Investment Instrument Advisory
Assess equity, debt, preference shares, convertible instruments and other suitable funding routes.
CORPORATE & COMMERCIAL ADVISORY · INVESTMENT & TRANSACTION ADVISORY
Investment Structuring
Designing capital structures. Protecting stakeholder interests. Enabling sustainable investments.
INVESTMENT STRUCTURING
Creating an Appropriate Legal & Commercial Framework for Capital Investment
Astronis Global provides integrated investment structuring advisory to help businesses, investors and founders design legally appropriate, commercially effective and regulatory-compliant investment arrangements for long-term growth.
We assist startups, MSMEs, private companies and investors in evaluating and structuring investment transactions, including equity, debt, convertible instruments, joint ventures and strategic investments, with a focus on compliance, governance, risk management and long-term value creation.
OUR SERVICES FOR INVESTMENT STRUCTURING
Our Investment Structuring Services
Plan investment instruments, ownership, governance and execution in the context of the business and its stakeholders.
Ownership & Capitalisation Planning
Review shareholding, dilution, capital allocation and potential funding scenarios.
Founder & Investor Rights Structuring
Coordinate investor protections, founder rights, information rights and reserved matters.
Corporate Transaction Structuring
Consider the legal and commercial structure for investments, acquisitions and strategic transactions.
Cross-Border Investment Advisory
Review cross-border investment structures and applicable foreign exchange considerations.
Investment Documentation
Coordinate term sheets, investment agreements, shareholder arrangements and supporting documents.
Regulatory & Closing Support
Track approvals, filings, conditions and closing steps relevant to the agreed structure.
Exit & Restructuring Planning
Consider future funding, restructuring, liquidity and exit pathways as part of the structuring discussion.
KEY BENEFITS
When Is Investment Structuring Required?
We assist startups, MSMEs, private companies and investors in evaluating and structuring investment transactions, including equity, debt, convertible instruments, joint ventures and strategic investments, with a focus on compliance, governance, risk management and long-term value creation.
Considered for your next chapter.
Raising equity or debt capital
Assess funding routes against business needs, investor expectations and capital plans.
Issuing preference or convertible securities
Consider instrument terms, conversion mechanics, rights and applicable requirements.
Negotiating investor rights and governance
Align decision-making, information and protective rights with the intended relationship.
Planning a joint venture or strategic investment
Set out ownership, contributions, governance and commercial collaboration.
Evaluating foreign investment into India
Consider the relevant foreign investment route, sector conditions and reporting obligations.
Considering an acquisition or asset purchase
Shape the investment and transaction framework around assets, ownership and execution.
Addressing dilution and ownership concerns
Model ownership outcomes and consider how future funding may affect stakeholders.
Structuring for future funding or exit
Keep growth, follow-on capital and possible exit routes in view when designing the arrangement.
BUSINESS STRUCTURE & TAXATION ASPECTS
Key Investment Structuring Areas
We assist startups, MSMEs, private companies and investors in evaluating and structuring investment transactions, including equity, debt, convertible instruments, joint ventures and strategic investments, with a focus on compliance, governance, risk management and long-term value creation.
- Equity, debt and hybrid instruments
Compare funding instruments and terms with capital requirements, investor expectations and business flexibility.
- Shareholding, valuation and dilution
Understand ownership outcomes, valuation assumptions and the effects of current and future funding.
- Investor rights and governance
Set an appropriate framework for approvals, information, board participation and protective provisions.
- FDI, FEMA and cross-border structures
Assess applicable investment routes, eligibility conditions, approvals and reporting considerations.
- Regulatory approvals and compliance
Identify relevant company, securities, foreign investment and sector-specific requirements.
- Transaction documentation and closing
Coordinate the documents, approvals, conditions and implementation steps for the proposed transaction.
- Exit strategy and future funding
Consider follow-on investment, liquidity, restructuring and exit objectives while planning the structure.
Clarity for what comes next.
COMPARATIVE ANALYSIS
Comparing Common Investment Structures
A high-level guide to common capital routes. Suitability, rights, tax treatment and regulatory requirements depend on the transaction and applicable law.
| Features | Equity | Debt | Convertible | Joint Venture | Strategic Investment |
|---|---|---|---|---|---|
| Capital provider position | Shareholder with ownership rights | Creditor under agreed repayment terms | Debt or investment that may convert into equity | Co-owner in a shared business or venture | Investor with financial and/or commercial interests |
| Core structuring focus | Valuation, share class, ownership and governance | Amount, interest, tenure, security and covenants | Conversion trigger, price, timing and investor rights | Contributions, control, governance and commercial scope | Investment rights and strategic collaboration terms |
| Ownership effect | Immediate shareholding and dilution | No immediate equity dilution unless separately agreed | Potential dilution at conversion | Shared ownership as structured | Depends on instrument and transaction design |
| Key considerations | Shareholder rights and future capital needs | Repayment capacity and security arrangements | Conversion mechanics and future valuation | Decision-making, deadlock and exit arrangements | Commercial alignment, conflicts and information rights |
| Potential fit | Long-term growth capital | Defined financing requirements | Early-stage or bridging investment needs | Collaborative business opportunities | Capital combined with strategic support |
Use this overview as a starting point for advice on the proposed structure and circumstances.
