Fine-Tune Resort Funding Documents -- 2

@caajoys

Thank you for considering my proposal. I have gone through the requirements in detail and understand that you need a Chartered Accountant to review and strengthen your financial model, investment documentation, and compliance framework for a friends-and-family funding round. As a Chartered Accountant (ICAI) with 7+ years of experience in financial modeling, FP&A, valuation, and corporate finance, I can thoroughly stress-test your budgeting and forecasting model, validate cash flow assumptions, and incorporate CCD or debt financing scenarios with dynamic sensitivity analysis. I will also review your term sheet, verify cap-table logic, and provide practical comments on Companies Act, FEMA, SEBI, and tax considerations relevant to your proposed structure. You’ll receive a refined, investor-ready financial model, an annotated term sheet with recommendations, a concise compliance memo, and, if required, a one-page summary of key investment metrics for your pitch deck. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion Profile: https://www.freelancer.com/u/caajoys?sb=t I’m ready to review your documents immediately and help you present a robust, compliant, and investor-ready funding package. Best regards.

@AdeebaShamsi

As a CA finalist with a strong 4-year background in accounting and finance, I am equipped with excellent skills in Excel, Financial Modeling and Tax Compliance that renders me uniquely adept at navigating complex financial scenarios such as yours. My proficiency in interpreting regulations and translating them into plain English will be invaluable in ensuring your funding documents are watertight and in compliance with Indian regulations such as those under the Companies Act, FEMA, and SEBI. Having worked extensively with Appfolio, Quickbooks, MYOB and Xero, I'm more than capable of dissecting your current budget-and-forecast model to stress test it for various scenarios, while my meticulous eye for detail can further help tighten the cap-table logic. Given that I have served in senior roles for major corporations where sensitivity to legal compliance is paramount, I am confident that even the smallest statutory or tax adjustment required shall not elude me.

@ibccorporate

Hi there! Securing a friends-and-family round requires bulletproof financials and airtight compliance to ensure long-term investor trust. Bringing over nine years of experience as a corporate finance professional and Practicing Company Secretary, I specialize in stress-testing complex Excel models and navigating strict Indian regulatory frameworks. I will meticulously review your revenue and cash-flow tabs, rigorously testing your CCD and credit line scenarios to ensure every assumption flows cleanly. Furthermore, I will tighten your term sheet's cap-table logic and draft a concise memo flagging any critical Companies Act, FEMA, or SEBI compliance issues. If you need it, I can also distill these key metrics into a polished one-pager that slides perfectly into your pitch deck. I am fully equipped to handle this hybrid funding structure and translate these complex regulations into plain English for your stakeholders. Let's connect so I can share my insights on your spreadsheets; the final pricing will be finalised once I review all the documents and scope of work. Warmly, Pallavi Kumari

@Dharavyas07

Hi, I'd be happy to assist with this project. I'm a Chartered Accountant with experience in financial modelling, budgeting, forecasting, and regulatory compliance under the Companies Act, FEMA, and Indian tax laws. Based on your requirements, I can review and strengthen both the financial model and the supporting documentation to ensure they're investor-ready and technically sound. Here's how I can help: * Review and stress-test your Excel budgeting and forecasting model, including CCD and credit-line scenarios. * Validate assumptions and ensure they flow correctly through the revenue, expense, and cash flow projections. * Review and annotate the term sheet, including CCD treatment, covenants, and cap table logic. * Identify any Companies Act, FEMA, SEBI, or tax compliance issues and provide a concise compliance memo with practical recommendations. * Prepare a one-page summary of key investment metrics that can be seamlessly incorporated into your existing pitch deck. I focus on presenting financial information that is both technically accurate and easy for investors to understand. Since you've already completed much of the groundwork, I can efficiently refine, validate, and strengthen the existing documents rather than rebuilding them from scratch. Please share the draft spreadsheets, term sheet, and pitch deck, and I'll review them and provide a clear plan before proceeding. I look forward to working with you.

@warrick1718

This project immediately caught my attention because it is exactly the type of work I do best. You need a Chartered Accountant to refine your spreadsheets, term sheets, and pitch slides while ensuring compliance with Indian regulations. I understand the importance of making the numbers clean, professional, and user-friendly, while also stress-testing scenarios like CCD options and credit lines. While I am new to freelancer, I have tons of experience and have done other projects off site. My expertise includes budgeting, financial modeling, and regulatory compliance, ensuring your documents are robust and ready for scrutiny. If this sounds like what you're looking for I'd love to hear more about your project. Regards, Warrick Van Eeden