INFLECTIONVP
Embedded Growth Capital Advisory
July 2026

Monthly Client Update

Firefly Solar

Prepared by Inflection Venture Partners · Embedded Growth Capital Advisory

Non-Dilutive Funding + SR&ED · First Month

📋 July Recap

  • KickoffEngagement signed Jul 15 and kicked off Jul 22. This is our first month together, so July was about taking control of the in-flight files and building the foundation underneath them.
  • Handover from Thin Air Labs completed cleanly. Grants inbox, NRC IRAP portal access and the full historical grants folder are now with us. Worth noting for the record: you owe Thin Air on IRAP, the only win under them, but not on BSP, which was never submitted.
  • Shared client data room stood up Jul 19 — contract, dataroom, past applications, applications and reporting, funding strategies, reporting and communications.
  • IRAP Claim 1 package assembled for NRC IRAP Project 1044487 ($100,000 awarded, contribution agreement executed Jun 29). Covers 85 hours of development across 11 Amber AI tasks — workstation and AMD compute driver configuration, local-AI environment, source-package structure, IP-encryption prototyping, security and privacy requirements, and retrieval evaluation — with payroll evidence attached.
  • PrairiesCan BSP taken over the finish line — $4,750,000 ask. Inherited around 90% complete but never submitted, with unaddressed reviewer comments and a missing budget section. EOI-response package assembled Jul 30: cost clarification, IRIS portal client authorization, financial disbursement disclosure, March 2026 financial statements and bank statements through July.
  • Funding tracker built out to 17 opportunities, with the Clean Technology ITC (30% refundable), Alberta Purchasing Connection RFPs, CanadaBuys and Buy Canadian, and EDC flagged as the high-priority next tier.
  • SR&ED baseline established. FY2025 returned roughly $80K. With six full-time developers plus a PM now against roughly two FTE-equivalents in 2025, FY2026 should be materially larger — your Notion ticketing system already separates eligible from ineligible hours, which puts you ahead of most first-year claimants.

🔭 August Outlook

  • Submit the PrairiesCan BSP. Documents are staged; the portal login migration was the last mechanical blocker.
  • File IRAP Claim 1 for the June period.
  • June financial statements due Aug 7 — these unblock several downstream applications.
  • Stand up the 2026 SR&ED tracker and work out a defensible allocation for the ~$21K in NVIDIA hardware purchased for AI development, which currently has no tracked hours against it.
  • CanExport SMEs closes Aug 31 — needs a pursue/pass decision.
  • Confirm the Tech Nation intake position for the two interns, and re-establish the biweekly Tuesday cadence.