Company and issuer meetings
Retain management signals, KPIs, guidance and changes to the investment case.
Meetwise for Asset management
From market conversation to consistent investment memory.
Meetwise connects research conversations, investment committees, management calls and portfolio reviews to the right strategy, position and investment case.
Every meeting
as searchable investment context with decisions, actions and source evidence
Meeting intelligence
Global equity · company update
46 min · 6 participants · Q2 review
ThesisEarningsPosition
Detected signals
- Pricing assumption flagged as thesis change
- Position limit assigned to portfolio manager
- Management question prepared for next call
TranscriptIntelligenceActions
Built around the investment workflow
Every conversation strengthens the same investment memory
Meetwise adapts the structure to the conversation and keeps people, companies, investments, decisions and open questions connected.
Investment committees
Capture portfolio trade-offs, challenge, decisions and risk budget.
Manager research
Compare process, team, performance, positioning and open questions consistently.
Portfolio reviews
Track thesis, catalysts, risks and actions by position or mandate.
From conversation to investment action
The write-up happens while the investment team keeps moving
Meetwise turns a recorded meeting into a reviewed investment update and readies the selected information for the right team and system.
Capture
Record in-person, online and phone conversations through the same Meetwise workflow.
Recognise
Meetwise identifies participants, organizations, investment context and recurring themes.
Structure
The meeting becomes a consistent update with signals, decisions, questions, actions and source context.
Deliver
Approved information moves into the selected task, CRM, deal or portfolio workflow.
Investment intelligence
The information the team needs for its next decision
Not generic notes, but a reviewable working layer around the investment, portfolio and responsible people.
What Meetwise captures automatically
Investment thesis and changes
Management and market signals
Risks and catalysts
IC decisions and limits
Open research questions
Actions by position or mandate
Fits your investment stack
From meeting to the right investment and follow-up process
Meetwise connects meetings to strategy, fund, position and participants and readies approved intelligence for research, CRM, portfolio and Microsoft workflows.
EU-hosted workspace · team-based access · control before external delivery
Common systems in this workflow
See it with a real workflow
Process one asset management meeting with Meetwise
Bring a representative meeting. We show the intelligence, actions and follow-up context Meetwise extracts.