THE QUEST
FOR HIGHER YIELD

ABOUT EPIPHANLY

THE ALTERNATIVE FINANCING FUND FOR ACCREDITED INVESTORS

Founded in 2020, Epiphanly Capital Management (Epiphanly) offers investors the opportunity to participate in the benefits of alternative financing. Through its investment in lending securities such as small business loans. Epiphanly seeks to generate favorable compounded returns for investors and stability for the businesses receiving the loans.
The Epiphanly team leverages its proprietary and scalable syndication model that offers diversification for accredited investors, family offices, and fund of funds. The Epiphanly team is made up of experienced traders and lenders who have come together to innovate how investors can benefit from the potential returns associated with financing loans, and control their own destiny in the process.
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ABOUT EPIPHANLY’S APPROACH

ALTERNATIVE LENDING SYNDICATION AS AN ALTERNATIVE INVESTMENT

In order to generate alpha in today’s market, investors understand how important it is to maintain a diversified portfolio with a mix of traditional equity and fixed income holdings, as well as alternative asset classes. Alternative lending offers a fresh approach for investors seeking portfolio diversification from traditional asset classes, including traditional corporate credit.

By leveraging technology platforms that bring together borrowers unreached by traditional lending institutions and loan investors looking for attractive yield-generating investments, alternative lending may offer appealing absolute and risk-adjusted return characteristics for accredited investors. In fact, an allocation to alternative lending may provide investors with exposure to a secular shift in the way consumers and small businesses can access capital.

HOW EPIPHANLY’S ALTERNATIVE LENDING MODEL WORKS

Alternatives are complementary portfolio diversifiers because they do not have a high correlation with stocks or bonds and offer a balanced risk profile. Alternative assets also have the potential for higher returns with similar risks when they are added to a traditional portfolio or lower risks with the same target return. This diversity offers slow and steady growth that can methodically outperform market timing, trading, or following the herd in trendy stocks. Those who seek new alternative investment vehicles like Alternative Lending or Financing to add to their portfolios can find themselves better positioned to capture greater upside and lower downside during volatile market shifts.
OUR STRATEGY

A DIFFERENTIATED APPROACH, UNCORRELATED TO PUBLICLY TRADED CAPITAL MARKETS

Epiphanly Capital, LP is a fund that seeks to achieve superior risk-adjusted returns by filling a gap in the short term traditional financing options that are available to small businesses. The fund strategy targets returns that are uncorrelated to publicly traded capital markets.
  • Asset Class: Alternatives
  • Fund Inception Date: February 2020
  • Strategy: Small Business Financing
  • Eligible Investors: Accredited Investors
  • Lockup: 12 month soft lock up. Redemptions in the first 12 months are subject to a 3% redemption fee. After 12 months there is no redemption fee.
  • Redemption: Quarterly
  • Redemption Notice: 90 Days
  • Reporting Style: Monthly
  • Minimum Initial Investment ($): $250,000
  • Fees, Expenses & Sales Charges
  • Management Fee (%): 2%
  • Incentive Fee (%): 50%
  •  Portfolio Manager: Leon Rozenfeld – View Bio
MEET THE TEAM

AN ACCOMPLISHED, INNOVATIVE TEAM OF INDUSTRY PRACTITIONERS

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ABOUT EPIPHANLY’S APPROACH

CO-FOUNDER

VLADIMIR EFROS

Leon Rozenfeld is an accomplished trader and portfolio manager with a combined 20 years of experience. Rozenfeld was formerly an Equity, Commodity, Currency, Derivatives, and Fixed income trader with various established firms like Weiskopf, Silver Equities and Abundance Partners. He founded Gorilla Capital Fund, he was the portfolio manager of his fund from 2007 to 2014. Rozenfeld earned his Bachelor of Arts Degree in Pharmacy with a minor in Economics from the LIU Arnold & Marie Schwartz College of Pharmacy and Sciences.

CO-FOUNDER

LAWRENCE PROSS

Lawrence Pross is co-founder of Epiphanly Capital Management LP. In this role, Pross is responsible for the fund’s overall vision, strategy and operations including the credit decision-making process and the implementation of compliance practices and investor technology tools.

Following a successful career in the small business finance and credit card processing industry, Pross launched Epiphanly Capital in February 2020. Since that time, the fund has grown substantially and created opportunities for investors to participate in the benefits of alternative financing.

Since 2007, Pross has also owned and operated Fundamental Capital, a leading business financing firm, which is recognized as a leader in the industry. Fundamental has amassed a network of over 2000 small business financing brokers and brokerage offices who provide Fundamental with substantial deal flow.

A New York native, Pross attended Pace University in Manhattan with a focus on business economics and Finance.