The AI operations platform for boutique investment firms
You keep the judgment. AI runs the rest.
Your quarterly LP pack eats three months a year. We ship it in days.
Your partners lose two days a week to admin. We give them back.
Your month-end runs on spreadsheets. We replace them.
Founding Cohort closes 31 July — 8 firms, locked pricing for 24 months.
GDPR · FCA-aware · SOC 2 Type II Q1 2027 · UK data residency · No model training on your data.
9
Launch products
1–2
/ moBuild Basket shipments from month 5
2–4
weeksFrom signup to live
7–14×
Operate tier projected Year 1 ROI
The partner experience
How did Fund III perform last quarter compared to benchmark?
Fund III returned 4.2% in Q1 2026, outperforming the FTSE All-Share by 1.8%. Top contributors: Acme Holdings (+12%), BetaCorp (+8%).
Which LPs haven't responded to Capital Call #7?
3 of 47 LPs are pending: Pinnacle Family Office (sent 3 days ago, no acknowledgement), Sterling Capital Partners (sent 5 days ago, no acknowledgement), Whitehaven Trust (returned partial confirmation).
What's our exposure to UK financial services?
23.4% of total AUM (£93.6M of £400M). Concentrated in: Acme Financial (£42M), BetaBank (£28M), Pinnacle Wealth (£23.6M).
From: partner@firm.com → askbloxii-pro@firm.comPull together a 6-page IC memo for the Acme follow-on. Include precedent transactions in mid-market UK fintech, our portfolio overlap, and the full diligence pack from last quarter. Format to our IC template.
47 minutes later: 6-page IC memo delivered via email as Word document, fully cited to source documents, formatted to firm IC template, with cross-referenced precedent transactions table and portfolio overlap analysis.
Ask Bloxii draws on every Bloxii product's structured output, plus your integrated systems (Xero, Sage, Microsoft 365, SharePoint, fund admins, ComplyAdvantage as regulatory data source). Every answer cites its source. Role-based access is built in — analysts see their data, partners see everything. Powered by Claude Opus 4.7 with Bloxii Router multi-model orchestration.
The Bloxii promise
Most AI tools — including Anthropic's own finance plugins, Microsoft Copilot, and the horizontal AI providers — assume you have an IT team to install them, an ops lead to configure them, an integration engineer to connect them to your data, and an AI specialist to govern them. A 25-person boutique investment firm has none of those people. Bloxii is the only vertical AI platform built around that reality.
Your Bloxii Operations team — your assigned Operations Engineer and the senior delivery leads behind them — handle deployment, configuration, integration, governance, audit packaging, exception handling, and every Build Basket shipment. They use Bloxii's nine AI products plus your firm-specific Workflow Builder configurations to run your back-office. You review, approve, and keep judgment over every output. Your team's time goes back into investment decisions, LP relationships, and partner-level work.
Founding Cohort · Open now
Bloxii compounds. Every capital call cycle, every LP onboarded, every workflow your Operations Engineer tunes to your firm — that accumulated context becomes a structural advantage your peers cannot buy off the shelf.
The question isn’t whether boutique investment firms will adopt AI operations. It’s whether you’ll already have twelve months of deep context when your peers are still in discovery.
Cohort cap
8 firms
Boutique IM, primary-ICP qualifying
Closing
31 July 2026
Or earlier on cap
First customer live
Month 1
Anchor deployment underway
Founding rate
£3,000 / month
Operate-tier pricing locked for 24 months. £5,000 / month list rate applies post-31 July 2026.
The clock starts at deployment.
Founding Cohort firms lock £3,000/month Operate-tier pricing (40% below list) for 24 months as a founding benefit. After 31 July 2026, all new customers sign at £5,000/month list.
The problem
Manual document review, beneficial owner identification, sanctions screening — all done by hand. Bloxii's KYC & Onboarding handles this end-to-end. Your team reviews and approves; it doesn't draft.
Pre-population, validation, sign-off — manually crawled across three systems. Bloxii's Regulatory & Compliance pre-fills from your existing data. Partners review and submit in hours, not days.
No single source of truth. Reconciliation is a Tuesday-night job. Bloxii's LP Statement & Capital Call pulls subscriptions, distributions, NAV, and fees automatically. Your portfolio view stays current.
Portfolio queries, LP status, regulatory data — manually pulled from spreadsheets and emails. Ask Bloxii gives partners conversational access to all firm operations in one place. Every answer cited, every query logged.
Document collation, control evidence, account reconciliation — all manual, all under time pressure. Bloxii's Audit Preparation product (Build Basket — pre-validated, ships when customers vote it next) automates document collation and produces audit-ready outputs throughout the year, not just at year-end.
