For venturE capital & Private equity teams
Bloks isn’t just another AI note-taker; it’s the 360º Relationship Intelligence Engine behind faster decisions.
Bloks captures every call, deck, email, and trusted web signal in one place—auto-summarising the essentials, flowing them into your CRM, and weaving a firm-wide knowledge base that speeds every decision.
Your Second Brain–Always On
Always-on pre-meeting briefs: past emails, notes, ARR, margins, funds raised-to-date—all surfaced before Zoom begins—no more digging for answers ahead of each call, jjust instant, living firm context.
Zero Friction CRM Sync
Bloks listens and updates your CRM for you: ARR, margins, raised-to-date, all dropped into the right fields automatically. No out-of-date information, no need to copy-paste, no need to ask, "When was this last updated?”
One Unified, Firm-Wide Timeline
See every partner email, founder call, and important doc or deck in a single living and breathing activity stream. End generic or duplicate outreach and keep a finger on the pulse of every potential deal.
Self-Organizing, Searchable Memory
Just Ask Bloks. Every touchpoint—fully searchable and easily shareable. Bloks maps each insight to the right people and companies, so the intelligence lives adjacent to—never buried inside—your CRM.
From the cold intro to your IC memo, Bloks threads calls, decks, projections, and market signals into one investor-ready narrative that sharpens every stage of the deal.
Capture meetings your way—Zoom, Teams, Meet, or face-to-face—with zero bots and zero friction. Bloks is always in your control. Hit pause for sensitive sidebars and easily pick up where you left off. Your notes, screenshots, and highlights merge automatically into sharp summaries that flow straight into your firm memory.
Bloks scans your calendar, decks, email threads, and trusted web sources, then delivers a concise one-pager covering company and stakeholder details, KPIs, funding to date, quick comps, and LinkedIn bios—ready before you join Zoom.
ARR, capital raised, margins, and next steps flow straight into Affinity, Salesforce, or HubSpot VC. No dual entry, no stale fields, no “who owns this deal?” confusion.
Auto-Drafted Memos & Decks
Bloks instantly threads your calls, notes, and docs into investor-ready IC memos, board updates, LP letters, and deal decks—finished in minutes, no midnight redlines required.
Ask “Who’s raising a seed extension?” and Bloks surfaces every note, KPI, and next step—while building a firm-wide knowledge base that lives adjacent to your CRM.
Bloks lets teams pool intelligence without extra admin—standardizing capture, sharing insight, and controlling access in one workspace. With Bloks, it's easy to stay aligned.
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
Bloks handles the admin so I can focus 100% on the person in front of me.
Steve Spurgat
Managing Partner
Bloks gives me the insights to make every conversation count
Andrew Milne
Fractional CRO
Used to spend time writing notes‚ now I'm back to building relationships and closing business
Stuart Low
Founder and CEO
Bloks lets me double my meetings without drowning in admin
Steven Horwitz
Founder and Managing Partner
It organizes my week better than I ever could.
Scott Sacha
VP Enterprise Data and Analytics
I never have to ask Bloks for anything‚ it already knew.
Aileen Crowley
Partner
Compliant with financial regulations in Canada and the U.S.
All data stored securely.
We comply with financial and data security regulations in Canada and the U.S. All data is stored in secure, audited infrastructure.
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.
We support regional data hosting in Canada, the U.S., and Europe—helping you meet legal, regulatory, or client-specific residency requirements.
You stay in full control—your data is private, never shared, and never used to train AI models. Only your organization can access it.