Add-Value is an impact fund

management company based in San José, Costa Rica, providing easy access to Latin American countries, low cost of operation, and access to high qualify staff and technical consultants.  

Our Mission

Design

Structure

Manage impact funds

Technical support facilities

Our mission is to design, structure and manage impact funds and technical support facilities that provide sustainable solutions for micro and small entrepreneurs in areas such as financial inclusion, climate change adaptation, and access to technology.

Our team has a combined experience of more than 65 years 

in sustainable finance including working in areas such as climate finance, microfinance and SME, rural finance, emergency preparedness and response, renewable energy, higher education, and project finance.  

We are passionate about impact investment, having devoted most of our careers to work with sustainable finance projects, always applying a pragmatic and hands-on approach to every project we have been involved with.  

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OUR APPROACH 

Reliability

A track record of more than 65 years of combined experience in successful financial inclusion projects.

Commitment

Passionate about impact investments, sustainable finance, gender inclusion, and youth.

Strategy

Hands-on approach towards fund implementation and delivery of technical assistance

Outreach

Extensive network of partner institutions across Latin American and the Caribbean, having invested, loaned, and provided technical assistance to over 100 financial organizations across Latin America and the Caribbean

Exposure

Worked with an ample network of international impact investors and donors including development financial institutions (DFIs), private foundations, and private social investors located in Europe, Latin America and the Caribbean, as well as the USA.

Our areas of expertise

WHO WE ARE

JCP

Juan Carlos Pereira

Founder and Managing Partner

Economist by the University of Costa Rica, and MBA in Finance and Investments by the George Washington University.

 

More than 25 years of experience in corporate and project financing, development finance, and impact investment in Latin America and the Caribbean, including impact investment fund design, structuring, fund raising, and management. Partner and Manager at Omtrix, Inc. for a period of 12 years ending in June 2016.

Responsible for the design, structuring and management of several impact funds and technical support facilities that worked with financial intermediaries throughout Latin America and the Caribbean, such as the Higher Education Finance Fund (HEFF), The Emergency Liquidity Facility (ELF), and the Risk Management Facility (RMF). Also worked for the Inter-American Investment Corporation (IIC) for a period of 11 years structuring debt and equity transactions with corporations and financial intermediaries in México, Central America, and the Andean region. 

CLH2

Cynthia León

Partner

Holds university degrees in business administration, from ULATINA and an MBA in Finance from ULACIT in Costa Rica.

Has an 18-year track record in project analysis, implementation of technical assistance, and social impact investments. Has done substantial consulting work for the Multilateral Investment Fund and the IADB´s Social Entrepreneurial Program, as well as for the Tropical Agricultural Research and Higher Education Centre (CATIE), and for the Forestry Climate Change Fund (FCCF)

Worked as an Investment Officer at Omtrix, Inc. for a period of 8 years, where she was part of the team that designed and structured the Higher Education Finance Fund (HEFF) and was later responsible for the implementing the fund´s technical assistance program.

Also did substantial work in energy efficiency and renewable energy with E+Co, where

CM

Carlos Membreño

Senior Climate Finance Advisor

Holds degrees in industrial engineering and computer science from universities in Costa Rica and Canada. A certified expert on climate adaptation finance (CECAF) by Frankfurt School, and Certified trainer by the International Labor Organization.

A total of 22 years of experience in commercial banking, sustainable finance, climate finance, and financial inclusion. Worked strengthening technical capabilities and business processes with microfinance organizations in 19 countries located in Latin America, Africa, and Asia. 

Worked at ACCION International as Technical Assistance Director leading the design and implementation of various technical assistance projects funded by ACCION, USAID, the Inter-American Development Bank, and the Bill and Melinda Gates Foundation.

As an international consultant in climate adaptation finance, worked for organizations such as Frankfurt School and the International Finance Corporation (IFC). As Coordinator for FS´ Microfinance for Ecosystem-based Adaptation (MEbA), led the design and implementation of climate adaptation solutions for agricultural producers in Perú and Colombia.

