Vesting and renewal monitor
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.
In / outSeat register with vesting schedules and contract dates → proactive alerts at configurable lead times before each milestone
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
Scheduled watch over the seat register that surfaces upcoming vesting events, option exercise windows, cliff dates, and seat renewal/expiry deadlines, and raises a flag ahead of each so nothing lapses unactioned. Runs autonomously on a cadence rather than on demand. Used to keep the portfolio's time-sensitive obligations from slipping.
Trigger: Use as an ongoing background monitor to catch vesting events, renewal deadlines, and notice-period windows before they pass without action.
Autonomy: Acts autonomously — runs end-to-end without a human in each loop.
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