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Epoch Financial Group

Operating

Epoch Financial Group, Inc.

Industrial · Philadelphia, PA · Founded 2018

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Rethinking the way conumers prepar an apply for a mortgage

Valuation cap ⓘ
$18.0M
As of Apr 2022 · from Epoch Financial Group Crowd SAFE 1 · a SAFE/note conversion ceiling, not a priced valuation
Total raised
$114,631
Across 1 round since 2022

Financials

FY2019–FY2021 · from SEC filings · hover any figure for its source
$1.8M
−$173K
2019
$4.5M
−$218K
2020
$6.2M
$334K
2021
RevenueNet income — beside revenue when positive, below the line when a loss
Metric
FY2019
FY2020
FY2021
Income statement
Revenue
$1,762,653
$4,493,037
$6,244,927
Cost of goods sold
$1,549,200
$0
$0
Gross margin
12%
100%
100%
Net income
-$172,635
-$218,020
$334,333
Taxes paid
$0
$0
$2,000
Balance sheet
Cash
$103,875
$658,337
$223,512
Accounts receivable
$66,635
$21,404
$97,510
Total assets
$174,701
$682,332
$357,728
Short-term debt
$329,012
$1,060,955
$470,017
Long-term debt
$0
$149,900
$179,901
Total liabilities
$329,012
$1,210,855
$649,918
Other
Headcount
—
43
43

Figures as reported by the issuer in the filing shown on hover. Each year’s pill shows the assurance level of its filed statements — audited, reviewed (CPA review, less than an audit), or unaudited; no pill means the filing didn’t state one. Headcount is the filing’s point-in-time count, not a year-end average. Manually corrected figures are marked “Corrected”.

Valuation over rounds

Post-money = pre-money + amount raised · caps marked
$18.0M
Valuation cap
Epoch Financial Group Crowd SAFE 1

A dashed amber step is a SAFE/note valuation cap — a conversion ceiling agreed for that instrument, not a priced valuation of the company. Steps are not comparable across bases.

Fundraising history

Epoch Financial Group Crowd SAFE 1ClosedReg CF · SAFE · via Republic
Raised $114.6K / $5MInvestors 214Valuation cap $18M

Team

2 people
Evan Wade
Chief Executive Officer
Katerina Dimitratos
Director

Names and titles as disclosed on SEC Form C. Bios and photos come from the platform campaign page and may be out of date.

Reg CF annual-report compliance

Not requiredFiled Form C-TR (terminated reporting)

Filed 1 of 5 annual reports (FY2021–FY2025)

214 investors
holder-count proxy

Reg CF issuers must file a Form C-AR each year until a Rule 202(b) termination trigger is met.

SEC filings

  • Form C-ARMay 2, 20220001747803-22-000013
    EDGAR
  • Form C-TRMay 2, 20220001747803-22-000014
    EDGAR
  • Form C-UApr 27, 20220001879376-22-000006
    EDGAR
  • Form C/AMar 28, 20220001879376-22-000002
    EDGAR
  • Form CMar 3, 20220001879376-22-000001
    EDGAR
Source: ManualCIK 0001879376DE

About this data. Figures are compiled from public sources — SEC EDGAR filings (Form C, C-AR, 1-A, 1-K) and funding-platform pages — and may be delayed, incomplete, or restated by the issuer. Financial statements are as reported by the issuer; each year is labeled with its assurance level (audited / reviewed / unaudited). A valuation cap is the conversion ceiling of a SAFE or convertible note, not an agreed company valuation; post-money figures are computed as pre-money plus amount raised and are not a traded price. Crowdonomics is not a broker-dealer, funding portal, or investment adviser; nothing here is investment advice or an offer to sell securities. Verify all figures against the linked EDGAR filings.