AI Transformation for Investment Firms

Purpose-built AI you can trust, with you in control of every step.

Talk to a founder

Built with experience from

Sequoia CapitalPermiraPwC

Every workflow your firm runs, built on your own data.

These are not modules you switch on. Each one is a workflow we configure to your connectors, your fund structures and your sign-off process, then run alongside your team. Open any block to see how it is built and where your data flows.

FinancePortfolioInvestment teamInvestor relationsAI agents

Every workflow inherits the same guarantees: numbers read as data and never as text, every figure linked to its source, and nothing finalised, sent or published until a named person signs it off.

Talk to us

We build your AI operations.

We start with a discovery session and learn how your firm actually works today, spreadsheets, email, systems and all. From there we build the AI agents and workflows that do the work, and run them on the systems you already use. The result feels less like software, and more like a team.

No shadow AI. No data leaving the UK. You in control.

See how it works
Delivery
Discovery→Build→Approve→Deploy→Run
Finance Operationsprimary
the core
LP / Investor Reporting Pack
Capital calls & drawdowns
Distribution notices
Reconciliation & Variance Engine
Payables Review
Cashflow Forecast
Month-end close
FCA Reporting
Audit prep
Across the firm
every team
Investment team
Deal originationDeal screeningIC memo
Investor relations
DDQSide-lettersKYC
Portfolio
Portfolio monitoring
Ask BloxiiAI agent
the way in
Conversational layer across every document and number.
cited · deterministic
Custom Ops AgentsAI agents
built for your firm
Bespoke agents and workflows, tuned to your stack.
your playbook · your rules
The PlatformEVERYTHING RUNS ON THIS
Agentic AIAlways-on hygieneAudit trailFCA-awareSSO · Entra IDTenant isolationRBACHuman controlUK data residencyNo data training

Giving you full control, from one screen.

Zephyr Ridge Capital Partners
£600M · 3 funds · 28 people
Ask Bloxii anything⌘K
James
Good morning, James
11 items need your sign-off. Everything else is running.
Hours saved · quarter
142
projected, industry-benchmark basis
Runs completed
38
across 7 workflows
Awaiting your sign-off
11
you keep judgment
Open alerts
3
flagged to you
Awaiting your sign-off
Bloxii prepares and checks. Nothing is issued, filed, or paid until you approve it.
Q2 capital account statements
30 LPs · LP reporting pack · Side-letter terms applied
Bank reconciliation · Fund II
2 variances flagged · Tied to source lines
Payment run · £42,000
8 invoices · payables · All checks passed
Management accounts · May
Workbook · TB · GL tied out · Citation to transaction
Drawdown notice · Fund III
£6.5M · 12 LPs · Side-letter terms applied
Distribution statement · Fund I
£2.1M · 24 LPs · Tied to source lines
Quarterly LP report · Fund II
investor pack · Q2 · Citation to transaction
Bank reconciliation · Fund I
0 variances · Tied to source lines
VAT return · Q1
management company · All checks passed
Payroll journal · May
re-keyed from PDF · Citation to transaction
Capital call · Fund III
£8.0M · 12 LPs · Side-letter terms applied
Active runs
Live status across your workflows
LP reporting cycle · Q2 2026 · 6 steps
62%
Month-end close · May · awaiting your review
88%
Management-accounts review · in progress
45%
Always-on alerts
Pushed to you between reporting cycles
Cash dips below minimum
Fund III · projected week 9
3 invoices over 60 days
aged payables · Fund II
GL vs TB mismatch £1,240
reconciliation anomaly
Alerts, never automatic actions. You decide what happens next.
Cash position
13-week rolling · Fund III
This week
£4.2M
Week 13
£3.1M
Minimum
£2.0M
Reconciliation
Fund II · May
2 / 2
Sources tied out
2
Variances open
Sarah, your embedded engineer configured the Fund III side-letter waterfall and saved it as a reusable workflow.
2h ago
Ask Bloxii
Cited from sources you can access

What Bloxii replaces.

You're not choosing between Bloxii and an enterprise AI platform built for $30T institutions. You're choosing between Bloxii and the options actually on your desk.

Cost

Bloxii

A fraction of a single hire

Hire another analyst£60–120K salary + onboarding + management
Stay on Excel£0 software, ~£100K of your team’s time
Generic AI tool£15–30K, plus the work to make it useful

Speed to value

Bloxii

Live in weeks

Hire another analyst3–6 months to hire and ramp
Stay on ExcelAlready slow, nothing changes
Generic AI toolInstant but generic

Built for regulated finance

Bloxii

Yes, agents built to your rules, terminology, and approval gates

Hire another analystDepends on the hire
Stay on ExcelNo, manual and ad hoc
Generic AI toolNo, general-purpose, not finance

Who runs it

Bloxii

Bloxii’s AI does the work, run by your Operations Engineer, you review, approve, and keep sign-off

Hire another analystYou manage them
Stay on ExcelYour team, by hand
Generic AI toolYour team, prompt by prompt

Audit trail & citations

Bloxii

Built in, every output traceable and cited

Hire another analystPer-person notes
Stay on ExcelScattered across spreadsheets
Generic AI toolNone

UK data residency

Bloxii

Yes

Hire another analystIn-house
Stay on ExcelOn your machines
Generic AI toolWherever the vendor stores it

Bloxii does not replace your judgement. Bloxii replaces the operational work that's eating your team's time — you keep sign-off on every output.

Build your structural edge from day one.

Bloxii compounds. Every reconciliation and LP reporting cycle run, every custom agent and workflow your operations specialist builds for your firm, every answer Ask Bloxii grounds in your own numbers, all of it accumulates into a structural advantage your peers cannot buy off the shelf.

The question isn't whether investment firms will adopt AI operations. It's whether you'll already have twelve months of compounding context before your peers have started.

Cohort cap
8 firms
Investment firms, primary-ICP qualifying
Closing
31 July 2026
Or earlier on cap
First customer live
Month 1
Anchor deployment underway
Talk to a founder →
8 firms. Locked pricing for 24 months. Closes 31 July 2026.
Bloxii

Build your firm's structural edge from day one.

Every cycle Bloxii runs, every workflow your Operations Engineer tunes, becomes context your peers can't buy off the shelf.

  • Talk to a founder, no sales team in between
  • Map your processes in one working session, prepare nothing
  • See the custom agents & workflows we’d build for your firm
  • Meet your prospective Operations Engineer
  • Apply for the Founding Cohort, 8 firms, closing 31 July 2026
  • No commitment, no sales pressure

Request a demo

We'll respond within one business day.