Fellow.ai | AI Meeting Notes for Asset Management

Asset Management

AI meeting intelligence built for how asset managers operate

Fellow is an AI meeting assistant that captures investor calls, investment committee meetings, and portfolio reviews across platforms, then holds them in a permissioned library governed by the retention policy your compliance team sets.

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SOC 2

CERTIFICATION

Enterprise-grade security, independently verified.

GDPR

COMPLIANT

Your meeting data is protected to meet strict privacy standards.

AES-256

encryption

Your meeting data is encrypted at rest and in transit.

ZDR

Optional Zero-Day Retention

Recordings and transcripts are not retained after processing.

Built for how your asset management team works.

Investor and LP relationship calls

Investor relations teams running 10 to 20 touchpoints a week capture every commitment and allocation detail without typing through the call. Fellow writes the recap in your firm's note format and pushes it to the CRM the same day.

Investment committee meetings

Keep a permissioned record of how each investment decision was reached, visible only to committee members. Recordings and transcripts delete on your schedule while the AI summary of the decision persists.

Portfolio company reviews

Quarterly reviews become searchable findings your team can query months later. Ask Fellow surfaces what a management team said about margins last quarter without anyone rereading a transcript.

Diligence and management team calls

Hours of management interviews turn into structured findings your investment team can search, with redaction for figures and account numbers that should not travel.

Intelligence and governance in one platform.

Retention controls your compliance team sets.

Notes that outlive the deal become discovery exposure. Delete them on a schedule instead.

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Custom retention durations set at the workspace level: one schedule for recordings, a separate one for transcripts, including zero-day.

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AI summaries persist independently, so raw content can go while the record of the decision stays.

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Recording blocked by domain or participant, so specific counterparties are never captured.

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Exportable, exam-ready audit and deletion logs through the Super Admin API.

Institutional memory that stays with the firm.

Notes scattered across inboxes aren't firm knowledge. Fellow keeps every meeting in one permissioned, searchable place.

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Ask Fellow searches your entire meeting history in plain language, so a diligence call from last year is one query away.

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Recaps, briefings, and follow-up drafts generated from what was actually said in the meeting.

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CRM records update after every meeting, so investor and portfolio context lives in the system your team already works in.

Bot or botless, whichever your policy requires.

Two capture methods under one set of controls, so recording matches your compliance posture instead of working around it.

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Botless capture records Zoom, Teams, Google Meet, phone, and in-person conversations without a visible bot on the call — for investor and management team conversations where a bot in the room changes the tone.

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Speaker diarization attributes each voice in a conference room or hybrid meeting, not just video calls.

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Recording stays opt-in where you want it: trigger manually per meeting, or set auto-record policies that skip specific participants and domains entirely.

Intelligence and governance in one platform.

Retention controls your compliance team sets.

Notes that outlive the deal become discovery exposure. Delete them on a schedule instead.



Custom retention durations set at the workspace level: one schedule for recordings, a separate one for transcripts, including zero-day.



AI summaries persist independently, so raw content can go while the record of the decision stays.



Recording blocked by domain or participant, so specific counterparties are never captured.



Exportable, exam-ready audit and deletion logs through the Super Admin API.

Institutional memory that stays with the firm.

Notes scattered across inboxes aren't firm knowledge. Fellow keeps every meeting in one permissioned, searchable place.



Ask Fellow searches your entire meeting history in plain language, so a diligence call from last year is one query away.



Recaps, briefings, and follow-up drafts generated from what was actually said in the meeting.



CRM records update after every meeting, so investor and portfolio context lives in the system your team already works in.

Bot or botless, whichever your policy requires.

Two capture methods under one set of controls, so recording matches your compliance posture instead of working around it.



Speaker diarization attributes each voice in a conference room or hybrid meeting, not just video calls.



Recording stays opt-in where you want it: trigger manually per meeting, or set auto-record policies that skip specific participants and domains entirely.

Frequently Asked Questions

What is the best AI notetaker for asset management firms?



Does Fellow require a bot to join investor calls?



Can Fellow delete recordings and transcripts but keep the AI summary?



How long can an asset manager retain meeting records in Fellow?



How does Fellow handle sensitive or material nonpublic information in meetings?



Can Fellow capture in-person meetings with several people in the room?



What compliance certifications does Fellow hold?



Can meeting records be archived to our compliance system?



Frequently Asked Questions

What is the best AI notetaker for asset management firms?



Does Fellow require a bot to join investor calls?



Can Fellow delete recordings and transcripts but keep the AI summary?



How long can an asset manager retain meeting records in Fellow?



How does Fellow handle sensitive or material nonpublic information in meetings?



Can Fellow capture in-person meetings with several people in the room?



What compliance certifications does Fellow hold?



Can meeting records be archived to our compliance system?



Frequently Asked Questions

What is the best AI notetaker for asset management firms?



Does Fellow require a bot to join investor calls?



Can Fellow delete recordings and transcripts but keep the AI summary?



How long can an asset manager retain meeting records in Fellow?



How does Fellow handle sensitive or material nonpublic information in meetings?



Can Fellow retain AI summaries after deleting raw recordings?



What compliance certifications does Fellow hold?



Can meeting records be archived to our compliance system?



Ready to bring Fellow to your firm?

See how Fellow handles your firm's specific compliance and workflow requirements.

Request a Demo