For Operating Partners & COOs
Run the operational rhythm of your firm.
Bloxii’s AI handles the operational work of your firm, reconciliation, month-end, the LP cycle, run by your team, or configured for you. You review, approve, and keep judgment and sign-off on every output. Skills built on your rules, your terminology, your approval gates. The grind handled; the time back with your team.
What you get
Four things that change. From day one.
The operational grind, handled
Reconciliation, month-end, and the LP cycle done by AI; your team reviews and approves.
Always-on hygiene
KYC, reconciliation, and regulatory deadlines monitored continuously. No quarter-end scramble.
Skills built for your firm
Built on your rules, terminology, and approval gates. Build them in plain language, or we configure them for you.
Walk in having looked at AI first
A sanctioned, audited, UK-resident operations layer, not shadow AI on laptops.
“My partners spend 5 hours a week digging for data they shouldn’t have to dig for.”
Head of Operations · UK PE
Use cases
Specific workflows. Specific outputs.
Multi-week fund close orchestration
Coordinates KYC across LPs and fund admins, regulatory filings, side-letter compliance, and capital-call notifications, with always-on hygiene flagging deadline drift 60 days before. Your team reviews and approves each step.
Quarterly LP reporting cadence
A continuous portfolio-to-LP bridge. Bloxii drafts the letters, formatting, and distribution; partners review and submit. The cadence runs without the quarter-end scramble.
KYC pack production for new LPs
Multi-document KYC processing, beneficial-owner identification, sanctions screening, AML rule validation. The skill runs to your rules; your team reviews and approves every conclusion.
Side-letter compliance monitoring
A skill that watches MFN and side-letter clauses across LP agreements continuously, surfacing conflicts before they bind. Built for your terms, your approval gates.
Audit preparation throughout the year
Continuous document collation, control evidence, and account reconciliation. Audit-ready outputs throughout the year, not a year-end fire drill.
Run your firm’s operational rhythm, with judgment intact.
Talk to a founder. You prepare nothing: we map your processes from how you operate today, even pure spreadsheets and email, then scope the skills your team would run first.