OUR PROJECTS

 

The Small Farmers Climate Adaptation Fund (SMAF), will develop and deliver climate adaptation solutions aimed at increasing small farmers resilience to climate change, and at the same time improve their productivity, income generation capacity, and living conditions. The SMAF will work through a group of rural financial organization (RFOs), in seven Latin American countries with a combination of financial support and technical assistance.

The SMAFʼs initial target countries are Guatemala, El Salvador, Honduras, Nicaragua, Costa Rica, Ecuador, and Perú.

It is estimated that close to 4 million small farmers, with farms of 5 hectares or less, are located in rural areas of these seven countries.

SMAF is a triple bottom line project which:

  1. Provides its investors with positive returns,
  2. Improves the socio-economic conditions and resilience of 20,000 small farmers, 
  3. Helps the environment by introducing sustainable agriculture techniques in small farms.

 

The project´s impacts would be measured at two levels:

 

 
  1. Small farmers would receive financing and technical assistance in the implementation of climate adaptation measures that would make their farming activities more resilient to changes in climate. Small farmers would also increase their productivity, reduce losses, increase income, and, in general, make their activities more sustainable, as well as reduce the carbon footprint of their activities; and
  2. Participating RFOs would gain in terms of exposure to climate smart agriculture, thus improving their risk analysis capabilities and expanding/diversifying their portfolio through the introduction of new lending products. 
 

Through its support of small farmers in rural areas of certain developing countries in Latin America, the SMAF aims at working towards the following United Nations sustainable development goals (SDGs):

OUR PROJECTS

 

The Small Farmers Climate Adaptation Fund (SMAF), will develop and deliver climate adaptation solutions aimed at increasing small farmers resilience to climate change, and at the same time improve their productivity, income generation capacity, and living conditions. The SMAF will work through a group of rural financial organization (RFOs), in seven Latin American countries with a combination of financial support and technical assistance.

The SMAFʼs initial target countries are Guatemala, El Salvador, Honduras, Nicaragua, Costa Rica, Ecuador, and Perú.

It is estimated that close to 4 million small farmers, with farms of 5 hectares or less, are located in rural areas of these seven countries.

SMAF is a triple bottom line project which:

  1. Provides its investors with positive returns,
  2. Improves the socio-economic conditions and resilience of 20,000 small farmers, 
  3. Helps the environment by introducing sustainable agriculture techniques in small farms.

 

The project´s impacts would be measured at two levels:

 

 
  1. Small farmers would receive financing and technical assistance in the implementation of climate adaptation measures that would make their farming activities more resilient to changes in climate. Small farmers would also increase their productivity, reduce losses, increase income, and, in general, make their activities more sustainable, as well as reduce the carbon footprint of their activities; and
  2. Participating RFOs would gain in terms of exposure to climate smart agriculture, thus improving their risk analysis capabilities and expanding/diversifying their portfolio through the introduction of new lending products. 
 

Through its support of small farmers in rural areas of certain developing countries in Latin America, the SMAF aims at working towards the following United Nations sustainable development goals (SDGs):

NEWS

Junio 26, 2019:

Pleased to announce that Add-Value Management and its climate adaptation fund, The Small Farmers Climate Adaptation Fund (SMAF), have been awarded by the International Climate Finance Accelerator Luxembourg (ICFA) as part of its Spring 2019 Cohort .

At Add-Value Management we are very proud for this recognition and want to thank the ICFA for this great opportunity to advance our fund aimed at benefiting thousands of small farmers in Latin America.

May, 2019:

Add-Value is one of the four award-winning impact fund managers selected as part of the Spring 2019 Cohort by the International Climate Finance Accelerator (ICFA), a Luxembourg based Public Private Partnership sponsored by the Luxembourg Ministry of Finance, and the Ministry of Sustainable Development, as well as nine private entities including: Arendt & Madernach, Deloitte, Elvinger Hoss Prussen, EY, Innpact, Investing for Development, KPMG, LuxFLAG, and PWC. The ICFA initiative has also received the support of the European Investment Bank (EIB).

MEDIA

CONTACT

CONTACT

HEADQUATERS

San José, Costa Rica

 

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