Relationship Intelligence
is Power.
Self-organizing intelligence from every call, email, doc and web—faster moves, deeper trust, and a living knowledge-base that you own.
More AI, same blind spots.
Automation handles today’s chores but can’t see into tomorrow—insight stalls, ownership lost.
Meet Bloks:
Your Relationship GPT
Bloks builds tomorrow’s knowledge base from today’s work—closing blind spots and keeping the value in your hands.
Your Stealth advantage
AI Built for Relationship-Driven Work
360° Relationship Intelligence
Bloks weaves calls, emails, docs, and market updates into one private knowledge base—full context at a glance.
Self Organizing & Audit-Ready
Bloks intelligently maps notes, transcripts, emails, and docs to the right people and companies - so it’s always structured, searchable, and CRM-ready.
Smart Summaries & Follow-Ups
Smart summaries, intuitive follow-ups, and next steps arrive seconds after each call—ready to share, search, and act on.
Powerful AI: Ask Bloks
The more you use Bloks, the sharper it gets. Ask in plain language and get instant answers—no rummaging, no downtime.
Built for your world.
Whether you’re advising clients, sourcing deals, managing policies, or coaching executives—Bloks adapts to you.
& financial Advisors
Keep next-generation clients with context that sticks.
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& advisors
One-click audit trails, zero extra admin.
& Private equity teams
Live portfolio knowledge-base that grows with every deal.
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& Agencies
A dynamic, knowledge-base that scales with every client and supercharges every team.
Hear from professionals who trust Bloks
Fridays are mine again.
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
More calls, less fatigue.
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
Like I hired a chief of staff!
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I changed nothing. It changed everything!
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
I'm fully present again!
Bloks handles the admin so I can focus 100% on the person in front of me.
Steve Spurgat
Managing Partner
Stronger relationships, not just more.
Bloks gives me the insights to make every conversation count
Andrew Milne
Fractional CRO
No more knowledge silos.
From Slack DMs to client calls, everything lives in Bloks and everyone sees the whole story.
Chris O.
Managing Partner, Media Agency
Pitch decks write themselves.
A two-word search pulls any past insight—our win rates shot up.
Jasmine L.
New Business Lead, Brand Agency
Creative meetings, not note-taking.
Bloks captures brainstorms and tags ideas by client, so the team’s free to riff.
Alex P.
Strategy Director
Fridays are mine again.
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
More calls, less fatigue.
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
Like I hired a chief of staff!
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I changed nothing. It changed everything!
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
“The moment I installed Bloks, it prepared a rich brief for my next meeting — instantly. Then it started taking notes, with zero setup. It just worked.”
“The Bloks knowledgebase is my second brain. I’m no longer searching for information ahead of a meeting, and I’m getting better information heading in—massive time-and-focus savings.”
“Bloks gives me peace of mind that every conversation is captured and added to our context-rich firm-wide knowledge—without changing how I work.
“Sure, I talk to founders, but I'm also running financial models and tracking multiple projects. Keeping track of critical details started to feel impossible.”
“I walk into every call thinking, ‘Coach, put me in.’ Bloks has already briefed me on the people, the history, and the next moves—so I’m sharper and fully present.”
"I’d rather spend my time fully engaged, looking at the person I’m talking to rather than being distracted taking notes."
"It’s only five minutes before a client; I have a quick chat and — boom — Bloks, my assistant, reminds me what we talked about last time.”
Enterprise-grade privacy, loved by compliance teams.
Compliant with financial regulations in Canada and the U.S.
All data stored securely.
- SOC2 Certified Infrastructure
We comply with financial and data security regulations in Canada and the U.S. All data is stored in secure, audited infrastructure.
End-to-End Encryption
We use TLS 1.2+ to secure data in transit and AES-256 encryption to protect data at rest—ensuring your information remains private and secure.
Data Residency Compliance
We support regional data hosting in Canada, the U.S., and Europe—helping you meet legal, regulatory, or client-specific residency requirements.
You Own Your Data
You stay in full control—your data is private, never shared, and never used to train AI models. Only your organization can access it.
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