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Fund Manager: ShoreBank Advisory Services Mexico

Launch of operations in August 2002 with capital USD $8,000,000. Objective is sustainable development in Guanajuato through SME investments and meeting investors' return expectations. Portfolio of ten companies USD 3,200,000 disbursed. Challenges in fund and portfolio management addressed with diversified portfolio, monthly monitoring, and quick response. Recommendations include establishing fund goals, transparency with investors, and investing in tranches.

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Fund Manager: ShoreBank Advisory Services Mexico

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  1. “Helping Talented Entrepreneurs Build World Class Businesses”

  2. Fund Manager ShoreBank Advisory Services Mexico Launch of Operations August de 2002 Capital USD $8,000,000.00 Fund Characteristics

  3. Investors Inter-American Development Bank (IDB) Nacional Financiera (NAFIN) Sistema Estatal de Financiamiento al Desarrollo (SEFIDE) Private Investors

  4. Objectives • Generate sustainable development in the state of Guanajuato through investments in SMEs. • Meet the return expectations of our investors through investments in profitable projects.

  5. Geographic Location

  6. Key Data %Rank Population 4,663,032 4.8% 6th Workforce 1,889,222 4.4% 5th GDP (USD) 21,287,900 3.1% 7th

  7. Portfolio Currently our portfolio includes ten companies for a total of: USD 3,200,000 disbursed + USD 600,000 committed - USD 500,000 write-off Investments include equity, quasi-equity and loans.

  8. Challenges encountered • Fund Management Related: • Marketing/Promotion • Legal advisors • Technical/Investment Committees • Legal remedies • Increase in competition • Portfolio Related: • Weak management teams • Inadequate financial information • Commitment

  9. Successes achieved • Diversified portfolio • Monthly monitoring • Financial model • Quick response • Flexibility

  10. Recommendations • Establish fund goals • Identify target clients • Identify adequate legal advisors • Transparency with investors • Standardize procedures and reports

  11. Recommendations (continued) • Do not proceed with due diligence without reliable financial information • Flexible deal approvals • Invest in tranches when possible • Monitor at regular intervals • Build working relationships with investees • Charge structuring fees in advance

  12. “Helping Talented Entrepreneurs Build World Class Businesses”

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