Board & Investor Agent

WorkLLM’s Board & Investor Agent gives founders, board members, and investors instant answers on cap table details, fundraising history, and past board or investor updates, pulled straight from your cap table tool and document archive, so no one digs through old decks before a board meeting.

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WorkLLM - Board & Investor Agent

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Problems

Cap table details mean opening another tool

A quick question about ownership percentage or option pool means logging into Carta or a spreadsheet, every time, even for something you should be able to just ask.

Fundraising history gets forgotten

Terms from a previous round, who invested, what was agreed to, all of that fades from memory faster than you'd expect, especially years later.

Board prep means digging through old decks

Preparing for a board meeting often starts with hunting through past decks and updates to remember what was already covered and what's changed since.

The same questions come up before every meeting

Ownership stakes, prior round terms, past updates, the same handful of questions get asked again and again, and someone has to track down the answer each time.

One agent, every cap table and investor question

The Board & Investor Agent gives founders, board members, and investors instant answers on cap table details, fundraising history, and past updates.

WorkLLM Solution - Board & Investor Agent

Cap table answers, instantly

Ask about ownership percentages, option pool size, or a specific stake, and get an accurate answer immediately, pulled from your cap table tool.

Fundraising history at your fingertips

Ask what terms were agreed to in a past round or who participated, and get the answer without hunting through old documents.

Faster board prep for everyone

Quickly recall what was covered in past board updates, so you can prepare for the next one without starting from scratch.

One place for every investor question

Cap table details, fundraising terms, and past updates all live in one agent, so there's no more digging across tools to find the answer.

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Keep your investor history one question away

The Board & Investor Agent is ready to go, giving founders, board members, and investors instant answers on cap table and fundraising history.
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