Bloxii powers your investment firm's operations.

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

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

The Bloxii operating loopBloxiiTHE OPERATIONS LOOP01ConnectYour systems plug in02ConfigureYour rules and gates03RunAgents do the work04ReviewYou sign off05LearnEvery cycle compounds

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
DiscoveryBuildApproveDeployRun
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

Always-on

Your workflows keep watching between cycles.

Bloxii runs the always-on hygiene underneath your workflows, surfacing what matters before it becomes a problem. Alerts, never automatic actions, you decide what happens next.

Always-on monitoring & alerts

Bloxii watches between reporting cycles, so issues reach you before they become problems.

Bloxii is watching
LIVE
Cash position
Balances across accounts, tracked in real time.
WATCHING
Variances
Actuals against budget and prior period.
WATCHING
Aged payables
Bills monitored as they age past terms.
WATCHING
Reconciliation anomalies
Ties between your sources, re-checked continuously.
WATCHING

Pushed to you between reporting cycles. A weekly signal, not a quarterly scramble.

Alerts, never automatic actionsYou decide what happens nextNothing moves without you

Plus custom new agents, purpose-built.

Your Operations Engineer builds agents around how your firm actually works: your rules, your terminology, your approval gates. A few from the agent hub:

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

Software your team still operates, or an administrator you can't see into. Bloxii is the third option.

The work done for you, on your systems, with your sign-off. Here is how that compares with the options actually on your desk.

Cost

Bloxii

A fraction of a single hire

Do it in-house
£60–120K salary, plus ~£100K of your team’s time
Your administrator
Per-fund fees that scale with your AUM
Generic AI tool
£15–30K, plus the work to make it useful

Speed to value

Bloxii

Live in weeks

Do it in-house
3–6 months to hire and ramp
Your administrator
Their queue, their timeline
Generic AI tool
Instant but generic

Who does the work

Bloxii

Bloxii’s AI does the work, run by your Operations Engineer

Do it in-house
Your team, by hand
Your administrator
Their team, their process
Generic AI tool
Your team, prompt by prompt

Who keeps control

Bloxii

You, a named approver on every output

Do it in-house
You, but buried in the doing
Your administrator
Them, limited visibility into your own books
Generic AI tool
Nobody, unverified output

Errors caught before LPs see them

Bloxii

Variances, duplicates and missed side-letter terms flagged, cited to source

Do it in-house
Depends on who’s checking
Your administrator
You run shadow books to check their work
Generic AI tool
Can’t verify a figure

When someone leaves

Bloxii

The process is captured and keeps running

Do it in-house
The knowledge walks out the door
Your administrator
Their turnover becomes your problem
Generic AI tool
Prompts live in someone’s head

Defensible to auditors & the FCA

Bloxii

Cited, audit-trailed, UK-resident, no model training

Do it in-house
Per-person notes and scattered spreadsheets
Your administrator
Their format, on request
Generic AI tool
No trail, data wherever the vendor stores it

Bloxii does not replace your judgement, and works alongside your administrator. It replaces the operational work eating your team's time. You keep sign-off on every output.

Don't take the table's word for it.

We'll re-run your last quarter's close. Ten days. Read-only. If we find nothing, you owe nothing.

Run the Parallel Close

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.

Get started now
Bloxii

Build your firm's structural edge.

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 August 2026
  • No commitment, no sales pressure

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