Meeting notes on your own API keys with no bot in your call
Stage
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Founded
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Based in
US
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Pricing model
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Paid
Pricing
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$3 per month with 14-day free trial, no credit card required. Includes Chrome extension, desktop helper, all transcription and summary features, cloud sync with end-to-end encryption, and support for bring-your-own API keys.
Key features
AI-powered document chat interface for instant analysis of manager documents and internal memos
Automated report generation with AI agents for complex background tasks
Automatic data extraction from financial documents
Matrix tool for side-by-side comparison of managers and funds
AI Research Hub for zero-effort document organization and management
Actions and alerts for continuous monitoring of document changes
Integration with Backstop, Dynamo, Bipsync, Salesforce and other institutional systems
100% verifiable outputs with precise citations to source documents
SOC 2 Type II compliance for enterprise-grade security
Strict data segregation ensuring client data remains confidential
Proactive insights citing your indexed files during meetings
Ask questions grounded in your own files with citations
Local vector indexing with on-device embeddings
No third-party bot joins your meeting
Chrome extension for Google Meet and Zoom Web
Bring your own Anthropic and OpenAI API keys
What makes it different
Purpose-built for allocators and wealth managers unlike generic AI tools
Processes thousands of documents at scale far beyond generic AI tools
Eliminates manual data entry with AI-native CRM that builds records from documents
Customizable to organization's workflows, templates, and investment processes
No bot in your call—audio streams directly to your OpenAI key, never touching the company's servers
Pay Anthropic and OpenAI directly with no per-seat markup at $3/month versus competitors charging $17+ per user per month
Finpilot
AI Assist