INFLECTIONVP
Embedded Growth Capital Advisory
July 2026

Monthly Client Update

PrePad

Prepared by Inflection Venture Partners · Embedded Growth Capital Advisory

Non-Dilutive Funding + SR&ED

📋 July Recap

  • CompletedSR&ED FY2025 completed — final ITC refunds total $289,323. Full package delivered to Richard on Jul 29 for your accountant to file as an amendment to the most recent return.
  • PrairiesCan RAII resolved for this fiscal. We chased the June 1 EOI directly (ref. PC0014841); PrairiesCan confirmed on Jul 28 that RAII funding is now overallocated, and invited a fresh EOI when more funding is anticipated in the fall. The $1,925,000 ask carries forward rather than being lost.
  • NewTexas NTIG scoped and opened — deadline Sept 9. The TCEQ New Technology Implementation Grant reimburses up to 50% of eligible project costs, with prior awards ranging roughly $500K to $8M USD. Geothermal qualifies as renewable, so Fervo is the natural lead applicant — Inflection holds the pen on writing and coordination, with PrePad as subcontractor/partner.
  • IRAP Project 1034269 — the June claim drew down the remainder of the current 2026/27 tranche. We deliberately did not flag it as the final claim, keeping the project open for follow-on funding rather than forcing a new proposal.
  • Two funding scans delivered (Jul 2 and Jul 16). The Jul 16 scan confirmed Alberta Innovates paused all intakes on May 29, and flagged the Alberta IEG (up to 20%, max $800K) as a no-application stack on top of SR&ED.

🔭 August Outlook

  • NTIG drafting toward the Sept 9 deadline — scope and timeline overview to Joe and Kris to support the Fervo negotiation.
  • Confirm the SR&ED amendment lands with CRA. The $289,323 is an expected refund; the filing sits with your accountant.
  • Chase two decisions now overdue: ERA Industrial Transformation Challenge ($1,697,500) and Alberta Innovates International Technology Partnership Program ($250,000), both at "funder notification expected."
  • Reconnect with Wayne on IRAP follow-on — the AI-enabled insight generation project on top of the simulation engine, plus whether LVC is worth a fall look.
  • Prepare the PrairiesCan RAII re-EOI for the fall window.
  • CanExport SMEs closes Aug 31, 12:00 PM ET — viable only against a non-US target market, so worth a quick go/no-go.
  • Calls Aug 10 and Aug 24; funding scans Aug 6 and Aug 20.