Claude Cowork for post-exit founders

You sold the company. Now you run a portfolio. Angel investments, advisory roles, board seats, a new venture, the personal stack. A private Cowork setup, on your laptop, that holds the portfolio together while you sleep. NDA standard.

You used to have one set of folders. Now you have twelve.

Old job: one company, one Drive, one inbox, one Notion. New job: eight angel checks, three advisory roles, two board seats, a new venture, a family office, and a personal Drive that has become a graveyard of half-finished projects. Twelve folder structures, twelve cadences, no shared calendar.

A Chief of Staff is built for one company's rhythm. The shape of post-exit life is too fragmented for that. What you actually need is a process that watches all twelve folders and produces one clean weekly read.

Cowork, set up properly, is that process. Quiet, scheduled, running on your machine, no team to manage.

The folder routines that hold a portfolio together

Monday portfolio digest

A scheduled task that runs every Sunday night. Reads each portfolio company folder, the latest investor update, the latest Slack you got from the founder, and produces a one-page state-of-portfolio for your Monday morning. Five minutes of reading, not three hours of scrolling.

Angel deal screening

A folder routine on /angel-deals. Drop a deck or a memo, walk away, and a screen memo is sitting there. Cross-checks against your thesis and your past investments, drafts the questions you'd ask on the first call.

Advisory pre-read

Calendar event triggers a folder read. The morning of an advisory session, Cowork pulls the last three months of updates from that company, surfaces what changed, and drafts the three questions worth asking. The prep you keep meaning to do.

Quarterly family office summary

A scheduled task at the end of each quarter. Reads updates from your wealth manager, accountant, and family office via the Drive connector, and drafts a plain-English summary. You stay in the loop without sitting in the calls.

Inbox triage every morning

A scheduled task at 7am via the Gmail connector. Reads overnight mail, groups by category, drafts the no's, flags the five decisions worth your attention. The post-exit founder's biggest weekly theft, fixed.

Writing and publishing folder

A folder routine on /drafts. Cowork reads your past essays and LinkedIn posts, learns your voice, and produces first drafts from your notes. For the post-exit founders meaning to build an audience and not yet doing it.

A private, 1-on-1 engagement

Post-exit founder engagements are private by default. NDA signed before the first call. Session notes and setup files stay with you. We do not publicly reference the work. Sessions happen at your place or over secure video, whichever you prefer.

Delivery is the Cowork Setup Day, customised to a portfolio shape. One day live. A playbook document for your specific setup. A 30-day tune-up once you have been running it for a month.

Pricing starts at $999. For clients with bespoke scope (multiple connectors against private data, an EA who needs to be trained alongside, or setup across multiple devices), pricing is quoted after a 30-minute discovery call.

The quiet desktop agent that holds your portfolio together.

One private day. A setup tuned to the shape of your post-exit life.