Advisory Support


Providing expertise and capacity building to financial intermediaries benefiting from InvestEU financial support. Advisory support may be offered by the EIF - in cooperation with EIB Advisory Services - to eligible financial intermediaries requiring such support for specific InvestEU products.

The respective Advisory Support activities with the terms and conditions of participation will be made available gradually by the EIF on this page.

Upcoming events


New events coming soon!

Empowering Equity 2025

15/10

Register

Empowering Equity 2025

15/10

Register

Capacity Building IEU Guarantee Deployment

This Capacity Building IEU Guarantee Deployment area is designed to collect, organize, and disseminate information and resources produces under InvestEU Advisory Hub to support EIF financial intermediaries and implementing partners deploying IEU Guarantee products. Find easy access to studies, training sessions, masterclasses, webinars and valuable material aiming to guide and provide insights into the Fund's various investments windows, themes and financial products.

InvestEU Eligibility webinar 1 Eligibility implementation

The first InvestEU Eligibility webinar focuses on the eligibility and contractual specifics of the facility. In this session, we dive deeper into the topics such as the SME status assessment, Enhanced Access to Finance mechanisms, Obligor Limit and the EIF’s Excluded and Restricted Policy, with the aim of underlining the importance and best practices in eligibility assessment and documentation.

Watch the webinar 1
Look at the slides
Download the SME review status checklist model

InvestEU Eligibility webinar 2 Operational implementation

The second webinar focuses on operational matters. In this session, we emphasise the importance of accurately representing relevant undertakings in the final recipient transaction documentation. We also explore the reporting process and stress the importance of Pre-submission Data Controls by intermediaries. Lastly, we give an overview of the correct method for calculating claim amounts to the EIF in case of final recipient transaction defaults.

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Sustainability & Green transformation

By supporting the small and mid-sized companies who drive climate innovation – as well as the infrastructure projects upon which transition is made possible – we are helping to make a difference.

To make it to a European net zero and dial back emissions, we need to spark transformative and innovative solutions for our climate.


Sustainability & Green transformation

Innovation

Social impact, Skills & Human capital

Competitiveness & Growth


Sustainability Guarantee

Sustainability Guarantee tool

The SG tool aims to assist financial intermediaries and final recipients with the assessment of investment projects, in line with the eligibility criteria applicable under the European Investment Fund’s (EIF) InvestEU Sustainability Portfolio Guarantee product.

Go to the SG Tool

Green Gateway - EU taxonomy webinar

Our most recent webinar on The EU taxonomy for sustainable activities and our support to financial intermediaries for Climate Action investment.

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Watch the webinar

Sustainability Guarantee webinar

This webinar hosted a presentation of our dedicated sustainability portfolio guarantee product mainly targeting financial intermediaries in Europe: definitions, eligibility criteria, key features, the online tool for eligibility assessments, call for expression of interest, and Q&As.

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Renewable energy and transport measures - 23.4.24

The second webinar on climate change mitigation measures under the EIF’s InvestEU Sustainable Guarantee. It will provide you with all the information you need to invest in renewable energy and transport initiatives.​

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Look at the presentation

Energy efficiency in buildings and industry - 18.4.24

The first webinar on climate change mitigation measures under the EIF’s InvestEU Sustainable Guarantee. The video provides an overview about investments on energy efficiency in buildings and industries. ​

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Look at the presentation

Capacity Building for Romanian SG

Webinars focused on the Romanian market and aimed to build expertise and capacity amongst the financial intermediaries deploying the EIFs Sustainability Guarantee product.

Presentation 1 - Buildings
Webinar 1 -Buildings
Presentation 2 - Agriculture
Webinar 2 - Agriculture

Sustainability Guarantee Bulgaria webinar

This webinar, held on 7 April 2025, focused on the implementation of the Sustainability Guarantee Product in Bulgaria across key sectors, including energy efficiency in industry, building renovation and energy-efficient construction (with reference to relevant Bulgarian legislation), and renewable energy.

Watch the webinar

Equity

Green guide platform for Fund managers

The Green guide for Fund managers aims to support navigating through EIF’s Climate Action and Environmental Sustainability (CA&ES) criteria and assessing whether investment opportunities are compliant with this criteria. Funds at different stages of their lifecycle are invited to benefit from the tool. ​

Explore the Green Guide

Green guide for fund managers webinar

A webinar on the Green Guide for Sustainable Development. This video provides information about the guide and how to assess whether your investment complies with EIF's CA&ES criteria.​

Watch the webinar

Blue Invest community

Join a community where entrepreneurs, investors, corporates and innovation stakeholders can plug in to the Blue Economy. Our content and activities promote Blue Growth and help SMEs and start-ups access finance and business opportunities.

