So You’re Pursuing an SBIC License: What Comes Next?


What you need to know before your first draw.

Card image cap

The SBIC program is one of the most attractive options for private credit managers looking to unlock low-cost leverage and expand access to new LP pools.

But after a 285% spike in applications in 2024 and the introduction of regulations like accrual debentures, successfully forming and operating an SBIC takes more than just raising capital.

To help fund managers navigate the SBIC license process and beyond, we’ve created a free whitepaper that covers:

  • The structural advantages and regulatory nuances of SBICs
  • Strategic timing for capital calls and SBA drawdowns
  • Reporting obligations such as Form 468 and capital certificates
  • Aligning your fund’s legal and operational setup with SBA requirements

Fill out the details below

What is the value of your firm’s Assets Under Management: *

  < $99,000,000 AUM
  $100,000,000 - $299,000,000 AUM
  $300,000,000 - $499,000,000 AUM
  $500,000,000 - $999,000,000 AUM
  > $1,000,000,000 AUM

By submitting my information, I agree to the processing of my personal data by Carta in accordance with applicable data privacy law and as described in Carta's Privacy Policy.



By submitting your details, you consent to our processing of your personal data in accordance with our Privacy Policy. You can withdraw your consent at any time by clicking the unsubscribe link in the email.