09.11.2025
15 min
Best Free and Paid AI Note Takers for Private Equity in 2025
By Sanduni
Growth Content Editor
I've been interviewing financial advisors who are just starting out or working at big, million-dollar private equity firms, and one question (more like a request) kept coming up.
What are the best free and paid AI note takers that actually work for private equity work?
They requested a specific type of AI note taker, too.
- They needed an AI note taker that works on your phone, too, because expert calls happen on weird platforms where those bots are restricted. Since many well-known AI note takers have bots, this restriction loses them important notes. SO the AI note taker must be bot-free and should also be able to work online and offline.
- Not only the blocking restriction, but sometimes when they use Teams, most experts get really nervous about bots joining calls (they're sharing stuff they probably shouldn't be talking about)
- They also need flexibility and Ask AI features to interact with their meeting notes so they can find things fast or come up with new ideas
- And here's the big one: the AI note taker has to follow GDPR rules and be super secure with your data.
You work in private equity, so you know how crazy strict things get with meeting privacy and keeping data safe. Your transcripts need to actually make sense, too (you've probably seen some really bad ones).
You're working in a world where NDAs and MNPI rules (that's material non-public information - basically the secret sauce that moves markets) are everything. You've probably seen deals go sideways because someone made one tiny mistake, like letting a bot jump into a Teams call when it shouldn't have been there. Your whole deal could be toast.
You want the best free and paid AI note takers that actually work for private equity.
And I have brought them for you.
Pick the one that's best suited for your use case.
Enjoy!
TL;DR
- You need AI note takers in private equity, and you know the challenges you face. You deal with strict privacy rules, industry-specific language that basic tools don't understand, and sensitive meetings where one mistake brings compliance issues to your door.
- You want specific features that actually work for your needs. You need transcripts that identify speakers correctly, summaries that make sense, a recording that stays on your device, integration with your CRM and Microsoft tools, offline capture capabilities, and complete control over your data because data security is critical in your industry.
- You should consider Jamie because it addresses each of these requirements directly. You get device-based recording (meaning, no bots join your calls), accurate speaker identification, AI summaries that read naturally, sync with Outlook and OneNote, deal-based tagging, CRM and Notion integration, multi-language transcription, and privacy controls that meet GDPR standards.
- You have other options to evaluate as well. Focal and Zocks focus primarily on compliance requirements; FinScribe and Jump AI handle CRM syncing and analytics features.
Why Are People Actively Searching for the Best AI Note Takers for Private Equity in 2025?
They need ironclad privacy on Zoom/Teams to protect MNPI.
“Due to data privacy, I want to block this bot… so it can't join Teams meetings.” (Microsoft Tech Community, Mar 27, 2024)
When you're working with PE teams, you're dealing with NDAs and sensitive deal data.
And I'm sure you are aware of note-taking bots that can auto-join your calls, and when they do, you might miss that admit/deny prompt that pops up.
When that happens, your sensitive numbers and names end up in third-party tools where you have no control. You need to make sure your admins set up tenant-level blocks, audit trails, SSO, and data residency controls.
If you let a bot capture your confidential information, you're looking at serious compliance risk and broken trust with your sellers and LPs.
You, on the other hand, will face delays, expensive clean-up processes, and you could even lose deals completely just because of a bot entering and capturing your meeting data.
This is a business risk you can't afford to ignore.
They need accurate notes for multi-party diligence with finance terms.
“What I dislike about Otter.ai is that it still needs improvement… The transcriptions can sometimes be inconsistent, especially with names, technical terms, or overlapping conversations.” (G2 review, 7/11/2025)
When you're on diligence calls, you'll hear many speakers with different accents throwing around jargon like EBITDA, QoE, and covenants.
So when selecting an AI note taker, it is highly important that you pick a tool that does speaker diarization well. Because when your diarization and terms go wrong, you end up with a shaky summary that you have to spend more time correcting manually.
Let me show you what that looks like. You're stuck,
- re-listening to everything,
- fixing labels,
- and trying to chase down who said what.
Not fun, isn't it?
Bad transcripts also create real risk for you and your company.
You miss red flags from potential partners, you get the wrong action items (or even missed action items), and your IC memos end up weak.
That wastes hours of your time and can push your timeline past exclusivity - and you definitely don't want that happening to your deals.
