Investments template
Expert call notes
Agents read expert and management call transcripts for what bears on your thesis. Your deal team gets a call log with findings linked to the moment they were said, ready to check and add to the memo.
The agents
Follow the thesis through the conversation.
A useful call note keeps the qualification as well as the claim. The agents pull out the passages that support the case and the ones that ask your team to look again.
- Before the call
Set the questions
Give the agents the thesis points you want to test, such as retention, pricing power or switching costs.
- After the call
Read in context
The transcript becomes findings with timestamps, grouped around those questions.
- Before the memo
Check the evidence
Your team opens the passage, keeps the caveats and chooses the notes to carry forward.
One call, two findings
Keep the caveat beside the claim.
“I would allow six to nine months to move a meaningful part of the volume.”
Supports switching friction as part of the retention thesis.
“A long qualification process does not mean that all of their volume is committed to you.”
The follow-up for the deal team: check how much volume is committed, then test the point with customer references.
The app
The note and the moment behind it.
Move between the call log, the transcript and the thesis findings. Read what was said in context before your team adds an excerpt to the memo.
Illustrative app with fictional deal data. Your team sets the fields, rules and review steps.
What it reads
- Expert and management call transcripts
- Recordings and transcripts from Zoom or Gong
- Your thesis points and diligence questions
What your team sees
- A call log for the deal
- Findings linked to transcript timestamps
- Supporting evidence and risks to test
What you set
- The questions to follow across calls
- Which findings belong in the memo
- Who checks a note before it is used
Questions
What people ask about expert call notes.
Can it use our Zoom or Gong calls?
Yes. The Zoom and Gong integrations bring call recordings and transcripts into Strive workflows and apps.
Can we choose what the agents look for?
Yes. Set the questions and fields for your workflow around the thesis points your team wants to test. You can change them later.
How do we check a call finding?
In this app, each finding links to its timestamp in the transcript. Your team can read the passage in context before using the note in the memo.
Can someone review the notes before they are used?
Yes. Workflows can include review steps, where a person checks and edits the results before they move on. Review queues come with every agreement.
Are our call notes used to train models?
No. Your documents and results are never used to train a model, by us or by the AI services we use. A data processing addendum puts that in writing.
Which document-heavy job would you hand over first?
Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.
Contact SalesAn hour of your time and a process you know well. That's all it takes.