Website Call now
Website
Call

Our Vision

Stafford Fund Services exists to empower small businesses funded through private equity and venture capital firms that hold Small Business Investment Company (SBIC) licenses. We provide reliable and individualized consulting services to ensure these firms can navigate the complexities of SBIC regulations and optimize their investment performance.

Who We Are

Led by Nichole M. Guerrette, a seasoned finance and accounting professional, Stafford Fund Services offers comprehensive expertise in fund accounting, SBIC compliance, financial management, and administrative support. We combine industry knowledge with a deep understanding of the unique challenges faced by venture capital and private equity firms engaged in SBIC lending.

SBIC Services

  • Comprehensive support with SBIC compliance requirements, including filing 1031 forms and completing Form 468s
  • Full-service monthly, quarterly, and yearly financial statements with performance benchmarks
  • Preparation of supporting materials for SBA examinations
  • Assistance with capital impairment tracking, commitment applications, and investment portfolio management

Fund Accounting

  • Complete preparation of Unaudited Financial Statements and supporting schedules
  • Assistance with annual audit preparations
  • Valuation support for general partners
  • Consulting services for fund accounting processes and compliance

Management Company Services

  • Payroll and human resource management
  • Treasury and cash management
  • Compliance reporting and regulatory consultations

Administrative Support

  • Capital call and K-1 distribution processing
  • General correspondence management
  • Administrative support for investor relations

SEC Compliance Support

  • Serving as Chief Compliance Officer to assist with regulatory compliance requirements
  • Guidance on SEC rule interpretations and reporting standards

Our Commitment

At Stafford Fund Services, we believe in building strong relationships with our clients and providing personalized, responsive service. We are committed to:

  • Delivering accurate and timely financial information
  • Offering tailored solutions to meet your specific needs
  • Providing proactive communication and transparent reporting
  • Maintaining the highest ethical standards and industry best practices
We encourage you to contact us to discuss your unique needs and discover how Stafford Fund Services can support your success in the SBIC industry.
Reviews
Review Stafford Consulting

Be the first to review Stafford Consulting.

Write a Review