They need push-button export to CRM/deal room, no manual copy/paste
“I’d also love to see… integrating directly with my CRM and calendar tools.” (G2 review, 10/20/2025)
You've got your PE workflows running across Salesforce, Affinity, DealCloud, and your data room, right? And what do you think happens when your note takers don't sync up properly?
I happen to know some.
- You lose those speaker tags and timestamps that you need.
- Your follow-ups won't make it into the pipeline, and your tasks won't get to the right person.
I'm sure I missed up more cons, but let's talk about what happens when you start manually pushing them to your favourite CRM.
- You break your audit trail and make your weekly deal reviews take forever.
- You miss CRM entries, which means you miss your next steps with bankers, management, or co-investors.
These look like small mistakes, but they add up fast and kill your momentum.
You really can't afford that.
What are the free and paid AI note takers for private equity?
The best free and paid AI note takers for private equity include Jamie, which records locally with CRM integration and works across different platforms without using bots; Focal, and Zocks, which offer business-level automation with template options and data control features.
Here's a breakdown of the 5 private equity note-taking tools that I researched:
💜 Gentle Reminder: Pricing may change; please double-check on each tool’s official site. Plans evolve, and enterprise tiers often require a quick chat with sales for accurate quotes.
Jamie for Private Equity: capture every call tag by deal, and ship partner-ready recaps
Best For: PE teams who run expert calls on Zoom/Teams, do onsite management visits, and need clean, Microsoft-friendly notes without bots or workflow changes.
💜 Try out Jamie in our hands-on demo and see how easy (and fun!) note-taking can be!
Jamie is an AI meeting assistant built for high-trust and high-compliance environments like private equity. It captures only your device audio without using bots and turns your meetings into accurate transcripts, smart notes, action items, and searchable summaries. Jamie works online, offline, on any meeting platform, or in person. You get speaker identification with memory, Ask AI to chat with your notes, and full GDPR compliance with secure storage and automatic audio deletion.
All Jamie's Key Features at a glance
- AI Meeting Notes (1–5 min typical after stop).
- Action Items & Task Management with assignees and links back to meetings.
- Instant Transcription with speaker identification and speaker memory.
- No meeting bots required (records system audio; works with any platform).
- Multilingual support (100+ languages).
- Calendar integrations (Google & Outlook) for reminders, titles, and participant emails.
- Tagging & Organisation (filter and retrieve by project/deal).
- Copy-paste integrations (Notion, Linear, Todoist, etc.).
- Workspace collaboration (private or shared, invite teammates).
- Powerful editing (find/replace, formatting, real-time edits).
- Privacy & Security (GDPR, AES encryption, EU hosting, audio deletion).
- Ask AI (translate, chat with a meeting, summarize recent calls).
- iOS app for in-person/offline capture; sync to desktop; search & share.
- OneNote integration (auto/manual sync; notebook/section/page structure).
- Notion integration (auto/manual sync to a Jamie database).
- CRM Integrations for like Hubspot, Notion, Attio, and Asana.
- Speaker memory and automatic meeting titles
➡️ Below are the top features most requested by PE users (based on frequency & pain severity in our audience notes).
Jamie can note down your expert calls and onsite meetings right from your device, online or offline, even when bot blockers or sketchy Wi-Fi get in the way
You can get Jamie to record the audio coming straight from your laptop without intrusive bots that will interrupt your conversations.
And you can even capture in-person meetings on your iPhone or computer, even when you're out of range (meaning, offline). When you stop recording, the transcript and notes will sync up and be ready to go.
People in private equity firms told us:
"Expert calls are often hosted on platforms where the bot tools don't work"
and
"If they are hosted on Teams, most experts won't let a bot join in because they're sharing sensitive stuff".
With Jamie, you just click "Start" on your desktop (no bot will pop up) or use the iOS app when you're out on a site visit. You can record meetings offline (like when you're walking through a factory) and they'll sync up later. What you get are trustworthy and highly accurate notes from calls you couldn't have captured before - without spooking your experts or getting on the wrong side of your corporate IT team.
You can get a week's worth of diligence calls turned into a clean, partner-ready recap in no time by simply chatting with Jamie's Ask AI feature.
You tag each meeting to the relevant deal and portfolio company, and then you can even chat with Ask AI to retrieve or get a summary of the highlights, decisions and open questions.
You can even draft some follow-up emails too.
Jamie keeps your expert call data private and GDPR compliant by recording directly from your device, storing it securely in compliant systems, and giving you full control over sharing and deletion.
