Lo Strumento PMI in Horizon 2020

Transcript

1 Lo Strumento PMI in Horizon 2020 Udine, 27 maggio 2016 Antonio Carbone H2020 NCP - SME - Access to finance - ICT

2 Definizione di PMI La definizione di PMI utilizzata dalla Commissione (da 01/01/2005): Impegnata in una attività economica < 250 addetti Fatturato annuo di 50 Milioni oppure un bilancio totale di 43 Milioni Autonoma Definizione: SME Questionnaire!!! Guida alla nuova definizione: /sme_user_guide_it.pdf 2

3 Struttura H2020 Excellent Science Industrial Leadership Societal Challenges European Research Council Frontier research by the best individual teams Future and Emerging Technologies Collaborative research to open new fields of innovation Marie Skłodowska Curie actions Opportunities for training and career development Research infrastructures (including e-infrastructure) Ensuring access to world-class facilities Leadership in enabling and industrial technologies ICT, nanotechnologies, materials, biotechnology, manufacturing, space Access to risk finance Leveraging private finance and venture capital for research and innovation Innovation in SMEs Fostering all forms of innovation in all types of SMEs European Institute of Innovation and Technology (EIT) Spreading Excellence and Widening Participation Science with and for society Joint Research Center (JRC) Health, demographic change and wellbeing Food security, sustainable agriculture, marine and maritime research & the bioeconomy Secure, clean and efficient energy Smart, green and integrated transport Climate action, environment, resource efficiency and raw materials Inclusive, innovative and reflective societies Security society Fast track to innovation EURATOM 3

4 Lo Strumento PMI in H2020 4

5 Chi valuta SME Instrument? 100% experience in business/industry business development, finance, technology 88% work in private for-profit companies 6% investors (BA, VC, institutional investors) 5% other finance 5

6 Fase 1: concetto e valutazione della fattibilità Fase 2: R&D, dimostrazione, market replication Fase 3: Commercializzazione Input: Idea/Concept in "Business Plan I (~ 10 pages) Main Activities: Feasibility of concept Risk assessment IP regime Partner search Design study Pilot application Output: elaborated "Business plan II" Lump sum: around ~ 6 months Coaching Input: "Business plan II" + "Description of activities under Phase 2" (~ 30 pp.) Main Activities: Development Prototyping Testing Piloting Miniaturisation Scaling-up Market replication Output: investor-ready "Business plan III" 0,5-2,5 (5) M EC funding ~ 12 to 24 months Input: "Business plan III" + Opportunities: 'Quality label' for successful Phase 1 & 2 Easier access to private finance Support via networking, training, coaching, information, addressing i.a. IP management, knowledge sharing, dissemination SME window in the EU financial facilities (debt facility and equity facility) 6 No direct funding 6

7 Fase 1 Esempi di attività Feasibility of industrial scale-up Go to market strategy and 3-5 years Business Plan Product design for xxx application Market analysis and customers survey Strategy for the commercialization/development of an operational plan Economic statements Operational capacity analysis Technical assessment Partner search Organisational/network /financial feasibility 7

8 Fase 2 Esempi di attività Project management and coordination Dissemination & Exploitation/Commercialization Plan and communication Design, building and integration in industrial production/engineering Testing and validation Performance validation and xxx compliance/certification Specifications and design of Hardware / software Optimization and industrial application Analysis of developed solution pre commercial strategy 8

9 Le scadenze SME Instrument

10 Lo Strumento PMI e l approccio PREVALENTEMENTE BOTTOM-UP 10

11 TOPIC BUDGET FUNDING RATE FASE 2 SMEInst Open Disruptive Innovation Scheme 60 million million % SMEInst Accelerating the uptake of nanotechnologies advanced materials or advanced manufacturing and processing technologies by SMEs SMEInst Dedicated support to biotechnology SMEs closing the gap from lab to market 31,83 million ,32 million % 7,50 million ,50 million % SMEInst Engaging SMEs in space research and development SMEInst Supporting innovative SMEs in the healthcare biotechnology sector SMEInst Accelerating market introduction of ICT solutions for Health, Well-Being and Ageing Well 11,37 million ,60 million million million million ,50 million % 100% 70%

12 SMEInst Stimulating the innovation potential of SMEs for sustainable and competitive agriculture, forestry, agrifood and bio-based sectors 25,81 million ,54 million % SMEInst Supporting SMEs efforts for the development - deployment and market replication of innovative solutions for blue growth SMEInst Stimulating the innovation potential of SMEs for a low carbon and efficient energy system 9,50 million million % 46 million million % SMEInst Small business innovation research for Transport and Smart Cities Mobility SMEInst Boosting the potential of small businesses in the areas of climate action, environment, resource efficiency and raw materials SMEInst New business models for inclusive, innovative and reflective societies SMEInst Engaging SMEs in security research and development 57,57 million ,23 million million ,50 million ,80 million ,40 million ,37 million ,67 million % 70% 70% 70%

13 Work Programme

14 Uno Strumento fortemente competitivo L ANALISI DELLE PROPOSTE 14

15 Un po di numeri nel Phase 1 Phase 2 Proposte ricevute Proposte finanziate (8.0%) 278 (5.7%) Budget Monobeneficiari 93% 80% 15

16 Tipologia di azienda per fatturato 16

17 Tipologia di azienda per n. addetti 17

18 Tipologia di azienda per maturità 18

19 L analisi delle proposte finanziate 19

20 Resubmission si o no? Il 25% ha ripresentato la proposta almeno una volta Il 16% e' stato finanziato dopo aver ripresentato la proposta Il tasso di successo dell'sme Instrument e' pari all'8% Ripresentare la proposta puo' offrire una doppia chance Proposte rigettate piu' volte analisi approfondita sull' idea/impresa 20

21 Iniziare con la Fase 1 aiuta nella Fase 2? 21

22 Fase 1 Fase 2 Il 10% del totale delle proposte di Fase 2 proviene da una Fase 1; Il 76% di queste ha superato la soglia minima (19% totale); Il 14% di queste e' stato finanziato (25% totale); Il tasso di successo medio nei cut-offs è stato pari al 5,5%. Le PMI che hanno completato la Fase 1 hanno una tripla chance di ottenere la Fase 2 ma 22

23 Cosa manca nelle proposte Market strategy Enfasi sugli aspetti technologici/scientifici Scarse opportunità e prospettive di mercato Poche risorse impiegate Poco potenziale innovativo Il TRL non dimostrato 23

24 Dal confronto con i valutatori Obiettivi chiari e misurabili User needs, target group (demand/market) chiari TRL (6) di partenza (stage of development) Analisi di mercato comparativa e posizionamento Short/mid term benefit per l azienda Business model e business architecture Work plan realistico e convincente Capacità di execution e strutturalw + Sezione 4 Descrizione/giustificazione subcontratti 24

25 Link utili Horizon 2020 Participant portal EASME SME TechWeb Access Eu Finance APRE html EEN 25

26 GRAZIE PER L ATTENZIONE! APRE Agenzia per la Promozione della Ricerca Europea Via Cavour, Roma Tel. (+39) Fax. (+39) Antonio Carbone carbone@apre.it National Contact Point SMEs, ICT & Access to risk finance 26

27 Il Gruppo PMI di APRE Antonio Carbone: Elena Giglio: Rocio Escolano: Valentina Fioroni: Massimo Borriello: 27