Join the Community

Practical insights and latest SFDR developments

Insights and latest developments on the SFDR. Challenges and opportunities for fund managers.​

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Investing in climate and environment

This webinar offers an overview on the EIF approach to investing in climate and sustainability from different products perspective.​

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Look at the presentation

Can't find what you were looking for? Submit your request here.


Innovation

The drive to innovate and digitalise exists on a spectrum, spanning from modest improvements in daily business, right up to disruptive innovations that change the way we live such as deep tech, space, defence, AI, life sciences & more.

Our financing helps businesses to keep pace and move into a brighter future.


Sustainability & Green transformation

Innovation

Social impact, Skills & Human capital

Competitiveness & Growth

Energising Europe's tech future

Semiconductors are a fundamental asset to the global digital economy. Check the materials and find out how Europe invests in the field and how you can invest with the EIF.

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Space Investor Day Paris 2023 & Tallinn 2024

Investment in space is a dedicated target area under the InvestEU Equity. Find out more information on the initiative main webpage and read the summary with our key actions in the area.

Go to the landing page
Check the summary
Look at the presentation

EIF in digitalisation: the Deep Tech market

The EIF has been backing the creation of digital start-up hubs in Europe for more than 25 years. Take a look at what has been done so far.​

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Guide to finance for drones projects

The EIB guide to finance for drone projects advises you on how to invest in this developing market. Check our materials and apply the guide to your next investment in the sector. ​

Discover more
Read the report
Watch the video


Defence

European Defence Fund

On 28 and 29 May 2024, the European Commission hosted an information day and a networking event for potential applicants to the European Defence Fund (EDF) 2024 calls for proposals. The event will also featured investor sessions, including a discussion with the EIF. ​

Watch the session 1
Look at the presentation 1

Enabling Tech Securing Europe - Paris 2025

This event was specially dedicated to defence, presenting the mandates related to it and highlighting how the EIB Group supports Europe’s security and defence industry, along with the EIF’s Defence Equity Facility for access to finance.

Visit the Recap page
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Can't find what you were looking for? Submit your request here.


Social impact, Skills & Human capital

People are Europe's most valuable asset. Investing in people can help Europe tackle a wide range of societal challenges, and future proof Europe's labour markets.

Our financing helps empower the marginalised, helps skill our workforce and helps give value to our culture.


Sustainability & Green transformation

Innovation

Social impact, Skills & Human capital

Competitiveness & Growth

Impact accountability in venture capital

This handbook offers a practical contribution to the accountability of impact in venture capital portfolios, being the venture industry still at an early stage of understanding how best to do this.

Read the report

Social entrepreneurship for microfinance and finance providers in Southern EU

The masterclass, held on 18.09.2024 in Athens, focused on financial tools supporting social enterprises in Southern EU. Our experts introduced the InvestEU programme, the Social Economy Action plan, the Social Inclusive Finance Technical Assistance (SIFTA) initiative. The participants were presented the InvestEU Social Investment Skills Window Guarantee & Capacity Building products and received guidance on EIF applications and the next steps for accessing funding and technical assistance.

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Social entrepreneurship for microfinance and finance providers in the Baltics

The masterclass, held on 15.10.2024 in Tallinn, focused on financial tools supporting social enterprises in the Baltics. Our experts introduced the InvestEU programme, the Social Economy Action Plan, and the Social Inclusive Finance Technical Assistance (SIFTA) initiative. The participants were presented the InvestEU Social Investment Skills Window Guarantee & Capacity Building products and received guidance on EIF applications and the next steps for accessing funding and technical assistance.

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Social entrepreneurship for microfinance and finance providers in Central and Eastern Europe

The masterclass, held on 07.11.2024 in Vienna, focused on financial solutions for social enterprises in Central and Eastern Europe. Our experts introduced the InvestEU programme, the Social Economy Action Plan, and the Social Inclusive Finance Technical Assistance (SIFTA) initiative. The participants were presented the InvestEU Social Investment Skills Window Guarantee & Capacity Building products and received guidance on EIF applications and the next steps for accessing funding and technical assistance.

Look at the presentation

Skills and education

Got skills? Level up

When we invest in people, we invest in the future of Europe. Explore the skills gaps in Europe and the role of financing in solving these challenges. Take a look at the debate sessions and presentations on the topic.​

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Watch again the Brussels 2024 S&E event

S&E Guarantee eligibility webinar

This webinar, hold on November 28th 2024, offers an overview of the S&E Thematic Product under the InvestEU programme. Our experts introduce the specific Eligibility Criteria relevant for the S&E Thematic Product (in addition to the general eligibility criteria applied across the InvestEU Portfolio Guarantee), and review the main operational requirements related to regular reporting and handling of cases of default.

