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Eligibility Snapshot

Eligibility Snapshot — NovaFood S.r.l.

S.r.l. · Società Benefit · PMI Innovativa Milano · Lazio Innova socia ~10 employees · ~€3.0M revenue ATECO 63.12 — web portals
Preliminary orientation on fundability — not fiscal advice. Claiming any instrument requires a licensed commercialista and a sworn technical report (perizia asseverata).

Fundability profile

PMI Innovativa (since 2022)
Società Benefit
Registered software (IP)
R&D spend already declared
Lazio Innova shareholder
Granular documentation missing

NovaFood starts from a structurally strong position: registered as an Innovative SME, with significant R&D spend declared over the last three years (≈€267K / €377K / €296K), a registered software asset, and an institutional shareholder that opens a direct regional-funding channel. The one limit — the same that holds back most similar companies — is that the innovation exists but isn't documented granularly enough yet to be claimed. Retroactive reconstruction is possible, but costly.

Applicable instruments

Credito d'imposta R&S & Innovazione Tecnologica
PriorityFiscal · automatic

Covers software development, algorithms, system architecture and testing. The R&D spend already declared under the Innovative-SME regime suggests the perimeter exists — it just hasn't been mapped activity-by-activity. Applies to fiscal years 2021–2025; from 2026 the perimeter narrows to pure R&D.

Estimated value: €30–70K on the last two years, if the perimeter holds. Requires a sworn technical report.

Patent Box — proprietary software
Fiscal

The registered software (deposited 2020) can qualify for the Patent Box regime — a 110% super-deduction on the IP's R&D costs. Worth it when the platform is core to revenue, which it is by definition here. Runs in parallel with the R&D credit; needs a specialist valuation of the software's economic contribution.

Value: to quantify — potentially significant, retroactive.

Nuova Sabatini — 4.0 capital goods
Grant · rolling window

If NovaFood invests in new interconnected 4.0 digital infrastructure (compute, network, software), the Nuova Sabatini pays a capital-goods contribution on the financing — ~10% of the investment for 4.0 goods, on a non-competitive rolling window (funds refinanced for 2026–27). A ~€100K 4.0 investment maps to a ≈€10K grant, stackable with a tax credit on the same asset.

Estimated value: ≈€10K on a €100K 4.0 investment. Investment-specific — a dedicated pre-feasibility applies.

Regional bandi — Lombardia & Lazio Innova channel
Grant · competitive

Lazio Innova as a shareholder is a privileged access channel to Lazio's regional calls for Innovative SMEs and Benefit Corporations. The Milano office also opens Regione Lombardia's Digital & Innovation calls. Action: ask the Lazio Innova board contact whether 2026 lines are open for portfolio companies.

Channel to activate — amounts vary by call.

Immediate opportunity
The AI project — the ideal starting point

The AI quotation engine now starting is the cleanest case to begin properly: clear objective, defined scope, evident experimental component, and costs — internal and external — that are easy to document. It qualifies as technological innovation with R&D elements and could stay eligible even from 2026. Use it to build the documentation correctly from day one — it's the proof of concept for the process, not just the AI.

The main knot

For any fiscal instrument, the minimum requirement is analytical documentation per activity: person-hours, supplier contracts, specific costs, and a description of the technical objective and the uncertainty faced. NovaFood doesn't have this ready for past years — so the value of what's available depends largely on how much can be reconstructed defensibly.

Recommended next steps

Engage a commercialista specialised in finanza agevolata (not a generalist) for a technical review of FY2023–2025. Ask explicitly if they can produce a sworn technical report for the R&D credit and have Patent-Box experience on software.
Structure the AI project documentation now: technical brief, objective, uncertainties, internal (estimated hours) and external (invoices) costs. This creates the habit and the precedent.
Activate the Lazio Innova channel: ask the board representative whether 2026 calls exist for portfolio Innovative SMEs. A direct channel many overlook.
Align innovation governance with fiscal documentation: your existing semi-annual tracker (time, impact, people, suppliers) is already the right structure — just add an "eligible activity" note per project.
Eligibility Snapshot · Lumegran · July 2026 · Illustrative sample for demonstration. This document is orientational and does not replace fiscal or legal advice. Estimates are indicative and subject to documentary verification by a licensed professional.