Jamie is built with security in mind; it never inserts a bot into your meetings, stores your notes in GDPR-compliant storage, lets you keep recordings private by default or share them with your team when you need to, and gives you explicit controls to delete audio and transcripts when you're done.
Let me break it down for you,
- No bots allowed: You don't have to ask your experts to let some third party in, which means you can avoid those platform restrictions that can trip you up and keep your meeting information private while preserving the natural conversation with your partners/clients.
- GDPR-compliant storage: You get alignment with all the EU privacy rules, so your Legal/Compliance teams don't have to carve out special processes just for note-taking.
- Share with care: You can keep calls private until you need to share them with your deal team; you limit distribution to only those who need to know.
Jamie syncs notes to OneNote, giving your team clear, shareable summaries right where they need them - without having to leave the tools they use.
You'll connect Jamie to Outlook Calendar so you get start prompts and automatic titles, and then you can sync your notes to OneNote (auto or manual). You can also share your meeting notes directly after a call - no more fiddling with exporting them.
When you use Outlook integration, you keep meeting names and attendees tidy, and OneNote creates a clean folder structure for your notes. Right after your call, you just hit share and circulate a clean summary.
Jamie Pricing
FREE Plan (€0/month)
- 10 meeting credits per month
- 30-minute meeting duration limit
- AI-generated meeting notes
- Automatic action item extraction
- Complete meeting transcripts
- Speaker identification
- Calendar integration (Google & Outlook)
- Tag system
- Task management
- Advanced text editing
- Copy-paste integration
- Team workspace sharing
- No meeting bots required
- 100+ languages support
PLUS Plan (€25/month)
- 20 meeting credits per month
- 2-hour meeting duration limit
- Includes everything in the FREE plan
PRO Plan (€47/month)
- Unlimited meeting credits
- 3-hour meeting duration limit
- Includes everything in the PLUS plan
Team & Enterprise Plans
- Custom pricing
- Custom solutions
- Contact required for details
Pros and Cons of Jamie
Pros
- No meeting bots, captures audio locally on your device.
- Works with any platform, online or offline.
- Fast, accurate summaries and transcripts.
- Auto-detects tasks and decisions.
- Automatic topic detection.
- AI chat lets you search notes instantly.
- CRM integrations to your favourite tools
- 100+ languages are supported.
Cons
- Manual speaker tagging is required at first.
- No real-time transcription notes during meetings.
- No sales coaching and sentiment analysis.
Focal
Best for: Financial advisors at RIAs, independent broker-dealers, and wealth management firms
Similar to: Jamie, Jump AI, Zocks
Source: Focal
Focal is an AI meeting assistant platform designed for financial advisors. It transcribes client conversations and automates administrative tasks. The platform converts meetings into written notes, generates summaries, and creates emails. It runs on Microsoft Azure cloud infrastructure with SOC 2 Type II certification. The system operates in transcription-only mode and doesn't store audio or video recordings. Focal connects with CRM systems like Salesforce and Redtail, plus 130+ other business tools.
Who is it for?
Financial advisors and wealth management teams at RIAs, broker-dealers, and other financial institutions need compliant client meeting documentation.
Key Features
- Meeting Transcription: Converts client meetings and calls into written notes and structured data.
- Pre-Meeting Prep: Creates client overviews, agendas, and pre-meeting emails before each meeting.
- CRM Integration: Sends meeting notes, tasks, and client data to CRM systems like Salesforce and Wealthbox.
- Automated Follow-Ups: Creates follow-up summary emails and post-meeting recap notes for advisor review.
- Performance Coaching: Provides AI analysis after meetings to help advisors improve client interactions.
Pricing
- Lite: $70 per month
- Pro: $120 per month
- Enterprise: Contact sales
- Lite Trial: trial for 14 days
- Pro Trial: trial for 14 days
Pros and Cons
Pros
- Creates AI-based meeting summaries for quick review of discussions.
- Provides meeting preparation prompts and context.
- Writes follow-up emails automatically after meetings.
- Allows custom automations to streamline workflow.
- Works with advisor tools like Redtail, Wealthbox, and Salesforce.
Cons
- Set up and tool integration takes time initially.
- Meeting automations need configuration.
- Advanced features have a learning curve for new users.
- Some advisor tools require manual configuration for syncing.
- Workflow customization options can feel complex at first.
