For Angel / VC associate · 8 Grok Bots

A deal-flow back office that screens the noise and gets you to a memo

8 Grok Bots for an angel or venture associate: screen every inbound deck against your thesis, build a sourced diligence brief, draft the investment memo from the pitch call, keep founders warm, and track every SAFE and check — all as drafts you approve.

● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·2 domain specialists·Success metric: Thesis-fit companies made memo-ready per week·Category: Finance
The problem it targets

Screening a firehose of inbound decks and warm intros against a personal thesis and check size, then hand-building the same market map, competitor set, and founder background from scratch for every company that clears the first pass, transcribing pitch calls into an investment memo, chasing founder calls over email, and tracking scattered SAFE and check commitments in a notes app — so most of the day goes to triage and re-research instead of judgment on the two or three companies worth conviction.

What you get

From day one

1

Every inbound deck and warm intro logged and screened against your written thesis and check size, so off-thesis noise is filtered and you see which companies deserve a first call.

2

A sourced diligence brief — market map, competitor set, founder background — and a drafted investment memo from the pitch call, with the founder's claims kept separate from what was verified.

3

Proposed founder-call times with intro, pass, and follow-up messages ready for you to send, plus a tracked SAFE and check commitment sheet with the ownership math shown for you to confirm.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Deal Flow Screener

intake
read-only
Watches & prepares — never sends
Logging inbound decks and intros; screening each against the thesis and check size
Approves: screen calls the investor confirms
3

Startup Diligence Researcher

researcher
read-only
Watches & prepares — never sends
Sourced diligence briefs — market map, competitor set, founder background
Approves: none (nothing leaves; briefs are internal)
4

Investment Memo Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
Personal investment memos with founder claims kept separate from verified facts
Approves: none leaves; the memo and the decision are the investor's
5

Founder Outreach Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed call times; drafted intro, pass, and follow-up messages
Approves: every message; every booking
6

Cap Table & Check Tracker

tracker
Drafts for your review — you approve before anything leaves
Drafted SAFE and check commitments, ownership math, and pro-rata
Approves: every entry; any money movement or signing
7

Portfolio Review Reporter

reporter
read-only
Watches & prepares — never sends
Personal portfolio review with every status traced to its source
Approves: none (nothing leaves; the review is internal)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Screener→Researcher→Drafter→Coordinator→Tracker→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every message, memo, and pass note waits for your approval.
  • ×It works only your own inbound and warm intros. It does not build a founder list or reach anyone you have not chosen.
  • ×It never signs a SAFE, moves a check, or commits capital, and it never makes the invest decision — conviction is your call.
  • ×It never states conviction as fact or mixes a founder's claims with what was independently verified.
Thesis-fit
companies made memo-ready per week
How you'll know it's working

One number, measured over time

More thesis-fit companies triaged, diligenced, and taken to a memo-ready state each week, with commitment tracking off the critical path, so judgment time goes to founders instead of triage and re-research

Before day one

What you fill in — the bots never guess these

deal-tracker
the header contract for the deal tracker every bot reads.
investment-memo
the layout of your personal memo.
commitments
your SAFE and check commitment records; ownership math is shown and confirmed, never applied to a real cap table.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.