# firm os > A workspace for venture capital and private equity firms that runs in the firm's own Cloudflare account, with an agent beside each person. Its Investment Analyst, for private equity and venture capital deal teams, is Coming soon: request access on the front page. The workspace and its installer are in closed beta with Railblocks' clients; installs are by invite. ## Key facts - **What:** one workspace for a firm's deals, people and knowledge, with blocks (apps for the investment lifecycle) and an agent beside each person. - **For:** venture capital and private equity firms: partners, investment teams and the people who run the firm's systems. - **Where it runs:** entirely in the firm's own Cloudflare account, on Cloudflare OS, unmodified. The firm owns its systems and its data. - **Status:** the Investment Analyst, for private equity and venture capital deal teams, and the other agents on the front page are Coming soon; anyone can request access there. The workspace and its installer are in closed beta with Railblocks' existing clients, and installs are by invite. - **Made by:** Railblocks. - **Cost:** Cloudflare bills the firm directly: Workers Paid at $5 a month plus usage, sign-in free for up to 50 people, and model use. Railblocks' services are agreed separately. - **Install:** one Allow, on a Cloudflare page, then about two minutes; removable from the install's own page. - **Agents:** an agent may prepare an install and follow it (the install API below); a person signed in to Cloudflare presses Allow. ## For agents - [How does an agent work with firm os for a firm?](https://firmos-lc.railblocks.com/docs/for-agents.md): Where an agent reads about firm os, how it prepares a firm's install and follows it, and what only a person at the firm does. - To install for a firm: post the plan to https://firmos-lc.railblocks.com/plans, give the Install link to a person, follow https://firmos-lc.railblocks.com/installs/{id}/status. - An agent never presses Allow and never types Cloudflare sign-in details or email codes. Every address an agent reads: - [/index.md](https://firmos-lc.railblocks.com/index.md): the front page's words as Markdown. https://firmos-lc.railblocks.com/ asked for with `Accept: text/markdown` answers the same. - [/llms.txt](https://firmos-lc.railblocks.com/llms.txt): what firm os is, its key facts, and every address here, in plain text. - [/llms-full.txt](https://firmos-lc.railblocks.com/llms-full.txt): every docs page in one file. - [/docs.md](https://firmos-lc.railblocks.com/docs.md): the docs, each page by its Markdown address. - [/docs/{page}.md](https://firmos-lc.railblocks.com/docs/{page}.md): each docs page as Markdown. A page asked for with `Accept: text/markdown` answers the same. - [/install.md](https://firmos-lc.railblocks.com/install.md): what installing asks for and does. - [/openapi.json](https://firmos-lc.railblocks.com/openapi.json): the install API, as OpenAPI 3.1: post a plan to https://firmos-lc.railblocks.com/plans, follow https://firmos-lc.railblocks.com/installs/{id}/status. - [/.well-known/api-catalog](https://firmos-lc.railblocks.com/.well-known/api-catalog): where the install API's description and the agents' guide are (RFC 9727). - [/.well-known/agent-skills/index.json](https://firmos-lc.railblocks.com/.well-known/agent-skills/index.json): the skills index (Agent Skills Discovery): one skill, firm-os-install, with the SHA-256 of its SKILL.md. - [/.well-known/agent-skills/firm-os-install/SKILL.md](https://firmos-lc.railblocks.com/.well-known/agent-skills/firm-os-install/SKILL.md): the agents' guide as a skill, to keep. - [/sitemap.xml](https://firmos-lc.railblocks.com/sitemap.xml): every page, for search engines. - [/robots.txt](https://firmos-lc.railblocks.com/robots.txt): what crawlers may read, and the Content Signals. --- The page, as people read it: 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. 1. **Meet the Investment Analyst.** Shared by PE partners and their teams. 2. **Built on blocks.** Email Ingestion, Shared Skills and Firm Memory, with sources. 3. **Run it in your own account.** The connected system runs on Cloudflare. Built and connected by Railblocks. [Request access](https://firmos-lc.railblocks.com/#early-access) Email Ingestion · Bring updates into firm context. [Explore this block ↗](https://firmos-lc.railblocks.com/email-ingestion) Shared Skills · One skill library for every agent. [See what makes them different ↓](https://firmos-lc.railblocks.com/#agent-difference) Firm Memory · Keep shared context and its sources. [Explore this block ↗](https://firmos-lc.railblocks.com/memory) Investment Analyst · Pipeline, meeting briefs and company questions. [See it work ↓](https://firmos-lc.railblocks.com/#analyst) Cloudflare · The platform every part runs on. [About the infrastructure ↗](https://firmos-lc.railblocks.com/infrastructure) [Explore how things run on Railblocks ↓](https://firmos-lc.railblocks.com/#available-blocks) Investment Analyst - Agent ## Ready for any conversation. Investment Analyst · Coming soon. Illustrative · fictional data. ### Pipeline: Keep the next step visible. - **Halden Tools.