Zocks
Best for: Solo financial advisors, mid-sized advisory practices, and large enterprise wealth firms
Similar to: Jamie, Jump AI, FinScribe
Source: Zocks
Zocks is an AI assistant platform for financial advisors and firms. It takes meeting conversations and turns them into organized notes, fills out forms automatically, and writes client emails. The platform doesn't record audio or video from meetings. Advisors keep control of their data. The system can be set up with different templates, forms, and connections that match how each advisor works.
Who is it for?
Financial advisors who want to reduce paperwork time. This includes individual advisors, small practices, mid-size firms, and large wealth management companies.
Key Features
- AI Note-Taking: Records meeting details and creates formatted summaries using templates you can adjust
- Meeting Preparation: Pulls up client information, creates agendas, and writes draft emails before meetings start
- Email Assistance: Writes client emails based on meeting notes and client information
- Automated Form Filling: Takes information from notes, emails, calendars, and CRM systems to fill out intake and compliance forms
- CRM Integration: Updates client records, adds tasks, and moves meeting notes into CRM systems and other advisor tools
Pricing
- Essentials: $80 per user/month
- Professional: $140 per user/month
- Ultimate: $220 per user/month
Pros and Cons
Pros
- Creates organized meeting notes that connect to your CRM system.
- Records meeting details while you focus on the conversation.
- Connects with Zoom, CRM systems, calendars, and email.
- Finds past client information quickly for meeting prep and follow-up tasks.
- Template and scorecard options help organize workflows.
Cons
- Setting up templates takes effort without AI assistance.
- Zoom connection doesn't include a start button inside the Zoom app.
- CRM syncing sometimes puts meetings in the wrong client records, especially for new prospects.
- Some connections don't work smoothly or need more development.
- Adding Zocks to phone calls is complex when using landlines or cell phones.
Source: G2
FinScribe
Best for: Independent financial advisors, multi-billion AUM RIAs, asset managers, private bankers, and finance teams of all sizes
Similar to: Jamie, Otter.ai, Fireflies.ai
Source: Finscribe
FinScribe is an AI meeting note-taker for wealth advisors and financial teams. It automates meeting documentation from preparation to record-keeping. The platform meets industry regulations with SOC 2 Type II certification and uses end-to-end encryption.
Meeting audio gets discarded after processing.
It connects to CRMs and conferencing platforms, moving notes and action items into systems like Salesforce, Redtail, or HubSpot. Here's what FinScribe does.
Who is it for?
Financial professionals use this - solo advisors, small firms, large RIA offices, asset management companies, and private banking teams who need automated meeting notes and documentation that meet compliance standards.
Key Features
- Real-Time Transcription: Records and transcribes meetings (Zoom, Teams, in-person) into searchable text
- Pre-Meeting Agendas: Creates meeting agendas, talking points, and background briefs before client meetings
- Follow-Up Emails: Generates follow-up emails after meetings with summary highlights, action items, and next steps
- CRM Integration: Transfers meeting notes, tasks, and client data to CRM platforms (Salesforce, Redtail, Wealthbox)
- Customizable Notes Format: Lets you change the format of notes and summaries (extract financial data into tables, apply templates) to match how you document meetings
Pricing
- Free: $0 per seat/month
- Unlimited Sessions: $49 per seat/month
- Teams: $0.39 per session
Pros and Cons
- I couldn't find reliable independent user reviews for the FinScribe App
Jump AI
Best for: Independent financial advisors, wealth management firms, and enterprise broker-dealers seeking to automate meeting workflow.
Similar to: Zocks, Focal
Source: Jump
Jump is an AI assistant platform that helps financial advisors handle meeting tasks. It connects to existing software and creates meeting notes, tasks, and follow-ups automatically. Advisors review and approve the results.
The platform includes compliance features that firms can adjust to match their policies. It has SOC 2-compliant security and data retention controls.
Jump analyzes meetings for sentiment and opportunities, giving advisors feedback through analytics and scorecards beyond basic transcription.
Who is it for?
Financial advisory professionals who want to automate meeting notes and get insights from client conversations. This includes solo advisors, small practices, large wealth management firms, and broker-dealer enterprises.
Key Features
- Pre-Meeting Briefs: Creates talking points and client insights before meetings using past notes and data
- Multi-Channel Capture: Records and summarizes video calls, phone calls, and in-person meetings. Has a summary-only mode that doesn't save audio or video files
- Smart Tasks & Follow-Ups: Creates tasks in the CRM and drafts follow-up emails after each meeting. Advisors approve before sending
- CRM Integration: Connects to advisor CRMs like Wealthbox, Redtail, and Salesforce. Syncs meeting notes and client data directly
- Sentiment & Insights: Analyzes meeting transcripts for sentiment and creates advisor scorecards. Shows feedback and highlights client needs from conversations
Pricing
- Ramping: $85 per full seat/month
- Core: $120 per full seat/month
- Scale: $135 per full seat/month
- Enterprise: Contact sales
Pros and Cons
Pros
- Creates meeting agendas by analyzing CRM data and past client emails.
