Investment Offerings

Promissory Note Fund

Eppler Capital Funds offers an investment opportunity through promissory notes, targeting accredited and institutional investors. These notes are private credit investments, providing fixed-income returns over specified terms. The firm focuses on sectors with strong cash flow opportunities, aiming to deliver higher yields with lower overall risk compared to traditional equity investments, utilizing a structured debt approach to generate stable and predictable returns.

  • High-Yield Returns: Investors can choose from note terms of 3 to 7 years, with interest rates ranging from 7% to 9%, depending on the investment amount. A $10,000+ investment yields a 7% return, a $50,000+ investments yields a 8% return, and a $100,000+ investment yields a 9% return. Interest is paid monthly via direct deposit.

  • Regular Monthly Income: The structure provides a consistent income stream, beneficial for retirement or other living expenses. The promised rates remain fixed throughout the investment term.

  • IRA Compatibility: Investors can utilize self-directed traditional or Roth IRAs to invest, potentially enhancing their retirement portfolios. Eppler Capital Funds assists with the necessary paperwork through affiliated custodian companies.

  • No Market Volatility: Unlike publicly traded assets, promissory notes are not subject to market fluctuations, ensuring predictable income.

  • Diversification: Promissory notes offer an alternative to traditional investments like stocks and bonds, helping to diversify an investment portfolio. Since these holdings are not publicly traded, their values do not fluctuate in the short term, reducing volatility.

  • Attractive Returns: With interest rates outpacing many current fixed-income holdings and rivaling stock returns, these notes provide an opportunity for higher income with a fixed return.

  • Client-Friendly Structure: There are no upfront commissions or management fees. The firm earns only if investors are fully paid, aligning their interests with those of the investors.

Investing in Eppler Capital’s Promissory Note Fund provides a unique opportunity for accredited investors to earn high-yield fixed returns, diversify their portfolios, and generate reliable passive income with minimal market exposure.

Acquisition Entrepreneur Fund

Eppler Capital Funds, in partnership with Fruition Capital, offers a private equity investment opportunity through the acquisition of stable, profitable small businesses across North America. This fund targets enduringly profitable B2B companies with consistent earnings, recurring revenue, and retiring owners. By partnering with highly qualified entrepreneurs, the fund delivers long-term value through operational improvements, organic growth, and strategic exits, while offering investors the potential for strong returns and meaningful impact.

  • Attractive Return Potential: Participating Preferred equity structure includes a high preferred return and equity step-up, enhancing total investor returns. Historical IRRs in similar models exceed 20%.

  • Diversified Exposure: Investors gain access to a diversified portfolio of operating businesses across industries and geographies, reducing reliance on any single market or sector.
 
  • Cash Flow + Appreciation: Investments offer both near-term cash flow through distributions and long-term appreciation via business growth and multiple expansion.
 
  • Tax Advantages: Depreciation and other tax-efficient mechanisms are passed through to investors to help reduce taxable income.
 
  • Impact-Driven Investing: The fund empowers the next generation of entrepreneurs while preserving local businesses and supporting job growth in their communities.
  • Low Market Correlation: Investments in private operating businesses are not directly tied to public market fluctuations, helping protect capital during periods of volatility.

  • Hands-Off Experience: The Fruition Capital team manages sourcing, due diligence, deal structuring, and asset management—providing a fully passive experience for investors.

  • Alignment of Interests: Entrepreneurs co-invest and personally guarantee debt. Fund sponsors also invest alongside LPs, ensuring incentives are strongly aligned.

  • Unique Market Opportunity: With over 3 million baby boomer-owned businesses expected to change hands, the fund capitalizes on a generational transfer of ownership at favorable valuations.

Investing in Eppler Capital’s Acquisition Entrepreneur Fund provides a unique opportunity for accredited investors to access private equity returns, diversify their portfolios, and generate long-term passive income with minimal market exposure.