FAQ
Eppler Capital Funds is designed for accredited investors who are focused on consistent income and a disciplined approach to investing. An accredited investor generally meets certain income or net worth thresholds, typically annual income exceeding $200,000 ($300,000 for married couples), or a net worth over $1 million excluding a primary residence. Many investors qualify without realizing it. The investors we work with are typically focused on generating reliable cash flow with an emphasis on capital preservation, often as a complement to or outside of traditional market exposure.
Our flagship Promissory Note Fund is offered for accredited and institutional investors. These notes are private credit investments that provide fixed returns of 8–10% over 3–7 year terms, with monthly interest payments. The offering is IRA-compatible, has no upfront fees, and can add diversity to your investment portfolio.
Read more about our current offerings here.
Our approach is built around cash-flowing assets and private credit, with a consistent emphasis on discipline and selectivity. We prioritize income generation and capital preservation over speculative or high-volatility strategies, ensuring that investors begin earning interest right away, with cash flow starting from day one.
Each investment is customizable in its structure, allowing for flexibility in terms to fit individual needs, whether that means shorter or longer time horizons or tailored timing for capital gains. Every opportunity is evaluated through a structured underwriting process designed to assess both income potential and downside risk.
Risk management is central to everything we do. Our process begins with careful underwriting and disciplined selection of experienced operators. We further mitigate risk through diversification across asset types and geographies.
Every investment we make is backed by a tangible hard asset, such as gold or land, providing an additional layer of security. In addition, Eppler Capital Funds maintains a first lien position on every investment. We structure each investment with stability in mind, deliberately avoiding unnecessary exposure to volatility.
Income-focused investing prioritizes regular cash distributions rather than relying solely on long-term appreciation. Many of our investors are looking for investments designed to generate consistent monthly income, particularly as they approach or enter retirement.
Our model is designed to be fully passive. Investors receive regular reporting and updates, but have no involvement in the day-to-day management or operational decisions of the underlying investments.
We partner with experienced operators and evaluate every opportunity against four core criteria: cash flow potential, asset quality, downside protection, and alignment with our investment philosophy. We take a selective, disciplined approach, most opportunities don’t make the cut.
We are focused on building lasting relationships with investors through consistency, transparency, and disciplined execution. Our goal is to be a trusted partner across multiple investment opportunities over time, not simply a one-time transaction.
Clear, consistent communication is a priority. Investors receive regular updates and performance reporting, along with direct access to our team as questions arise or opportunities evolve.
Private investments are often used to complement a traditional portfolio. For many investors, the goal is to build additional income streams and reduce dependence on public market performance, particularly during periods of volatility or uncertainty.
The first step is a conversation. We take the time to understand your goals, your investment experience, and what you’re looking to achieve. From there, we’ll determine whether there’s a fit and walk you through potential next steps. Get in touch here, we look forward to connecting with you!