NACO Report on a Unified Capital Strategy 102125BM10

Table 1: How Canada Compares Globally. While Canada has made meaningful progress, other countries are advancing faster through coordinated national strategies, leveraging tax incentives and public-private co- investment to scale innovation capital. These programs show what’s possible when public funding is used strategically to catalyze private risk-taking and reinvestment in key sectors. A unified capital strategy will ensure Canada keeps pace.

Tax Relief/Benefit Level

Eligibility Criteria

Co-Investment / Angel Networks

Jurisdiction

Type of Incentive

Proposed National Investment Tax Credit

30% investment tax credit; matching funds, co-investment structures; tax deferral on reinvested gains in strategic sectors

Canadian- controlled private corporations (CCPCs) focused on R&D and innovation

Proposed national support for angel mobilization; co- investment and structured vehicles to catalyze private capital at scale Co-investment via British Business Bank vehicles; prior support for angel syndicates via Angel CoFund SBIC leverages private capital with public guarantees; many states operate angel tax credits, matching programs National support for angel mobilization; co-investment for incubators, tech- transfer ventures, R&D consortia Startup Estonia supports angel networks, investor readiness

(NITC), Sovereign Capital Catalyst Initiative (SCCI), Strategic Capital Gains Deferral (SCGD), Entrepreneurial Capital Investment Program (ECIP) Seed Enterprise Investment Scheme (SEIS), Enterprise Investment Scheme (EIS); British Business Bank co- investments, Enterprise Capital Funds (ECFs), Future Fund: Breakthrough Qualified Small Business Stock (QSBS) exemption; Federal SBIC co- investment model; state- run angel tax credits / matching programs.

Canada

Early-stage startups; UK resident investors

SEIS: 50% tax relief; EIS: 30% tax relief

United Kingdom

Investments in qualified small businesses; must hold stock for at least 5 years Early-stage R&D or high-tech startups; qualifying domestic and international investors

Exclusion of up to US$10 million in

capital gains (federal tax)

United States

Tax credit equal to capital gains rate on investment (up to ILS 4M); matching grants and co-investment structures

Angels Law (tax credits for angel investors); Israel Innovation Authority co- investment model

Israel

All Estonian businesses reinvesting profits domestically

Zero corporate tax on reinvested profits; ecosystem support through Startup Estonia

No tax on reinvested profits

programs, early- stage ecosystem infrastructure

Estonia

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