The company uploads the required data and documents (financial statements, management profiles, business plan, etc.) and details of the proposed deal, using Epic templates.
Investors, subject to the company’s approval, can download the documents and interact with the company and other investors in a restricted area (dataroom).
Investors may then submit an indication of interest to subscribe the proposed financial instrument (detailing price, amount and any covenants).
Among all indications of interest received, the company selects the desired ones at its own discretion, and the terms of the transaction are confirmed. Settlement occurs outside the Epic platform, through a bank acting as settlement hub.