Updated June 2026 · Verified against Community Futures Eastern Ontario / Community Futures Western Ontario (FedDev Ontario-funded) guidelines
✓ First-Timer Friendly Loan Est. 2012
Loan Federal Active

SOFII — Southern Ontario Fund for Investment in Innovation

Community Futures Eastern Ontario / Community Futures Western Ontario (FedDev Ontario-funded)
Loan Range
$150,000 to $500,000
Ongoing (no intake windows — continuous application)
Visit Official Program →
Difficulty
Moderate
Payment
Loan
Trend
Stable
First-Timers
Friendly ✓
Financing share
Varies
SOFII — Southern Ontario Fund for Investment in Innovation provides up to $150,000 to $500,000. A FedDev Ontario-backed repayable loan of $150,000 to $500,000 for high-performing SMEs in southern Ontario, delivered through Community Futures Eastern and Western 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

A FedDev Ontario-backed repayable loan of $150,000 to $500,000 for high-performing SMEs in southern Ontario, delivered through Community Futures Eastern and Western Ontario. Covers late-stage commercialization, new product or process development, and market expansion in priority sectors including digital, clean technology, agri-food, health/biosciences, and advanced manufacturing.

Eligibility Requirements

  • For-profit SME located in southern Ontario (urban or rural communities)
  • Incorporated for a minimum of 3 years
  • 50 to 500 employees, or strong likelihood of reaching 50 employees within 3 years through the loan
  • Demonstrated innovation in a priority sector: digital, clean technology, agri-food, health/biosciences, advanced manufacturing (other innovative sectors considered case-by-case)
  • Unable to obtain adequate and reasonable financing from conventional lending sources
  • Must have secured required matching funding through private investment, equity, or working capital
Provinces
Industries
Business Stage
Growth Expansion

Quick Assessment

Difficulty
Moderate
Competition
Moderate
First-Timer
Friendly

Funding Details

Amount
$150,000 to $500,000
Type
Loan
Level
Federal
Deadline
Ongoing (no intake windows — continuous application)

Program Scorecard

Competition, effort, and approval at a glance

Competition
Moderate
Deadline
Ongoing
Approval
Moderate
Accessibility
--/5
Competition
--/5
Approval Rate
--%
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What's in this Playbook

Everything you need to secure SOFII — Southern Ontario Fund for Investme...

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How to qualify

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

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Insider Tip

SOFII has two regional delivery offices (Eastern and Western Ontario) with separate teams and capital pools — enter your postal code on sofii.ca to reach the correct office.

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Rejection Pitfalls 6

  • Business not demonstrably innovative — routine product/service expansion without technology differentiation
+5 more pitfalls
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Success Profile

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Evaluation Criteria

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Application Playbook

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

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Application Steps

1 Locate Your Regional Office Visit sofii.ca and enter your postal code to be directed to either Community Futures Eastern Ontario or Community Futures Western Ontario — the two delivery offices covering the SOFII program geography.

Required Documents 7

Statement of Interest (SOI) or initial inquiry form (submitted via postal code lookup on sofii.ca)
2-3 years of financial statements

Eligible Expenses 6

Ineligible Expenses 6

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

Combined Funding Potential See your total funding potential

Clawback Risk

Low Risk

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How SOFII — Southern Ontario Fund for Investme... Compares

Side-by-side with similar programs

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Program Amount Difficulty Payment Deadline
SOFII — Southern Ontario Fund for Inv... $150,000 to $500,000 Moderate Loan Ongoing (no intake...
NRC IRAP Clean Technology Program $100,000–$500,000 Hard Mixed (Advance + Reimb.) Ongoing
Ontario Innovation Tax Credit Up to 8% tax credit Moderate Tax Credit Offset Ongoing
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.) Applications accepted...

Related Programs

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Frequently Asked Questions

Quick answers to the questions founders most often ask about SOFII — Southern Ontario Fund for Investme...

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Is this a grant or a loan?
A repayable loan — not a grant. You borrow the funds and repay them (with interest) over a negotiated term. There are no penalties for early repayment. The key advantage over conventional lending is flexible terms and access for businesses that conventional lenders may not support.
What counts as 'southern Ontario'?
The program covers the geographic area served by FedDev Ontario, which includes all of Ontario south of North Bay — both urban centres (Toronto, Ottawa, Hamilton, London) and rural communities (Simcoe County, Prince Edward County, etc.). Northern Ontario businesses should look to FedNor programs instead.
Do I need 50 employees to apply?
Not necessarily — the requirement is either 50+ existing employees OR a credible plan to reach 50 employees within 3 years as a direct result of the loan investment. Early-growth companies with strong projections may qualify.

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