What I work on

A financing decision

A term sheet, a new convertible, a bridge, a down round. The terms look reasonable one by one. Their combined effect shows up two rounds later.

I bring the cap table, the existing instruments and the proposed terms into one model. It shows ownership round by round, issued and fully diluted. A control map sets out board seats, voting thresholds and the decisions that need investor consent. Exit distributions show who receives what at several sale values, under the preference terms in the documents.

You end up with an editable model, a short memo with the points to negotiate, and a walkthrough.

Finance the company has outgrown

The founder still runs cash in a spreadsheet. Investors ask for numbers the company cannot produce quickly. The next raise depends on both.

I build cash reporting from the bank accounts, a runway figure you can rely on, and the metrics an investor will recalculate anyway. Then board and investor reporting. Then the raise itself: the model, the data room, the diligence answers.

This is ongoing work inside the team, not a report.

Structure ahead of diligence

Operational is not the same as investable. A structure built for licensing, banking and invoicing rarely answers an investor's questions.

I review which entity the round closes into, where the intellectual property sits, who employs the team and signs the contracts, how cash moves between entities, and what equity was promised but never issued. I define what has to change and run the change with your counsel and corporate services providers.

The objective is to find the gaps before an investor does.

A move across borders

A holding in ADGM, DIFC, Luxembourg or the BVI. A headquarters that moves. Assets that have to follow it.

The structure has to work for banking, for tax and for the next investor at the same time. I design it from the capital stack backwards and coordinate the advisers in each jurisdiction until it is in place.

How it starts

1. A short form. You tell me the company, the decision and the deadline.
2. A call. Thirty minutes. I ask most of the questions.
3. A written scope. What I will do, by when, and the fee. Work starts when the scope is agreed.
4. A first piece of work with a defined end. What follows depends on what we both see.

One fixed-scope option: Financing Terms Review

For a company with a reliable ownership record. It covers one proposed term sheet, up to three existing convertible instruments, one option-pool arrangement, one subsequent financing scenario and three exit values.

You receive an editable model, a commercial issues memo, a map of documented control terms and open legal questions, and a 30-minute walkthrough. The fixed fee and delivery date are confirmed before you commit.