Accuidity to track latest Forge index, providing investors with access to institutionally managed strategy of dozens of venture-backed late-stage private companies

Forge Global Holdings, Inc. (“Forge”) (NYSE: FRGE), a leading provider of marketplace infrastructure, data services and technology solutions for private market participants, today announced that the Forge Accuidity Private Market Index – which tracks the performance of late-stage, venture-backed companies - has been adopted by Accuidity within their Megacorn strategy (“Accuidity”). Accuidity is a Boston-based institutional asset manager that is seeking to replicate the newly created Forge index.

The Forge Accuidity Private Market Index tracks the performance of 60 venture-backed, late-stage, private growth companies including SpaceX, Anduril, Scale AI, Epic Games, Chime and others. All names are ranked according to a modified capitalization weighting methodology with an annual rebalance frequency.

“We believe index investing supports vibrant capital markets, providing investors with diversified, cost-effective, and simplified access to venture-backed, private company growth,” said Kelly Rodriques, CEO of Forge Global. “We expect our partnership with Accuidity to increase the market reach of our product offerings, creating significant benefits for private market participants.”

Forge operates one of the largest platforms for private market trading with multiple sources of private market data, enabling the research and analysis needed to create an investable index. The Forge Accuidity Private Market Index is backed by Forge’s extensive private market expertise and robust data platform, as well as Accuidity’s deep institutional asset management experience. Eligible investors can also access the Accuidity Megacorn Strategy through the Forge platform.

“At Accuidity, we view index investing as a catalyst for greater private market access and participation,” said Accuidity Founder and Co-President Vince Gubitosi. “We’re excited about this new index and the potential benefits for our investors in leveraging Forge’s proprietary private market data offerings and trading DNA.”

Accuidity is led by Gubitosi and fellow co-founder Mark DeNatale, who each contribute 25+ years of asset management experience to Accuidity, which they founded in 2021 to provide investors with index-based access to the private market. As President of Geode Capital Management, Gubitosi led the development and launch of $750 billion of index funds in partnership with Fidelity Investments. At Goldman Sachs, DeNatale supported the creation of the first tradable index of leveraged loan derivatives.

About Forge

Forge is a leading provider of marketplace infrastructure, data services and technology solutions for private market participants. Forge Securities LLC is a registered broker-dealer and a Member of FINRA that operates an alternative trading system.

About Accuidity

Accuidity was formed with a vision to bring ACCESS, LIQUIDITY, and TRANSPARENCY to private market investing via a suite of institutional index funds. The firm was founded by Vince Gubitosi and Mark DeNatale, executives with 50+ years of combined institutional experience across both the public and private markets.

Forward-Looking Statements

This press release contains “forward-looking statements,” which generally are accompanied by words such as “believe,” “may,” “could,” “will,” “estimate,” “continue,” “anticipate,” “intend,” “target,” “goal,” “expect,” “should,” “would,” “plan,” “predict,” “project,” “forecast,” “potential,” “seem,” “seek,” “future,” “outlook,” and similar expressions that predict, indicate or relate to future events or trends or Forge’s future financial or operating performance, or that are not statements of historical matters. These forward-looking statements include, but are not limited to, statements regarding Forge’s beliefs regarding future opportunities for Forge to expand its business through the Forge Accuidity Private Market Index. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, while considered reasonable by Forge and its management, are subject to risks and uncertainties that may cause actual results to differ materially from current expectations. You should carefully consider the risks and uncertainties described in Forge’s documents filed, or to be filed, with the SEC from time to time, including in its Quarterly Reports on Form 10-Q and Annual Reports on Form 10-K. There may be additional risks that Forge presently does not know of or that it currently believes are immaterial that could also cause actual results to differ materially from those contained in the forward-looking statements. In addition, forward-looking statements reflect Forge’s expectations, plans or forecasts of future events and views as of the date of this press release. Forge anticipates that subsequent events and developments will cause its assessments to change. However, while Forge may elect to update these forward-looking statements at some point in the future, Forge specifically disclaims any obligation to do so. These forward-looking statements should not be relied upon as representing Forge’s assessments as of any date subsequent to the date of this press release. Accordingly, undue reliance should not be placed upon the forward-looking statements.

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