Every day we invest to improve lives and protect the planet

Capital + SAFI is a leading asset manager in Bolivia, specializing in closed-end investment funds and alternative investments, with a strong commitment to shared value creation.

We deliver Measurable Social, Environmental, and Economic Value for Mission-aligned Investors through Investment Solutions that strengthen agribusiness competitiveness and transform value chains.

Years of experience

Assets under management (AUM)

In private debt transactions

Companies financed

Past-due portfolio

Credit delinquency (as of 9/30/2024)

Market share in alternative instruments in Bolivia

Capital + SAFI is a leading asset manager in Bolivia, specializing in closed-end investment funds with a strong commitment to shared value investing

What Makes Us Different?

Our shared value approach integrates economic, social, and environmental factors into investment decisions, ensuring financial returns while driving sustainable development. We focus on private debt and alternative investments, prioritizing agribusiness, and productive sectors that generate long-term impact.

Leader in Alternative Investments:

We manage 30% of Bolivia’s private debt market through innovative financial solutions.

ESG & Climate Integration:

92% of our portfolio includes ESG and climate risk factors, ensuring sustainability in investment decisions.

Active Management Approach:

We work closely with issuers, suppliers, and investors to drive responsible business practices

Impact-Driven Investments:

Our funds prioritize carbon sequestration, deforestation mitigation, and social inclusion.

Global Standards, Local Expertise:

We adopt best practices like TCFD, SASB, and PRI, ensuring transparency and accountability

We are part of the community of:

At the heart of our mission is the creation of shared value, through catalytic investments that generate impact both in financial terms and in benefits for society and the environment.

We promote more sustainable and competitive agriculture, carefully assess our impact, and work with our partners to address challenges such as climate change, food security, and equity, with the aim of contributing to a fairer and more sustainable future.

What Is Shared Value Creation?

What Do We Propose to Improve Lives and Protect the Planet?

We design financing and investment solutions that connect long-term capital with companies and projects that generate real impact: more productivity, better environmental practices, and opportunities for communities.

Through our funds and private debt vehicles, we support companies in agriculture and other productive sectors in their transition towards more sustainable and inclusive models.

Solutions

Distinctive value propositions for

FINANCING

INVESTMENT CAPITAL

Machinery acquisition

WORKING CAPITAL

Raw material purchases

DEBT RESTRUCTURING

Better cash flow quality

Distinctive value propositions for

INVESTING

CLOSED-END INVESTMENT FUNDS

Success Stories

Our Transformation Journey

Capital + SAFI embarked on a transformational journey-a fundamental shift that redefined our business model, investment strategy, and purpose. We recognized that the traditional financial products we offered were no longer sufficient to address the pressing economic, social, and environmental challenges.

We saw a massive opportunity-the agribusiness sector was in urgent need of sustainable financial solutions, yet existing investment models lacked the mechanisms to integrate shared value, ESG impact, and long-term financial sustainability. Instead of simply adjusting our approach, we redesigned everything-from the way we develop and deliver products to how we measure and capture value.

José Alanoca
Senior Investment Officer

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Address

23rd Street No. 105, Torre Titanium Building, 6th Floor, Office 601, Calacoto, La Paz - Bolivia

Contact email

capital@capitalsafi.com

Contact telephone number

+591 2 2141121

Business hours

Monday to Friday: 08:30 a 17:15


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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.