DFM Professional Packs
Internal screening tools for EU defence funding, ownership control and procurement readiness.
Six downloadable packs — editable workbooks and template sets that turn the
EU's eligibility, control and procurement tests into one structured internal file. Every
screening question is anchored to the relevant official provision.
One-off licence · Digital delivery after checkout · No subscription
Advisory and Enterprise licences may also be purchased by invoice.
Choose the right DFM product
ReportsSourced analysis you read — buy one PDF when you need one specific answer.Browse reports →
Professional PacksEditable screening tools you use — workbooks and templates under a one-off licence.
Funding NavigatorA company-specific annual workspace for finding public funding and understanding how to access it.Explore Funding Navigator →
- Built on EUR-Lex and official Commission texts
- Article-level anchors throughout
- Versioned, with a stated source-check date
- Secure checkout by Stripe
- VAT invoice issued
The tests now run before the money.
EDIP, SAFE and the EDF do not start with your product — they start with your ownership, your executive management, your component origins and your partners. Investors face national FDI screening today, ahead of the EU framework applying in January 2028. Suppliers meet the same questions in prime-contractor intake. These packs let you run those tests on yourself first — before advisors, authorities or counterparties do.
Which pack is right for you?
Preparing for EU defence funding or prime onboarding?
→ Eligibility & Control Pack
joining an EDF consortium · preparing EDIP eligibility questions · reviewing third-country control risks · preparing an investor or board memo
Preparing for procurement or a consortium?
→ Procurement Readiness Pack
SAFE-funded tenders · supplier onboarding by a prime · consortium building · evidence pack
Exporting dual-use items or building your ICP?
→ Dual-Use Export Compliance (ICP) Pack
authorisation applications · transaction & end-use screening · cyber-surveillance due diligence · ICP gap assessment
Facing a prime contractor's onboarding questionnaire?
→ Supplier Flow-Down Response Pack
prime onboarding questionnaires · ownership & control disclosure · security-of-supply statements · flow-down clause review
A university or research organisation facing research-security questions?
→ Research Security & Dual-Use for Academia Pack
2024 Council Recommendation implementation · partnership due diligence · dual-use research screening · Horizon Europe / EDF programme conditions
Eligibility & control
Eligibility & Control Pack 2026
A DFM Professional Pack 13-tab workbook
For defence and dual-use SMEs, investors, primes, consultants and legal teams.
The broadest pack: one structured file covering EDIP, SAFE, EDF exposure, ownership control, dual-use red flags, FDI and security of supply.
- 13-tab screening workbook — legal basis mapped to the relevant official provisions, with article-level anchors
- 6 Word templates (board memo, investor DD, prime readiness, supplier questionnaire, escalation, advisor intake)
- README, Source & Methodology, Disclaimer & Licence
From €790
See contents & licence options →
What's inside ↓
Preliminary internal screening only.
Investor / M&A
M&A Regulatory Screening Pack 2026
A DFM Professional Pack 16-tab workbook
For PE/VC, corporate development, law firms and deal advisors.
Deal-tuned screening for defence and dual-use M&A: FDI risk map, third-country control and programme impact, export-control DD, public-funding strings — structured for the deal team before external counsel is instructed.
- 16-tab deal workbook incl. DD document-request list and risk register with risk-allocation discussion points
- IC memo, regulatory DD memo, target management questionnaire
- FDI under Reg. (EU) 2026/1386 — applies 17 Jan 2028; national regimes apply now
From €990
See contents & licence options →
What's inside ↓
Preliminary internal screening only.
Supplier readiness
Procurement Readiness Pack 2026
A DFM Professional Pack 15-tab workbook
For SMEs, tier-1/tier-2 suppliers, consultants and research organisations.
Readiness for the EU defence procurement wave: EDIP, SAFE and EDF self-assessment against each programme's own legal tests, consortium & partner fit, and the evidence pack primes ask for.
- 15-tab readiness workbook (EDIP Arts 9–10, SAFE Art. 16, EDF Art. 9 & 10(4))
- Consortium partner questionnaire + capability statement template
- Prime-readiness evidence pack + security-of-information readiness
From €590
See contents & licence options →
What's inside ↓
Preliminary internal screening only.
