Expertise - fundess.de (EN)

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Our experts work closely with our clients to gain a deep understanding of their individual needs, objectives, and requirements.

We Connect Innovation with Finance

Public funding alone is rarely sufficient to sustainably finance ambitious research, development, and growth initiatives. What matters is an integrated strategy that intelligently combines public funding, R&D tax incentives, debt financing, and entrepreneurial growth objectives.

Fundess brings together funding advisory, financing strategy, and scientific and technological expertise within a holistic advisory approach. Our interdisciplinary team of in-house experts across biotechnology, pharmaceuticals, life sciences, mechanical engineering, and AI/IT supports companies throughout the entire process – from identifying eligible projects and structuring the optimal funding and financing architecture to successfully implementing their strategy.

We work closely with corporate banking advisors, an established network of banks, and additional financing partners. Together, we develop robust financing solutions that do more than support innovation – they enable companies to successfully implement, scale, and commercialize their ambitions.

Public Funding & R&D Tax Incentives

Public funding can help overcome financial barriers to project execution and accelerate the implementation of ambitious initiatives. In particular, the R&D tax incentive can serve as the baseline of a comprehensive funding strategy, providing companies with access to funding on an ongoing basis for each financial year – up to €4.2 million per financial year.

Fundess provides end-to-end support throughout the entire funding process. We conduct in-depth analyses to identify the funding opportunities that best align with each client’s projects, objectives, and business requirements. Based on these insights, we develop tailored funding solutions that reflect both the technical characteristics of the project and the individual strategic goals and circumstances of the company. Our support extends far beyond the application itself. We accompany our clients throughout the entire process – from the initial project concept and funding strategy through application preparation and submission, and beyond. Drawing on our extensive knowledge of funding programmes and our interdisciplinary expertise, we help our clients unlock the full potential of available funding opportunities and turn ambitious projects into successful outcomes.

1. Identification

Analysis of your business activities and project portfolio, continuous screening of relevant funding opportunities and funding bodies, and assessment of funding eligibility and probability of success based on call fit and available budget.

2. Concept Development & Proposal Drafting

Building a strong, high-performing consortium where required and developing a compelling, competitive funding proposal.

3. Application & Follow-Up

Submission of the funding application and professional handling of any subsequent requests for additional information or clarification from the funding authorities.

Process for Securing the R&D Tax Incentive

1. Define the R&D Project and Prepare the Application

1. Application Stage: BSFZ

2. Apply for the Certificate

3. Receive the Certificate

2. Application Stage: Competent Tax Office

4. Calculate Eligible R&D Expenditure

5. Receive the FZuI Assessment Notice

6. Offset the FZuI Against the Next Tax Assessment

Many companies are unaware that they carry out eligible R&D activities as part of their day-to-day operations and could therefore benefit from a valuable R&D tax incentive. For profitable companies, the incentive is credited against their corporate tax liability. In the event of a loss, the full amount can be paid out, providing additional liquidity that can, for example, be reinvested in further innovation and growth. Our experienced team of engineers and scientists supports you throughout the entire process of applying for and securing the R&D tax incentive.

R&D Tax Incentive

Companies in Germany can claim up to €4.2 million per year in eligible research and development (R&D) costs retrospectively through the German R&D tax incentive scheme. The German Research and Development Allowance Act (Forschungszulagengesetz), which came into effect on January 1, 2020, provides an attractive opportunity to optimize operating costs and R&D budgets. The incentive is relevant to all companies subject to corporate taxation in Germany. The annual assessment base for eligible R&D expenditure is capped at €12 million per group of affiliated companies and fiscal year, with a standard funding rate of 25% and 35% for SMEs. For projects commencing on or after January 2, 2026, companies can, for the first time, claim a flat-rate 20% allowance for overhead and operating costs in addition to eligible R&D expenditure. The R&D tax incentive is credited against the company’s income tax liability and is also paid out during periods in which the company incurs losses. In principle, all types of research and development projects may qualify for funding.

Development and optimization of machinery, components, processes and materials (products)

Development of new, fully digital services (processes)

Design, construction and testing of prototypes, tooling and industrial engineering solutions, including the first-time use of components

Development of innovative methods to increase efficiency in terms of energy, materials and costs

Why Work with an R&D Tax Incentive Specialist?

Preparing the technical documentation and responding to requests for additional information from the relevant authorities requires an in-depth understanding of eligible R&D and innovation activities under the German R&D Tax Incentive Act (FZulG). This expertise is essential to ensure that all required supporting documentation meets the requirements of the responsible tax authorities and is prepared in a robust, audit-ready manner.

Fundess draws on extensive knowledge and practical experience gained from a large number of applications and eligible R&D activities. We have a detailed understanding of the scope and limitations of the FZulG, enabling us to identify and substantiate all eligible activities and ensure that available funding opportunities are fully utilized.

Fundess has developed a streamlined process designed to maximize the chances of a successful R&D tax incentive application: