For PE deal team · 9 Grok Bots

A deal-execution back office that keeps diligence tight and the IC memo honest

9 Grok Bots for a private-equity deal team: keep every live deal moving, track diligence across every workstream, reconcile the model to its sources, draft the investment-committee memo, coordinate management meetings, and build the value-creation plan — all as drafts you approve, nothing about a live deal ever leaves your systems.

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·3 domain specialists·Success metric: Diligence coverage and memo-to-source traceability·Category: Finance
The problem it targets

Executing a live deal by hand — logging sourced targets and CIMs into the tracker, chasing diligence request lists across commercial, financial, legal and quality-of-earnings workstreams, reconciling the returns model against the data room, writing the investment-committee memo from scratch, coordinating management meetings and lender calls over email, and rebuilding the weekly deal-status review — so findings get missed, the memo runs late, model assumptions drift from their sources, and the committee decides on a moving picture.

What you get

From day one

1

Every sourced target and CIM logged in the deal tracker and each live deal kept current — stage, owner, and next step — with the diligence workstreams and open request list tracked so no red flag slips before committee.

2

A model reconciled to the data room with every base-case assumption tied to its source, and an investment-committee memo drafted from the tracked findings so the thesis, risks, and open items are traceable line by line.

3

Diligence request lists and management-meeting messages drafted for your approval, plus a value-creation and first-hundred-days plan drafted from the signed thesis.

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

Deal Pipeline Organizer

intake
read-only
Watches & prepares — never sends
Logging sourced targets and CIMs; keeping each live deal's stage, owner, and next step current
Approves: stage-change flags for the deal lead to confirm
3

Diligence Workstream Tracker

tracker
read-only
Watches & prepares — never sends
The open request list, findings, and red flags across commercial, financial, legal, and quality-of-earnings
Approves: none (nothing leaves; tracking is internal)
4

LBO Model Reviewer

researcher
read-only
Watches & prepares — never sends
Reconciling every base-case model assumption to its data-room source; flagging drift and unverified items
Approves: none (nothing leaves; the deal team owns the model)
5

IC Memo Drafter

drafter
Drafts for your review — you approve before anything leaves
The investment-committee memo — thesis, base case, risks, open items — every base-case line source-tied
Approves: every memo before it goes to committee
6

Data Room & Request Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Drafted diligence request lists and management-meeting and lender-call messages
Approves: every message; every meeting booking
7

Value Creation Plan Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
The drafted value-creation and first-hundred-days plan — initiatives, owners, milestones, metrics
Approves: the plan before it is shared or acted on
8

Deal Status Reporter

reporter
read-only
Watches & prepares — never sends
The weekly deal-status and pipeline review, every number traced to its tracker rows
Approves: none (nothing leaves; the partners decide)
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
Organizer→Tracker→Reviewer→Drafter→Coordinator→Drafter→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 request list, message, and memo waits for your approval.
  • ×It never sets a price, makes the recommendation, signs a purchase agreement, moves fund money, or files anything — those stay with the deal lead, the committee, and counsel.
  • ×It keeps every live deal confidential; it never posts a deal, names a target outside your systems, or reaches anyone you have not chosen.
  • ×It never states a model assumption or a diligence finding without its data-room source.
Diligence
coverage and memo-to-source traceability
How you'll know it's working

One number, measured over time

Share of open diligence request-list items that carry an owner, a workstream, and a status, and how much of the investment-committee memo's base case traces to a named data-room source

Before day one

What you fill in — the bots never guess these

deal-tracker
the header contract for the deal log every bot reads and writes.
request-list
the workstream request list the diligence tracker and coordinator keep current.
ic-memo
your own investment-committee memo layout and section order.
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.

Explore Grok Bot training