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I’m putting together an early-stage funding package for a boutique resort that will be raised entirely in a friends-and-family round. I already have the concept, preliminary numbers, and a rough outline of how the capital could flow, but I need a seasoned CA or business consultant to sanity-check and refine the structure before it goes in front of potential investors. The brief • Purpose: create a hybrid structure that blends debt financing with convertible notes, keeping the initial risk to investors as low as possible. • Scope: fine-tune the capital stack, draft or polish term-sheet language, flag any tax or regulatory traps, and confirm that my waterfall and repayment triggers achieve the risk-minimisation goal. • Deliverable: a concise, investor-ready memo (or slide deck if you prefer) that explains the mechanics, showcases sample returns under best- and worst-case scenarios, and highlights compliance checkpoints specific to India-based resort assets. Also in have most the things and documents are ready to share with and to just refine it I’ll supply my current financial worksheets, cap-table draft, and market assumptions on acceptance. What I need from you is clear, actionable advice backed by solid numbers so we can finalise a structure that protects early investors while giving the project room to scale.
Project ID: 40610784
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Active 6 days ago
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3 freelancers are bidding on average ₹8,000 INR for this job

With over a decade of experience in Finance and a proven track record in Business Consultation, I am the ideal candidate to design, refine and structure your resort investment. Your vision for a hybrid financing model is exciting and my Finance background equips me to analyze and clarify your financial worksheets as well as provide informed insights on a well-structured term-sheet. I appreciate the value of investor protection coupled with scalable growth, which will be the cornerstone of my approach to this project. I leave no stone unturned when it comes to regulations and compliance too, so you can trust that all tax and regulatory traps will be flagged.
₹7,000 INR in 1 day
3.2
3.2

Hello With experience in corporate structuring, FEMA, Companies Act compliances, fundraising documentation, and investor documentation, I can help refine your funding structure into an investor-ready package. Based on your existing financial model, cap table, and draft documents, I will review and optimize the debt and convertible note structure, validate the capital stack, repayment waterfall, and investor protection mechanisms, strengthen the commercial and legal terms of the term sheet, and ensure the overall structure is practical, balanced, and aligned with your fundraising objectives. The deliverable will be a concise, investor-ready memo explaining the proposed structure, sample return scenarios under different outcomes, and key compliance checkpoints relevant to the proposed structure. Since much of the groundwork is already in place, my focus will be on refining the structure, minimizing investor risk, and delivering a commercially robust framework. To provide meaningful recommendations, I would like to understand a few additional aspects of the project and your fundraising objectives. Happy to discuss the details and review the existing documents before we finalize the engagement.
₹10,000 INR in 5 days
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Delhi, India
Member since Aug 26, 2023
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