Distinctive value propositions for investment-based financing

We offer a differentiated investment platform designed to transform the agro-industrial value chain, where competitiveness, inclusion, sustainability, and purpose converge.

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Why choose Capital + SAFI S.A.?

We design tailored financing solutions for companies that require capital to invest, operate, or restructure liabilities, with structures aligned to their financial, operational, and strategic realities.

We support each company throughout the evaluation and structuring process, channeling alternatives through the capital markets with a technical, structured, and long-term approach.

What do we offer?

Attributes aligned with Capital + SAFI’s Investment Policy

Attractive Terms And Conditions

Designed to efficiently meet investment requirements and support your company’s financing needs.

Ongoing Support

We work alongside you throughout the entire process to identify the most suitable solutions for your business model, while optimizing your financial structure.

Capacity Building

We provide insights and training on relevant and current topics to strengthen and scale your business.

High Flexibility

Structures tailored to each company’s specific needs, including capital amortization, interest payment schedules, tenor, grace periods, and other key conditions.

A sustainable approach that integrates economic, environmental, and social value.

Financial Solutions

We invest in your company to finance investment capital, working capital, liability restructuring, and other strategic needs.

Access To Capital Markets

Enabling financing through structured solutions in the capital markets.

With Or Without Collateral

Our approach focuses on the company’s repayment capacity.

Professional Team

A team of specialists in financial and legal advisory across diverse business models.

ONGOING SUPPORT

We work alongside you throughout the entire process to identify the most suitable solutions for your business model, while optimizing your financial structure.

CAPACITY BUILDING

We provide insights and training on relevant and current topics to strengthen and scale your business.

FINANCIAL SOLUTIONS

We invest in your company to finance investment capital, working capital, liability restructuring, and other strategic needs.

PROFESSIONAL TEAM

A team of specialists in financial and legal advisory across diverse business models.

A sustainable approach that integrates economic, environmental, and social value.

WITH OR WITHOUT COLLATERAL

Our approach focuses on the company’s repayment capacity.

ACCESS TO CAPITAL MARKETS

Enabling financing through structured solutions in the capital markets.

HIGH FLEXIBILITY

Structures tailored to each company’s specific needs, including capital amortization, interest payment schedules, tenor, grace periods, and other key conditions.

ATTRACTIVE TERMS AND CONDITIONS

Designed to efficiently meet investment requirements and support your company’s financing needs.

Our investment solutions

We structure tailored capital solutions to drive growth, optimize financial structures, and generate sustainable value.

Investment Capital

  • Resources to finance expansion projects
  • Resources to replace or refinance previous investments
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Working Capital

  • Short-term resources for raw material purchases, inputs, and supplier advances.
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Liability Restructuring

  • Resources to refinance existing debt with other creditors
  • Improved cash flow alignment tailored to business needs
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Our structuring and evaluation process

Each transaction follows a rigorous process that combines technical assessment, financial structuring, and institutional validation.

1 Initial Visit
2 Negotiation of Terms and Conditions
3 Due Diligence
3.1 Securities Issuance
3.2 Risk Rating
4 Investment Committee Approval
5 Disbursement through Securities Acquisition

Initial Visit

In this first meeting, we seek to understand your business, strategy, and projections, and we provide an initial information request.

Negotiation of Terms and Conditions

2.1 Execution of a memorandum of understanding (agreement of intent).
2.2 Development of terms and conditions for a potential issuance.

Due Diligence

3.1 Securities Issuance: It is essential to have all required documentation to proceed with the issuance of securities. For this stage, companies are supported by Capital + SAFI’s Legal team.

3.2 Risk Rating: The potential issuer must obtain a risk rating report from an agency authorized by ASFI.

Requirements

Financial Information
Legal Information
Additional Information

Investment Committee Approval

The due diligence process results in an evaluation report that is submitted to our Investment Committee for consideration.

Disbursement through Securities Acquisition

Upon committee approval, receipt of issuance documentation, and risk rating, the disbursement is executed.

Success Stories

“Our relationship with Capital + SAFI is a long-term partnership that enables financing with social impact for our clients. The greatest benefit has been access to capital markets, allowing us to channel investments into the country’s productive sectors through financing that generates high social impact.”
Rodolfo Medrano CabreraGeneral Manager IDEPRO IFD Logo IDEPRO
Rodolfo Medrano Cabrera
“Capital + SAFI has been much more than an investor. Their strategic support has enabled us to grow, improve efficiency, and become a leader in sustainability, including the development of the first GRI report in our sector in Bolivia.”
Thalia Pedrotti M.Administration and Marketing Manager Logo IDEPRO
Thalia Pedrotti M.
“Our long-term alliance with Capital + SAFI has been key to expanding access to credit with a social impact focus, strengthening our sustainability strategy, and providing specialized training that supports the development of our communities.”
Juan Carlos AramayoGeneral Manager DIACONIA IFD DIACONIA
Juan Carlos Aramayo
“Our relationship with Capital + SAFI is a long-term partnership that enables financing with social impact for our clients. The greatest benefit has been access to capital markets, allowing us to channel investments into the country’s productive sectors through financing that generates high social impact.”
Rodolfo Medrano Cabrera
Rodolfo Medrano CabreraGeneral Manager IDEPRO IFD Logo IDEPRO
“Capital + SAFI has been much more than an investor. Their strategic support has enabled us to grow, improve efficiency, and become a leader in sustainability, including the development of the first GRI report in our sector in Bolivia.”
Thalia Pedrotti M.
Thalia Pedrotti M.Administration and Marketing ManagerLogo IDEPRO
“Our long-term alliance with Capital + SAFI has been key to expanding access to credit with a social impact focus, strengthening our sustainability strategy, and providing specialized training that supports the development of our communities.”
Rodolfo Medrano Cabrera
Rodolfo Medrano CabreraGeneral Manager DIACONIA IFD DIACONIA"

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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.