FAQ’s

• Success fee: SBFO charges 5% on the first 10MM and 3% on anything above. We would be happy to share our typical contract for you to review with your legal team. Feel free to ask.
• Other potential costs: Yes there usually are other costs. We recommend our clients to set aside about $50k to cover potential expenses such as technical DD fees (we perform the ‘functional’ DD but the funder does the ‘technical’ DD which goes deeper), insurance wrap/SBLC/Leasing of a bank guarantee, engagement fees or any other out of pocket expenses.

SBFO is an organization where confidentiality is at the top of everything we do. That’s the reason why we get our clients to sign our NCNDA (Non-Circumvent, Non-Disclosure Agreement). If a client has an NDA agreement of their own, Rudy (our CEO) is always more than happy to sign it.

Setting up the most secure IT infrastructure was the greatest priority for our CEO when he started this company. Our clients are always confident that their information is in the right hands, safe and secure.

As you might appreciate, we are not at liberty to disclose the names but in recent months, we closed a few roll-up acquisition deals.

•  $400MM deal closed for a US-based company seeking to acquire truss manufacturers.
• $55MM deal closed for a US-based company seeking to make roll up acquisitions in the Pet Waste Removal sector.
• $100MM deal closed for a US-based Real Estate company, also seeking to make roll-up acquisitions.

Yes there is. Here’s the link to our website: Testimonial – SBFO GLOBAL

We at SBFO work with different funders, each of which have their own criteria with regards to industry, min or max amount, location, instrument, etc. For this reason, we always say that we are sector agnostic, geography agnostic, and so on and so forth. We have plenty of funders such that any project that passes our rigorous vetting process will undoubtedly find a home with our help. If we know we can’t find a funder, the project will be rejected during our discovery phase and we won’t go any further.

Once phase #1 is completed (contract signed, deposit paid), we send you an onboarding email with four documents attached: (1) Excel file for financials, (2) PowerPoint file for Pitch Deck (aka “Executive Summary”), (3) Potential Collateral Schedule in PDF format, (3) and the Due Diligence (DD) Form in PDF format.

Phase #2 is a collaborative process where the client first completes each template and sends it to us for review. We recommend to start with the Excel and do the PowerPoint next. The client can also delegate the Excel to the CFO, and the PowerPoint to someone else on their team, such as an Admin Assistant, as well as the DD & Application form. Anything to speed up the process.

Our goal is always to complete Phase #2 in two weeks, but the client is sometimes slow and it may take longer than that. Phase #3 is difficult to predict because funders decide when to respond and we cannot push them around.

We operate on a 24 hrs turnaround cycle, meaning that every time the ball is in our camp, we make sure to respond within 24 hours. We have total control on what happens every time the ball is in our camp, but we have no control over what the client does with the ball when it is back in their camp.

Absolutely! We’re more than happy to share our typical contract for you to review with your legal team so feel free to ask. If your project passes the vetting, we will send you the actual contract via PandaDoc. It’s a secure platform we use to send contracts and get them signed.

Please ask us our typical contract and make sure to review with your legal team.

Once phase #2 is complete, we start introducing your project to the funders whose criteria/conditions are satisfied. They then request for a meeting, at which point Rudy will first prepare you and then set up the call with you (client), Rudy, and the potential funder. You get to learn more about each other and if all goes well, you get a proposal within a week after the meeting.

At SBFO, the client always has the final say with regards what can and cannot be included in the fundraising package (phase #2). So when we are during our review, any changes we make, we list those in an email back to the client to get their sign-off… and if the client doesn’t like it, we find another way together. It is a collaborative process but the client is responsible for how their project is presented to the funders. That’s the reason why we make sure they get the final say.

The commitment fee is refundable but is not negotiable, as our company policy.
We have had experiences with some clients who were not committed to our process or failed to comply with the funders’
requirements simply because they did not have any obligation to the process. If the
client is either unwilling to pay the commitment fee or cannot afford our low fees, then they just will not be a good fit to the process
nor to our dedicated investments to develop them further toward the important goal of raising capital.

As your project is pre-screened and we do not accept what is not feasible or we do not have investors for, we dedicate ourselves to
preparing the executive summary, financials, and the know your counterparties (KYC) on behalf of our investors/funders whom we know
personally, so you do not have to worry about this, as it is part of our job! We are iin the advisory business since longtime and believe
strongly that we present our clients in the best way possible.

First, we make our package wich is around 10 working days to complete depending on your input. After that it comes to the CEO his desk,
who is also an investor, and looks at the presentation in this way and not from a CEO of SBFO point of view. Some adjustments and
remarks will be integrated in the presentation, After that project will send out to funders and questions of them will be answered.
Typically, after a couple of week introductions will be made. So, traditional it takes 1 or 2 months on average.

Yes, we do. We get asked this question several times a week and it is just not possible to give out contact information about our clients that often. Some of these references are clearly mentioned in our newsletter to demonstrate our assurance and provide you with the comfort level you need. If this is really the only thing that is holding you back, we will arrange a meeting with one or two of them. However, to show that you are serious about this engagement, and not simply wanting to meet out of curiosity, we ask that you to sign our NDA prior to an inquiry.