Export compliance
Dual-Use Export Compliance (ICP) Pack 2026
A DFM Professional Pack 13-tab workbook
For exporters of dual-use items, compliance officers, consultants and legal teams.
Build and evidence your internal compliance programme: the Commission's seven ICP core elements, transaction and end-use screening, cyber-surveillance due diligence (Rec (EU) 2024/2659), authorisations map incl. EU001–EU008.
- 13-tab ICP workbook — transaction & end-use screening, ICP gap assessment, authorisations map incl. EU001–EU008
- 5 editable Word templates (ICP commitment statement, transaction screening form, end-user statement request, escalation procedure, training & awareness log)
- README, Source & Methodology, Disclaimer & Licence
Version v1.0 · source-check 2026-07-12.
From €790
See contents & licence options →
What's inside ↓
Preliminary internal screening only.
Prime onboarding
Supplier Flow-Down Response Pack 2026
A DFM Professional Pack 15-tab workbook
For SMEs, tier-1/tier-2 suppliers and subcontractors facing prime-contractor onboarding.
Answer a prime contractor's onboarding questionnaire completely and consistently: ownership & control disclosure, security of information (FSC/PSC) and security of supply, subcontracting & flow-down clauses, component origin (SAFE/EDIP logic), evidence pack and response tracker.
- 15-tab response workbook — evidence pack and response tracker included
- 3 editable Word templates (supplier questionnaire response, ownership & control disclosure letter, security-of-supply statement)
- README, Source & Methodology, Disclaimer & Licence
Version v1.0 · source-check 2026-07-12.
From €590
See contents & licence options →
What's inside ↓
Preliminary internal screening only.
Research security
Research Security & Dual-Use for Academia Pack 2026
A DFM Professional Pack 12-tab workbook
For universities, research organisations, TTOs and research-security officers.
Put the 2024 Council Recommendation on research security into practice: risk map on its three risk areas, partnership due diligence, dual-use research screening, ICP gap assessment on Rec (EU) 2021/1700, and programme conditions for Horizon Europe and EDF.
- 12-tab workbook — research-security risk map, partnership screen, dual-use research screen, programme conditions
- 3 editable Word templates (partnership due-diligence questionnaire, research security policy skeleton, visiting researcher screening form)
- README, Source & Methodology, Disclaimer & Licence
Version v1.0 · source-check 2026-07-12.
From €690
See contents & licence options →
What's inside ↓
Preliminary internal screening only.
The method behind every pack
Every pack separates three layers of information: official sources (every question anchored to the relevant provision at article level; the full instrument register — CELEX numbers and direct EUR-Lex links — is delivered inside each pack as the Source Register), DFM's operational structuring (the questions, in the right order), and your own entries (which only you control). The workbook never blends them.
Nine preliminary flags — the only outputs the workbooks produce
Every screening question resolves to one of a closed vocabulary of
nine preliminary flags. No tab ever produces a legal conclusion.
- low preliminary flag
- medium preliminary flag
- high preliminary flag
- requires specialist review
- insufficient information
- source-dependent
- programme-specific verification required
- national screening review may be required
- export-control specialist review required
From the Legal Basis tab
EDIP — Regulation (EU) 2025/2643 — Control Art. 2(8); eligibility Art. 9(1), 9(3), 9(5)–(6); component-origin 35% Art. 10(3)–(4); design freedom Art. 10(5).
SAFE — Council Regulation (EU) 2025/1106 — Establishment/control Art. 16(3); component-cost 35% Art. 16(10); use/modify without third-country restriction Art. 16(11).
EDF — Regulation (EU) 2021/697 — Control Art. 2(6); executive management Art. 2(7); entity conditions Art. 9(1)–(8); consortium composition Art. 10(4).
FDI screening — Regulation (EU) 2026/1386 — 'Foreign investment' Art. 2(1); minimum sector scope Art. 4(15)(a)–(g); applies from 17 January 2028 (Art. 31); national regimes apply meanwhile.
Want to see more before buying? Request a sample extract: packs@defencefinancemonitor.com
What you receive
A ZIP archive delivered in your account immediately after checkout, containing: the screening workbook (Excel .xlsx — fully editable, no macros), the Word templates (.docx), and the working notes (README, Source & Methodology, Disclaimer & Licence, changelog). The current version and source-check date are stated on each pack. Re-download remains available in your account for at least 12 months. Defective or corrupted files are replaced free of charge (Terms §9).
