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

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