How it works
Your assigned Operations Engineer spends time understanding your workflows, systems, and goals. They map which products will deliver the most value for your firm and design the deployment plan. You don’t prepare anything — they extract what they need from a single working session.
Your Operations Engineer integrates Bloxii with your existing systems via read-only OAuth where possible. They configure each activated product to your firm's specific rules, terminology, and approval workflows. They train your team in two short sessions. You don't run the project.
Your team uses Bloxii daily. Partners query operations conversationally via Ask Bloxii. Documents, Workflows, and Ask Bloxii products run underneath. Always-on operational hygiene runs continuously. Every decision is logged for audit, every answer cited. Your Operations Engineer runs monthly reviews to optimise performance and queue up your firm’s votes for the next Build Basket shipments.
You don't need an AI specialist on your team. We bring AI expertise to your operations.
The Bloxii Operations team
Forward-Deployed
Every Bloxii customer is paired with a Forward-Deployed Operations Engineer — a domain expert who runs your back-office using the Bloxii platform. Not a customer success manager. Not an account manager. An operator.
Senior delivery oversight
The Forward-Deployed Operations team is led by the Bloxii Head of Operations — senior delivery oversight on every account. Customers escalate to a single senior point of accountability, not a queue.
When it matters
Your Operations Engineer is your day-to-day. When something genuinely needs senior judgement — a regulatory edge case, an unusual fund structure, a partner-level question on the roadmap — the Bloxii Head of Operations and the broader delivery team are one step away.
Vertical AI software, plus the team that runs it for you. That's the product.
See a Bloxii product in action
The products
Documents · 4 launch products
AI products that turn unstructured finance documents into structured firm data.
Onboard new LPs without the paperwork burden.
Keep your portfolio current. Never miss a capital call.
Form Gabriel and MiFID II in hours, not days.
Month-end close in hours, not days.
Ask Bloxii · 2 editions at launch
The conversational layer across all firm operations. Two editions at launch — Standard for ops, finance, and compliance teams; Pro for partners, MDs, and CIOs as a delegated colleague.
Ask anything about your firm. Citations every time.
Your delegated colleague. Email it like a senior associate. Outputs are Word, Excel, PowerPoint — institutional-grade, fully cited, audit-ready.
Workflows · 3 launch products
Operational glue connecting Bloxii products, your firm's systems, and your firm's data — including no-code customer-buildable workflows.
LP letters drafted, formatted, ready for review.
Bookkeeping clean and current without an outsourced firm.
Build firm-specific workflows in plain language. No engineering required. Operations Engineers build the first 5–10 during deployment; you iterate from there.
Platform infrastructure
Underneath the nine launch products: a multi-model orchestration layer surfaced as a customer-visible feature, and an MCP server that exposes every Bloxii capability for AI assistants and external automation to call directly.
Multi-model orchestration
Each task routes to the best AI model. Opus 4.7 for complex reasoning. Sonnet 4.6 for document parsing at scale. Gemini Flash for fast lookups. GPT-5 for specific contract analysis where benchmarks support it. Customers see routing decisions in the activity log and can override per task.
Day-1 agent-economy infrastructure
Every Bloxii capability is exposed via Model Context Protocol from launch. Customer agents, Claude assistants, and external automation can call Bloxii products directly. As AI assistants become the primary interface to financial services, Bloxii becomes the underlying capability layer those assistants call.
Always working
The roadmap
Phase 1 · Live now
Documents · 4 launch products
Ask Bloxii · 2 editions
Workflows · 3 launch products
Build Basket · Pre-validated candidates
Nine candidates demand-validated through customer interviews and design partner feedback. From month 5, Bloxii ships 1–2 customer-voted Build Basket items per month. The customer who first requested a shipped item gets early access plus naming credit. Your Operations Engineer activates each new product in your environment as it lands.
Compliance Q&A with always-on regulatory monitoring.
For Compliance Officer / MLRO
Audit-ready outputs throughout the year, not just at year-end.
For CFO / Finance Director
Tabular agent execution interface — rows × columns × agent-per-cell, applied to LP cohorts and portfolio companies.
For Operations Partner / Analyst
Continuous cap table accuracy across portfolio company growth.
For Operations Partner / CFO
Due diligence questionnaires drafted from your firm's accumulated answer library.
For Operations Partner / IR
Walk into IC with structured memos and precedent transactions ready.
For Investment Partners
Operational inbox always under control.
For Operations team
Find anything in your firm's history in seconds.
For All firm
Continuous MFN clause monitoring across LP agreements.
