Worqex Seed round · confidential
Worqex — a Tanco Tech product

From conversation to completion.

One workspace for conversations, meetings, projects, clients, files and AI — so the work a team talks about is the work that actually gets done.

One workspace. More possibilities. Plano, TX · tancotechconsulting.com
The problem

Teams talk in one tool and work in another.

Conferencing, chat and project software each solved their own slice. The seams between them are where the work is lost — and the seams are what nobody owns.

Meeting decay Decisions and action items are lost the moment the call ends. The recording exists; the follow-through does not.
Fragmented context Chat, meetings, files and tasks live in separate systems, so nobody can reconstruct why a decision was made.
External friction Clients and vendors hit guest accounts, tenant switching and licence walls — so collaboration falls back to email.
Notification overload People read hundreds of messages to find the few that need them.
Tool sprawl Overlapping subscriptions for conferencing, chat, scheduling, projects, recording and AI.
No knowledge continuity Six months later, the answer is somewhere across chats, recordings and drives.
Why now

Three things changed at once.

01 Consolidation budgets Buyers are actively cutting overlapping collaboration subscriptions. "One tool instead of four" is now a board-level instruction, not a preference.
02 AI that earns its place Summarization and action extraction are now reliable enough to be the product's spine — but only if the AI can read across chat, meetings, files and tasks at once.
03 Media is buyable Proven WebRTC/SFU platforms mean a focused team can ship reliable video without spending two years building media infrastructure.
Core thesis

One shared object model — not three products in one shell.

Every message, meeting, task, file, decision and client record links to the others by design. That single decision is what makes the product feel unified — and what makes it hard to copy by bolting products together.

Message links to task, meeting, file, decision, project, workflow
Meeting links to project, channel, client, recording, transcript, tasks
Task links to message, meeting moment, file, owner, project
Decision links to meeting, message, owner, project, supporting file
Client links to workspace, projects, contacts, meetings, approvals
AI insight links to source messages, transcript timestamps, files, actions
Design rule A user should never have to remember where information was created. Search and AI resolve the relationship between messages, meetings, files and tasks — the user just asks.
The product

Nine surfaces. One identity. One permission model.

Home AI daily brief, priority inbox, today, quick actions
Chat DMs, channels, threads, mentions, voice and video messages
Meet Meetings, calls, recordings, transcripts, webinars later
Projects Tasks, Kanban, milestones, decision log, risk log
Files Versions, previews, permissions, expiring external links
Calendar Meetings, deadlines, scheduling links, focus time
Clients External spaces: messages, meetings, files, approvals
AI Search, summaries, drafting, actions, automation
Admin Users, roles, policies, security, billing, integrations
Differentiator 1 of 5

Conversation to action

Chat: a commitment converted to a task
Why it matters Commitments stop being verbal. Every other tool asks a human to notice a promise, switch apps and retype it. Most of the time they don't. We make the promise the task, and keep the original sentence as evidence.
Differentiator 2 of 5

The persistent meeting workspace

A meeting is an object with a lifecycle, not an event that disappears — one workspace holds the whole arc.

Meeting workspace, after the call
Before Context arrives with the invite
Agenda and owners Pre-read files from the project Participant roles Project and client links Security posture set by policy
During Everything is captured in place
Live transcript and captions Screen share and whiteboard Chat, polls, Q&A, reactions Collaborative notes Bookmarked moments
After — where the value is The meeting keeps working
AI summary and decisions Action items with owners and dates Tasks confirmed onto the board Follow-up scheduled from the same place Permanently searchable by timestamp
Differentiator 3 of 5

External collaboration as a growth engine

A client opens an invitation and lands in exactly the shared space — no tenant switching, no licence to buy.

Client space, as the client sees it
Internal memberExternal partnerClientVendorGuest · auto-expiresViewer
The commercial logic Keep client access cheap enough to be viral. Every client space puts our product in front of another organization, doing real work, at their vendor's expense. Licensing friction on guests is the single biggest thing incumbents get wrong — and the cheapest advantage for us to take.
Differentiator 4 of 5

One AI layer over all authorized work

Because chat, meetings, files and tasks share one model, the assistant sees the whole picture — and never more of it than the person asking is allowed to see.