Look at the presentation
Watch the webinar

Focus Group: market feedback on S&E products

A collaborative dialogue among stakeholders in skills and education aimed to collect market feedback on current sectoral dynamics and evaluate existing financial product offerings. The focus groups generated actionable recommendations for developing future instruments able to better address the needs and landscape of the S&E sector.

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Student financing availability and cost analysis

Acquiring a higher education degree or vocational training certificate represents a significant financial commitment. Study-related expenses go beyond tuition fees and may include administrative costs, accommodation, transportation, and daily living expenses. These costs vary across countries. This report maps the terms and conditions of student financing across the 27 EU Member States and identifies key risk factors and default rate data.

Read the full analysis

Alternative student financing schemes

Acquiring a higher education degree or vocational training certificate entails a substantial financial investment. To broaden the range of beneficiaries and institutions involved in this area and address the funding gap for students and adult learners, the EIB and the EIF launched an analysis of regulatory requirements and tax implications for non-traditional intermediaries. This study focuses on alternative student financing schemes, specifically deferred payment models and income share agreements.

Read the full analysis

Culture and Creative Sectors

Be creative, call the bank

Explore studies on the Culture and Creative Sectors across eight industries and 27 Member State markets. Discover business opportunities with EIF's Guarantee product and access complete guidelines for Financial Intermediaries and SMEs.​

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IEU CCS Guarantee webinar

The latest webinar on InvestEU Culture and Creative Sectors Guarantee offers an up-to-date overview of the CCS Thematic Product and its changes from the original CCS Guarantee. It also provides insights into the eligibility and operational requirements to guide the submission of the applications.

Watch the webinar
Look at the presentation

Can't find what you were looking for? Submit your request here.


Gender-smart financing

Empowering Equity

Do good ideas get ignored in an economy built for men? Encouraging diversity and inclusion in investment is the key to unlocking diverse and inclusive solutions for the future. By promoting a broader representation in investment, ​we help to forge a more inclusive ecosystem.

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Empowering Equity Mentorship

The Empowering Equity Mentorship Programme aims at connecting a group of experienced women professionals from different asset classes with professionals who aim to undertake a career in the same area, seeking support and guidance on technical but also soft skills topics relevant to their investment journey. Join the programme and send us a question.​

Join the programme

Empowering Equity - Private Credit webinar

Our first webinar, part of the Empowering Equity webinar series. This webinar is specially dedicated to women interested in entering the Private Credit market. ​

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Female access to finance EIF Survey

This paper examines the current academic literature on access to finance for female entrepreneurs and female-led enterprises. It looks at studies covering two main financing markets: credit and venture capital (VC). It aims to provide a policy-oriented and introductory framework to the topic of female access to finance. ​

Read the EIF's Survey

Funding women entrepreneurs

The Sustainable Development goals call for the world to achieve gender equality and empower all women and girls. This implies equity of opportunity in all areas of our society and economy. This report builds on the premise that putting our full weight behind female entrepreneurs makes fundamental sense. Bankers and investors increasingly see that it is not only ethically and socially the right thing to do, but also a clear-cut case of smart economics.

Read the full report

Support for female entrepreneurs

Women are less often entrepreneurs and those that strive to grow their business or decide to lead a company face high barriers. Globally we still have a way to go to achieve gender equality and empower women and girls, as stipulated by the UN Sustainable Development goals and the European Pillar of Social Rights.​ The study shows that supporting female entrepreneurs helps to mitigate gender employment gaps and generates wider societal benefits.

Read the EIB's survey

EIF approach towards gender investments

Diversity and women's empowerment are increasingly important and closely followed EU Policy priorities. The venture capital (VC) and private equity (PE) industries suffer from an underrepresentation of women as investors/partners/founders. Against this background, the EC and EIF have come up with gender-smart investment criteria suitable to the VC/PE context and applicable across the InvestEU equity instrument.​

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Competitiveness & Growth

The importance of creating and maintaining a healthy foundation upon which local, regional and global businesses can grow and prosper is paramount to the economic health and prosperity of Europe.

Our financing helps businesses to start, to thrive, and to survive.


Sustainability & Green transformation

Innovation

Social impact, Skills & Human capital

Competitiveness & Growth

InvestEU ESCALAR model

The ESCALAR mechanism is specifically designed to support scale-up financing. ESCALAR proposes an asymmetric form of a share class or fund unit of the fund benefiting from certain additional protections that reduces both EIF’s investment risk and the EIF’s expected return, compared to other share classes or fund units while providing higher upside return for such other share classes.

Download Financial Model
Look at the ESCALAR presentation
Download the guide
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Do you need specific advisory support?

If you are interested in culture and creative sector, defence, sustainability & green, social impact, or skills & education, complete the form below, and our Advisory team will revert to you!

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