Thank you @0xWhiteLotus and the rest of the Helios team for your inputs on this proposal. There are a few points I'd appreciate further clarity on:
1) "Helios only funds Commercial & Industrial (C&I) solar, rather than residential or utility-scale, to ensure we're working directly with well-established, long-standing commercial partners. (as opposed to individuals at residential scale and governments at utility-scale)." --> Can you provide examples of some of these clients? Are you currently exploring options outside of Zambia? Are there specific industrial sectors you are targetting?
2) Regarding yield distribution, is it correct to assume that reinvesting the yield simply results in more LP tokens being made available to the holder? How does this toggle work in practice? Would we be able to select whether our yield is reinvested in certain projects or paid out as USDC on a monthly basis? Or, are we locked into such a decision for a specific period of time?
3) Regarding the 'worst case scenario 2', you stated "Sad days, but honestly not too bad. In this case, Helios would sell off its substantial portfolio of profitable, operating solar assets to a larger asset management firm and use all the funds to repay users. " --> Is information regarding your current assets under management disclosed somewhere? If not, we can move forward with an MNDA in order to conduct our due diligence.
Looking forward to learning more. Thanks!