Vesting and renewal monitor
Decides which actions to take, in what order, toward a goal.
You might say…
“I almost missed a cliff vest date because I hadn't looked at the agreement since signing it eighteen months earlier.”
What it does
Monitors vesting milestones and contract renewal dates across the advisory portfolio and surfaces alerts when action is required — cliff vests, renewal windows, or termination notice periods.
Trigger: Use as an ongoing background monitor to catch vesting events, renewal deadlines, and notice-period windows before they pass without action.
I/O: Seat register with vesting schedules and contract dates → proactive alerts at configurable lead times before each milestone
Autonomy: Acts autonomously — runs end-to-end without a human in each loop.
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