Management presentations
Capture strategy, market, team quality, assumptions and open questions without typing through the conversation.
Meetwise for private equity
From management meeting to investment intelligence. Automatically.
Meetwise captures management presentations, due-diligence conversations, investment committees and portfolio reviews, identifies what changes the deal or investment and updates your deal and portfolio memory automatically.
100%
of recorded investment meetings in one consistent structure
Meeting intelligence
Northstar · Management presentation
58 min · 7 participants · Deal Orion
Investment thesisCommercial DDManagement
Detected signals
- Revenue concentration flagged as deal risk
- Management question assigned to deal lead
- IC decision linked to transcript evidence
TranscriptIntelligenceActions
Built for the investment cycle
Every meeting becomes part of the same investment story
From first conversation to the hundred-day plan, context stays connected to the deal, portfolio company and people responsible for moving it forward.
Due diligence
Connect risks, evidence, exceptions and follow-up questions across commercial, financial and operational sessions.
Investment committees
Turn discussion and challenge into a clear decision trail with conditions, owners and next steps.
Portfolio reviews
Track KPI commitments, value-creation initiatives, blockers and management actions across quarters.
From conversation to action
Meetwise handles the administration while the deal team keeps moving
The recording becomes deal context, decisions, risks and actions automatically. Meetwise then moves the outcome into the systems and workflows that need it.
Capture
Record in-person, online and phone-based investment meetings without adding a bot to the room.
Understand
Meetwise recognises companies, participants, deal context, themes and recurring questions.
Structure
The meeting becomes an investment update with evidence, risks, decisions, actions and deadlines.
Automate
Deal records, portfolio workflows, tasks and follow-up are updated automatically.
Investment intelligence
Not just meeting notes, but information the fund can act on
Every meeting feeds a searchable memory across deals, portfolio companies, management teams and decisions.
What Meetwise captures automatically
Investment-thesis evidence
Deal risks and open DD questions
IC decisions and conditions
Management commitments
Value-creation actions and owners
Preparation for the next meeting
Fits your deal stack
Investment intelligence in the systems your deal team already uses
Meetwise links participants and meetings to the right company, deal and opportunity, then automates updates, tasks and follow-up across finance, CRM and Microsoft workflows.
EU-hosted workspace · organization and team access · automation rules per workflow
Common systems in this workflow
See it with a real meeting
Process one investment meeting with Meetwise
Bring a management meeting, IC or portfolio review. In twenty minutes, we show you the intelligence and actions Meetwise extracts and where they land automatically.