How it works
1
Buy the licence you need
One-off purchase per licence tier. No subscription required — or request an invoice (Advisory and Enterprise).
2
Immediate delivery
Files are delivered digitally in your account, right after checkout.
3
Screen internally
Work through the workbook: preliminary flags plus a risk register.
4
Prepare the conversation
Board, investors, primes, advisors — arrive with the structured record.
Licence tiers & pricing
Licence tiers are based on permitted use, not buyer identity.
| Licence |
Eligibility & Control Pack 2026 | M&A Regulatory Screening Pack 2026 | Procurement Readiness Pack 2026 | Dual-Use Export Compliance (ICP) Pack 2026 | Supplier Flow-Down Response Pack 2026 | Research Security & Dual-Use for Academia Pack 2026 |
| Single User
One named individual; no sharing, no client use. |
€790 |
€990 |
€590 |
€790 |
€590 |
€690 |
| Company
One legal entity; internal use by authorised employees. |
€1,490 |
€1,890 |
€1,190 |
€1,490 |
€1,190 |
€1,390 |
| Advisory
Client-facing use by consultants, law firms and advisors; original files never delivered to clients. |
€2,900 |
€3,600 |
€2,400 |
€2,900 |
€2,400 |
€2,700 |
| Enterprise (Prime / Institutional)
Organisation-wide internal use, including group entities where agreed. |
€4,900 |
€5,900 |
€3,900 |
€4,900 |
€3,900 |
€4,400 |
| Bundle (any tier): request by e-mail → packs@defencefinancemonitor.com |
Advisory and Enterprise buyers can also buy by invoice (PO) — packs@defencefinancemonitor.com
Prices exclude VAT (added at checkout where applicable). DFM Intelligence subscribers may request a discount.
EU business buyers: enter your VAT ID at checkout — reverse charge is applied automatically where applicable.
What these packs are not
Preliminary-use tools only. These packs are not legal advice, not an export-control classification, not FDI-screening advice, not investment advice, and not a regulatory certification. They do not determine eligibility for EDIP, SAFE or EDF. Consult qualified advisors before any decision.
Who makes this
Defence Finance Monitor is an independent analytical platform tracking EU defence funding, programmes and industrial policy. The Professional Packs productise the screening framework used across DFM's analytical work: the same regimes, the same source discipline, packaged as tools you run internally. For continuous monitoring on top of the framework, see DFM Intelligence.
About Defence Finance Monitor →
Explore DFM Intelligence →
Packs or DFM Intelligence?
Buy a pack when you need a structured internal file for a specific review. Subscribe to DFM Intelligence when you need continuous monitoring of companies, programmes, funding instruments and regulatory changes.
Explore DFM Intelligence →
Frequently asked questions
Is this legal advice?
No.
Does it determine export-control classification?
No.
Does it certify EDIP/SAFE/EDF eligibility?
No.
Is it useful before speaking to a law firm?
Yes — that is its purpose.
Can consultants use it with clients?
Only under the Advisory Licence.
Can files be redistributed?
No.
Will it be updated?
v1.0 is a snapshot with a stated source-check date; updates are released as new versions.
Does it include DFM Intelligence?
No.
Can I buy by invoice (PO)?
Yes — Advisory and Enterprise licences can be purchased by invoice. Write to packs@defencefinancemonitor.com with your billing details; files are delivered to your account on payment.
How is VAT handled?
Prices exclude VAT. At checkout, VAT is calculated automatically based on your country; EU business buyers entering a valid VAT ID benefit from the reverse-charge mechanism where applicable. A VAT invoice/receipt is issued.
What exactly do I download?
One ZIP per pack: the Excel screening workbook (editable, no macros), the Word templates, and the working notes — see 'What you receive' above.
What if a file is defective?
Corrupted or materially non-conforming files are replaced free of charge — write to packs@defencefinancemonitor.com within 30 days (Terms §9).
Choose your pack
Questions before you buy? packs@defencefinancemonitor.com — we reply within one business day.