Diagnóstico e Planeamento de Incentivos – Frederico Mendes & Associados

There are over 200 tax and financial instruments available to support the investment strategies of public and private entities. These include grants, loans, tax credits and other mechanisms designed to support investment, research and development activities across organisations, universities, research centres and other public and private entities in Portugal and across Europe.

What is it?

FMA’s Incentives Diagnostics and Roadmap Planning service is an essential tool for organisations seeking to identify investment opportunities, optimise operational cost structures or assess the performance of their investment initiatives.

To support this process, we have developed a solution that provides simple, practical and real-time access to relevant information, complemented by direct, hands-on support from our specialists.

How does it work?

This service is structured around three key phases:

1. Investment Needs Assessment: A phase focused on understanding the organisation’s investment or innovation strategy, as well as its specific funding and investment needs.

2. Detailed Planning: Identification and analysis of available funding opportunities, aligned with the organisation’s strategy and the needs previously defined.

3. Opportunity Monitoring: Ongoing monitoring of identified opportunities, including access to an alert system and continuous analysis of the applicable regulatory frameworks.

Advantages and Benefits

- Improved understanding of the most appropriate instruments to support the financing of the organisation’s Investment Plan.

- Early anticipation of the mechanisms and resources required for the preparation of funding applications.

- Increased effectiveness and efficiency through a structured approach, supported by detailed timelines and tailored action plans.

- Continuous monitoring of legislative and regulatory changes affecting the identified measures, ensuring ongoing compliance with project and beneficiary eligibility requirements.

Incentives Diagnostics and Roadmap Planning

What is it?

How does it work?

Advantages and Benefits

Solutions

Incentives Diagnostics and Roadmap Planning

Incentives Applications and Contract Negotiation

Funded Projects Management and Monitoring

Communication, Dissemination and Results Exploitation

Audits and Project Recovery

Training and Skills Development