For Venture Capital Firm · 10 Grok Bots

A venture back office that triages your inbox, drafts your memos, and keeps LPs on schedule.

Ten focused bots on one workspace, wired to your call recorder — so pitch calls become memos and quarters stop being fire drills.

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.
10 bots·3 domain specialists·Success metric: Thesis-fit deals fully worked per partner-week·Category: Finance
The problem it targets

A firehose of inbound decks and intros — most of it off-thesis — plus a stream of founder, partner, and LP calls whose substance never lands cleanly in the CRM or a memo, so diligence gets redone from scratch and the LP update is a quarter-end fire drill — the loss is judgment time spent on triage and transcription instead of on companies and founders.

What you get

From day one

1

Every inbound deck and intro triaged against your written thesis into one ranked review list — company, founders, round, traction, and ask extracted, fit scored, with a pass/watch/take-a-call next step.

2

An evidence-linked diligence brief for each deal — market, competitors, founder background, public traction with links — and, after each pitch call, an investment memo drafted from the recording with every founder quote attributed and claims kept separate from verified facts.

3

Founder replies, advance notes, and intro requests drafted in your voice, plus proposed call times and diligence reminders — all as drafts you approve before anything reaches a founder.

4

A weekly portfolio watch — KPI drift, runway signals, reporting deadlines, each with a source link — and quarterly LP updates and capital-call notices drafted, sourced, and review-flagged for your CCO.

Meet the team

10 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
One daily brief and one approval queue across the fleet
Approves: queues each proposal for you
2

Deal Flow Intake

intake
read-only
Watches & prepares — never sends
Inbound decks and intros triaged against the thesis into one ranked review list
Approves: fit-score and stage changes you confirm
3

Diligence Researcher

researcher
read-only
Watches & prepares — never sends
Evidence-linked diligence briefs — market, competitors, founder, traction, with links
Approves: none (nothing leaves; briefs are internal)
4

Founder & LP Drafter

drafter
Drafts for your review — you approve before anything leaves
Founder passes, advance notes, memo and LP-update sections in your voice
Approves: every reply and note before it goes out
5

Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed call times, drafted invites, diligence and follow-up reminders
Approves: every message and booking
6

Portfolio Monitor

tracker
read-only
Watches & prepares — never sends
KPI drift, runway signals, reporting deadlines, each flag sourced
Approves: none (nothing leaves; you decide follow-ups)
7

Deal Memo Builder

specialist
specialist
Drafts for your review — you approve before anything leaves
Investment memos from the pitch-call transcript, deck, and brief, quotes attributed
Approves: the deal lead decides terms and recommendation
8

LP Reporting Assistant

specialist
specialist
Drafts for your review — you approve before anything leaves
LP updates and capital notices, every performance statement review-flagged
Approves: counsel/CCO clears performance; a human sends
9

Thesis Content Assistant

drafter
Drafts for your review — you approve before anything leaves
Thesis posts, essays, and newsletter sections for you to post from your own account
Approves: every draft; sign-off before naming a company or LP
10

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
First-party owned-audience notes and referral shares to contacts you own
Approves: every post or message before it goes out
The handoff — one shared chat
Intake→Researcher→Drafter→Coordinator→Monitor→Builder→Assistant→Assistant
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 reply, memo, LP update, and capital notice waits for your approval.
  • ×It never states fund or portfolio performance without a source and a "REVIEW: marketing rule" flag for your counsel/CCO, and it never moves money, signs, or sends an LP communication unattended.
  • ×It works only your own inbound, relationships, and warm intros — no scraping of attendee lists, LP lists, LinkedIn, or gated data — and separates founder claims from verified facts in every memo.
  • ×Deal terms, LP identities, fund performance, and cap-table data stay inside the firm's systems; nothing leaves without partner review.
Thesis-fit
deals fully worked per partner-week
How you'll know it's working

One number, measured over time

More thesis-fit deals triaged, diligenced, and made memo-ready per partner-week, with LP reporting off the critical path — so judgment time goes to companies and founders instead of triage and transcription

Before day one

What you fill in — the bots never guess these

triage-list
the header contract for the ranked review list every bot reads, plus your written thesis definition.
investment-memo
your firm's investment-memo layout.
lp-update
the LP-update and capital-notice layout, with a REVIEW-flag column on every performance statement for counsel/CCO.
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