Meet the Bloks Customer:

‍Lewis & Clark Capital is a dynamic US investment firm specializing in private equity and venture capital investments. Johanna, a key member of the investment team, spends most of her day evaluating new opportunities, conducting deep due diligence, and managing relationships across multiple portfolio companies.

Their Challenge:

‍In private equity and venture capital, relationships are everything—but managing pipelines and tracking every detail from countless meetings can quickly become overwhelming. Johanna and her colleagues often found themselves bogged down by repetitive admin tasks, manually updating CRM records, and struggling to surface critical insights buried in emails or meeting notes.

As Johanna put it simply:

“Investment teams juggle multiple roles. Sure, I talk to founders and potential investments daily, but I'm also analyzing data, running financial models, and tracking multiple projects. Keeping track of critical details without spending hours on admin started to feel impossible.”

“We have less time than ever. Every relationship we have could and should be leveraged, but every minute we're writing emails or hunting down client info, we're losing chances to grow.”

Why They Chose Bloks:

‍Johanna wanted something smarter than basic AI notetakers—a solution designed specifically for investment teams. Bloks immediately stood out because it could:

• Automatically capture and summarize every client interaction.
• Provide investment-specific note templates, customized exactly to their workflows.
• Integrate critical insights directly into investor-specific CRMs like Affinity—removing manual entry entirely.

Johanna explains:

“I tried various AI notetakers before, but none truly worked for me. Bloks lets me customize exactly how I structure notes and insights—it felt like someone finally understood what investors actually need.”

The Difference Bloks Made:

‍Lewis & Clark Capital quickly felt the real difference Bloks made in their everyday productivity:

Accelerated Deal Sourcing: With customized deal profiles and proactive insights before calls, Johanna’s team could focus more on evaluating opportunities and less on manual admin.

“I love how Bloks auto-fills data points like ARR, capital raised, and gross margins straight from our conversations. It cuts repetitive tasks in half, making my job much easier.”

Easier Internal Communication: Bloks' clear, pre-built summaries of board meetings helped Johanna communicate key insights to her senior colleagues effortlessly.

“Instead of manually typing up lengthy board summaries, Bloks provides concise, shareable highlights. That alone saves hours each month and keeps our team aligned.”

More Strategic Focus: By reducing mundane tasks, Johanna spent more time on high-value relationship-building and analysis.

“Bloks isn’t just convenient—it’s essential. I can now focus strategically, instead of getting stuck in busywork.”

In Johanna’s Own Words:

‍“Bloks quickly became a critical part of my workflow. It's the only AI tool I've used that truly feels built for investors—not transactional sales teams. The ability to customize insights and auto-enrich our CRM is invaluable. It's exactly what we needed to stay agile and ahead.”