For M&A advisor / business broker · 9 Grok Bots

A back office for a confidential sell-side process — from teaser to close

9 Grok Bots for an M&A advisor or business broker: keep every mandate moving, recast the seller's financials, draft the teaser and memorandum, approach only approved buyers under NDA, compare offers, and run the closing checklist — all as drafts you approve, nothing that names a seller.

Hire the team See the bots
● 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.
9 bots·4 domain specialists·Success metric: Buyer-approach coverage and memorandum-to-source traceability·Category: Finance
The problem it targets

Running a confidential sell-side process by hand — logging new listings and buyer inquiries into the tracker, recasting the seller's financials into an earnings worksheet, writing the teaser and the information memorandum from scratch, keeping the buyer list and NDA status current so no approach breaks confidentiality, comparing incoming offers and letters of intent term by term, chasing the due-diligence request list to close, and rebuilding the weekly mandate-status review — so listings stall, the memorandum runs late, an unapproved buyer gets contacted, and the seller decides on a moving picture.

What you get

From day one

1

Every new engagement and buyer inquiry logged in the tracker and each live mandate kept current — stage, next step, and buyer stage — so no listing stalls unseen.

2

A recast earnings worksheet and a blind teaser plus a confidential memorandum drafted from the seller's inputs, with every add-back tied to its source line and the teaser checked for anything that identifies the seller.

3

A buyer list keyed to seller approval and NDA status, a side-by-side offer and LOI comparison, and a closing checklist tracking each contingency to its owner.

Meet the team

9 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

Engagement & Inquiry Intake

intake
read-only
Watches & prepares — never sends
Logging new engagements and inquiries; keeping each mandate's stage, next step, and buyer stage current
Approves: stage-change flags for the advisor to confirm
3

Valuation-Prep Analyst

researcher
read-only
Watches & prepares — never sends
The recast earnings worksheet — add-backs and owner adjustments tied to source lines, plus comparable context
Approves: none (nothing leaves; the advisor sets the range)
4

Teaser & Memorandum Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
The blind teaser and the confidential information memorandum, checked for identifying detail
Approves: every teaser and memorandum before it reaches a buyer
5

Buyer-List & NDA Organizer

coordinator
specialist
Drafts for your review — you approve before anything leaves
The confidential buyer list, NDA status per buyer, and drafted approach notes
Approves: every approach; only approved, NDA-covered buyers
6

Offer & LOI Comparison Analyst

researcher
read-only
Watches & prepares — never sends
Term-by-term comparison of offers and letters of intent, each figure tied to its letter
Approves: none (nothing leaves; the seller decides)
7

Closing-Checklist Coordinator

coordinator
Drafts for your review — you approve before anything leaves
The closing checklist and due-diligence request list tied to owners and dates
Approves: every message to a buyer, seller, or counsel
8

Mandate-Status Reporter

reporter
read-only
Watches & prepares — never sends
Weekly mandate-status review with every number traced to its tracker rows
Approves: none (nothing leaves; the advisor reports out)
9

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
Intake→Analyst→Drafter→Organizer→Analyst→Coordinator→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 teaser, memorandum, approach note, and reminder waits for your approval before it reaches a buyer, seller, or counsel.
  • ×It approaches only buyers the seller has approved under a signed NDA, and it never reveals a seller's identity or names a live mandate.
  • ×It never certifies a valuation, chooses which offer to accept, signs a contract, or moves money — the valuation and the decision are yours and the seller's.
  • ×It never posts about a live listing or reaches anyone you have not chosen.
Buyer-approach
coverage and memorandum-to-source traceability
How you'll know it's working

One number, measured over time

Share of approached buyers that carry an approval flag, a signed-NDA status, and a current stage, and how much of the information memorandum's financial section traces to a seller-provided source document

Before day one

What you fill in — the bots never guess these

deal-tracker
the header contract for the mandate and buyer tracker every bot reads.
recast-worksheet
the add-back and owner-adjustment lines; every figure ties to a seller-provided source line.
information-memorandum
your own wording and section order for the blind teaser and the memorandum.
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.

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