The Bloxii Build Basket

Customer-voted public roadmap. Customers vote. We ship.

Customer-voted public roadmap for boutique investment management. Customers vote monthly on which Build Basket items ship next. Bloxii commits to 1–2 customer-voted shipments per month from month 5 onwards. The customer who first requested a shipped item gets early access plus naming credit.

Voting opensJuly 2026

How it works

Three steps. No surprises.

Pre-validated. Voted on. Shipped. The whole roadmap is in the open and customer-prioritised.
01

We pre-validate

Build Basket items are demand-validated through customer interviews, design partner feedback, and observed workflow patterns. No speculative items.

02

Customers vote monthly

Each customer firm gets a monthly vote allocation. The customer who first requested an item gets early access plus naming credit when it ships.

03

We ship 1–2 per month from month 5

Operations Engineers activate each new product in your environment as it lands. Predictable cadence, customer-voted priority.

The Build Basket today

Phase 1 live now. Nine pre-validated candidates ready to ship.

Below: the launch nine that ship in Phase 1, plus the nine pre-validated Build Basket candidates awaiting customer votes. The pattern continues from month 5 — 1–2 shipments per month, customer-voted, with naming credit to the firm that first requested each item.

Phase 1 · Live now

Nine launch products

Production

Documents · 4 launch products

KYC & OnboardingLP Statement & Capital CallRegulatory & ComplianceReconciliation & Month-End

Ask Bloxii · 2 editions

Ask Bloxii StandardAsk Bloxii Pro

Workflows · 3 launch products

LP Reporting PackAR/AP & BookkeepingWorkflow Builder

Build Basket · Pre-validated candidates

Ready to ship. Awaiting customer votes.

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.

Ask Bloxii Compliance Edition

Pre-validated

Compliance Q&A with always-on regulatory monitoring.

For Compliance Officer / MLRO

Audit Preparation

Pre-validated

Audit-ready outputs throughout the year, not just at year-end.

For CFO / Finance Director

Bloxii Tables

Pre-validated

Tabular agent execution interface — rows × columns × agent-per-cell, applied to LP cohorts and portfolio companies.

For Operations Partner / Analyst

Cap Table Maintenance

Pre-validated

Continuous cap table accuracy across portfolio company growth.

For Operations Partner / CFO

DDQ Response Automation

Pre-validated

Due diligence questionnaires drafted from your firm's accumulated answer library.

For Operations Partner / IR

IC Memo & Investment Intelligence

Pre-validated

Walk into IC with structured memos and precedent transactions ready.

For Investment Partners

Inbox & Action Triage

Pre-validated

Operational inbox always under control.

For Operations team

Internal Knowledge

Pre-validated

Find anything in your firm's history in seconds.

For All firm

Side Letter Tracker & MFN Compliance

Pre-validated

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.

Customer-suggested additions

Beyond the pre-validated nine.

Customers can submit new Build Basket suggestions. Suggestions go through Bloxii Operations Engineer review, get demand-validated against the existing customer base, and (if validated) get added to the public Build Basket for voting. Suggestion form opens to live customers from month 5.

Looking further ahead

Year 2–4 expansion areas. Surfacing from customer voting.

Year 2-4 expansion areas surface from customer voting and the Year 2 expansion strategy. These shape Year 2+ exploration — not Year 1 roadmap commitments. Customer votes drive Year 1 priorities.

Deeper investment management

  • ESG reporting
  • Regulatory change monitoring
  • Counterparty risk monitoring

Wealth and family office

  • AML transaction monitoring
  • Custodial reconciliation
  • Multi-entity consolidation
  • Family office bill pay

Specialised financial services

  • Loan origination document processing
  • Real estate investment operations
  • Hedge fund NAV calculation

Year 2

Bloxii Mobile

Mobile interface for partners on the move. Modelled on Harvey Mobile. Roadmap item — not a Year 1 launch.

Month 24+

Bloxii Academy

Operations professional certification track (ICAEW CPD-aligned where relevant). Launches when the customer base reaches the scale to support self-serve learning. Modelled on Harvey Academy.

Want your firm to vote on what ships next?

Book a demo. Become a Bloxii customer. From month 5, your firm shapes what we build.

Book a demoSee the launch nine