GLEMO - Execution Roadmap
Editable roadmap · model-aligned
Round Close To Post-TGE Execution Calendar
Canonical calendar: close in July 2026, TGE in January 2027 / Q1 2027, Month 7. Dates remain market-conditional.
Calendar Summary
| Window | Period | Focus | Investor Evidence |
|---|---|---|---|
| M1 | Jul 2026 | Round close, budget lock, counsel kickoff, platform mandate signed | Closing pack, updated cap/token schedule, Head of Platform mandate |
| M2-M3 | Aug-Sep 2026 | Legal memo, audit scope, provider outreach, AI/brokerage evidence folder | Counsel workplan, provider shortlist, CRM/GMV export |
| M4-M6 | Oct-Dec 2026 | Pre-TGE build, wallet labels, community quality, marketplace/app readiness | Audit status, wallet report, launch checklist, marketplace pipeline |
| M7 | Jan 2027 / Q1 2027 | TGE, US$650k stable liquidity pool, vested airdrop launch | Contract/audit artifacts, LP address, airdrop vesting dashboard |
| M8-M12 | Feb-Jun 2027 | Post-TGE reporting, marketplace revenue proof, provider LOI path | Monthly cash report, usage/revenue dashboard, provider discussions |
| M13-M24 | Jul 2027-Jun 2028 | Seed readiness, recurring revenue, multi-provider RWA optionality | Seed data room, revenue cohorts, legal/provider gates |
Seed Financing Language
Base case: US$20M+ seed valuation milestone with a US$4-6M raise after gates are met. Upside case: up to US$8M only if legal, platform, token, provider, marketplace, AI Agent, brokerage, community, and cash-discipline gates are materially exceeded.
Critical Gates
| Gate | Must Be True Before Seed | Why GEM Cares |
|---|---|---|
| Cash discipline | US$200k hard reserve preserved or bridge option triggered | Prevents a forced seed under weak negotiating conditions |
| Platform independence | Senior platform owner accountable for bank-independent roadmap | Reduces single-partner execution risk |
| Token launch | Wallet controls, vesting, audit, liquidity reporting complete | Reduces hidden sell pressure and governance risk |
| Marketplace traction | 12% MoM base case tracked against active company count and revenue | Separates recurring software proof from token/RWA narrative |
| Unit economics | Brokerage GMV, commission, marketplace, and RWA metrics reported separately | Prevents revenue-scope confusion |