SBIC Referral

Refer Clients Confidently – We’ll Deliver Exceptional CFO Services

Trusted, expert CFO support for SBICs

LiftBridge’s SBIC Fund CFO Services

Why Partners Refer to LiftBridge

Specialized expertise for the complex world of SBIC funds. Our team delivers the strategic guidance, training, and implementation support funds need—exactly when they need it.

Strategic Advisory

Specialized guidance to navigate complex SBIC requirements and optimize your fund operations for SBA compliance.

Staff Training

Let the LiftBridge team train-up your team to meet SBA requirements with confidence and efficiency, while leveraging our team’s expertise.

Fractional Services

Hands-on implementation of critical SBIC reporting & compliance functions without full-time overhead costs.

How Does our Referral Process work?

Step 1

Submit Referral

Complete the form below and the LiftBridge team will respond within 24 hours.

Step 2

Intro Meeting

You will receive an email with a calendar link to schedule a 30 minute discovery call with our team.

Step 3

Proposal

LiftBridge will share a proposal agreement with the firm based on their unique needs.

Step 4

Engagement

Relax as our team provides expert guidance through licensing, SBA regulatory compliance, and ongoing reporting requirements.

Step 1 – Let’s Get Started

Share your contact information so we can properly thank you for the referral.

Form
First Name
Last Name
Email*

Step 2 – Tell us about the SBIC Fund you are Referring

Form
Firm Name*
Firm Contact - First Name
Firm Contact - Last Name
Firm Contact Email*
Tell us about the firm's SBIC Fund(s)

  • They have existing funds
  • They are launching a new SBIC fund
  • All of the above

Please give us more information about the firm's profile, including Asset class (VC/PE/PC), total AUM across existing funds, target AUM of any raising funds, and relationship to your firm.

Fund Stage(s)
Please select all that apply for the fund(s).

  • Pre-Screening Review
  • Management Assessment Questionnaire (MAQ)
  • Application Submitted
  • Green Light
  • License Received

Will the SBIC Fund take on SBA leverage?

  • Yes
  • No

Submit