Meet the Bloks Customer:

Code is a General Partner at Mistral Venture Partners, an early-stage fund based in Ottawa. He sits on 10+ portfolio boards, manages five funds and dozens of special purpose vehicles, and meets constantly with founders and LPs—wearing multiple hats day-to-day.

Their Challenge:

Mistral’s lean partnership juggles board meetings, LP updates, and a constant flow of founder pitches. Every interaction spawns follow-ups, nuances, and relationship context—yet most of it never makes it into the firm’s “official” CRM, and Code rarely has time to distill the information properly. Specific pain points include:

• Manual CRM gaps. Code admits updating Affinity isn’t his top priority: “The issue isn’t necessarily our CRM—it’s that I’m not using it or updating it consistently.”
  
  
• Meeting overload. Code managed scores of high-stakes conversations each month—all competing for mind-share. “Back-to-back meetings meant important information was getting lost in the shuffle.”
  
  
• Scattered information and minimal prep. Prepping for important meetings meant searching through inbox threads, decks, and docs. “I didn’t have the time I wanted to prep for meetings—mostly because the information I needed was disorganized.”
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Without a relationship-centric intelligence platform, Code was flying blind and burning time.

The Difference Bloks Made:

The impact was immediate and transformative for Code and Mistral:

Effortless Board & LP Prep
Bloks auto-builds concise briefs from calls, decks, and emails, so Code shows up ready—no inbox archaeology required.

“I walked into a board meeting fully prepped, and the behavior insights Bloks predicted were spot-on.”

Hours Back Each Week
Manual note uploads and memo drafting disappeared. Code simply forwards Bloks summaries to associates and moves on to the next deal.

“Instead of typing up notes at midnight, I send the Bloks recap and call it a day.”

Relationship Intelligence on Tap
Whether it’s a six-month-old conversation or a brand-new pitch, Bloks threads every touchpoint and surfaces context in seconds.

“It helps me stay on top of what I need to do and when.”

Firm-Wide Momentum
After seeing Code’s results, partners and peer funds quickly adopted Bloks.

“I’m the one pitching Bloks now! VC friends frustrated with other platforms are switching.”

Privacy Without Compromise
Invisible capture keeps conversations candid and compliant at the same time.

“People are more at ease when they don’t constantly see a bot lurking on the call.”

According to Code:

“Bloks gives me peace of mind that every conversation is captured and added to our context-rich firm-wide knowledge—without changing how I work and without adding work to my plate.”