📊 Summary Dashboard

10,000,000
Total Authorized Shares
8,900,000
Total Allocated (89%)
450,000
Currently Vested
1,100,000
Reserved Pool (11%)

🔍 Equity Breakdown

85%
Founding Team
4%
Advisor Equity
11%
Employee Options Pool
0%
Available

👥 FOUNDING TEAM (85%)

Lance Davis - CEO (45%) - Start: March 1, 2026

Date Vesting Event Shares Vesting Cumulative Vested % Vested Status

Fredrick Waihenya - CTO (40%) - Start: March 1, 2026

Date Vesting Event Shares Vesting Cumulative Vested % Vested Status

🤝 ADVISOR EQUITY (4%)

Paul Reynolds - Strategic Advisor (1%) - Start: March 1, 2026

Date Vesting Event Shares Vesting Cumulative Vested % Vested Status

Ross Emory - Strategic Advisor (1%) - Accelerated Vesting

Date Vesting Event Shares Vesting Cumulative Vested % Vested Status

Dalvin Sejour - Strategic Advisor (0.5%) - Standard Vesting

Date Vesting Event Shares Vesting Cumulative Vested % Vested Status

Desire Nzengo - Strategic Advisor (0.5%) - Standard Vesting

Date Vesting Event Shares Vesting Cumulative Vested % Vested Status

TheMu Inc. - Strategic Advisor (1%) - Accelerated Vesting

Date Vesting Event Shares Vesting Cumulative Vested % Vested Status
Sereel.com Vesting Schedule Tracker

Sereel.com VESTING SCHEDULE TRACKER

Employee Equity Management System

📊 Summary Dashboard

10,000,000
Total Shares Issued
0
Shares Vested
10,000,000
Shares Unvested
0%
Overall Progress

👥 Individual Vesting Schedules

Lance Davis - CEO (45%)

Date Vesting Event Shares Vesting Cumulative Vested % Vested Status

Fredrick Waihenya - CTO (40%)

Date Vesting Event Shares Vesting Cumulative Vested % Vested Status

📊 Excel Implementation Instructions

To create the actual Excel file, use these specifications:

Sheet 1: Summary Dashboard

A1: Employee Name | B1: Position | C1: Total Shares | D1: Vested | E1: Unvested | F1: % Vested A2: Lance Davis | B2: CEO | C2: 4,500,000 | D2: =VestingCalc!B50 | E2: =C2-D2 | F2: =D2/C2 A3: Fredrick Waihenya | B3: CTO | C3: 4,000,000 | D3: =VestingCalc!C50 | E3: =C3-D3 | F3: =D3/C3

Sheet 2: Vesting Calculations

A1: Date | B1: Lance Vested | C1: Fredrick Vested | D1: Paul Reynolds | E1: Ross Emory | F1: Dalvin Sejour | G1: Desire Nzengo | H1: TheMu Inc A2: =StartDate | B2: =IF(A2>=LanceCliffDate, LanceCliffShares, 0) | C2: =IF(A2>=FredrickCliffDate, FredrickCliffShares, 0) | [Similar formulas for advisors]

Key Excel Formulas:

Cliff Vesting: =IF(TODAY()>=CliffDate, TotalShares*0.25, 0) Monthly Vesting: =IF(TODAY()>CliffDate, MIN((DATEDIF(CliffDate,TODAY(),"M")/36)*TotalShares*0.75, TotalShares*0.75), 0) Total Vested: =CliffVested + MonthlyVested

⚙️ Vesting Configuration

Grant Settings

Vesting Start Date:

Total Authorized Shares:

Cliff Period: 12 months

Vesting Period: 48 months total

Company Information

Company: Seree Technologies, Inc.

Jurisdiction: [To be specified]

Last Updated:

📋 Excel Formulas Reference

Key Formulas for Excel Implementation:

1. Cliff Vesting Calculation

=IF(TODAY()>=EDATE(StartDate,12), TotalShares*0.25, 0)

2. Monthly Vesting After Cliff

=IF(TODAY()>EDATE(StartDate,12), MIN(DATEDIF(EDATE(StartDate,12),TODAY(),"M")*(TotalShares*0.75/36), TotalShares*0.75), 0)

3. Total Vested Shares

=CliffVested + MonthlyVested

4. Vesting Percentage

=TotalVested/TotalShares*100

5. Acceleration Trigger (Single - 50%)

=IF(SaleDate<>"", TotalShares*0.5 + TotalVested, TotalVested)

Excel Sheet Structure:

Sheet Name Purpose Key Columns
Summary Overview Dashboard Employee, Total Shares, Vested, % Complete
Vesting_Schedule Monthly calculations Date, Lance, Fredrick
Configuration Settings & Variables Start Date, Total Shares, Cliff Period
Acceleration Sale scenarios Trigger Events, Accelerated Vesting