• Creating and executing a marketing plan to achieve target volume objectives • Developing new equipment finance business via internal and external sources • Achieving sales volume through direct prospecting • Gathering financial and business information from prospects • Providing support for credit decision processes • Communicating with prospects to close sales • Identifying, structuring, and closing leases and transactions • Marketing leasing products to Bank lenders and product partners

• Perform timely GAAP/Stat basis reconciliations for investment and investment related accounts • Prepare manual journal entries and extract general ledger details from Oracle • Analyze and interpret investment data • Manage high volumes of investment-related financial data and transactions • Perform monthly close tasks and procedures • Assist in the coordination of both external and internal audit requests • Proactively plan for contingencies and identify, propose, and implement process improvements • Support internal control objectives

Role Description xPL Ventures Studio is the venture-building division of EPL. We build B2B AI/SaaS companies from zero across North America. This is not a general business internship. You will work directly with the CEO on the investment logic that decides which ventures xPL builds, how they are capitalized, and how they are positioned to institutional investors. The Investment Strategy Intern supports the CEO in designing and refining xPL's venture selection criteria, capital structure decisions, and investor-facing strategy. You will work at the intersection of venture studio economics, market analysis, and capital markets, producing analysis that directly informs decisions on new venture launches and fundraising structure. Responsibilities - Research and score candidate industries and verticals against xPL's studio-fit criteria (fragmentation, regulatory complexity, moat depth, buyer concentration) - Build and maintain venture screening models: market sizing, competitive landscape, unit economics benchmarks - Support design and refinement of studio-level capital structures, including equity retention models, carry pool mechanics, and fund structuring logic - Assist in preparing investor-facing materials: fundraise decks, capital layer documentation, and return scenario models (conservative, base, optimistic cases) - Track and synthesize comparable data from venture studio peers, fund-of-funds structures, and relevant public benchmarks - Maintain source discipline on all figures used in strategy work: every number must be tagged by origin (confirmed input, industry-standard benchmark, or external reference data) and unsourced figures must be flagged, not assumed - Draft internal memos and decision briefs that surface open strategic questions requiring CEO or IC decision, rather than resolving ambiguity by assumption Qualifications - Currently pursuing or recently completed a degree in finance, economics, business, or a related quantitative field - Strong analytical and financial modeling skills (Excel/Google Sheets required; exposure to cap tables, waterfall models, or fund structures a plus) - Demonstrated interest in venture capital, private equity, or venture studio models, evidenced by coursework, prior internships, or independent research - Excellent written communication; able to produce precise, well-sourced analysis without embellishment - Comfortable working with ambiguity and bringing structure to open-ended strategic questions - High attention to detail and intellectual honesty: willing to flag inconsistencies or gaps in analysis rather than smooth over them Benefits - Direct, sustained exposure to CEO-level strategic and investment decision-making at an operating venture studio - Hands-on experience with the full venture studio capital stack, from operating-layer validation vehicles through institutional fund structures - Exposure to real fundraising materials and investor relations processes at the SFO/institutional level - Mentorship from a CEO who expects rigor, direct communication, and independent judgment, not agreement for its own sake - An unpaid, non-credit internship Company Description At EPL Group, we are a distinguished family office that specializes in making direct investments in rapidly expanding enterprises led by visionary founders and family proprietors. What sets us apart as an investment collaborator is our exceptional approach, which distinguishes us in the industry. We firmly believe that nurturing exceptional companies is, fundamentally, a human endeavor.

• The Director of Finance serves as both an operational finance leader and the firm's primary subject matter expert for financial systems, workflows, and accounting processes. • Ensure that financial operations, technology, and internal controls work together effectively to support the firm's continued growth and operational excellence. • Accounting Operations – Act as the primary resource for accounting workflows, system functionality, financial data, transaction processing. • Oversee all accounting operations, including general ledger, accounts payable, payroll, expense reimbursements, trust accounting, cash application, and account reconciliations. • Manage the monthly close process and maintain accounting policies, procedures, internal controls. • Oversee accounts payable function, ensuring compliance with firm policies, and review escalated reimbursement issues. • Manage the corporate credit card program. • Review semi-monthly payroll and oversee client trust accounting activities. • Manage annual renewal requirements for business licenses, registrations, and other filings. • Serve as administrator for the firm’s online banking platforms and manage treasury functions. • Evaluate and improve accounting workflows, implement new technologies, create standard operating procedures and training materials. • Directly manage team members, establish performance expectations, and promote accountability.