Worqex AI answering with citations
Governance requirement The AI has exactly your permissions. Never more. It cannot summarize, retrieve or act on content you could not open yourself. Retrieval is tenant- and ACL-filtered server-side, every answer cites its sources, and admins can disable models or features per workspace.
Differentiator 5 of 5

Answers that link to the evidence

Semantic and keyword search over one index of messages, meetings, files and tasks. The answer is not a list of links — it is a claim with a citation you can open.

Search: answer with transcript citation
Why competitors can't answer this A chat tool can only search chat. A meeting tool can only search its own recordings. The answer above needs all four object types and one permission model — which is exactly what our data model was built for.
Knowledge continuity Six months later, this still works — and the value compounds with every meeting recorded and every task linked.
Competitive gap

We do not need to win video or chat. We need the columns nobody owns.

Capability Meeting tool Chat tool Enterprise suite Worqex
Video meetingsStrongBasicStrongStrong
Persistent team chatMediumStrongStrongStrong
Project and task executionWeakMediumMediumNative
External client portalWeakMediumComplexNative and simple
Meeting-to-task automationLimitedLimitedPartialCore workflow
Unified AI over all workPartialPartialGrowingDay-one design
Search across all contentFragmentedChat onlyBroad, complexSemantic + keyword
Simple product experienceGoodGoodOften complexPrimary principle
Who buys

Start where client work and meetings collide.

BeachheadAgencies & consultanciesClient collaboration and delivery in one place: portals, meetings, tasks, files and approvals. Already paying for four tools.
ExpansionSMBs, 10–250 staffOne platform replaces several subscriptions. Price and simplicity carry the sale.
ExpansionDistributed teamsAsync plus real-time: recordings, summaries and project coordination across time zones.
Managed service providersWork-order scope per vendor and client, with audit trails clients can see.
Education & trainingCohorts, classes, recordings, polls and assignments on one identity.
Enterprise departmentsSSO, SCIM, audit, retention and DLP-ready governance — pulled in through client spaces.
Go to market

Earn one vertical properly before touching breadth.

01Recruit 10–20 design-partner organizations in one vertical — agencies, consultancies, MSPs — and observe real workflows weekly, not quarterly.
02Lead with the measurable promise: fewer disconnected tools, and better follow-through after meetings. Both are countable in the product.
03White-glove onboarding and migration for early paying customers — calendars, files and chat history moved for them.
04Publish case studies on time saved, missed actions eliminated and faster client response. Client spaces then carry the product outward for free.
05Only expand to broad SMB collaboration once the core workflow shows repeatable 90-day team retention.
Business model

Per-seat subscription, four tiers

Packaging shown; price points to be validated with design partners and competitive testing before launch.

FreeAdoption engine
Core chat and projectsLimited meeting durationBasic storageGuest access included
ProSMBs and pro teams
Longer meetings, recordingAI summaries and actionsFull project featuresCalendar and storage integrations
BusinessPrimary revenue tier
Client portals and approvalsAdvanced admin and SSO optionsRetention policies, analyticsLarger meetings
EnterpriseRegulated and large
SAML / SCIM, advanced auditLegal hold, DLP integrationData residency, CMEKPremium support
Pricing principle Guest and client access stays cheap or free, so external collaboration becomes a growth engine instead of a licensing obstacle.
Revenue expansion

Seats are the floor. Usage is the ceiling.

AI usage packsPremium tier for heavy summarization, transcription and automation — the workloads that scale with meeting volume.
Storage & retentionAdditional cloud storage and longer recording retention, priced against real infrastructure cost.
Webinar capacityTown halls and live events as a capacity upgrade once the meeting stack is proven.
Business phone / PSTNMinutes, IVR, call queues and an AI receptionist — after the core is stable.
Security add-onsCompliance packs, customer-managed keys and residency for regulated buyers.
Services & marketplaceOnboarding and migration services now; integration marketplace revenue share later.
Technical architecture

Separate services. One tenant and permission context.

