DFM Platform

DFM Professional Packs · PACK1

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.

For defence and dual-use SMEs, investors, primes, consultants and legal teams.

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

Licences & pricing

Licence tiers are based on permitted use, not buyer identity.

LicencePermitted usePrice (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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Advisory and Enterprise buyers can also buy by invoice (PO) — packs@defencefinancemonitor.com

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.