
Portfolio Strategy
Structured Investment and Project Financing Advisory.

Overview
SPV CAPITAL, a Botswana domiciled and registered company providing “Structured Investment and Project Financing Advisory services” for local, regional and international clients.
“As a client, you are looking for a partner who can deal with all your financial activities, who is familiar with your specific requirements, who speaks your language, and who fundamentally understands your objectives.”
Among our extensive network of business partners locally, regionally and internationally are unit trusts andinvestment funds, National and Regional Governments, trustees, lawyers and tax consultants. Further, our clients benefit from the very favorable conditions we have negotiated with a few carefully selected depositary and custodial banks.
Our Solution
Our Structured Investment and Project Financing Advisory solutions are carefully tailored to the specific every investor. Together with our clients, we develop an individual investment strategy, taking into consideration numerous factors such as personal risk tolerance, investment horizons,
wealth structure, and individual preferences and requirements. For Governments, especially in Africa, we assist in leveraging bankable assets and mineral resources as a means of Investment vehicles to finance infrastructural projects with lower costs. We are free of any conflict of interest due to our independence from commercial and investment banks and other related financial service providers. In addition, our fee structure is fully transparent, and we act purely in the interest of our clients.


Our Approach to Investments &
Wealth Planning
Whether it involves allocating capital to equities, fixed income or alternative investments, SPV CAPITAL uses a disciplined and consistent approach, combined with a long-term investment perspective. We use Open Investment Plan—an investment approach that considers the broadest possible range of asset classes and investment strategies. We provide you with a highly diversified portfolio that is tailor-made to your unique needs and objectives and is designed to provide superior risk-adjusted returns over a variety of market conditions and dynamics. At SPV CAPITAL, we provide financial counselling services to high-net- worth individuals and families with the aim of helping them create a comprehensive plan that will preserve and enhance their wealth across generations. Our clients receive individual attention from our senior professionals, including carefully selected investment managers, lawyers, accountants, and trust specialists, who are experienced in the complexities of wealth planning. We work with our clients and their professional advisors to fully understand their goals and identify factors that may influence their planning and appropriate investment strategies.
SPV CAPITAL Funds of Funds
SPV CAPITAL Funds of Funds creates a strategic portfolio of 3rd party investment funds rather than investing directly in stocks, bonds or other securities. This multi-manager investment fund strategy can be “fettered” meaning that it invests only in funds managed by the same investment company, or “unfettered”, meaning that it can invest in external funds run by other managers.
Government Infrastructure Investments
SPV CAPITAL is allocating most of its direct investment funds to bankable Government (National and Regional) projects to support and promote long term Investments in infrastructure projects. SPV CAPITAL provides the investment as either long term secured debt or direct partnership in the
infrastructure projects through a structured Private Public Partnership (PPP) arrangement.

01
Borrower Team Due Diligence
Agreed financial objectives, Risk analysis, Technical review - “is the Financial Solution (FS) a Best Financial Solution (BFS)?”, Models/scenario analysis, Legal due diligence, Equipment / procurement packages, Advice
on JV partnership arrangements.
03
Financing Preparation
Information Memorandum, Detailed Financial Modelling, Term Sheet, Independent Engineer’s report, Contingency and cost overrun planning.
05
Contract Documentation
Third party (including government), Investment/
JV agreements, Engineering, Procurement and Construction Management (EPCM) contracts, Offtake agreements
07
Finance Documentation
Negotiate finance documents, Project contracts
02
Financier Selection
Beauty parade (price; balance sheet; track record; hedging; team/ ability), Negotiate roles, tranches and term sheet.on JV partnership arrangements.
04
Approval Process
Financier credit preparation, Sensitivity Analysis, Disclosure/ consultation period, Mandate letters, Risk approvals
06
Closing / Implementation
Beauty parade (price; balance sheet; track record; hedging; team/ability), Negotiate roles, tranches and term sheet