Fungible vesting plan, automated vesting marker and alignment as voting power

Abstract

This invention introduces novel systems for optimizing the management, allocation, and governance of vesting schedules across both Web3 and Web2 ecosystems, applicable to cryptocurrency tokens and traditional equity shares. The first system transforms vesting schedules into transferable digital assets, NFTs in Web3 and secure certificates in Web2, unlocking liquidity through the ability to split, merge, and trade these schedules or part of these vesting schedules without liquidating the underlying assets. The second system pioneers the Initial Weight Offering (IWO) model, where investors compete by bidding based on their alignment, quantified through a formula that always factors in vesting duration. This mechanism ensures founders raise capital from the best quality of investors, significantly reducing early selling pressure and price volatility post-launch. The third system redefines governance by tying voting power to the unreleased portion of vesting schedules "Qualitative and Quantitative Voting Power". This redefines governance by calculating voting influence as a function of unreleased assets and remaining vesting time This creates a dynamic, real-time voting model that prioritizes long-term aligned stakeholders over speculative actors.Together, these systems offer a unified framework for liquidity, fundraising, and governance, leveraging smart contracts in Web3 and centralized infrastructure in Web2 to deliver greater fairness, flexibility, and resilience in modern investment ecosystems.

Description

[0001] FUNGIBLEVESTING PLAN,AUTOMATED VESTING MARKER AND ALIGNMENT AS VOTING POWER

[0002] Field of invention: The present invention relates to vesting schedules whether in the crypto space or company shares.

[0003] Problem: In finance today, with vesting schedules are illiquid.

[0004] Ex: someone has shares worth of 100000$ in his vesting plan and he needs 10 000$ now. If someone wants to divide his will for his family and his will include vesting plan.

[0005] Solution: Storing vesting schedules data in NFTs so vesting plans can be split or merged and vesting plans can be sold in NFT marketplace.

[0006] 2. Title: Automated Vesting Maker

[0007] Field of invention: The present invention relates to vesting schedules whether in the crypto space or company shares.

[0008] Problem: In finance till today, every investor receives the same vesting schedule (calculated in percentage). This mechanism causes a huge price dump on each token release, negatively affecting the project, founders and the long-term holders.

[0009] Solution: Initial offerings priority is affected based on the length of investors vesting schedule (through bidding) until the pool is depleted.

[0010] 3. Title: Alignment as voting power

[0011] Field of invention: The present invention relates to voting power in the crypto space or company shareholders voting.

[0012] Problem: 1- Many DAO's members don't vote or even delegate their votes.

[0013] 2- Many investors buy DAO tokens or shares to vote and then sell ASAP.

[0014] 3- Many investors or competitors can buy shares to affect voting results intending to harm the company they are voting for and they can sell ASAP after the voting is finalized.

[0015] Solution: Voting power calculated based on vesting schedules of tokens / shares.

[0016] Because having longer vesting schedule means voting for longer term, resulting in a truly aligned community of investors.

[0017] 1. Invention 1: Fungible Vesting Plan (Now Called Split and Merge Vesting

[0018] Schedules)

[0019] The invention introduces a system for enhancing the liquidity of vesting schedules by representing them as unique digital assets adaptable to both Web3 and Web2 contexts. The system operates as follows:

[0020] - A vesting schedule is created (e.g., 1,000 tokens or shares released over 10 months, 100 monthly).

[0021] - In Web3, this schedule is "wrapped" into a Non-Fungible Token (NFT) using a blockchain smart contract (e.g., on Ethereum), uniquely identifying it with metadata (e.g., owner, asset type, release terms). In Web2, it is recorded as a transferable digital certificate in a centralized database (e.g., a company's equity management platform or a brokerage system), tagged with similar metadata.

[0022] - The asset (NFT or certificate) can be split into smaller units (e.g., two assets, each with 500 tokens / shares over 10 months) or merged with another compatible asset (e.g., combining two 500-token / share schedules into one

[0023] 1,000-token / share schedule). In Web3, this is executed via smart contracts; in Web2, it's processed through a centralized administrator or software interface.

[0024] - Investors can claim their released tokens or shares monthly—via a blockchain wallet in Web3, or through an online portal or brokerage account in Web2—while retaining the unreleased portion as an NFT or certificate.

