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WorkDone Inc.

AI With A Conscience (TM)


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Simple Agreement for Future Equity PLUS Revenue Participation


Valuation Cap: $8.5 million
Revenue Split: 12.5%
Returns: 3X

In plain English: You will get an investment contract that has two components: SAFE (Simple Agreement for Future Equity) and Revenue Participation.

  • On the SAFE: the money invested will get converted into equity if (when) the company goes public, gets bought or is liquidated. The $8.5 million Valuation Cap, means that the valuation for the conversion cannot exceed $8.5 million.
  • On REV: WorkDone will reserve 12.5% of its revenues to pay the investors from this raise, prorated until each investor will get 3X (three times) their money.

Disclaimer: Please read the Offering Statement from the Documents section below, to learn about the risks.

Investors are advised to fully understand risks.


Through Expertise Capture, work heuristics are continuously improved simply by learning from workers as they do their jobs which saves valuable time, money and resources.


By enabling organizations to preserve corporate memory, operational knowledge is retained, even when valuable employees retire or leave the company.


The nonprofit WorkDone Foundation is dedicated to making sure everyone benefits from AI by supporting community-generated projects through a funding commitment from WorkDone.


WorkDone enables organizations to seamlessly automate business processes between major SaaS platforms (Office 365, Salesforce, NetSuite, etc.) with no user training or programming required.

Our patent-pending technology, Expertise Capture, uses machine learning to train WorkDone Agents to complete repetitive back office tasks so humans can do higher value work.

WorkDone Agents work together to create systems of intelligence that preserve the corporate memory so that no institutional knowledge is lost when an employee retires or leaves the company.


The Problem: Repetitive, Costly Human-Intensive Tasks

Over the past two decades, organizations have migrated their older on-premise software to newer web-based (Software as a Service, or SaaS) applications for managing their operations, from accounting to customer service to sales. A significant market opportunity now exists for AI-enhanced agents work together between major SaaS platforms, thereby automating routine, repetitive data entry tasks, such as:

  • E-Commerce. An inquiry is emailed from a web form, indicating a prospect's area of interest; a record needs to be created for that prospect in Salesforce, and the appropriate sales rep assigned. Alternately, an inquiry from an existing customer should ideally be analyzed for the customer's state of mind - sentiment analysis - to be handled properly.
  • Retail New customer data is entered into Dynamics 365, and needs to be added to a MailChimp customer mailing list.
  • Branch Office. A scanned P.O. is received from a franchise and because it's recognized as an order for corporate signage, needs to be entered into SAP (as a purchase order) and into the suppliers's Sage Intacct system (as a sales order).

An extraordinary amount of manual labor is expended on mundane tasks like these. Intelligently observing and figuring out what data goes where has been a relatively straightforward, if tedious, task for human script programmers for decades - not ground-breaking computer science, but the "meat and potatoes" of savvy office automation. Replacing the computer programmer with a monitor which observes the workers' actions and automatically creates an intelligent, flexible, exception-handling agent is the natural next step. Enter WorkDone.

Our Solution: WorkDone Monitor

The primary purpose of WorkDone is automating human-intensive tasks, learning from the execution of these tasks, and creating repeatable agents that are constantly being improved through learning.

At WorkDone, our goal is to replace millions of hours of repetitive cross-application data entry with Machine Learning-enhanced Agents. Our Expertise Capture technology monitors activities and decisions across SaaS platforms, then derives rules, or "work heuristics" about the user's business processes. The WorkDone Agent is trained simply by observing the end user, requiring no user training or programming.

Our Solution: WorkDone Dashboard

The WorkDone Dashboard displays Agent-related metrics (savings per day/week/month/year) and listings of available agents with the SaaS platforms supported. A safe, trusted agent eco-system is necessary for agents to achieve their full potential. In addition to securing identities, passwords, and customer data; a secure, audit trail of every session ensures that anomalies can be researched and addressed for compliance tracking and organizational learning. WorkDone Agent communications are encrypted before transmission, ensuring secure data interchange, delivering trusted transactions.

Our Solution: WorkDone Marketplace

Because every SaaS business application is regularly upgraded without user intervention, users are always using the latest version. Instead of multiple versions of on-premise software, often within a single organization, there is only one, consistent SaaS program interface. Systems integrators are made aware of any changes to the program interface, so there are no surprises. There is already a thriving business for integrations between applications but creating them has - until now - required expensive programming. Every major SaaS business application - Salesforce, Sage Intacct, NetSuite, etc. - has an online marketplace listing just these sorts of integrations.

This means that integration between two SaaS platforms can nowadays be done once, and updated only when or if the SaaS programming interface is significantly modified. (SaaS customers are often allowed to customize and modify screens, adding customer-specific labels to certain fields, removing others, but the underlying architecture and programming remain the same.) However, today most organizations need to coordinate between several SaaS applications on a daily basis. Buying and installing custom integrations for any two SaaS applications becomes a chore in itself. Far better to have a single platform which can run any number of intelligent agents.

The more organizations move away from on-premise desktop apps and toward cloud-based SaaS apps, the greater the opportunity for standardization between cross-app data transfer. Whereas integrations between systems in the past were almost always one-off affairs connecting proprietary systems, today there is a real opportunity: given the right environment, agents created for one organization can (when it makes business sense) be re-licensed again and again as middleware to other organizations. Making their creation and distribution easier will result in a proliferation of intelligent agents. Spreading the costs of developing application program interfaces (APIs) for each SaaS app, and the effort of training intelligent agents, over multiple customers will both improve the availability and quality of agents, and lower the cost for customers.