OUR INVESTMENT STRUCTURING PROCESS
A Clear Path from Assessment to Post-Investment Support
A coordinated process to connect the investment objective with commercial terms, documentation and implementation.
- 01
Initial Consultation
Understand the capital objective, business context, participants and intended timeline.
- 02
Transaction Assessment
Review funding needs, investor profile, ownership and relevant commercial considerations.
- 03
Structure Design
Compare instruments, ownership outcomes, rights and governance arrangements.
- 04
Documentation & Negotiation
Coordinate transaction documents and support the review of commercial and legal terms.
- 05
Regulatory & Closing Support
Track applicable approvals, conditions, filings and completion actions.
- 06
Post-Investment Advisory
Support governance, reporting, future funding and agreed post-close actions.
DOCUMENTS & REQUIREMENTS
Documents Generally Required
The information required depends on the instrument, company structure, investor profile and transaction stage.
- Corporate records, constitutional documents and financial statements
- Current shareholding, capitalisation table and ownership history
- Business plan, funding objectives and financial projections
- Investor proposal, term sheet or draft investment documents
- Board and shareholder approvals relevant to the transaction
- Material contracts, licences and existing financing arrangements
- Investor and beneficial ownership information, where applicable
- Regulatory filings, approvals and compliance records relevant to the investment
INVESTMENT STRUCTURING SUPPORT
Scope aligned to the investment
The level of support is tailored to the proposed instrument, transaction complexity, investor group and regulatory requirements.
Investment Structure Assessment
₹39,999/-- Initial capital and transaction assessment
- Review of proposed investment instruments
- Ownership, dilution and governance considerations
- Initial structure options and action points
Investment Structuring Support
₹94,999/-- All Investment Structure Assessment services
- Detailed structure and rights framework
- Investment and shareholder documentation coordination
- Regulatory and closing workstream support
- Post-investment governance planning
Cross-Border & Complex Investment Structures
Discuss tailored support for foreign investment, multiple investor groups, hybrid instruments, joint ventures, restructuring and future funding scenarios.
Get a QuoteKEY FEATURES
Key Laws, Regulations & Considerations
Companies Act, 2013
FEMA, FDI & FPI Policy
SEBI Regulations
Income-tax Act, 1961
GST laws
Competition Act, 2002
Insolvency and Bankruptcy Code, 2016
Sector-specific regulations
FREQUENTLY ASKED QUESTIONS
Browse all FAQs A few useful answers
Answers to common questions about investment instruments, ownership, investor rights and transaction execution.
What is investment structuring?
What are the main investment instruments?
How does dilution affect founders?
Are convertible instruments permitted?
What approvals may be required?
Can an investment structure plan for future funding or exit?
Does structuring advice guarantee investment or returns?
TESTIMONIALS
Clear advice. Practical direction.
Perspectives shared with permission by clients of our advisory teams.
Astronis Global brought clarity and commercial focus to a complex restructuring exercise. Their advice was practical, timely and easy for our leadership team to act on.
The team understood our regulatory requirements quickly and helped us move forward with confidence. We valued their responsiveness and disciplined follow-through.
Astronis Global provided dependable support across multiple registrations and approvals. Their communication was clear, structured and consistently professional.
INSIGHTS
View all insights Latest articles, updates and events
Corporate Structuring · Astronis Insights
Planning a Corporate Structure That Supports Growth
Connect your ownership, decision-making and operating model to the business you want to build.
Read insight
Commercial Contracts · Astronis Insights
Better Commercial Contracts Start with a Clear Brief
Turn business expectations into a practical brief before drafting and negotiation begin.
Read insight
Corporate Transactions · Astronis Insights
Preparing Your Business for Due Diligence
A thoughtful information process helps your team approach transaction discussions with clarity.
Read insightKNOWLEDGE CENTRE
Guides, checklists and templates
Explore resources to help organise your formation planning.
YOUR NEXT CHAPTER STARTS HERE
Structure Your Next Investment with Clarity
Discuss your capital objectives, investor expectations and the transaction framework that supports your business plans.
Request an Investment Structuring Consultation