ABOUT

ABOUT

que es capital safi

Purpose

We invest for better lives

Vision

To be a vibrant fund management company with a global presence delivering products of high value and impact.

que es capital safi

Values

Integrity

We work with transparency, honesty, professionalism and respect.

Responsability

We are committed to sustainable development and we aspire to build a better and more solidary world.

Excellence

We lead the industry with innovative high quality solutions.

Greatness

We create a possibility of reaching greatness as human beings because it betters us, mediocrity impairs greatness.

Our history

2008

Capital +SAFI is incorporated after through Capital S.A., it was possible to introduce: First UFV Bond, First Soy Bond and the First Commercial Paper (Promissory Note).

2014

Publication: Industry Analysis: Structure, Competitive Forces, and Evolution. (Own tool for strategic analysis).

2015

Third fund Sembrar Productive SPF launch.

2017

Fourth fund Sembrar Exporter SFI launch.

2017

Inauguration and move to our new offices in the south zone of the city of La Paz.

2019

Implementation of our new policy of Corporate Government.

2019

Training for all staff on "Executive Writing" significantly improving the quality of all documents, reports, etc. related to our business.

2020

Capital +SAFI was the first Regional Asset Manager to complete the IFC Training Program in Sustainable Finance.

2021

Publication of the ‘’ Building the Governance to Take Capital +SAFI to the Next Level’’ prepared by Harvard Business Review.

2022

Capital +SAFI sponsored and participated in the 1st International Forum on Sustainable Finance in Bolivia.

2022

The CDP chose us for the Case Studies where ESG and Sustainability objectives are highlighted through investment operations and corporate commitment within the pillars of ICAP

2022

Training in shared value for flagship companies of the portfolio, as well as the same staff of Capital +SAFI

Our History

2008

Capital + SAFI S.A. was incorporated.

2011

First fund Sembrar Micro Capital SMC launch.

2012

Second fund Sembrar Alimentary SEM launch.

2014

Publication “Industry Analysis: Structure, Competitive Forces, and Evolution” Prepared by: Brett Saraniti and James Richardson.

2015

First Project of Kellogg Global Lab, in Association with the Kellogg Lab.

2015

Third fund Sembrar Productive SPF.

2015

‘’Alpaca Export’’ We collaborate in the CSR project for exports of high-quality handicrafts, fabrics and accessories made of alpaca wool manufactured by Bolivian artisans.

2016

‘’Senda Verde’’ We collaborate in the CSR project to save and shelter animals rescued from illegal trafficking and the destruction of habitats and inspire people to value and care for nature.

2017

Fourth fund Sembrar Exporter SFI.

2017

Inauguration and move to our new offices in the south zone of the city of La Paz.

2017

‘’Wharton Executive Education - Venture Capital Program’’ Testimony of Jorge Quientanilla Founding Partner – CEO of Capital +SAFI.

2018

‘’Caño Negro’’ We collaborate in the CSR project to create a protected and safe attraction for all fishermen around the world in the middle of the virgin Bolivian Amazon.

2019

Implementation of our new policy of Corporate Government.

2019

Training for all staff on "Executive Writing" significantly improving the quality of all documents, reports, etc. related to our business.

2021

Capital +SAFI was the first Asset Manager to complete the Training Program in Sustainable Finance.

2021

Publication of the ‘’ Building the Governance to Take Capital SAFI to the Next Level’’ prepared by Harvard Business Review.

2022

Capital +SAFI sponsored and participated in the 1st International Forum on Sustainable Finance in Bolivia.

2022

The CDP chose us for the Case Studies where ESG and Sustainability objectives are highlighted through investment operations and corporate commitment within the pillars of ICAP

2021

Implementation of the Strategic Vision of Shared Value with the support of FSG.

Our Directory

Kurt Manfred Jürgensen

Director of Capital + SAFI

Javier Andres Guardia

Director of Capital + SAFI

Liza Mendoza Arancibia

Director of Capital + SAFI

Fernando Neri

Director of Capital + SAFI

Our Team

Jorge Quintanilla Nielsen

CEO - General Manager

Juan Carlos Navarro Rossetti

Vice President of Alternative Investments

Eduardo Gabriel Arana

Legal Adviser

Jorge Bismarck Pinto Mollinedo

Stock Investment Manager

Cecilia Ampuero, CFA

Portfolio Manager

Cecilia Arandia

Sustainability and Impact Officer

Pamela Carranza, CFA

Risk Management Officer

Javier Borda Román

Administration and Finance Manager

Diego Ramírez Niño de Guzmán

Marketing Manager

Durby Toranzo

Internal Auditor

Marco Vargas

PMO - Project Manager Office

Luz Adriana Rocha

Senior Alternative Investment Officer

José Mario Alanoca Camberos

Senior Alternative Investment Officer

We are Signatories of

que es capital safi

Sustainability
Report 2022

Strategic priorities
for sustainable investment

Sustainable agriculture

We intend to promote sustainable agriculture by raising awareness of the environmental, climatic and social risks to which the value chain of the agricultural sector is exposed.

Financial Inclusion

We intend to promote financial inclusion through investment in entities that promote it.

Climate change and Energy Transition

We are committed to net carbon emissions by 2050 in line with the Paris Agreement.

Sustainable Investment
Policy

Climate Risk
Management

ESG
Methodology

Stewardship Plan
2023-2026

Our Net
Zero Roadmap

Sustainable Business
Development Policy

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5. Disbursement for the purchase of the value

With the approval of the Investment Committee, receipt of the issuance documentation and the risk rating, the disbursement proceeds!

4. Investment Committee Approval

The Due Diligence process is reflected in an evaluation report that is sent to the Investment Committee for consideration of the operation.

3. Due Diligence

3.1.Issuance of securities:

It is important to have all the necessary documentation to carry out the issuance of securities. For this activity they have the support of the Capital Legal Area +SAFI.

3.2 Risk Rating:

The potential issuer must request the Risk Rating report from a rating agency authorized by the ASFI.

2. Negotiation of Terms and Conditions

2.1. The signing of the agreement of wills agreement is required.

2.2. Preparation of terms and conditions of a potential issue / investment

1. Initial Visit

In this first meeting we want to know your business, strategy and projections and we send an initial request for information.

5. Desembolso por la compra del valor

¡Con la aprobación del comité, recepción de la documentación de emisión y la calificación de riesgo se procede con el desembolso!

4. Consentimiento del Comité de Inversión

El proceso de Due Diligence se refleja en un informe de evaluación que es enviado a nuestro Comité de Inversión para la consideración de la operación.

3. Due Diligence

3.1. Emisión de título valores:

Es importante contar con toda la documentación necesaria para realizar la emisión de títulos valores. Para esta actividad tienen el apoyo del Área Legal de Capital +SAFI. 

3.2 Calificación de Riesgo:

El potencial emisor debe solicitar el informe de Calificación de Riesgo a una calificadora autorizada por la ASFI.

2. Negociación de Términos y Condiciones

2.1 Se requiere la Firma del convenio acuerdo de voluntades.

2.2 Elaboración de términos y condiciones de una potencial emisión.

1. Visita Inicial

En esta primera reunión queremos conocer su negocio, estrategia y proyecciones y les hacemos llegar un requerimiento inicial de información.