Skills

Every part of the firm, as a skill.

A skill is a ready-made workflow that runs the same way every time: same question, same answer, same template, with a live panel showing progress, sources and output. Run them as they are, adapt them to how your firm works, or build your own.

Every skill is included with every user. £99 per user, per month.

Skills

Type /. Run the work.

Skills work the way they do in the frontier models you already use. Type / in Ask Bloxii, pick one, and it runs the same way every time, with a live panel showing progress, sources and output. Every pack is included with every user, and new skills and connectors ship continuously at no extra charge.

/

Fund close

/Quarter-end close Run
/Month-end close
/Bank reconciliation
/NAV pack tie-out
/Expense allocation

Investor relations

/LP reporting
/Capital call notices
/Distribution notices
/Side letters and MFN
/DDQ responses

Independent verification

/Ten-check close verification
/Fee re-performance
/Undrawn commitments
/Administrator pack tie-out

Compliancecoming soon

/KYC and AML checks
/Obligations calendar
/Policy checks
/Audit trail export

Investment teamcoming soon

/Deal screening
/Comparables
/IC memo drafts
/Portfolio monitoring
↑ ↓ move↵ runOr ask in plain language and Bloxii suggests the skill.

Nothing is charged per skill. Skills, connectors and the models your firm allows are all part of one subscription: £99 per user, per month.

The catalogue

Five packs. Every one included.

Each skill reads from the systems you connect and cites every figure to its source. A person at your firm approves before anything is released. New skills ship continuously, at no extra charge.

Fund close Included

Close the period from source, every figure tied out.

5 skills

/Quarter-end close

The quarter-end pack prepared and tied to the ledger, the bank and the LPA, with every exception listed against its source.

/Month-end close

The same close, monthly, for evergreen and credit vehicles where the NAV is a dealing price.

/Bank reconciliation

Every bank line matched to the ledger, unmatched items surfaced with their evidence.

/NAV pack tie-out

The administrator’s NAV pack tied line by line to ledger, bank and register.

/Expense allocation

Expenses allocated across funds and deals to your written policy, edge cases flagged.

Investor relations Included

Everything you owe your LPs, drafted the same way every time.

5 skills

/LP reporting

The quarterly investor pack drafted from the ledger, the LPA and every side letter, in your template.

/Capital call notices

Every notice computed from the commitment schedule and the LPA, discounts and MFN applied.

/Distribution notices

The waterfall recomputed against the LPA and the notices drafted for approval.

/Side letters and MFN

Every side-letter obligation tracked and every MFN election checked, each period.

/DDQ responses

Due-diligence questionnaires answered from your own documents, every answer cited.

Independent verification Included

A second pair of eyes on what your administrator produced.

4 skills

/Ten-check close verification

Ten checks on a closed quarter, tolerances applied, exceptions ranked, a dated report for the file.

/Fee re-performance

Management fees re-performed against the LPA and each side letter.

/Undrawn commitments

Each LP’s undrawn commitment recomputed from the register and every call and distribution.

/Administrator pack tie-out

Every line of the administrator’s pack tied to a source.

ComplianceComing soon

Obligations met, evidenced, and ready for the file.

4 skills

/KYC and AML checks

Onboarding evidence checked against your policy, ready for your decision.

/Obligations calendar

Every reporting and payment obligation in the LPA and side letters, tracked to its date.

/Policy checks

Documents and decisions checked against your written policies.

/Audit trail export

What was done, when, and from which source, exported for the file.

Investment teamComing soon

From first look to IC, with a source for every number.

4 skills

/Deal screening

A deck and data room scored against your thesis, with comparables from your own pipeline.

/Comparables

Comparable transactions and companies pulled from your pipeline and your data.

/IC memo drafts

The investment committee memo drafted in your template, every figure cited.

/Portfolio monitoring

Portfolio company reporting collected, compared and flagged each period.

Build it your way

A platform as much as an assistant.

Build your own skills and processes on Bloxii, or let us do it with you. Whichever route you take, you consume Bloxii in the way that suits your business.

You have an AI champion

They can build whatever your firm needs on Bloxii, in plain language, without a development project.

You want it done for you

Bloxii deploys a forward-deployed engineer on site to build and tune your workflows.

You already have AI automation

Bloxii has its own MCP and connects to other MCPs, so it fits into what you have built rather than replacing it.

Build a skill

Skill created Bank match · weeklyConnector · Xero

Instead of

  • Building your own AI platform from scratch.
  • Hiring consultants to automate processes one at a time.
  • Letting the firm run on generic AI tools with no governance and no idea where the data goes.

No lock-in, no dependency on us, and you can switch it off at any time with nothing left behind.

Run your first skill this week.

Talk to a founder. We set your firm up, connect a first system, and your team runs its first skill that week.

Talk to a founder