Fellow.ai | AI Meeting Notes for Private Equity

Private Equity

Accurate notes, real controls, built for how PE firms meet

Fellow captures your meetings across Zoom, Teams, Google Meet, and in-person sessions, holds them in a permissioned library your compliance team controls, and keeps them only as long as your policy allows.

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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.

LP relationship calls

Capture every commitment, concern, and follow-up your LPs raise, update the CRM automatically, and surface the recap before the next conversation.

Investment committee meetings

Keep an accurate, permissioned record of how each decision was reached, visible only to the people who should see it.

Due diligence calls

Turn hours of diligence into searchable findings your deal team can query months later, with redaction for sensitive figures and account numbers.

Portfolio company reviews

Track action items and commitments across every portco, so nothing gets lost in the gap between quarterly reviews.

Intelligence and governance in one platform.

Governance built for SEC-regulated firms.

Fellow gives your operations and compliance teams the controls to govern meeting content the way they govern every other record.



Configurable retention and auto-deletion, from days to indefinite, set at the workspace level.

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Decoupled retention: delete raw recordings on schedule, keep AI summaries as memory.



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

Institutional memory that compounds over time.

Knowledge that stays in the firm, even when the people who built it leave.



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-ups generated from what was actually said.



CRM records and summaries update after every meeting, keeping the firm's knowledge in the firm.

Botless capture, no bot in the room

Capture any conversation without a bot, all under the same compliance framework you set



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



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



Botless recording available on Apple and Android devices, for capturing meetings on the go.

Intelligence and governance in one platform.

Governance built for SEC-regulated firms.

Fellow gives your operations and compliance teams the controls to govern meeting content the way they govern every other record.



Configurable retention and auto-deletion, from days to indefinite, set at the workspace level.



Decoupled retention: delete raw recordings on schedule, keep AI summaries as memory.



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

Institutional memory that compounds over time.

Knowledge that stays in the firm, even when the people who built it leave.



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-ups generated from what was actually said.



CRM records and summaries update after every meeting, keeping the firm's knowledge in the firm.

Botless capture, no bot in the room

Capture any conversation without a bot, all under the same compliance framework you set



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



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



Botless recording available on Apple and Android devices, for capturing meetings on the go.

How does Fellow support compliance and audit requirements?

What types of meetings does Fellow support for private equity firms?



Does Fellow use my firm's meeting data to train AI models?



How does Fellow handle recording without disrupting sensitive external calls?



What compliance certifications does Fellow hold?



Can my firm control how long meeting recordings and transcripts are retained?



How does Fellow support compliance and audit requirements?



How does Fellow help preserve institutional knowledge over time?



Does Fellow integrate with the archiving and compliance platforms our firm already uses?



Can Fellow retain AI summaries after deleting raw recordings?

What types of meetings does Fellow support for private equity firms?



Does Fellow use my firm's meeting data to train AI models?



How does Fellow handle recording without disrupting sensitive external calls?



What compliance certifications does Fellow hold?



Can my firm control how long meeting recordings and transcripts are retained?



Can Fellow retain AI summaries after deleting raw recordings?



How does Fellow help preserve institutional knowledge over time?



Does Fellow integrate with the archiving and compliance platforms our firm already uses?



How does Fellow support compliance and audit requirements?

What types of meetings does Fellow support for private equity firms?



Does Fellow use my firm's meeting data to train AI models?



How does Fellow handle recording without disrupting sensitive external calls?



What compliance certifications does Fellow hold?



Can my firm control how long meeting recordings and transcripts are retained?



How does Fellow support compliance and audit requirements?



How does Fellow help preserve institutional knowledge over time?



Does Fellow integrate with the archiving and compliance platforms our firm already uses?



Ready to bring Fellow to your firm?

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

Request a Demo