Notetaker: AI Meeting Notes for Banking, PE and Consulting
5 MIN. READ
In financial services, over 50% of all information gathered during the deal process is captured on calls and meetings. Yet most of it gets buried in half-finished recaps, disorganised notes, and inboxes nobody revisits.
When a banker asks "what did the CFO say about working capital on last Tuesday's call?", they need an answer that pulls from an accurate transcript, understands the context of the discussion, and can be cross-referenced against the financials.
We built Model ML’s Notetaker to close that gap.
How Notetaker Captures and Converts Meeting Intelligence
Before the meeting, Notetaker generates automated prep notes and participant profiles: who's going to be in the room, what their role is, and what context is relevant. Deal teams and investment professionals arrive informed rather than scrambling.
During the meeting, every word is captured. Automated transcripts record the full conversation in real time, and tailored meeting summaries are generated on request.
After the meeting, the output is ready to use. Summaries export directly into polished, client-ready PowerPoint decks via Model ML's PPT Export. And by pairing Notetaker with Grids, teams can query insights across hundreds of transcripts at once, cross-referencing against external financial data from PitchBook, FactSet, and S&P Global Capital IQ.
Use Cases: Notetaker In Practice
Example 1: A full day of coverage calls needs to add up to something. Notetaker makes it queryable.
A coverage banker running back-to-back client calls has little time between meetings to capture what was said, let alone synthesize it. With Notetaker, each call is summarized automatically and stored as a queryable record, so instead of reconstructing conversations from memory at the end of the day, the banker can pull up every summary, identify follow-ups, and cross-reference what clients said against live market data. The calls become intelligence instead of just calendar entries.
Example 2: A meeting lands with no time to prepare. Notetaker has the brief ready.
A senior banker pulled into a client meeting at short notice used to mean opening LinkedIn in the cab and hoping for the best. With Notetaker, automated prep notes are waiting before the meeting starts. New attendees are profiled by background and role, and the agenda is framed against what's been discussed in previous sessions. The banker walks in knowing who's in the room and why it matters, without spending a minute preparing.
Example 3: A consulting team needs to run expert interviews. Notetaker handles the before, during, and after.
Expert interviews are one of the highest-value inputs in consulting and private equity diligence, and one of the most painful to process. A single workstream can generate dozens of calls, each producing raw notes that someone has to transcribe, structure, and synthesize before any of it feeds the deliverable. With Notetaker, teams run the workflow end-to-end: calls are captured and transcribed in real time, insights can be queried across dozens of interviews at once, and structured playback documents are generated ready to feed directly into deal materials. The expert network spend finally converts into usable intelligence at the same pace the interviews happen.
Example 4: A buy-side deal team splits attention across a management meeting. Notetaker means nobody misses their piece.
On a live deal, the buy-side team on a call often splits by function; someone tracking the commercial story, someone else focused on the numbers, someone else on org and culture. Each person is only half-listening to the parts outside their function, and reconstructing the full picture afterward means comparing notes and hoping nothing got missed. With Notetaker, the full call is captured and summarised regardless of who was focused on what, so the team has one complete record instead of four partial ones.
The information advantage in financial services has always lived in the conversations. Notetaker makes sure it stays there and that it’s captured, structured, and ready to use.
Ready to see it in action? Book a demo.