For Compliance Officer / Legal
Where the Build Basket model comes from
Three precedents in adjacent boutique-finance segments validate the pattern. Visible.vc operates a community-voted roadmap for emerging-manager VC reporting. Passthrough runs a Beta Group co-design model for LP onboarding. Standard Metrics uses a feedback-first ship cycle for boutique VC reporting. Bloxii is the first to apply the model to boutique investment management operations specifically — and the first to publish a public platform-level voting roadmap.
The comparison
Scroll horizontally to view full table →
We're not replacing your judgment, your relationships, or your specialist expertise. We're replacing the admin work that's eating your team's time.
What about Anthropic's finance agents?
Anthropic's finance agent capabilities are horizontal AI building blocks. They are not a vertical product for boutique investment management, they do not include the Bloxii Forward-Deployed Operations team that runs your back-office, and they do not include the FCA-aware deployment, audit trail, and customer-voted Build Basket roadmap that Bloxii customers buy. Bloxii is built on the best of these models via Bloxii Router — we are a customer of the model layer, and a product purpose-built on top of it.
For investors and procurement diligence
Bloxii is not Harvey ($11B legal AI for law firms — different vertical). Bloxii is not Rogo ($1.7B+ investment banking AI — institutional ACV from $66K floor with 20-seat minimums). Bloxii is not Hebbia ($30T AUM customer base — Matrix tabular UI for document analysis. Recent Lite Tier at ~$3–3.5K/seat enters seat-count tier of mid-size firms; remains a self-serve analytical tool, not an integrated operations platform with embedded delivery and regulatory specificity for UK boutique IM). Bloxii is not Allvue or eFront (enterprise fund administration platforms whose AI features — Allvue Andi, eFront/Aladdin — sit inside the fund admin's stack, not the boutique firm's. Different procurement, different stack layer, different buyer).
Bloxii is the integrated operations platform for boutique investment management firms — the segment those companies cannot economically serve, where point solutions like Canoe (LP data extraction), Passthrough (LP onboarding), Standard Metrics (boutique VC reporting), and RelyComply (UK AML/KYC) each own a slice. Bloxii consolidates the slice and adds the conversational layer plus customer-buildable workflows.
See the competitive landscape on /investors→The five-pillar moat
Regulatory specificity (FCA Form Gabriel, AIFMD, MiFID II), operational pattern depth (capital call cycles, LP onboarding, quarterly reporting cadence, fund close mechanics), and data structure expertise (fund admin formats, side letter conventions, IC memo structures). Hard to replicate from scratch; impossible to retrofit into a horizontal platform.
Domain experts (ex-fund-admin, ex-PE-ops, ex-fund-accountant) running customer operations as part of the product, not as a support cost. The Forward-Deployed Operations model — Operations Engineers in active engagement, Head of Operations governing delivery, senior delivery team on call for complex situations — is the table-stakes delivery layer for boutique-tier vertical AI. Same pattern proven by Harvey's 'legal engineers' (~10% of headcount), Rogo's 'guided implementation' with ex-bankers, and Canoe / Passthrough / RelyComply / Standard Metrics' embedded ex-domain experts. Bloxii's commitment from day one.
Workflow Builder enables customers to compose firm-specific workflows from Bloxii products, your data, and your templates. Operations Engineers build the first 5–10 during deployment; customers iterate. By Year 2, every customer has 30+ firm-specific custom workflows. Switching means rebuilding them. Harvey demonstrates this pattern at 25,000+ workflows.
The combined founder network spans UK PE, growth capital, fund admin, and accountancy partnerships — but Year 1 GTM targets a single primary ICP: UK boutique PE / growth capital, £200M–£2B AUM. Adjacent-segment relationships drive warm-inbound referrals into the primary target. The boutique tier is small, networked, and high-trust — credibility transfers rapidly. Bloxii's go-to-market motion is structurally advantaged versus generic AI tools moving down-market or institutional platforms moving down-market.
Bloxii Router routes each task to the best AI model — customer-visible feature, not hidden architecture. Cost optimisation for buyers; provider independence for procurement; future-proofing for any single provider becoming dominant. The model is not the moat; everything around the model is.
This combination — vertical depth + Forward-Deployed Operations team + accumulated workflow customisation + boutique-tier distribution + multi-model orchestration — is what compounds over time. Each year of customer accumulation widens the moat.
Trust and compliance
Built into product from day one. UK and EU data residency. Customer rights honored.
Form Gabriel automation, MiFID II reporting, AIFMD support built into platform.
UK government and FCA-aligned firms procurement standard.
Evidence collection from day one with Drata. Required by enterprise buyers.
