KPI #2

Presentation of the company

Created in 2009, KPI is active in the wealth management and social protection consulting sector. The company, managed by Patrick Brionne, has 3 employees and is based in Bayonne. The company operates mainly in France but also in Switzerland and Luxembourg.

Mr. Patrick Brionne, managing director, has more than 20 years of professional experience in the sector. Previously, he worked in Axa group and created KPI company.

The company’s main activity is the management and the consulting in various savings (provident, retirement, child protection) and investment solutions (capitalisation, tax exemption).

The company works with private clients : most of them business leaders and professionals and several banking and insurance as partners.

Project description

The company requests 43 000 € to finance the recruitment of a sales person. This project will be realised in the next few months.

As a reminder, the October lending community supported KPI in 2016 with 172 000 € to finance the buy out of Avenir Conseil Plus.

This project is a Flexible Bridge Loan, an amortizable loan with a standard commitment for the first 9 months and the possibility of early repayment at no cost for the remainder of the loan term, even in the event of refinancing by other financial institutions.

The amount offered on the platform is limited to 21070€, which is in line with the regulatory limits.