SBIC Services

Stafford Fund Services provides their clients with the necessary supporting materials they need, including schedule and general ledgers. We also provide comprehensive monthly, quarterly, and yearly financial statements and reports that include standard performance benchmarks. Below are more services we provide to Small Business Investing Companies.

• File 1031's
• Complete Quarterly Short Form 468's
• Capital Impairment Tracking
• Overline Investment Tracking
• Commitment Applications
• Draw Request
• Quarterly Valuations
• Investment Committee Meeting Minutes
• Semi-Annual 1031A Certifications
• Capital Certificates
• Management Fee Calculation
• All Correspondence with the SBA
• Answer SBIC Regulation Questions
• Preparation for Annual Examination
• Onsite Examination Support