Keep expected and received amounts separate. Identify the bonus terms, any conditions and the evidence of actual payment before treating it as available capital.
Budget from documented amounts and current thresholds
The general investment amounts are currently US$1,050,000 or a qualifying US$800,000, subject to statutory adjustment beginning January 1, 2027. Government, project and professional charges are separate and not automatically qualifying capital. Explain the amount remaining after applicable deductions using actual records. An expected bonus cannot guarantee that the investment requirement or transaction deadline will be met.
A cost review separates government charges, professional assistance, and commercial spending, then asks which payment proves an immigration element and which does not. The review must account for capital that remains at risk, the required job creation, and the later conditional-residence stage. A projected return or a successful first petition does not eliminate the evidence needed after conditional residence begins. Hypothetical example: a producer of artisan soap treats regional-center administration charges as if every dollar were qualifying capital.
The reader can then spend only on the item that addresses the actual unresolved requirement.
The actual subscription terms should control the calculation.