Your account.
The system runs in an environment your firm controls.
Firm OS · Coming soon
An Investment Analyst for your whole deal team.
It keeps the pipeline moving, briefs you before meetings and answers questions about companies.
- Meet the Investment Analyst.Shared by PE partners and their teams.
- Built on blocks.Email Ingestion, Shared Skills and Firm Memory, with sources.
- Run it in your own account.The connected system runs on Cloudflare. Built and connected by Railblocks.
Email IngestionBring updates into firm context. Explore this block ↗
Shared SkillsOne skill library for every agent. See what makes them different ↓
Firm MemoryKeep shared context and its sources. Explore this block ↗
Investment AnalystPipeline, meeting briefs and company questions. See it work ↓
CloudflareThe platform every part runs on. About the infrastructure ↗
Investment Analyst - Agent
Ready for any conversation.
Showing: Pipeline · 1 of 3
Keep the next step visible.
- Halden ToolsWaiting on cohort data · AssociateCRM · 26 SepReminder drafted
- Larkfield LogisticsManagement meeting Thu · PartnerCalendarBrief ready →
- Orrin PackagingFirst call booked · PrincipalEmail · 3 OctOn track
Walk into meetings prepared.
Larkfield Logistics · Thu 09:30
- Changed
- Q3 ahead of plan; two new regional customers. Email · 2 Oct
- Open
- Top three customers: 38% (trailing twelve months) vs 44% (Q2 only). Deck p.7 · Q2 pack p.3
- Team
- The associate asked for churn data; not received. Call transcript · 12 Aug
- Ask
- Did the top three change, or only the period?
Draft for the team. People decide what to ask.
Ask about a company.
Showing: Question 1 of 2
“Why do Larkfield’s concentration figures differ?”
The periods differ: 38% is trailing twelve months, 44% is Q2 only. Neither document says if the top three changed, so that stays on Thursday’s list. Deck p.7 · Q2 pack p.3
“What is Halden waiting on?”
Cohort data from the CFO, asked for on 26 Sep. The associate owns the follow-up; a reminder is drafted for review. CRM · 26 Sep
Railblocks agents · Coming soon
What makes them different.
Showing: Private, shared · 1 of 4
- Partnerthrough Email
- Principalthrough Slack
- Associatethrough Claude
Firm OS · private to your firm
Investment AnalystOne agent
Workflow · Meeting briefBuilt and run by the agent
| TriggerMeeting booked | CodeGather context | ModelDraft brief | PersonReview if needed | OutcomeBrief ready |
|---|---|---|---|---|
| Larkfield · Thu | ✓ | ✓ | ✓ Partner | Ready |
| Halden · Fri | ✓ | ✓ | Not needed | Ready |
| Orrin · Mon | ✓ | ✓ | ✓ Associate | Ready |
↻ Every meeting, the same workflow
Most agents
Ask anything…Just a text box
Railblocks Agents
TableBoardSort: next meetingOwner: anyone
| Company | Stage | Owner | Waiting on |
|---|---|---|---|
| Halden Tools | Diligence | Associate | Cohort data · 13 days |
| Larkfield Logistics | IC | Partner | Q3 pack · 2 days |
| Orrin Packaging | First call | Principal | — |
The agent added a column: Waiting on.
Ready-made for PE
- ✓ Skills
- Meeting brief · Pipeline follow-up · Company questions
- ✓ Workflows
- Before each meeting · Weekly pipeline
- ✓ Screens
- Pipeline · Briefs
PE first · VC too
Meeting brief · Larkfield LogisticsQuestions first
- ChangedQ3 ahead of plan.
- OpenCustomer concentration: 38% or 44%?
- AskDid the top three customers change?
- Fit3 of your 4 criteria · recurring revenue unclear
- NextDeal lead signs off · IC pre-read Wednesday
What the Investment Analyst runs on
Firm Memory comes with every setup.
Included in every Railblocks setup
Firm Memory ↗
One shared memory for your firm. Every connected block can use it. It runs in your own Cloudflare account.
Explore what your firm keeps and how the pieces work together.Start with a block.
Connect the work you need. Every block runs on Cloudflare, with Firm Memory included.
Coming soon · Request access
Email Ingestion ↗
Turn company updates into source-linked firm context.
Explore the layers, workflow and Cloudflare parts.Coming soon · Request access
Company Tracking ↗
Follow companies and review what changed, with sources.
Explore the layers, workflow and Cloudflare parts.Coming soon · A growing library
People enrichment
Board prep
Portfolio News AgentWatches news about your portfolio companies and tells the team what matters, with sources.
IC memo
Reference checks
Thesis tracker
Warm intros
LP letter
Your firm. Your foundation.
You own it.
The Investment Analyst, its memory and Email Ingestion run in your own Cloudflare account. Railblocks helps you connect the pieces and put them to work. Your firm controls access. Your data and system stay in your account.
Your context.
Keep the original update connected to what your firm learns from it.
Your next step.
Start with the Investment Analyst and Firm Memory. Help us shape what comes next.
Choose your models. No lock-in to one AI lab.
Cloudflare’s Workers Paid plan starts at $5/month, paid directly to Cloudflare. Usage charges and Railblocks services are separate.