Updated June 2026 · Verified against Invest Ontario guidelines
▲ Growing Mixed (Advance + Reimb.) Est. 2021
Forgivable Loan Provincial Active

Invest Ontario Fund (IOF)

Invest Ontario
Loan Range
Typically $500K–$4M per project as a loan / conditional grant...
Ongoing — continuous intake via direct engagement with Invest Ontario
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Difficulty
Hard
Payment
Mixed (Advance + Reimb.)
Trend
Growing
First-Timers
Financing share
Varies
Invest Ontario Fund (IOF) provides up to Typically $500K–$4M per project as a loan / conditional grant mix (larger packages possible for anchor projects). Discretionary Ontario fund offering a combination of loans and conditional (forgivable) grants to strategic, large-scale capital and expansion projects that create jobs and anchor operations in Ontario. Applications are accepted on an ongoing basis.
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Eligibility & Details

What this program funds and who can apply

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Program Description

Discretionary Ontario fund offering a combination of loans and conditional (forgivable) grants to strategic, large-scale capital and expansion projects that create jobs and anchor operations in Ontario. Target sectors are advanced manufacturing, life sciences, and technology. Invest Ontario works directly with companies through an engagement model rather than open competitive intakes, so projects are typically identified by Invest Ontario economic development officers before applications are invited. Budget 2026 allocated an additional $600M to the fund to support capital-intensive projects.

Eligibility Requirements

  • Incorporated Canadian company (or foreign company establishing Ontario operations) with a material presence in Ontario
  • Strategic project in advanced manufacturing, life sciences, or technology (other sectors considered on a case-by-case basis)
  • Meaningful capital commitment — typically $10M+ in total project costs — with measurable job creation or retention
  • Demonstrated ability to close the deal without IOF (the fund is designed to tip decisions toward Ontario, not to fund projects that would happen regardless)
  • Project aligns with one or more of Ontario's priority clusters (e.g., EV/battery supply chain, biomanufacturing, semiconductors, AI)
Provinces
Industries
Business Stage
Growth Established Expansion

Quick Assessment

Difficulty
Hard
Competition
High
First-Timer
Not rated

Funding Details

Amount
Typically $500K–$4M per project as a loan / conditional grant mix (larger packages possible for anchor projects)
Type
Forgivable Loan
Level
Provincial
Deadline
Ongoing — continuous intake via direct engagement with Invest Ontario

Program Scorecard

Competition, effort, and approval at a glance

Competition
High
Deadline
Ongoing
Approval
Competitive
Accessibility
--/5
Competition
--/5
Approval Rate
--%
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How to qualify

Insider tips, common pitfalls, and what successful applicants look like

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Insider Tip

Engage early and scope a clear counterfactual.

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Success Profile

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Evaluation Criteria

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What's in this Playbook

Everything you need to secure IOF

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Application Playbook

Step-by-step process, required documents, and expenses

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Application Steps

1 Engage Invest Ontario Submit an inquiry via the 'Engage Our Experts' channel at investontario.ca or email [email protected] with a short project summary (location, sector, capital size, jobs, timeline).

Required Documents 8

Corporate profile and ownership structure
Detailed business plan for the Ontario project

Eligible Expenses 6

Ineligible Expenses 5

Deadline Notes

Ineligible Organizations

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Funding Stack Strategy

Compatible programs, clawback risk, and combined funding potential

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Compatible Programs

Strategic Innovation Fund (SIF) FedDev Ontario — Jobs and Growth Fund Ontario Made Manufacturing Investment Tax Credit (OMMITC) SR&ED Tax Credits
Combined Funding Potential See your total funding potential

Clawback Risk

High Risk

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How IOF Compares

Side-by-side with similar programs

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Program Amount Difficulty Payment Deadline
Invest Ontario Fund (IOF) Typically $500K–$4M per project as... Hard Mixed (Advance + Reimb.) Ongoing — continuous...
Ontario Made Manufacturing Investment... Up to $3,000,000 Easy Tax Credit Offset Expenditures must be...
Strategic Response Fund (formerly Str... Minimum $10 million contribution Hard Mixed (Advance + Reimb.) Ongoing — continuous...
CanExport SMEs Up to $50,000 Moderate Mixed (Advance + Reimb.) Between intakes — the...
Innovative Solutions Canada up to $150,000 Hard Milestone-Based Challenge-specific — new...

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Frequently Asked Questions

Quick answers to the questions founders most often ask about IOF

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Can sole proprietors apply?
No — must be an incorporated Canadian company or a foreign entity establishing Ontario operations. Sole proprietors don't qualify for IOF's forgivable-loan structure.
What's the realistic project size?
Typical IOF projects require $10M+ in total capital commitment with $500K–$4M in IOF funding. Projects under $10M rarely get considered.
Do I need to prove IOF is tipping the decision?
Yes — you must show another jurisdiction is viable and IOF's support is what keeps the project in Ontario. No counterfactual = automatic rejection.
Is matching funding required?
Yes — IOF requires a matching contribution (typically 50%+ of total project cost) from the applicant. This is non-negotiable.
Can I stack with other programs?
Yes — commonly stacked with SIF, FedDev Ontario, and OMMITC. Avoid double-counting IOF funds in SR&ED claims.

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