The BlueWater Capital R&D 2024 Fund supports innovative Portuguese SMEs with R&D projects certified by the National Innovation Agency (ANI).
From an investment of €10,000, investors can contribute to economic development and national sustainability.
And, they benefit from tax incentives, in the form of a corporate income tax credit, in the amount of 32.5% of the value of the investment made.
Learn about the advantages. Here's how you can benefit.
Learn about the advantages. Here's how you can benefit.
Investments Policy
Companies recognized by ANI as suitable for the practice of Research and Development
Companies that effectively develop research or development, or valorisation of the results of these activities.
In the first 3 years of the Fund's activity, 85% of the value of the Fund's assets will be invested in R&D carried out by companies certified by ANI – National Innovation Agency.
With the aim of boosting technological advancement and promoting economic growth, supporting innovative Portuguese SMEs.
SECTORS AND ACTIVITIES
Sustainability and energy efficiency in the Water sector.Recycling, Pollution Control, Urban Mobility and Structure Development
Data, Digital, AI and Augmented Reality
Biotechnology Healthcare
Healthy eating and obesity control
STAGES
Seed - 10% a 30%Start-up- 25% a 50%
Early Stage - 20% a 40%
Expansion Stage - 5% a 20%
INVESTMENT
%Equity + quasi-Equity% Convertible Loans
The Fund's Portfolio will consist of companies operating in the following areas of activities and sectors.
Risk reduction is achieved through a harmonious choice of various investment stages, different activities and sectors, maintaining the common core of promoting sustainability.
A Investment Policy identifies the following areas of activity:
Energy and Water
Development of energy conversion technologies, innovative solutions for desalination and water resources management, projects and maritime exploration and conservation, sustainability and energy efficiency in the maritime sector.
Circular economy
Implementation of measures to reduce the consumption of energy, paper, plastics, and others, limiting the production of waste and promoting the dematerialization of processes.
Technology applied to sustainability
Projects developing advanced control technologies for water treatment and purification Data Processing, Digital Documentation and Internet Applications, using AI and augmented reality.
Recycling
Recycling, Pollution Control, Urban Mobility, and Structural and Transport Development in CO2-free vehicles.
Health and Biotechnology: Health Care and all activities involving applications in the area of Biotechnology and similar.
Food production
Food production aimed at healthy eating and obesity control.
ESG Framework
The Fund promotes environmental and social characteristics, or a combination of these characteristics, and the companies where the investments are made respect good governance practices.The Fund is thus framed in article 8 of Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019.
For more information, we suggest reading the Fund Sustainability Briefing Paper.
Advantages for the Investor
• Immediate tax savings (in terms of corporate income tax))• Access to valuations of investments with high growth potential
• Advantages of R&D Investment
• Advantages of Sustainability Investing
• Improves the company's ESG Rating
• Reinforcement of the company's assets
• Improves the company's financial autonomy ratio
Summary of Fund Information:
Target Size: 10 000 030€
Subscription Term: September 2026
We warn you that the Sifide tax benefits are related to the investment made during each financial year, so you should consult the Fund's SIFIDE information guide.
Minimum Subscription: 10000€
Maturity: 10 anos
Investment by Geography: Portugal
Calendário
