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“ Helping Talented Entrepreneurs Build World Class Businesses ”

“ Helping Talented Entrepreneurs Build World Class Businesses ”. Fund Manager. ShoreBank Advisory Services Mexico. Launch of Operations. August de 2002. Capital. USD $8,000,000.00. Fund Characteristics. Investors. Inter-American Development Bank (IDB). Nacional Financiera (NAFIN).

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“ Helping Talented Entrepreneurs Build World Class Businesses ”

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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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