Equity investmentOngoing
Financeurs privés, Région Auvergne-Rhône-Alpes logo

Auvergne-Rhône-Alpes Sovereign Fund

Purpose of the scheme: Increasing a business’s equity or quasi-equity. Beneficiaries indicated in the catalogue: Micro-businesses, SMEs and mid-sized companies: in all sectors; with their registered office or main activity in the Auvergne-Rhône-Alpes region; with at least 1 positive net result over the last 3 financial years. Not eligible: start-ups; property companies; businesses in collective safeguard proceedings. Catalogue financial parameters: The Region invests in equity or quasi-equity as a minority investor alongside other financial partners, by subscribing to shares in a capital increase and/or to convertible bonds, and through the reclassification of shares. Availability and the rules in force should be confirmed before applying.

The “Auvergne-Rhône-Alpes sovereign fund” scheme is listed by the Auvergne-Rhône-Alpes Region. The catalogue describes its purpose as follows: Increasing a business’s equity or quasi-equity. The financial parameters and conditions presented in the catalogue should be distinguished from the rules officially in force. Before using it, check eligibility, eligible expenditure, the timetable and the procedure with the funder or competent operator.

Funded by Financeurs privés, Région Auvergne-Rhône-Alpes

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Who can apply

Beneficiaries indicated in the catalogue: Micro-businesses, SMEs and mid-sized companies: in all sectors; with their registered office or main activity in the Auvergne-Rhône-Alpes region; with at least 1 positive net result over the last 3 financial years. Not eligible: start-ups; property companies; businesses in collective safeguard proceedings. Check the legal form, size, activity, territory and exclusions in the official rules in force.

Eligibility conditions

Conditions available in the catalogue: Turnover must be between €3 million and €10 million for micro-businesses, and between €10 million and €250 million for SMEs and mid-sized companies. These are not enough to confirm eligibility. Check the official criteria, exclusions, combination rules and any requirement to apply before ordering, acquiring or starting works.

What the scheme covers

Operations or costs listed: Raising funds to reach a new stage in consolidating production tools and/or increasing production capacity; raising funds after a difficult period during the crisis that has generated significant outstanding debt. Check eligible costs, supporting documents, minimum thresholds, caps and excluded costs before any commitment.

Amount and funding terms

The catalogue indicates: The Region invests in equity or quasi-equity as a minority investor alongside other financial partners, by subscribing to shares in a capital increase and/or to convertible bonds, and through the reclassification of shares. These data should be compared with the rules or call applicable at the date of application; they guarantee neither eligibility nor an award.

How to apply

1) Obtain the current official page and rules. 2) Confirm that the scheme is active and that the project’s area is covered. 3) Check the criteria, amount, cost base, exclusions, combination rules and documents. 4) Confirm when to apply and obtain prior agreement before committing costs. The exact source of the scheme has not been rechecked recently; ask the funder or competent operator for confirmation.

Timeline

No usable end date is given; confirm the timetable with the funder, along with the deadline, whether the scheme is still accepting applications and the available budget.

Key facts

Funder
Financeurs privés, Région Auvergne-Rhône-Alpes
Type of funding
Equity investment
Status
Ongoing
Geographic scope
Auvergne-Rhône-Alpes

Frequently asked questions

What is the “Auvergne-Rhône-Alpes sovereign fund” scheme for?

The catalogue describes its purpose as follows: Increasing a business’s equity or quasi-equity. Check that the project matches the scope of the official rules in force.

Who can benefit and what are the main conditions?

Beneficiaries mentioned in the catalogue: Micro-businesses, SMEs and mid-sized companies: in all sectors; with their registered office or main activity in the Auvergne-Rhône-Alpes region; with at least 1 positive net result over the last 3 financial years. Not eligible: start-ups; property companies; businesses in collective safeguard proceedings. Conditions indicated: Turnover must be between €3 million and €10 million for micro-businesses, and between €10 million and €250 million for SMEs and mid-sized companies. The legal form, location, exclusions and current criteria should be confirmed.

What amount or type of financing can be obtained?

The Region invests in equity or quasi-equity as a minority investor alongside other financial partners, by subscribing to shares in a capital increase and/or to convertible bonds, and through the reclassification of shares. Confirm the cap, base, rate and form of financing with the funder.

Is the scheme still open and how do I apply?

No usable end date is given; confirm the timetable with the funder. The exact source has not been rechecked recently. Before any order, purchase or expenditure, confirm the opening and procedure with the competent authority.

Official source

No official URL is available in our data for this grant.

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