Bloks

Bloks is an AI platform for relationship intelligence and investment productivity. Ideal for venture capital and private equity teams, it helps automate meeting workflows and CRM updates by capturing insights without intrusive bots.

Bloks is an AI platform that helps investment professionals achieve superior relationship intelligence without manual data entry. The system functions as an automated Chief of Staff, specifically engineered for high-stakes investment environments. It leverages invisible smart capture technology to record and transcribe conversations on platforms like Zoom, Google Meet, and Microsoft Teams without requiring a visible participant to join the call. This ensures a natural meeting atmosphere while still generating high-fidelity transcripts and action items. The AI engine then transforms these conversations into structured meeting briefs, identifying deal signals, follow-ups, and key relationship updates. Deep bi-directional integrations with Salesforce and Affinity allow the tool to automatically sync these insights, updating CRM records in real-time. By processing data from emails and calendars, Bloks also prepares users with automated pre-meeting research, providing context on founders and company history before the call starts.

Browser / Automation – Chrome, Safari Toolchain – Salesforce API, Affinity API

Capabilities – Bot-free recording, automated deal signal extraction, and SOC 2 Type 2 secure data handling

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