For Operating Partners & COOs
Run the operational rhythm of your firm.
Operations transformation for UK boutique investment management. Workflow Builder, Documents (KYC & Onboarding, LP Statement & Capital Call, Reconciliation & Month-End), and Ask Bloxii give Operating Partners and COOs the operational rhythm of an institutional firm at sub-£200K ACV. Replace multiple ops headcount with embedded Operations Engineer delivery and AI execution.
What you get
Three things that change. From day one.
Replace 2–4 ops headcount equivalents
Documents + Workflows automate structured operational work. Year 1 firm-wide hours saved 2,000–2,500 structured + 1,000–2,000 partner-time at the Operate tier.
Always-on hygiene
KYC monitoring real-time, reconciliation flags exceptions as they emerge, regulatory deadlines surface 60 days before submission. The platform runs continuously underneath your team.
Customer-buildable workflows
Workflow Builder for firm-specific operations. Operations Engineers build the first 5–10 during deployment; you iterate. By Year 2, every customer has 30+ firm-specific workflows. Customer-voted Build Basket shapes what ships next.
Use cases
Specific workflows. Specific outputs.
Multi-week fund close orchestration
Coordinates KYC of 47 LPs across 12 fund admins, regulatory filings, side letter MFN compliance, capital call notifications, with always-on hygiene flagging deadline drift 60 days before.
Quarterly LP reporting cadence
Continuous portfolio-to-LP bridge. LP Reporting Pack generates letters, formatting, and distribution drafts; partners review and submit.
KYC pack production for new LPs
Multi-document KYC processing, beneficial owner identification, sanctions screening, AML rule validation. Saves 10–15 hours per onboarding (~240–360 hrs / year for typical fund close).
Side letter MFN compliance monitoring
Continuous MFN clause monitoring across LP agreements (Build Basket — pre-validated, ships when customers vote it next).
Audit preparation throughout the year
Continuous document collation, control evidence, account reconciliation. Audit-ready outputs throughout the year, not just at year-end.
“My partners spend 5 hours a week digging for data they shouldn’t have to dig for.”
Head of Operations · UK boutique PE
Ready to run your firm at institutional rhythm — at boutique ACV?
Book a discovery call. Your prospective Operations Engineer will scope the deployment plan for your firm — and the specific workflows Bloxii would replace first.