GLEMO - Execution Requests & Outreach Pack
Purpose: turn the remaining diligence gaps into specific requests that Gleisson can send to the Head of Platform, counsel, providers, and internal ops without overpromising.
1. Head of Platform Request
What To Ask For
| Request | Why It Matters | Format |
|---|---|---|
| Short professional bio | Shows seniority and credibility | 120-180 words |
| LinkedIn / resume | Lets GEMNY verify background under NDA | Link or PDF |
| Written mandate | Makes platform ownership explicit | 1-page scope |
| Start date / availability | Shows execution is near-term | Date / expected weekly capacity |
| Compensation structure | Reconciles with model | Monthly cost, equity/token, contractor/full-time |
| Technical architecture note | Shows independence from bank partner | 1-2 pages |
| 90-day roadmap | Converts role into deliverables | Milestones, owners, dependencies |
| Vendor/audit plan | Shows token and platform delivery discipline | Vendor list + budget |
Suggested Mandate
The Head of Platform / Senior CTO owns:
- AI Agent platform continuity and production reliability.
- Architecture for bank-independent operating layer.
- Token contract coordination, audit workflow, and release gates.
- Wallet, claim, vesting, and reporting tooling.
- Provider/vendor technical diligence.
- Security, infrastructure, and data-room technical evidence.
- 90-day and 180-day platform roadmap.
2. Counsel Outreach Brief
Email Template
Subject: Legal memo request - BVI/US/Brazil token + RWA diligence
Hello [Name],
We are preparing an investor diligence package for Glemo, a Brazil-originated real estate operating layer with AI sales infrastructure, cross-border brokerage, marketplace distribution, and a planned utility/incentive token.
We are seeking counsel support for a written memo covering:
- BVI issuer and token launch perimeter.
- SAFE + token warrant investor structure.
- US investor restrictions and Reg D / Reg S considerations.
- Brazil CVM / criptoassets / RWA representation analysis.
- KYC/geofencing requirements.
- Language review for deck, website, whitepaper, and data room.
- Confirmation that GO should not be marketed as yield-bearing or as a claim on RWA economics.
The current position is conservative: Glemo does not distribute yield, does not promise returns, and does not position GO as a claim on RWA cash flows.
Could you confirm whether your team can review this scope, expected timeline, and fee range for an initial memo?
Best, Gleisson
3. Provider Outreach Brief
Email Template
Subject: Provider fit request - RWA / token / KYC / custody diligence
Hello [Name],
We are building a diligence-ready provider map for Glemo, a real estate operating layer with AI sales infrastructure, cross-border brokerage, marketplace distribution, and future RWA representation rails.
We are not seeking to announce a partnership at this stage. We are validating provider fit for investor diligence and fallback planning.
Could your team confirm whether you support any of the following:
- KYC/KYB, AML, sanctions, and geofencing workflows.
- Digital asset wallet, treasury, custody, or MPC infrastructure.
- Tokenization / RWA issuance or investor onboarding workflows.
- Reporting exports suitable for investor/compliance review.
- Brazil, BVI, US, or cross-border operating constraints.
We would like to understand scope, integration path, minimum cost, implementation timeline, and compliance limitations.
Best, Gleisson
4. AI Agent Evidence Request
Internal Checklist
| Item | Owner | Status |
|---|---|---|
| Client contract / SOW | CEO / Finance | To collect |
| Invoice or payment proof | Finance | To collect |
| Usage export for last 30-90 days | Head of Platform | To collect |
| Daily interaction methodology | Head of Platform | To prepare |
| Client savings calculation | CEO / Product | To prepare |
| 20x capacity methodology | Product | To prepare |
| Client disclosure approval under NDA | CEO | To request |
| ARR/MRR schedule | Finance | To prepare |
Evidence Standard
Investor-ready evidence should be source-backed. Screenshots are helpful, but exports, invoices, contracts, and methodology notes are stronger.
5. Brokerage Evidence Request
Internal Checklist
| Item | Owner | Status |
|---|---|---|
| Closed transaction ledger | Finance / Ops | To collect |
| GMV support documents | Finance / Ops | To collect |
| Commission invoices / receipts | Finance | To collect |
| Active partner list | Partnerships | To collect |
| Signed broker/developer agreements | CEO / Legal | To collect |
| CRM / BI pipeline export | Sales Ops | To collect |
| Corridor breakdown by country | Ops | To prepare |
| 2-3 transaction case studies | CEO / Sales | To prepare |
6. 10-Day Execution Plan
| Day | Action | Output |
|---|---|---|
| 1 | Confirm Head of Platform disclosure details | Bio, mandate, availability |
| 2 | Send counsel outreach to 3 firms | Fee/timeline responses |
| 3 | Send provider outreach to 5 providers | Fit/timeline responses |
| 4 | Pull AI Agent usage exports | Evidence folder |
| 5 | Pull contracts/invoices | Revenue proof folder |
| 6 | Pull brokerage ledger/CRM export | GMV proof folder |
| 7 | Draft legal memo brief | Counsel-ready scope |
| 8 | Draft technical architecture note | Platform independence proof |
| 9 | Build evidence appendix | Investor-ready PDF/HTML |
| 10 | Update GEMNY follow-up package | Clean post-NDA send |
Diligence Message
The Head of Platform is identified. The next diligence step is to convert that into a signed mandate, technical architecture note, 90-day roadmap, and source-backed evidence package for AI Agent and brokerage traction.