Web / PWAReact or Next.js responsive client
DesktopElectron or Tauri, after web is stable
MobileReact Native or native per team skills
API gatewayAuthentication, routing, rate limiting, tenant context — nothing reaches a service without it
Core backendUsers, workspaces, projects, permissions, tasks, file metadata
MessagingChannels, DMs, threads, presence, delivery receipts
Real-time gatewayWebSocket connections, presence, event fanout
MediaWebRTC signaling, TURN/STUN, recording orchestration
SearchKeyword and semantic index over authorized objects
AI orchestrationRetrieval, summarization, model routing, guardrails
Files & notificationsObject storage, malware scan, signed URLs, push and email
Audit & integrationsAppend-only activity stream, calendar, storage, webhooks
PostgreSQLIdentity, workspaces, projects
RedisPresence and ephemeral state
Object storageFiles and recordings
Vector + OpenSearchEmbeddings with tenant and ACL filters
Real-time and media

Buy the hard media infrastructure. Build the workflow.

Video reliability is a solved commodity for a team our size, and a two-year distraction if we treat it as a differentiator. Our differentiator sits above the media plane.

SFU, never meshSelective forwarding for multi-party meetings; peer-to-peer mesh collapses past four participants.
Regional media nodesVideo traffic stays close to users, which controls both latency and egress cost.
Split control and media planesSignaling scales independently; a media incident never takes the app down with it.
Recording as async workflowNever in the request path. Transcription and AI extraction run off the same pipeline.
Adaptive by defaultAdaptive bitrate, packet-loss handling, network quality indication, device fallback.
Synthetic join testsMeeting-join success from multiple regions is monitored as a business metric, not a log line.
Security and enterprise readiness

Designed into the data model, not bolted on later.

Every business object carries tenant and workspace identifiers. Authorization is enforced server-side — including for search and AI retrieval.

Identity & access
MFA and passkeysSAML 2.0 and OIDC SSOSCIM provisioningRBAC plus object-level permissionsSession and device managementGuest expiry and domain policy
Data protection
TLS everywhere, strong cipher policyEncryption at rest for data and backupsDedicated secrets managementSigned, short-lived download URLsMalware scanning on uploadTested restores, not just backups
Governance
Audit logs, append-onlyRetention policies and legal holdeDiscovery and authorized exportDLP hooks on external sharingData residency per regionAI controls per workspace
Meeting security Strong invitation tokens, waiting rooms, domain restriction, authenticated-only join, host lock, recording consent indicators, abuse rate limiting.
Delivery roadmap

Prove the unified workflow before expanding breadth.

Phase 0 · 4–6 wksFoundation
Requirements, UX system, threat modelOrg / workspace / permission frameworkDesign system and app shellCI/CD, observability, secrets, IaCPrototype the core workflow with customers
Phase 1 · 12–16 wksMVP collaboration
Auth, organizations, workspacesDMs, channels, threads, mentions1:1 and group video, screen shareProjects with list and KanbanFiles, calendar sync, basic AI summaries
Phase 2 · 10–14 wksDifferentiation
Persistent meeting workspaceConversation- and transcript-to-taskClient portal and simple external accessUniversal search, AI daily briefRecording pipeline with timestamps
Phase 3 · 10–14 wksBusiness readiness
SSO, SCIM, stronger admin controlsAudit logs, retention, exportAdvanced project views and templatesDrive / SharePoint integrationsMobile, desktop, billing and metering
Phase 4Scale & expansion
Webinars and larger capacitiesBusiness phone, IVR, AI receptionistWorkflow automation builderMarketplace and developer platformResidency, CMEK, cross-module agents
MVP discipline

What must be excellent — and what can wait.

Must be excellent
Fast, reliable chat Stable video meetings and screen sharing Projects and tasks linked to conversations Files linked to work context AI summaries and action extraction Simple guest and client joining Search and permissions
Can wait
Full social feed Massive webinars PSTN telephony Complex portfolio management Native office document editor Autonomous agents across every app Large integration marketplace
Team and operating model

A focused team of 12–16 through Phase 2.

