For venturE capital & Private equity teams
Conviction, Captured.
Bloks isn’t just another AI note-taker; it’s the 360º Relationship Intelligence Engine behind faster decisions.
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Meet Your Own Relationship GPT
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 No out-of-date information, no need to copy-paste, no need to ask, "When was this last updated?”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.
What Bloks Looks Like in Action
From Cold Intro to IC Memo. See how Bloks turns conversations, emails, pitch decks, projections and web data into investor-ready intel at every stage of the deal.
Smart Capture
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.
Instant Founder Briefs
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.
One-Click CRM Sync
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-Bloks Search & Firm Memory
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.
Shared context. Smarter collaboration.
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.
“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.”
“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.”
“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.”
Hear from VC/PE 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
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
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.