GLEMO Data Room Index - GEM Diligence Pack
Purpose: provide GEM with a concise diligence layer that explains the de-risking round, operating independence, legal/compliance posture, token controls, fallback rails, and seed milestone path.
Core Files
01_gem_investment_memo.md- GEM-specific investment memo.
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Positions Glemo as structured emerging-markets real estate infrastructure, not a token-only deal.
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02_legal_compliance_summary.md - Compliance posture and legal memo checklist.
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Clarifies no yield capture and no token claim on RWA economics.
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03_wallet_control_policy.md - Token wallet governance and controlled float rules.
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Covers liquidity wallet, airdrop, community rewards, treasury/controlled float, team, and investors.
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04_partner_fallback_rails.md - Bank-dependency mitigation.
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Defines fallback provider categories and what must be sourced or confirmed.
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05_seed_milestone_gates.md - Objective gates for the US$20M seed valuation milestone.
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Prevents the seed story from sounding promotional.
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06_platform_responsibility_matrix.md - Defines what Glemo owns vs. what partners provide.
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Makes platform execution responsibility explicit, including Head of Platform / Senior CTO ownership.
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08_provider_counsel_metrics_evidence.md -
Provider fallback shortlist, legal counsel shortlist, and source-backed metrics evidence plan.
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09_execution_requests_and_outreach.md -
Outreach templates and 10-day execution plan for Head of Platform, counsel, providers, AI Agent, and brokerage evidence.
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10_canonical_numbers_and_language.md - Source of truth for financing language, use of funds, seed framing, and token launch numbers.
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11_business_model_upgrade.md - Business model repair layer.
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Separates current AI/brokerage proof, marketplace recurring revenue, token incentives, and future provider-gated RWA upside.
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execution_roadmap.html - Editable execution roadmap.
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Aligns round close in July 2026 with TGE in January 2027 / Q1 2027, Month 7.
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unit_economics.html - Unit economics reconciliation.
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Separates brokerage GMV/commission, marketplace/SaaS growth, and provider-gated RWA representation economics.
Current Financial / Deck References
- Primary deck PDF:
glemo-deck-gem-diligence-ready.pdf - Execution roadmap:
glemo-execution-roadmap-gem.pdf - Financial model:
glemo-rwa-financial-model-diligence-ready.xlsx - Editable roadmap:
html/execution_roadmap.html - Unit economics reconciliation:
html/unit_economics.html
Current Round Summary
- Current raise: US$2,000,000
- Instrument: SAFE + token warrant
- Valuation cap: US$10-12M
- Token FDV target: US$40-60M, with US$50M model midpoint
- Initial DEX liquidity: US$650k stable + 13M GO
- Senior platform owner: Head of Platform / Senior CTO budgeted in the 24-month team plan
- Explicit cash reserve: US$200k
- Seed milestone target: US$20M+ base equity valuation, subject to objective gates
- Indicative base seed raise: US$4-6M after milestones; larger strong seed only if gates are materially exceeded
- Mature-stage target: US$100M, subject to revenue, RWA scale, governance, and market liquidity