--- title: "Railblocks ⬩ AI Operating Systems for investment firms" description: "Railblocks helps family offices, venture capital and private equity funds build their own proprietary AI Operating System: an environment designed to enable reliable, secure, and scalable agentic work." url: "https://www.railblocks.com/" --- # Put your investment firm on rails We help family offices, venture capital and private equity funds build their own proprietary AI Operating System: an environment designed to enable reliable, secure, and scalable agentic work. [Get in Touch](https://www.railblocks.com/contact/) [ Trusted by world-class firms ] - a16z - Paradigm - Energy Impact Partners - Box Group - Obvious Ventures - Heartcore - ODF - venx Sheet 01 / 08 ⬩ Testimonials ## Reports from the field > “Railblocks helped us turn admissions into a custom AI app. With AI doing the pre-work and a custom, operator-tuned review UI, one person screened ~1,300 applications in ~2 hours.” David Booth, Partner ⬩ a16z > “Railblocks built a custom CRM allowing us to track the relationship between all our members and personalize our communication at scale. Processes that used to take up most of a team’s bandwidth can now be run by a single person.” Julian Weisser, CEO ⬩ Solo Founders > “We moved from Google Sheets to a fully custom software that now powers our influencer marketing operations and saves us hundreds of hours per month. It genuinely feels like they’re part of our team, which is rare to find in an external partner.” Mindaugas Petrutis, Creator Lead ⬩ Lovable > “The Railblocks team designed, implemented, and automated our entire funnel, from our website to onboarding comms and KPI tracking. They’re proactive, get things up and running fast, and are constantly iterating to nail the details.” Minn Kim, Founder & CEO ⬩ Lighthouse > “Railblocks automated away 80% of the operational work for our program, removing a ton of tedious work and allowing us to spend more time on growing the program to better support our founders.” Alexis Wiseman, Program Manager ⬩ Mercury > “Railblocks built a system that allows our teams to maintain much clearer context across the org with minimal marginal effort beyond our previous Notion workflows.” Ryan Delk, CEO ⬩ Primer Sheet 02 / 08 ⬩ Services Fig. 2a ⬩ Company brain ## Company brain We put your data in order for AI. We centralize all your records, files and context into a shared system that makes your company’s data instantly searchable and automation-ready. Figure: Workflow automation: two gears that close together and turn Fig. 2b ⬩ Workflow automation ## Workflow automation We automate your team’s manual work. We embed with your team, learn your operations and build both deterministic and adaptive workflows with code and LLMs to free up their time. Sheet 03 / 08 ⬩ Operating System [ Your firm OS ] ## For firms who take AI seriously Instead of forcing your work into standardized software, your Operating System is fully tailored to your firm. We make you own your data and we codify your operations into code. You say goodbye to vendor lock-in and remove all limits to your operational ambitions. ### Any model Your OS is not locked to a single model or provider. Route each task to the best model, switch as the market evolves, and monitor usage & cost. ### Unlimited tools Your team no longer has to wait for a vendor’s roadmap. They can automate their work, get the answers they need or build the tools they want, securely and reliably. ### Reliable output We make agents more reliable by combining unified data with deterministic, code-based workflows. ### Any gateway Get access to your OS from anywhere: Slack, email, Notion, a custom interface. The whole system is accessible via one single MCP connection. ### Granular permissions You fully control which team member has access to what. Your permissions extend to every single workflow or tool built inside the system. ### One compounding system Your entire team contributes to the same system: every interaction strengthens the firm’s shared knowledge and helps the OS improve itself. Figure: Your firm, on rails: an engine, cars, rails, a station, a gate and a train assembling part by part Fig. 3 ⬩ Your firm, on rails Ready ⬩ 00 / 06 Sheet 04 / 08 ⬩ Approach [ Forward deployed engineering ] ## We’re embedded inside your team Our forward deployed engineers embed into your team: they talk to everyone, map your processes and build the system and workflows that match your specific needs. Figure: The Railblocks unit, embedded: one marked block set into a grid of blocks Fig. 4 ⬩ The Railblocks unit, embedded Sheet 05 / 08 ⬩ Technology [ Infrastructure you own ] ## Your Operating System built on top of Cloudflare An Operating System cannot be bought. It has to be assembled. We’re building it for you on top of Cloudflare because it has all the necessary building blocks to create a complete OS as part of one reliable ecosystem. Figure: Cloudflare's cloud mark as a part docking into its frame, then lighting up Fig. 5 ⬩ Assembled on Cloudflare Sheet 06 / 08 ⬩ Use cases [ From sourcing to reporting ] ## AI for every part of your firm Here are examples of use cases we’ve covered for investment firms in the past: [Read our case studies](https://www.railblocks.com/blog/) Fig. 7 ⬩ The firm portfolio ### Dealflow generation Build a dealflow engine to source, qualify and outreach investment deals by connecting to any data source you want. 3× More qualified deals ### Portfolio management Track the status and metrics of your portfolio companies and enable initiatives to support them in fundraising, talent acquisition, or other areas. 80% Less time spent on reporting ### Meeting prep Prepare perfectly for any type of meeting (investor call, investment committee, board) by gathering data in one place and getting a detailed summary before the call begins. 90% Faster meeting prep ### Marketing Automate your firm’s marketing, community and event initiatives by creating automated lists, invites, and selection processes. 70% Less manual work Sheet 07 / 08 ⬩ About [ Mission ] ## Not your tools, not your rules Technology should expand what people can do, not force them into rigid tools. Railblocks exists to give companies agency over how they work by helping them own the systems behind it. [More about Railblocks](https://www.railblocks.com/about/) Sheet 08 / 08 ⬩ Newsletter & Community [ Railforce ] ## The go-to newsletter & community about internal AI Discover the tools, systems and strategies world-class companies use to run their operations, and learn alongside AI Ops Engineers from companies like Shopify, Ramp & PostHog. [Read the newsletter](https://railforce.co/) [Join the community](https://railforce.co) FIG. 8 ⬩ RAILFORCE Figure: The Railforce paper, open at a spread pp. 02–03 ⬩ Community