Built and operated by Tanco Tech Consulting — an IT consulting and software firm with delivery experience in web, mobile, cloud, AI and digital health systems.

1Product lead
1–2UX / UI design
2–3Frontend
3–4Backend
1–2Real-time / video
1–2AI / ML
1–2DevOps / SRE
1–2QA / automation
1–2Mobile, post-MVP
1+Security & support
EnvironmentsContainerized local, CI dev, production-mirroring staging, IaC production with rollback and feature flags. Media load tested separately from API load.
CI/CDUnit, integration and end-to-end tests; SAST, dependency, secret and container scanning; migration validation; session-aware deploys for real-time services.
ObservabilityMessage delivery latency, meeting join success, packet loss, TURN usage, recording failures — alongside activation and retention telemetry.
How we measure it

Two metrics decide whether the thesis is true.

Percentage of meetings that produce tasks, and percentage of tasks linked to a message or meeting. Everything else is supporting evidence.

Unified-work value% of meetings producing tasks · % of tasks linked to a message or meeting · decisions logged per project
ReliabilityMessage delivery success · meeting join success · crash-free sessions
ActivationWorkspace created, first message, first meeting, first task created
EngagementDAU/WAU, messages per user, meetings per user, project activity
AI valueBrief usage, summary acceptance rate, actions created from AI
External collaborationGuests invited, guest activation, client portal usage
RetentionTeam retention at 30, 90 and 180 days
RevenueFree-to-paid conversion, ARR/MRR, expansion, churn
Risks and mitigation

The biggest risk is us building too much.

RiskMitigation
Trying to build too muchStrict MVP scope centred on the unified workflow; Phase 4 features stay in Phase 4
Video reliabilityProven WebRTC/SFU platform plus a dedicated media engineer from day one
Enterprise security gapsPermission model, audit and security architecture designed in from the first schema
AI privacy leakagePermission-aware retrieval, tenant isolation, citations, audit and opt-out controls
Notification overloadPriority inbox, focus mode, user controls and AI summaries
Weak differentiationConversation-to-action and the meeting workspace are core surfaces, never optional add-ons
Infrastructure costMedia regionalization, recording lifecycle policies, storage tiers, usage controls
Migration frictionImport tools plus coexistence integrations with existing calendars, files and chat
Production readiness

Twelve gates before public launch.

IdentityMFA and passkeys, recovery, session management
PermissionsServer-side tenant, workspace and object authorization
ChatDurable delivery, ordering, offline sync, notifications
MeetingsReliable join, screen share, TURN fallback, moderation
FilesMalware scan, signed URLs, access logging
AIPermission-aware retrieval, source citations, model controls
BackupsAutomated backups plus tested restores
ObservabilityMetrics, logs, traces and alerting
SecurityDependency, SAST and secret scanning, incident process
PrivacyRetention, deletion and export flow, recording consent
BillingEntitlements enforced server-side
SupportStatus page, incident comms, support workflow
The ask

Fund Phases 0 through 2 — the differentiated product.

Allocation shown as a percentage of round; set the raise amount against your own runway model. Roughly 9–12 months to a Phase 2 product with paying design partners.

55%Engineering and product — the 12–16 person team through Phase 2
15%Infrastructure, media platform, AI inference and transcription
15%Design-partner programme, onboarding and migration services
10%Security, compliance groundwork and third-party review
5%Contingency
Milestones this round buys
Phase 1 MVP live with real teams: chat, meetings, projects, files, calendar, basic AI Phase 2 differentiation shipped: meeting workspace, conversation-to-action, client portal, universal search 10–20 design-partner organizations using it weekly, at least half converted to paid Unified-work metrics trending: meetings producing tasks, tasks linked to source Security posture ready for enterprise review, ahead of Phase 3 SSO and audit work
What to judge us on

Not whether we have every button. Whether a team can go from conversation to decision to execution without losing context.

Conversation-to-action
Persistent meeting workspaces
Simple client collaboration
One permission-aware AI layer
Unified search with evidence
Enterprise complexity, hidden
Worqex Worqex — talk, meet, work. All in one place. info@tancotechconsulting.com
+1 (972) 836-8111 · Plano, TX