Flagship pack
DFM EU Defence Eligibility & Control Pack 2026
The flagship pack: a structured, source-anchored way to screen ownership, control and eligibility exposure across the main EU defence funding and procurement instruments — before engaging advisors, partners, authorities or regulators.
An editable operational toolkit — not a narrative PDF report or a subscription.
For defence and dual-use SMEs, investors, primes, consultants and legal teams.
Version v1.0.2 · Source-check 2026-07-08 · Published by Defence Finance Monitor (STRONCATURE S.R.L., VAT IT05960160652).
Official instruments referenced in the workbook (with article-level anchors and the full Source Register — CELEX numbers and EUR-Lex links — delivered inside the pack): Regulation (EU) 2025/2643 (EDIP); Council Regulation (EU) 2025/1106 (SAFE); Regulation (EU) 2021/697 (EDF); Regulation (EU) 2026/1386 (FDI screening); Regulation (EU) 2021/821 (dual-use).
What's inside
EU defence funding and procurement instruments increasingly turn on the same questions: who owns you, who controls you, where your supply chain sits, and which sensitive technologies you touch. Answering them late — in front of a prime, an investor or an authority — is expensive. This pack gives your team a structured way to answer them early, internally, and on the record.
The core is a 13-tab screening workbook covering EDIP, SAFE and EDF entity and product tests, third-country control, dual-use exposure, FDI sensitivity and security of supply. Legal basis mapped to the relevant official provisions — with article-level anchors throughout the workbook. Around it, six Word templates turn workbook outputs into the documents the conversation actually needs: a board memo, an investor due-diligence note, a prime readiness pack, a supplier questionnaire, an escalation note and an advisor intake brief.
Files included
- Screening workbook (Excel, 13 tabs) — EDIP / SAFE / EDF / third-country control / dual-use / FDI / security of supply, with Legal Basis tab
- Board memo template (Word)
- Investor due-diligence template (Word)
- Prime readiness template (Word)
- Supplier questionnaire template (Word)
- Escalation note template (Word)
- Advisor intake template (Word)
- Product sheet (Word)
- README — how to use the pack
- Source & Methodology note
- Disclaimer & Licence + changelog
Use cases
- A defence SME preparing for an EDIP or EDF consortium invitation and mapping its ownership/control exposure first
- An investor sizing third-country-control and FDI sensitivity before a term sheet
- A prime running a structured first-pass screen on a new supplier
- A consultant or in-house counsel structuring the intake before instructing external advisors
What it does not do
- It does not determine eligibility for EDIP, SAFE or EDF — it structures your preparation for that assessment.
- It does not classify items under export-control law.
- It does not replace FDI, legal or investment advice.
- It does not certify anything towards any authority, prime or investor.
Licences & pricing
Licence tiers are based on permitted use, not buyer identity.
| Licence | Permitted use | Price (excl. VAT) |
|---|---|---|
| Single User | One named individual; no sharing, no client use. | €790 |
| Company | One legal entity; internal use by authorised employees. | €1,490 |
| Advisory | Client-facing use by consultants, law firms and advisors; original files never delivered to clients. | €2,900 |
| Enterprise (Prime / Institutional) | Organisation-wide internal use, including group entities where agreed. | €4,900 |
Prices exclude VAT (added at checkout where applicable). DFM Intelligence subscribers may request a discount.
Buy PACK1 — DFM EU Defence Eligibility & Control Pack 2026
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Frequently asked questions
Does this pack determine whether my company is eligible for EDIP, SAFE or EDF?
No — only the awarding authority determines eligibility. The pack structures your internal preparation for that assessment: the 13-tab workbook covers the EDIP, SAFE and EDF entity and product tests, third-country control, dual-use exposure, FDI sensitivity and security of supply, with every question anchored to the relevant official provision.
What exactly do I receive after checkout?
One ZIP delivered in your account immediately after checkout: the 13-tab Excel screening workbook (fully editable, no macros), six Word templates (board memo, investor DD, prime readiness, supplier questionnaire, escalation, advisor intake) and the working notes (README, Source & Methodology, Disclaimer & Licence, changelog). Re-download remains available for at least 12 months.
Is this legal, FDI or investment advice?
No. It is a preliminary screening and internal-preparation tool. Every output is a preliminary flag traceable to official sources — never a legal conclusion. Consult qualified advisors before any decision.
Which EU instruments does the workbook reference?
EDIP (Regulation (EU) 2025/2643), SAFE (Council Regulation (EU) 2025/1106), EDF (Regulation (EU) 2021/697), FDI screening (Regulation (EU) 2026/1386, with national regimes applying now) and the dual-use framework (Regulation (EU) 2021/821), with article-level anchors and the full instrument register (CELEX numbers and EUR-Lex links) delivered inside the pack as the Source Register.
Which licence do I need?
Licence tiers are based on permitted use, not buyer identity: Single User (one named individual), Company (one legal entity, internal use), Advisory (client-facing use by consultants, law firms and advisors), Enterprise (organisation-wide internal use). Advisory and Enterprise licences can also be purchased by invoice (PO).
How current is the content?
Version v1.0.2, source-check date 2026-07-08. Each pack is a snapshot with a stated source-check date, not a monitored service; updates are released as new versions.