Bloks
PrivateLast Round
Seed
Sep 25, 2024
Total Funding Raised
$3.25M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Bloks operates in Enterprise Software and is based in Ottawa. Its latest recorded funding round was a Seed round in September 2024.
Bloks is a software company that provides an AI-powered platform for investment teams and financial professionals to automate tasks such as note-taking, CRM updates, and relationship management.
Sector
Enterprise Software
Verticals
CRM, NLP & Conversational AI, Wealth Management, Compliance & Risk, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Bloks Comparables
Compare Bloks with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| thenevercompany.ai Inc. | 88% | |
| Rings AI | 87% | |
| FinMate AI | 84% |
For institutional investors. Book with your work email.
Bloks Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Sep 25, 2024 | ||||
| Pre Seed | Nov 2, 2022 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
Bloks Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| MaRS Discovery District | Seed |
| Mistral Venture Partners | Pre Seed, Seed |
| Renegade Partners | Pre Seed |
| Storytime Capital | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 25, 2026
Monthly visitors grew 40% MoM, reaching 4K.
- Jun 10, 2025
Native integration with Wealthbox CRM launched at Wealth Management EDGE Conference.
For institutional investors. Book with your work email.
Bloks Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about Bloks's valuation, stock price, and market status.
Is Bloks a public or private company?
Bloks is a private company.
What is the current stock price of Bloks?
Bloks is a private company, so its shares have no public market price. Caplight tracks Bloks's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Bloks worth (valuation)?
Valuation information for Bloks is not publicly available.
Can I buy Bloks stock?
Bloks shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Bloks's last funding round?
Bloks's most recent funding round was Seed on September 25, 2024.
Who are the main investors in Bloks?
Key investors in Bloks include Mistral Venture Partners, Storytime Capital.
Will Bloks IPO soon?
No public IPO plans have been announced for Bloks.
How can I track Bloks secondary market activity?
Caplight tracks bids, offers, and trades in Bloks's shares on secondary markets.