Comprehensive token vesting schedule administration and cap table management services covering the full lifecycle from deployment through distribution and reporting. This service combines technical on-chain execution with operational oversight to ensure accurate tracking and compliant distribution of token allocations.
Vesting Schedule Administration
Complete vesting schedule management for team tokens, investor allocations, and community rewards. Services include vesting contract deployment and configuration, cliff and linear vesting implementations, custom vesting curve design, vesting schedule tracking and monitoring, automated or manual token release execution, and detailed reporting for stakeholders and investors. All operations performed with institutional-grade security and complete audit trails.
SAFE/SAFT Lifecycle Management
Complete lifecycle management for Simple Agreement for Future Equity (SAFE) and Simple Agreement for Future Tokens (SAFT) commitments including detailed record-keeping of all SAFE/SAFT agreements, conversion tracking as tokens are issued, reconciliation with legal documentation, investor reporting and communication, and compliance documentation for regulatory requirements. Waterfall calculations for profit distributions when applicable.
Cap Table Tracking & Reporting
Comprehensive token cap table management including investor and team token tracking across all distribution rounds, ownership percentage calculations and dilution analysis, transfer and secondary transaction recording, real-time cap table reporting for board and investors, and integration with legal documentation and corporate records.
Distribution Infrastructure
End-to-end token distribution planning and execution including airdrop design and implementation, merkle tree-based distribution systems for efficient large-scale distributions, batch transfer operations, claim portals for recipients, and distribution tracking and reconciliation. Complete documentation of all distribution events for compliance and transparency.
Financial Reporting & Documentation
Transaction categorization and accounting for token distributions, expense tracking for token-based compensation, treasury balance monitoring across chains for unvested allocations, financial statement preparation reflecting token liabilities, audit support and documentation for vesting schedules, and coordination with accounting teams for proper recognition.
NAV Tracking for Investment Vehicles
Net Asset Value calculation and reporting for investment DAOs including portfolio valuation at fair market value, token price tracking and historical data, illiquid asset valuation methodologies, unrealized gain/loss calculation, investor reporting with NAV per share or token, and support for complex capital structures.
Governance Integration
Integration of vesting schedules with governance systems including voting power calculations based on vested tokens, delegation management for locked tokens, governance participation tracking, and coordination with DAO governance frameworks.
Proven Operational Experience
This service draws on extensive experience serving as lead manager for MetaCartel Ventures (2019-present) handling full-stack cap table and token operations for a pioneering investment DAO, co-founding and operating Octu Ventures (2023-present) and Hydra Ventures, and managing token distributions and vesting schedules across multiple Web3 organizations since 2014.
