How Alex the VC Uses Bloks to Extract Deal-Ready Data and Keep the CRM Always Up-to-Date
Bloks zeroes-in on what matters most once the pitch wraps: turning raw conversation into structured, CRM-grade intelligence.
The Prep — Building a “Data Net” Before the Call
Alex receives a calendar invite and a pitch deck from a start-up.
Bloks instantly organizes and pulls data for the people and company:
Links every artifact—intro email, deck, product one-pager—to a new Company Record Template.
Generates placeholder CRM fields (industry, stage, funding sought) ready to be filled in.
Creates a smart prompt field: “After the call, extract all metrics and risks into the deal record.”
Result: The CRM data is already scaffolded and ready for sync before a single word is spoken.
The Call — Capturing Structured Data in Real Time
With Autopilot + Speaker ID on, Bloks doesn’t just record; it mines:
Detected Pattern | Bloks Action | Example Caught on Maya’s Call |
“$120k MRR” | Metric tag → MRR field | Fills |
“Burn rate is about 90k” | Expense tag → Burn field | Fills |
“Closing Seed round in September” | Timeline tag → Milestone | Adds |
Competitor names mentioned | Relationship tag | Links to 3 rival company profiles |
“We’re HIPAA-ready” | Compliance flag | Adds |
At the same time, Bloks auto-organizes data behind the scenes—every snippet mapped to the correct CRM schema.
Post-Call — One Click, One Clean CRM Update
“Sync to CRM” Button
Alex reviews the AI summary, tweaks a couple of figures, then hits Sync to CRM:
Push: Bloks sends the data to Affinity, populating every field (funding sought, runway, traction, risks, next steps) in the right deal stage.
Documented conversations: The recording, transcript, and summary link are attached to the deal record for the whole partnership to skim.
Task Generation: Follow-ups promised in-call auto-convert to CRM tasks with due dates and owners.
Custom Mappings (Set-and-Forget)
No copy-paste, no manual field hunting. Bloks’ Field Mapper maps new tags—e.g., “FDA pathway”—to properties once; every future call auto-lands in the right column.
Continuous Enrichment — Data That Grows with the Deal
Inbound Emails & Docs: When Maya later sends her data-room link, Bloks ingests it, updates the “Data Room” template, and makes all the details available to the diligence team.
Milestone Monitoring: A coversation—“We just hit 180k MRR!”—triggers Bloks to update
current_mrr, bump the MRR stats automatically.Ask Bloks: If burn / runway slips, Ask Bloks can help point all the trends and dive deeper into the data across all sources.
Why Partners Love It
Single Source of Truth – Every conversation, doc, and metric round-trips through Bloks before it touches the CRM.
Hours Saved – Associates spend time analyzing, not transcribing or re-keying.
Audit-Ready – Crisply tagged metrics + full transcript trail satisfy IC, LP, and compliance audits.
Deal Velocity – Faster, cleaner data means quicker go/no-go and smoother hand-offs to platform, legal, and finance teams.
Ready to wire Bloks into your own CRM?
Connect Affinity / HubSpot / Salesforce in Settings > Integrations.
Your next founder invite will be organized into a Bloks company template
Let Bloks handle the data work—so you can focus on the deal-making.