Optima has trained and supported fund management teams investing in SME’s in nine African countries, the Netherlands, Oman and India.

We specialise in developing business advisory skills to successfully advise SME’s. More specifically we provide training and support to:

  • Business advisors to SMEs
  • Practitioners involved in SME finance
  • Investors in on-lending to SMEs
  • Fund Managers investing in the SME sector
  • Development organisations, Foundations and others actively supporting SME development and finance.

The training of these practitioners is not a once-off process, and we are involved until the practitioners are competent and productive.

Our Fund Manager programme covers the following topics:

  • Introduction to Fund Management
  • Introduction to Portfolio Managers for SME risk Investment Funds
  • Investment process
  • Business valuations
  • Business development assistance (BDA)
  • Business developer
  • Business management
  • Access to finance
  • Social entrepreneurship
  • Principles of management

A typical programme for Business advisors to SMEs will cover the following topics:

  • A framework for establishing Growth Finance Fund management operations
  • Entrepreneurs in context
  • Differentiating between Growth Finance and Private Equity
  • A framework for Fund establishment
  • A framework for Fund management
  • A Fund structure
  • Shareholders’ Agreement
  • Fund Management Agreement
  • Expenses related to Fund Management
  • Fund modelling
  • The Investment process
  • Early viability assessment
  • Initial Investment Report
  • Due Diligence investigations
  • Transaction structuring
  • Collateral
  • A framework for an Investment Report
  • Presenting an Investment Report
  • Considering the Investment Report
  • An implementation and disbursement framework
  • Portfolio Management
  • Exiting an investment
  • Defining Business Development Assistance
  • Business Development Assistance stages
  • Quality requirements for Business Development Assistance
  • Framework for a Business Development Assistance Work Plan