The Challenge

What started as a funnel build quickly became a digital rescue mission.

When we began working with Eppler Capital Funds, the goal was simple: build a modern funnel to support investor interest and streamline fund inquiries.

But we hit a wall fast—their existing site had been compromised. With a live breach, outdated tech, and serious security gaps, it wasn’t just a brand problem—it was a compliance risk.

We needed to act fast. Rebuild. Secure. Reposition. And do it all without losing momentum.

Critical Gaps

• Old site had been hacked—posing a trust and security threat
• No centralized place to showcase fund offerings or past performance
• Missing lead capture and funnel logic for accredited investors
• No compliant disclosures, tracking, or data privacy protocols
• Site not optimized for SEO, mobile, or credibility at first glance

The LOOP Framework in Action

LAUNCH – Emergency Flip + Fast Credibility

• Cloned essential pages and deployed a clean, secure WordPress instance on a hardened tech stack
• Rewrote homepage with trust-first messaging and professional visual design
• Implemented basic SEC/FINRA language around offerings, disclaimers, and user behavior
• Embedded Calendly for investor calls, paired with basic funnel logic to reduce friction

OPERATE – Funnel + Lead Nurture Setup

• Introduced gated lead magnet: “5 Red Flags to Watch When Reviewing Private Funds”
• Designed email onboarding sequence tailored for sophisticated investors
• Integrated CRM tagging based on investor type, fund interest, and touchpoint
• Added conversion tracking, form consent, and audit trail for compliance

OPTIMIZE – Custom Post Types + Education Layer

• Built custom post types for Fund Offerings with taxonomy for type, status (open/closed), and target sector
• Added a secure document delivery system for PPMs, pitch decks, and disclosures
• Created an FAQ + Glossary section to educate new leads on fund structures, terms, and the Eppler approach
• Developed quarterly content blocks for investor updates and firm news

PROGRESS – Infrastructure for Long-Term Scale

• Implemented lead scoring model and contact filtering for high-value prospects
• Built out a scalable back-end CMS for adding new funds, updating terms, and archiving closed offerings
• Positioned the site and funnel to expand into partner portals, broker-dealer integrations, or event-based lead capture

Outcomes & Wins

✅ Full site rebuild on a secure stack within days of discovering the breach
✅ Live funnel launched with lead magnet and investor call booking within a week
✅ SEC/FINRA compliance measures implemented across front- and back-end
✅ Ongoing infrastructure supports new funds, content, and inbound interest

Why It Worked

We didn’t just build a funnel—we built resilience.

By flipping the site quickly and layering in lead capture, compliance, and education, we helped Eppler Capital reclaim control of their digital presence and scale it. What began as a setback became a launchpad.

Now, Eppler Capital has a platform that’s not only clean and secure—but purpose-built to support serious investor growth.