SBIR Advance

Program Structure

Companies with a current/recent Phase 1 SBIR/STTR award may be eligible to apply for a Phase 1 Match Grant. Companies with a current/recent Phase 2 SBIR/STTR award may be eligible to apply for a Phase 2 Match Grant.  WEDC gives preference to companies that are early stage and have won only one (1) Phase 2 award.  Companies with more than three SBIR/STTR Phase 2 awards are not eligible for SBIR Advance.

To receive cash awards, awardees complete commercialization milestones designed to accelerate business development. Depending upon Phase 1 or Phase 2 match funding, activities will include completion of Lean Startup training, an approved commercialization plan or funding strategy, regulatory plan, or similar assessment as defined by the business need.  Below is an overview of cash awards and associated milestones.

SBIR Advance Match for Phase I Funding

Download Full Phase I Application Guidelines

Matches 50% up to $75,000 of Phase I SBIR or STTR awards

Requirements
Grants are paid upon completion of milestones including: 

• Lean Startup training and customer development
• Completed draft commercialization plan
• Successful submission of Phase II SBIR/STTR proposal and any final deliverables by CTC

Eligibility (Refer to Guidelines for full criteria)

Companies that are eligible to apply for the SBIR Advance Phase I Match Grant include Wisconsin based small businesses that meet the following criteria:

• Current or recent SBIR/STTR Phase I awardees that…
  • Are eligible for and intend to apply for SBIR/STTR Phase II funding, and
  • Are currently conducting a Phase I project, or
  • Have completed a Phase I project,  are still eligible to submit a Phase II   proposal, and don’t intend to submit the Phase II until after March 1, 2022.
• Have identified a commercial team of at least 3 active participants including company senior leadership and agree to participate in all sessions of the Lean Startup Training Program outlined on the course syllabus.
• Companies that previously completed three or more Phase II SBIR/STTR awards (and the last one completed within the last five years) are not eligible for SBIR Advance matching funds.

• Companies that previously completed three or more Phase II SBIR/STTR awards (and the last one completed within the last five years) are not eligible for SBIR Advance matching funds.

SBIR/STTR Phase I Match Milestones

Phase I award match: Matches 50% up to $75K of Phase I SBIR or STTR awards.  Grants paid upon completion of milestones including: 1) Lean Startup training and customer development; 2) Completed draft commercialization plan; and 3) Successful submission of Phase II SBIR/STTR proposal and any final deliverables required by CTC.

SBIR Advance Match for Phase II Funding 

Download Full Phase II Application Guidelines

Matches up to $100,000 per year for up to 2 years of Phase II of SBIR/STTR awards

Requirements

• Grants paid upon completion of milestones mostly described by the company and approved by the selection committee.
• CTC may include limited programming in support of Phase II-III discovery.
• Companies must apply each year for a $100K Phase II Match Grant. Eligible companies can apply for a second year Match Grant after they have completed the first year match milestones
• Companies with less than 1 year left on a Phase II award can apply for only one year ($100K) of Match Grant

Eligibility (Refer to Guidelines for full criteria)

Companies that are eligible to apply for the SBIR Advance Phase II Match Grant include Wisconsin based small businesses that meet the following criteria:

• Current SBIR/STTR Phase II awardees that…
  • Are in the process of conducting their Phase II project
  • Have completed no more than three Phase II projects in the last five years. 
• Recent SBIR/STTR Phase II awardees that…
  • Have a Phase II award end date after May 1, 2021, and
  • Have completed no more than three Phase II awards in the last five years.

• Applicants who have both a current Phase I and Phase II SBIR/STTR award should apply for an SBIR Advance Phase II match.
• Applicants who have a previous Phase II SBIR Advance Match grant award must complete the first Match grant milestones before applying for a second Phase II Match Grant. These applicants must include a description of the first SBIR Advance Match Grant milestones and accomplishments and a justification for a second year of Match Grant funding.
• Phase II Match applicants must agree to participate in up to three Investor Readiness Workshops presented by CTC as part of the SBIR Advance program.
• Please contact Todd Strother to discuss eligibility to use SBIR Advance funds to match Phase IIB or other federal SBIR/STTR funding programs.

SBIR/STTR Phase II Match Milestones

Phase II award match:  Matches up to $100K per year for up to 2 years of Phase II SBIR/STTR award.  Grants paid upon completion of milestones mostly described by the company and approved by the selection committee. CTC may include limited programming in support of Phase II – Phase III discovery.  Companies must apply each year for a $100K Phase II Match Grant.  Eligible companies can apply for a second year Match Grant after they have completed the first year match milestones.  Companies with less than 1 year left on a Phase II award can apply for only one year ($100K) of Match Grant.