[0025] - These assets become transferable, enabling investors to sell, ttrraaddee,, use them as collateral, pass them as inheritance, collect dividends, or leverage them as voting rights without liquidating the underlying tokens or shares. In Web3, this occurs on NFT marketplaces; in Web2, through traditional financial intermediaries or digital registries.

[0026] This solution leverages blockchain technology for Web3 (e.g., Ethereum) and centralized software or database systems for Web2 (e.g., equity management tools like Carta or Shareworks), making vesting schedules dynamic and liquid across both paradigms.

[0027] 2. Invention 2: Automated Vesting Maker (Now Called Initial Weight Offering) The invention proposes an "Initial Weight Offering" (IWO), a bidding system that allocates vesting plans to investors based on their "added value" rather than just financial contribution, operable in both Web3 and Web2. The process works as follows:

[0028] - Founders define a pool of tokens or shares to distribute (e.g., 10,000 tokens / shares).

[0029] - Investors bid by proposing vesting terms (e.g., Investor A offers $10,000 for a 12-month vesting schedule; Investor B offers $8,000 for a 24-month vesting schedule).

[0030] - A pre-set algorithm calculates each investor's "added value" based on customizable metrics that includes vesting length—e.g., vesting length (longer terms = higher value, reflecting commitment). For simplicity, Added

[0031] Value = Investment Amount * Vesting Months. In Web3, this runs via a smart contract; in Web2, through a centralized platform (e.g., a crowdfunding site or brokerage software).

[0032] - After bidding closes, the system ranks investors by added value and distributes vesting plans to the top-ranked until the pool is exhausted. In Web3, allocations are tokenized and distributed as NFTs (per Invention 1); in Web2, they're issued as digital certificates or equity agreements.

[0033] - Example: If Investor A's bid scores 10,000 x 12 = 120,000 and Investor B's scores 8,000 * 24 = 192,000, Investor B ranks higher and gets priority allocation.

[0034] This ensures founders raise funds from committed investors, reducing post— launch selling pressure as tokens or shares remain locked longer—via blockchain in Web3 or contractual agreements in Web2.

[0035] 3. Invention 3: Alignment as Voting Power (Now Called Qualitative and Quantitative Voting Power) The invention redefines voting power by tying it to unreleased tokens or shares in a vesting schedule, adaptable to both Web3 and Web2. The system operates as follows:

[0036] - An investor's voting power is calculated as a function of their unreleased assets in a vesting schedule, not just total holdings. For example, Voting Power = Unreleased Tokens / Shares x Time Remaining in Vesting (in months).

[0037] - Example: Investor A holds 1,000 tokens / shares with 500 unreleased over 10 months (Voting Power = 500 x 10 = 5,000). Investor B holds 2,000 tokens / shares with 100 unreleased over 1 month (Voting Power = 100 x 1 100). Investor A has more influence despite fewer total assets.

[0038] - In Web3, the vesting schedule is tokenized as an NFT (per Invention 1), and a smart contract tracks unreleased amounts and vesting duration, updating voting power dynamically as tokens are claimed. In Web2, a centralized platform (e.g., a company's shareholder registry) tracks this data and adjusts voting rights via software.

[0039] - This rewards longer vesting commitments (more "skin in the game") and loyalty, deterring short-term speculators or bad actors in both ecosystems— via blockchain in Web3 or database rules in Web2.

[0040] - Qualitative value (e.g., holding duration relative to a project's lifecycle) is captured—longer vesting reflects greater contribution to that entity, whether a DAO or a corporation.

[0041] This integrates qualitative loyalty with quantitative ownership, enhancing governance fairness across Web3 and Web2.

Claims

Added Claims (New Part):

1. A system for managing vesting schedules, comprising a digital asset representation operable in Web3 via NFTs or in Web2 via certificates, configured to split or merge schedules based on investor needs making vesting schedules liquid.

2. A method for allocating assets in an Initial Weight Offering, comprising bidding based on vesting terms and prioritizing allocations distribution based on the added value of each investor.

3. A voting system calculating power based on unreleased tokens or shares in a vesting schedule, tracked via Web3 smart contracts or Web2 databases, wherein power increases with vesting duration and / or quantity of unreleased tokens / shares.