We asked, and over 200 SMEs responded: what are the most relevant sources of funding?

Company capitalisation is crucial for them to realise their investment plans, as well as to carry out their current financial management. Did you know that 88.1% of companies identified PT2030 as one of the most relevant funding sources? Find out why!

Support for Financing and Investment

In deciding which funding source is most relevant, 88.1% of companies chose financial incentives under Portugal 2020/2030, the Recovery and Resilience Plan (RRP), among others, as those that arouse the most interest, in the SME Heroes Barometer - a Yunit study on the capacity for adaptation and overcoming of SMEs.

On the one hand, the generality of this support results in non-repayable incentives, so this preference is not surprising. On the other hand, these are funding sources that stem from framing within scopes and strategies not always within reach of projects or company needs.

Bank financing, with 64.1%, was the second selected funding source. Banks are traditionally the companies' main partner, given permanent treasury needs arising from the respective operating cycles, or the financial leverage necessary for investment projects, as a complement or alternative to European funds.

"88.1% of companies chose financial incentives under Portugal 2020/2030, the Recovery and Resilience Plan (RRP), among others, as those that arouse the most interest."

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Financial Instruments

/// What is your level of interest in the following financial
instruments? | Single Answer

Investment Funds, which include Private Equity, Venture Capital Companies, Business Angels, among others, are perceived as less attractive to companies, with around 50% stating they have little or no interest in this instrument. The prospect of opening up capital continues to be viewed with suspicion, even though these are instruments that can enable, in addition to capital influx, support for strategic management, opening up markets, or creating business partner networks.

The Tax Benefits for Investment allow companies to promote investment, job creation or maintenance, their capitalisation, and the organisation's competitiveness, through the deduction from the IRC tax collection of the respective expenses.

///Tax Benefits for Investment allow companies a return on their investments and a reinforcement of their treasury. Have you taken advantage of any of the following benefits? | Single Answer

SME Heroes Barometer

These data were taken from the SME Heroes Barometer - a Yunit study on the capacity for adaptation and overcoming of SMEs.

Download the free e-Book and get to know the reality of more than 200 companies regarding the most relevant support for financing and investment for these organisations.

José Brandão | Financial Director, Yunit Consulting

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