** Waiting on cohort data · Associate. Reminder drafted. (CRM · 26 Sep) - **Larkfield Logistics.** Management meeting Thu · Partner. Brief ready. (Calendar) - **Orrin Packaging.** First call booked · Principal. On track. (Email · 3 Oct) ### Meeting brief: 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 a company: Ask about a company. - “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. - **Private, shared.** Private to your firm. Your whole team reaches it through Email, Slack or Claude. Partner through Email, Principal through Slack and Associate through Claude reach one Investment Analyst inside Firm OS, with Firm Memory, Shared Skills and Workflows. - **Predictable workflows.** Agents build workflows from code, models and people. Every meeting gets its brief. The meeting brief workflow, built and run by the agent: Meeting booked (trigger), Gather context (code), Draft brief (model), Review if needed (person), Brief ready (outcome). Every meeting, the same workflow. - **Purpose-built UI.** Most agents give you a text box. Railblocks agents see and change your screens. Most agents: just a text box. Railblocks Agents: a pipeline screen. The agent sees this view. Ask it “Add what each deal is waiting on.” The agent added a column: Waiting on. - **Customizable Blueprint.** Ready-made for PE. Tailored to your criteria, process and brief format. Ready-made for PE: Skills (Meeting brief · Pipeline follow-up · Company questions), Workflows (Before each meeting · Weekly pipeline), Screens (Pipeline · Briefs). Tailor it to your firm: your criteria, your process and your brief format. The Investment Analyst starts built for PE, and fits VC too. What the Investment Analyst runs on ## Firm Memory comes with every setup. ### [Firm Memory ↗](https://firmos-lc.railblocks.com/memory) Included in every Railblocks setup. 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. ### [Email Ingestion ↗](https://firmos-lc.railblocks.com/email-ingestion) Coming soon · Request access. Turn company updates into source-linked firm context. Explore the layers, workflow and Cloudflare parts. ### [Company Tracking ↗](https://firmos-lc.railblocks.com/company-tracking) Coming soon · Request access. 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 Agent: Watches 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. [About the infrastructure ↗](https://firmos-lc.railblocks.com/infrastructure) ### Your account. The system runs in an environment your firm controls. ### 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. Build with Railblocks ## Three ways to build. Every path starts with the Investment Analyst and Firm Memory, and runs in your own Cloudflare account. ### You build it. 01 · You build it. Customize the blocks for your firm. ### We build it. 02 · We build it. Work directly with a forward deployed engineer to customize the blocks around your firm’s work. ### Have your agent talk to our agent. 03 · Agent to agent. Bring your agent into the setup. We’re embedding forward deployed engineers inside PE and VC firms to customize these blocks. Coming soon. Request access if you want to try it yourself. Work email ⬩ [Request access](#early-access) ## More - [Firm OS, the front page](https://firmos-lc.railblocks.com/) ([as Markdown](https://firmos-lc.railblocks.com/index.md)) - [Firm Memory](https://firmos-lc.railblocks.com/memory) ([as Markdown](https://firmos-lc.railblocks.com/memory.md)) - [Email Ingestion](https://firmos-lc.railblocks.com/email-ingestion) ([as Markdown](https://firmos-lc.railblocks.com/email-ingestion.md)) - [Company Tracking](https://firmos-lc.railblocks.com/company-tracking) ([as Markdown](https://firmos-lc.railblocks.com/company-tracking.md)) - [Infrastructure](https://firmos-lc.railblocks.com/infrastructure) ([as Markdown](https://firmos-lc.railblocks.com/infrastructure.md)) - [Install, with an invite](https://firmos-lc.railblocks.com/install) ([as Markdown](https://firmos-lc.railblocks.com/install.md)) - [Docs](https://firmos-lc.railblocks.com/docs.md) - [llms.txt](https://firmos-lc.railblocks.com/llms.txt) and [llms-full.txt](https://firmos-lc.railblocks.com/llms-full.txt)