The upshot is that anyone, including a non-programmer, who has trained an agent to accomplish a task, might wish to rent that agent to other individuals/organizations, provided there was a secure eco-system that guaranteed the provenance of the agent and the payment to its creator. Exactly as Apple has created with its App Store, the WorkDone Marketplace would guarantee that:

  1. The agent has not been tampered with in the path between creator and buyer, whether before submission, while stored in the cloud, during download, or after download;
  2. The buyer gets compensated for the hiring of the agent;
  3. Users are allowed to provide and view other users' ratings for the agent;
  4. The best agents are publicized on SaaS marketplaces and elsewhere, to increase awareness and sales.

Welcome to the WorkDone Platform!


The Platform utilizes a multi-tier architecture encompassing the browser client, cloud servers, and decentralized nodes leveraging multiple technologies including process Agents, AI, blockchain, machine learning, and analytics. Smart contracts are managed via blockchain. Our main architectural goals are reliability, security, maintainability, and scalability.


A curated marketplace for securely uploading, vetting, sharing, authenticating, selling, and updating trained agent through flexible subscription/volume pricing.


Financial Plan - Revenue Model
Our revenue model for Agents is as follows:

  • Freemium trial period to allow anyone to create their own agents, with enough time to enjoy the benefits.
  • Direct SaaS subscription varies based on complexity and transaction type.
  • WorkDone Marketplace Agents (direct & indirect) are typically priced in hundreds of dollars per month, not thousands.

While these figures represent average price per customer per month, the reality is that there will be different pricing tiers based on the volume of transactions performed by the agents, including enterprise-wide licensing flat rates.

Our assumptions are based on our analysis of the addressable market opportunity and our executives' past experience with customers in related markets for more than 20 years. We expect the direct WorkDone Marketplace to generate a significant portion of the business, but the major opportunities reside in the indirect SaaS Business Application Marketplaces, such as Intacct, NetSuite, Salesforce, Dynamics 365, etc.

The agents hired through a 3rd party (indirect) channel will pay out to the original creator of the agent (the "agent mentor") in a revenue share that creates a very meaningful incentive for these AI agents to be made available to the public.


WorkDone's go to market strategy includes leveraging the online marketplaces of major SaaS-based systems of record and engagement vendors in order to jumpstart adoption and deliver our message and approach directly to customers who will get the most value out of the immediate use of WorkDone. These marketplaces include, but are not limited to, Sage Intacct ERP, Microsoft Dynamics ERP & CRM, Salesforce CRM, and NetSuite FMS.

WorkDone estimates that the available market within the target defined above for the creation and execution of WorkDone Agents will be $187 million in year one (2018) and grow at over a 100% year on year compound annual growth rate (CAGR) for the next three years with a 2021 available market size of $721 million.

WorkDone's primary target customer is users of common SaaS-based business applications including (but not limited to) ERP, CRM, and FMS systems. WorkDone will learn from user interaction and create Agents that automate business processes.

WorkDone's initial geography target will be North American English-speaking organizations. Over time WorkDone will expand that target, first to other Latin-based languages used within North America, and then to other geographies. The order of this rollout will be determined by market demand.


The WorkDone team is led by seasoned technology experts with decades of experience delivering state-of-the-art enterprise content management and business process management solutions globally with a focus on re-engineering processes, increasing productivity, and lowering operating costs.


Founder and CEO

A Harvard-educated serial entrepreneur with over 2 decades of starting & growing technology businesses in addition to global experience successfully consulting to multinationals in the enterprise content and business process management arenas.




A driven product strategist with over twenty years experience in guiding software and solutions providers of all sizes to over-achieve market share and revenue goals by focusing on the customer.




A customer-centric software engineer with over a decade of experience starting technology businesses, mentoring business leaders and consulting to enterprise organizations globally in designing and building multi-million-dollar-generating software products.




Sales acceleration coach, trainer and consultant with four decades' experience helping thousands of business-to-business salesforces understand the advantages of developing sales processes, implementing new technology, and tracking sales performance.







Joseph Rogers
Joseph Rogers2 weeks ago

I would like to personally thank the investors who put WorkDone over the $10K target in just two days. I'm cautiously optimistic...

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Alan Jacobson
Alan Jacobson - Investor3 days ago
I was very happy to invest. You check many of the boxes - great team, excellent niche, technological superiority to current solutions, risk/reward balance. My questions are: 1. Can you detail more about your patent - I read how your solution is preferable to your competitors, but how much of that current advantage is protected by IP? 2. I may have just missed it, but I think you have little cash on hand right now (am I right?). What would your minimum burn rate need to be to get to profitability, and assuming that is well beyond the raise here, when/how would you raise additional capital? 3. This one may be a little harder to answer, but I would assume that as technology advances more and more SaaS platforms will be built to integrate with others. Is there any danger of your solution becoming obsolete if major platforms decide to become more integrate-able? Thanks very much - I'm happy to have invested and may do more.


Start-up Valuation View Download
Form C View Download
Offering Statement View Download
Business Valuation View Download
Offering Statement Updated 6 19 18 (via Form C/A) View Download

Other Disclosures

Read the Form C filed with the SEC for other important disclosures, like financial statements, Directors, Officers, shareholders with more than 20% of voting rights, and more
Irregular Use of Proceeds
The Company may make Irregular Use of Proceeds. Such Irregular Use of Proceeds, which may be in material amounts in excess of $10,000, may include by way of example and not limitation: Vendor payments and salary made to management, business associates, relatives, related parties and/or affiliates thereof; expenses labeled "Administration Expenses" that are not strictly for administrative purposes; expenses labeled "Travel and Entertainment"; and expenses that are for the purposes of intercompany debt or back payments.
Without limiting the above, the Company may elect to vary from the proposed use of funds as circumstances or assessments of circumstances following the closing change.

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