When companies raise capital outside of the traditional banking channel, thus diversifying their financing sources, they can count on capital that meet their same medium-long term needs and cover their growth plans, besides improving their visibility with clients and commercial providers.
Epic represents a bridge between companies seeking capital to finance their growth plans and investors seeking a new asset class to enhance their portfolios’ yield: this is reached through a digital platform and a streamlined process.
Transparency and control
Companies have control on who can access their classified documents and can choose investors with whom the transactions can be closed.
The platform enables dialogue and negotiation between companies and investors, the information flow is simplified by using the same template.
There are less intermediaries compared to a typical securities placement process, the negotiation with several investors can lead to a better pricing for the company.
New financing channel
A financing sources which is complementary to banks, a direct connection between companies and investors.
Epic is a regulated private investment community. Institutional and private investors must meet MiFID requirements for qualified investors.
The importance of a Business Plan
The business plan is the dress code to access capital markets and represents an important moment for the development and growth of a company.
It is a well-structured and complex document, not just a spreadsheet with algebraic calculations; it must illustrate, both in quantitative and qualitative terms, who the company is, who its competitors are and why, the company’s history and its plans for the future, at which results does it aim. Basic requisites are financial sustainability, soundness and consistency of scenarios.
A business plan must be financially sustainable: economic and financial forecasts must highlight that the financing needs are correctly met by financial sources which are reasonably conceivable both in time and form. A business plan must also be based on realistic and proved scenarios, and the expected results must appear reasonably achievable, based on the historical results and expected evolution of market and competition.
Epic provides a template with a table of must-have contents that investors seek in a business plan. Such template can simplify drafting the business plan by the company itself or by its financial advisors.