Ask Bloxii · 2 editions at launch

Ask your operations anything.

The conversational layer across all Bloxii products and your firm's integrated systems. Two editions at launch — Standard for ops, finance, and compliance teams; Pro for partners, MDs, and CIOs as a delegated colleague. Powered by Claude Opus 4.7 (industry-leading on the Vals AI Finance Agent benchmark) with Bloxii Router multi-model routing.

Ask Bloxii Standard

Ask anything about your firm. Citations every time.

Available in all Bloxii tiers (Build, Operate, Scale, Enterprise). Used by operations, finance, and compliance teams firm-wide. Saves 5–10 hours per partner per week (~250–500 hours per year per partner).

Sample queries

  • “How did Fund III perform last quarter compared to benchmark?
  • “Which LPs haven't responded to Capital Call #7?
  • “What's our exposure to UK financial services?
  • “What's our Form Gabriel deadline status this quarter?

Coverage

All firm data — operations, finance, compliance, portfolio

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Claude Opus 4.7 · Bloxii Router multi-model

Ask Bloxii Pro

Your delegated colleague. Email it like a senior associate.

Available in Operate tier and above. For partners, MDs, and CIOs as a delegated work surface. Email Ask Bloxii Pro like a colleague. Send work. Iterate as deliverables come back. Outputs are Word documents, Excel models, PowerPoint decks — institutional-grade, fully cited, audit-ready. Multi-document synthesis, deep portfolio intelligence, IC support, cross-system cross-referencing.

Sample delegated work

  • Pull 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.
  • Build me an Excel model showing Fund II's projected J-curve recovery under three scenarios — base, bear, bull — using our latest portfolio data.
  • Draft the quarterly LP letter from our Q3 portfolio data. Use last quarter's letter as the template. Flag any positions where commentary needs partner attention.

Hours saved

8–15 hours per partner per week

Pattern

Adopted from Rogo's Felix delegated-agent framing — proven to land with senior dealmakers, adapted for the boutique tier

Citations & audit trail

Every answer cited. Every action logged.

Ask Bloxii answers always include source citations grounded in customer data. Bloxii Router routing decisions are visible to customers and overrideable per task. Full audit trail is available via Bloxii's admin interface and exportable for regulatory or audit purposes.

What chat-based AI cannot do

Purpose-built for financial work.

Hebbia's product team estimates 84% of chat-based AI queries fail at financial work because the system cannot do what financial work requires: comparing six businesses across ten years, analysing 10,000 documents, running 20-step processes, learning from mistakes across iterations.

Ask Bloxii is purpose-built for the operational rhythm of a boutique investment firm — agentic, multi-step, multi-document, multi-system, continuously running, fully audited. It draws on every Bloxii product's structured output plus your integrated systems. It's what chat-based AI becomes when it's purpose-built for boutique IM operations.

Ready to ask your operations anything?

Book a discovery call. We'll demo Ask Bloxii on a sample firm — both Standard and Pro — so you can see the conversational layer working end-to-end before deciding which edition fits.

Book a demoSee Documents