Bloks
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About
Bloks is an AI-driven tool tailored for venture teams, designed to automate various aspects of the investor workflow, from note-taking to report generation. With seamless integration into existing CRMs, Bloks reduces busy work for its users, allowing them to focus on fundamental tasks such as selecting and nurturing investment opportunities. Key features include automatic note-taking based on user-defined templates, smart data extraction, and firm-specific report creation. Bloks places a high emphasis on data security, employing end-to-end encryption and strict access controls. User data ownership is a cornerstone of their privacy approach, ensuring users retain control over their personal and project data.
Platform
Task
Features
• end-to-end encryption
• strict access controls for user data
• generation of firm-specific reports like investment memos and quarterly lp updates
• vc-specific briefs before meetings
• data extraction and extraction synchronization with crm
• self-organizing meetings
• automatic note taking
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