Investment Banking

AI notetaker built for how investment banks work

Fellow keeps AI meeting capture inside the information barrier, across Zoom, Teams, Google Meet, and in person, governed by the permissions, supervision, and retention your bank sets.

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SOC 2

Capture rate

Of meetings recorded, virtually and in-person.

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 firm actually works.

Pitch and mandate meetings

Capture the pitch and the commitments without a bot in a the meeting, with the record kept inside the right barrier.

Management presentations and diligence sessions

Turn long diligence sessions into searchable findings for the deal team, with redaction for figures that should not travel.

Deal team and working group syncs

Keep a permissioned record of decisions and action items, walled off from the public side.

Commitment and fairness committee reviews

Hold a defensible, exam-ready record of how each decision was reached, open only to those entitled to see it.

Intelligence and governance in one platform.

Governance that puts the wall first.

The information-barrier and supervision controls your compliance team needs

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Information barrier policies between business units, enforced across the meeting library, not left to manual discipline.

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Recording controls at the org, team, or user level, blockable by domain or participant.

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

A deal record that stays inside the barrier.

Searchable institutional memory for the people entitled to it, closed to everyone else.

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Ask Fellow searches your meeting history in plain language, grounded in what was actually said.

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Recaps, briefings, and follow-ups generated from the meeting, available only inside the right barrier.

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A permissioned library that keeps deal knowledge with the deal team, even as people move.

Botless capture, no bot in the room.

Capture any meeting without a bot, under the same controls that cover the rest of the bank.

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Captures Zoom, Teams, Google Meet, phone, and in-person meetings without sending a bot into the room.

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Speaker diarization for conference rooms and hybrid meetings, not just video calls.

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Botless recording on Apple and Android devices, for capturing in-person meetings from a phone.