Equity Investors Incentive (PEI): How to Apply

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Equity Investors Incentive (PEI): How to Apply

Raising private investment in Prince Edward Island can be challenging for early-stage and growing companies. The Equity Investors Incentive (PEI) helps make your business more appealing to investors through a government-backed incentive. If you are planning to raise equity, knowing how and when to apply is important to avoid missing out on eligibility.


How the Equity Investors Incentive (PEI) Works

The Equity Investors Incentive is a provincial program managed by Innovation PEI. It does not give funding directly to your business. Instead, it provides a non-repayable incentive to eligible investors who invest equity in an approved PEI-based company.

Program Purpose

  • Encourage private-sector equity investment in PEI companies
  • Increase investors’ potential return on investment
  • Support growth in export-focused and strategic sectors in PEI

As a business owner, your main task is to get your company approved as an investee before accepting any qualifying investments.


Eligibility Requirements for PEI Businesses

To qualify for the Equity Investors Incentive, your business must meet all criteria set by Innovation PEI.

Business Eligibility Checklist

Your company must:

  • Be a taxable, private Canadian corporation
  • Be registered to do business in Prince Edward Island
  • Have its head office and main operations in PEI
  • Have operated in PEI for at least one year
  • Be in good standing and not in default with Innovation PEI
  • Offer exportable goods or services
  • Operate in an eligible strategic sector, such as:
    • Bioscience
    • Aerospace and defence
    • Advanced manufacturing and processing
    • Renewable energy and clean technology

If you are unsure about your sector’s eligibility, Innovation PEI recommends contacting them before you apply.


Step-by-Step: How to Apply for the Equity Investors Incentive (PEI)

Applying for this incentive is led by the business. Investors cannot claim the incentive unless your company is approved in advance.

Step 1: Speak with Innovation PEI

Before sending in any documents, contact Innovation PEI to confirm your eligibility and timing. This can help you avoid delays or rejection.

Step 2: Submit an Investee Company Application

Apply to be recognized as an approved investee company. Innovation PEI will check:

  • Your business operations and location
  • Sector alignment and export potential
  • Corporate structure and compliance history

Step 3: Sign a Contract with Innovation PEI

If your business is approved, you must enter into a formal contract with Innovation PEI. This needs to be done before you accept any eligible equity investment.

Step 4: Raise Equity from Investors

After approval, you can raise capital from eligible investors. Those investors may then apply for the incentive based on their investment.

If you want to compare PEI incentives with other provincial programs, you can use GrantHub’s eligibility matcher. It lets you filter programs by province and industry quickly. This is helpful if you are exploring options beyond PEI.


Funding Details and Limits

The incentive is non-repayable and goes to the investor, not your business.

  • Incentive amounts and caps follow program guidelines and annual budgets
  • Approval is at Innovation PEI’s discretion and depends on available funding
  • There may be limits per investor or per investment round

Because these limits can change, always confirm the latest thresholds with Innovation PEI before you structure your raise.


Common Mistakes to Avoid

  1. Accepting investment before approval
    Investments accepted before your contract is signed are not eligible.

  2. Assuming the business receives the money
    The incentive is paid to investors, not to your company.

  3. Ignoring sector eligibility rules
    Being PEI-based is not enough. Your sector and export focus are important.

  4. Applying while in default with Innovation PEI
    Applications will not be reviewed until all defaults are resolved.


Frequently Asked Questions

Q: What is the Equity Investors Incentive in PEI?
It is a non-repayable incentive paid to eligible investors who make equity investments in approved PEI businesses. The goal is to encourage private investment in strategic sectors.

Q: Who receives the funding — the business or the investor?
The investor receives the incentive. Your business benefits by being more attractive to investors.

Q: When should a business apply for approval?
You must apply and sign a contract before accepting any eligible equity investment. Retroactive approvals are not allowed.

Q: Is the Equity Investors Incentive taxable?
Tax treatment depends on the investor’s situation. Investors should confirm details with a qualified tax advisor.

Q: Is there a maximum incentive amount?
Yes. Limits depend on program guidelines and annual funding. Always confirm current caps with Innovation PEI.


GrantHub tracks hundreds of active grant and incentive programs across Canada. If you are planning a broader funding strategy, check which ones match your business profile.


Next Steps

If you plan to raise equity in Prince Edward Island, timing is crucial. Confirm your eligibility early and get approval before accepting investments. GrantHub can help you compare the Equity Investors Incentive (PEI) with other provincial and federal funding options, so you can build the best funding mix for your business.

See also:

  • Tax Credits vs Grants for Employee Training in British Columbia
  • Nova Scotia Small Business Tax Deduction: Eligibility Explained

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