Six requirements decide it, and one SBIR award is all it takes to open the door to Phase III. Here's the checklist the agencies actually use.
Organized and operating in the United States. Nonprofits don't qualify.
Counting affiliates. Investor ties can push you over without you realizing it.
By U.S. citizens or permanent residents. VC/PE ownership rules vary by agency.
The Principal Investigator's main job must be with your company at award time.
Your team performs most of the research itself, measured by budget share.
Phase III can follow a Phase I award directly. You don't need a Phase II first.
Rules shift by agency. VC ownership limits, revenue benchmarks, and foreign-influence screens all changed in the 2026 reauthorization. A quick check beats a rejected proposal. We'll confirm your eligibility and map the fastest route to Phase III in one call, at no cost and no obligation.
Get a free checkEligibility gets you in the door. The path to Phase III is what we're here for.