AI Management System standard, finalised December 2023. Hebbia has it as a live certification; Harvey and Rogo have not yet certified at time of writing. Pulled forward to ship concurrent with SOC 2 Type II — institutional-tier buyers in 2026–2027 will procure with ISO 42001 as a table-stakes requirement.
Vendor compliance for UK customers' EU LP bases that require their fund managers to use AI vendors that are EU AI Act compliant. This is vendor procurement, not EU market expansion. Bloxii's UK Year 1 / US Year 2 commitment is unchanged.
Why ISO 42001 and EU AI Act both?
ISO/IEC 42001:2023 is the international standard for AI Management Systems, finalised December 2023. Hebbia has it as a live certification. Harvey and Rogo have not yet certified at time of writing. Institutional-tier buyers in 2026–2027 will procure with ISO 42001 as a table-stakes requirement. EU AI Act compliance is required because most UK boutique IM customers have EU LP bases that require their fund managers to use AI vendors that are EU AI Act compliant. This is vendor procurement, not EU market expansion. Bloxii's UK Year 1 / US Year 2 commitment is unchanged.
Six AI-specific buyer questions (data flow, model training, audit trail, hallucinations, provider terms, ceasing operations) — answered in detail with the full security architecture and certifications.
Detailed AI data handling Q&A on /securityReturn on investment
= £51.28/hour · 37.5 hrs/week × 52 weeks = 1,950 hrs/year
Annual structured ops saving (Documents + Workflows)
£115,385
Annual partner time savings (Ask Bloxii Pro)
£350,000
Total annual value
£465,385
Annual Bloxii cost
£60,000
Net annual benefit
£405,385
Projected ROI
7.8x
Payback
1.5mo
Projected ROI at the Operate tier is 7–14x in Year 1 (industry-benchmark basis) — partners are projected to get 5–15 hours back per week through Ask Bloxii Pro, plus 2,000–2,500 structured operational hours from Documents and Workflows products. Actual measured ROI will be reported quarterly post-launch. Your Operations Engineer will run a personalised ROI analysis during discovery.
Pricing
For boutique firms with 20–100 employees
~$6,300 / mo
£60,000 / year
Under 15% of typical outsourced fund admin spend at primary-ICP firms (£400K–£1M / yr at £200M–£2B AUM). Replaces 2–3 FTE workflow value plus 1,000+ partner hours freed via Ask Bloxii Pro.
Typical customer profile
2-fund boutique PE / growth capital, 25 employees, ~£400M AUM
Annual hours saved
2,000–2,500 hours
+ 1,000–2,000 partner-time hrs via Ask Bloxii Pro
Year 1 ROI
7–14x
(projected · industry-benchmark basis)
Usage envelope
25,000 Ask Bloxii queries · 2,500 agent runs / mo
MCP allowance
5,000 MCP invocations / mo for own-firm integrations
At this tier today
Primary-ICP tier · 20–100 employee firms
For larger boutiques with 100–500 employees
~$15,000 / mo
£144,000 / year
14–36% of outsourced fund admin spend at this segment. Replaces 3–4 FTE workflow value plus a dedicated TAM relationship and 60+ firm-specific custom workflows in Workflow Builder.
Typical customer profile
Mid-market IM or fund admin, 100+ employees, ~£1B AUM
Annual hours saved
5,000–7,000+ hours
+ 3,000–5,000 partner-time hrs via Ask Bloxii Pro
Year 1 ROI
8–15x
(projected · industry-benchmark basis)
Usage envelope
100,000 Ask Bloxii queries · 10,000 agent runs / mo
MCP allowance
20,000 MCP invocations / mo for own-firm integrations
At this tier today
Larger boutiques · 100–500 employee firms
For multi-vertical or enterprise customers
For agent-platform integration
Bloxii’s capabilities are exposed via Model Context Protocol from launch. For Claude assistants, custom AI agents, or external automation calling Bloxii directly. Two MCP tiers — pick the invocation volume that fits.
For agent-platform integration · standard
For higher-volume agent integration
Our no-usage-surprises promise
If your usage exceeds your tier envelope across two consecutive months, your Operations Engineer will discuss whether a different tier fits your firm better at renewal. We never charge usage overage automatically.
All tiers include 12-month minimum contract, fully managed deployment by your Forward-Deployed Operations Engineer, ongoing Operations Engineer partnership, all Build Basket shipments activated as they ship, Ask Bloxii Standard + Pro access, Bloxii MCP endpoint access, FCA-aware deployment, SOC 2 Type II in progress (Q1 2027), Cyber Essentials Plus in progress, ISO 42001 on roadmap, GDPR and EU AI Act compliance.
Get started
Book a 30-minute discovery call. We'll show you specifically how Bloxii would automate your team's most time-consuming workflows.