Loan

IB SME Loan

Loans for SMEs and freelancers in Saxony-Anhalt to finance investments, working capital, and order pre-financing. Terms up to 15 years, interest rates from 3.45%, applications accepted at any time.

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Grant criteria

Application Deadline:
01.01. - 31.12.2027
Application level: Advanced
Region: Saxony-Anhalt
Company size: Small and medium-sized enterprises
Funding rate: 100%
Project start from: 01.01.2021

Funding objective

Support for companies and freelancers in Saxony-Anhalt in growth, expansion, and investment projects as well as in the pre-financing of orders, operating resources, and expenses for research, development, and innovation.

Eligible expenses

  • Investments (machinery, software, land and buildings up to 10% of the loan amount)
  • Pre-financing of orders
  • Operating resources and operating expenses
  • Expenditures for research, development and innovations

Non-eligible expenses

  • Repayment of existing loans
  • Expenditures solely for improving operational liquidity
  • Pre-financing of grants
  • Recoverable value-added tax
  • Export-related activities
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Eligible to apply

  • Companies
  • Founders

Funding requirements

  • EU SME definition
  • Registered office or place of business in Saxony-Anhalt
  • Implementation of the project in Saxony-Anhalt
  • Sustainable profitability of the company
  • Exclusion of companies in difficulty
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Documents required for application

  1. Application form
  2. SEPA direct debit mandate
  3. Declaration from the house bank
  4. Project description and financing plan
  5. Annual financial statements of the last two fiscal years
  6. BWA and trial balance sheets
  7. Document checklist SME-DF 2021-2027
  8. Self-disclosure and SCHUFA authorization
  9. Sample documents business plan
  10. Survey form for beneficial owners
  11. De-minimis declaration
  12. SME declaration
  13. Documentation of authorization to represent
  14. Loan disbursement application EU funds
  15. Proof of use

Evaluation criteria

  • Rating class
  • Sustainability of the project
  • Economic viability
  • Creditworthiness

Description

The IB SME Loan from the Investment Bank of Saxony-Anhalt offers companies and freelancers in Saxony-Anhalt flexible financing opportunities for investments, working capital, and order pre-financing. With terms of up to 15 years, interest rates starting at 3.45%, and a funding rate of up to 100%, small and medium-sized enterprises (SMEs) as well as self-employed professionals according to the EU SME definition can realize their growth and innovation projects. Eligible expenses include, among others, machinery, software, land and buildings (up to 10% of the loan amount), costs for research, development and innovation, as well as working capital and operating expenses. Applications can be submitted continuously until 31.12.2027, with no support for pre-financing of grants, refinancing of existing loans, or export-related activities. The overall project financing must be secured and sustainable profitability demonstrated, while companies in difficulty are excluded from funding.

The financing is aimed at companies with headquarters or business premises in Saxony-Anhalt and covers amounts from EUR 25,000 to EUR 3,000,000. Approval is based on rating class, economic viability, and creditworthiness. A comprehensive set of documents is required for the application: in addition to the application form and SEPA mandate, these include annual financial statements, business management evaluations (BWA), trial balances, project description, financing plan, bank confirmation, business plan template, SME survey form, self-disclosure including SCHUFA authorization, as well as various declarations (SME and De minimis declarations). The Investment Bank of Saxony-Anhalt supports interested parties via a free hotline and serves as the central contact for all questions regarding the IB SME Loan.

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