 2021 · 15 investors · Other TechnologyRule 506(b)
▶$14.7MraisedApr 2021 · 15 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Peter MonacoDirector
- Christopher PallottaDirector
- James PallottaDirector
- David AndonianDirector
- Offering amount
- $15M
- Amount sold
- $14.7M
- First sale
- Apr 2021
- Incorporated
- Corporation, Delaware, 2017
- Federal exemptions
- 06b
▶$5MraisedFeb 2018 · 3 investors · Investment BankingRule 506(b)
▶$5MraisedFeb 2018 · 3 investors · Investment Banking
Rule 506(b)Officers, directors & promoters on the filing
- Peter MonacoDirector
- David AndonianDirector
- James PallottaDirector
- Christopher PallottaExecutive Officer, Director
- Offering amount
- $10M
- Amount sold
- $5M
- First sale
- Jan 2018
- Incorporated
- Corporation, Delaware, 2017
- Federal exemptions
- 06b
▶$2.7MraisedNov 2017 · 17 investors · Investment BankingRule 506(b)
▶$2.7MraisedNov 2017 · 17 investors · Investment Banking
Rule 506(b)Officers, directors & promoters on the filing
- Vincent MolinariDirector
- - Raptor Holdco LLCDirector
- Christopher PallottaDirector
- Offering amount
- $2.7M
- Amount sold
- $2.7M
- First sale
- Sep 2017
- Incorporated
- Limited Liability Company, Delaware, 2017
- Federal exemptions
- 06b, 3C, 3C.1
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 4
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In the news
Frequently asked questions
- What does Templum do?
- Templum provides technology to manage end-to-end investment workflows — from diligence and funding to ongoing monitoring — for co-investment networks of family offices and institutions. It automates back-office tasks to reduce operational friction for investment teams.
- Who founded Templum?
- Templum was founded by Christopher Pallotta in 2017.
- Who are Templum's investors?
- Templum's investors include Raptor Group, SBI Holdings, WestCap.
- How much funding has Templum raised?
- Templum has disclosed $51.9M raised across 6 rounds.
- Where is Templum headquartered?
- Templum is headquartered in Miami Beach, US.