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