- Records and summarizes meetings on Zoom, Teams, and phone with financial industry context.
- Syncs notes, tasks, and compliance logs to CRMs like Wealthbox and Redtail automatically.
- Has a live widget for real-time notes during meetings.
- Works with tools like AdvisorEngine and RightCapital for extended workflows.
Cons
- Raw transcript accuracy gets 3.5/5 ratings in some reviews, which is lower than competitors.
- Requires a scheduled demo to start. No immediate trial or direct sign-up.
- Setup needs multiple integrations and onboarding steps before first use.
- Lower-tier plans may limit the number of meetings or hours per month.
- Only supports English transcription.
Final Verdict on Private Equity AI Note Takers
Now that we have covered the top 5 private equity AI note takers, let's look at what tool you might want to pick.
Jamie, The All-Round Standout
Jamie lets you record notes straight onto your device without bots involved in your calls. Jamie only captures the audio and deletes it permanently after the transcription process is over.
Jamie is also built with privacy in mind; it meets the GDPR compliance requirements and works any online platform, even Teams and Zoom meetings and integrates right up to your OneNote.
Jamie's Ask AI feature is also great for when you need to retrieve or brainstorm information quickly, all you have to do is chat with it, and you'll have the necessary information quickly.
Jamie also captures speakers' names accurately and stores them in its memory, so you don't have to recognise them every single day.
Focal, The Advisor's Best Friend
Focal handles the compliance side of things for you as an advisor. It has a SOC 2 security certification, syncs right up with your CRM systems, and even sends automated follow-ups for you.
Zocks, For Large Teams and Enterprise Workflows
Zocks keeps your data private while still giving you the flexibility to customise for teams of all sizes. It comes with workflow templates and gives you total data control.
FinScribe, The Best Option if you're on a Budget
FinScribe includes SOC 2 compliance, CRM integration, and flexible note formats to get you started. If you're looking for a free option that still meets all the compliance requirements, this is it.
Jump AI, The Insights Provider
Jump AI goes way beyond just taking notes. It includes sentiment analysis, advisor performance feedback and task automation - basically like having a meeting analyst on your team.
Now, no matter the tool you pick, I'm sure it's a great one.
Read More
- Here are the best AI note takers for finance teams
- Check out the best note-taking tools for Zoom used in Europe
- Learn about the top AI meeting helpers made for European teams
- See easy-to-use AI note takers that work well in Europe
- Find GDPR-safe note takers built for companies in the EU
- Discover Google Meet note takers that don’t need bots to join
- Explore Zoom note takers that keep meetings safe and private
- Read about AI meeting tools that work without joining the call
- Learn about AI tools that take notes without using meeting bots
FAQs on Free and Paid AI Note Takers For Private Equity
What’s the best AI note-taking tool for Microsoft Teams meetings?
You can capture Microsoft Teams meetings securely with Jamie, which records audio directly on your device without joining as a bot and produces clear transcripts with speaker identification and AI summaries. This approach avoids compliance risks common in private equity or finance. You’ll keep your Teams data private and still get accurate, searchable meeting notes.
How can I get accurate meeting notes from multiple speakers on Zoom or Google Meet?
You can record and transcribe multi-speaker calls on Zoom or Google Meet using Jamie for highly accurate transcripts and AI summaries that capture key points and action items. It handles overlapping voices and finance-specific terms better than many generic AI note takers. Jamie not only identifies speakers accurately, but also remembers speakers' names in their memory, so you don't have to keep identifying the speakers again and again. You’ll save hours fixing errors, identifying speakers and simply enjoy confidence in your meeting records.
What are the most reliable free AI note takers available right now?
You can start with Jamie’s free plan for reliable transcription, speaker labels, and smart AI summaries without meeting bots. It’s a strong option for private equity and advisory teams needing privacy-first workflows, though free versions of tools like FinScribe or Jump ai also work for lighter needs. You’ll experience enterprise-grade compliance and clear summary notes even on a generous free tier.
How can I automate post-meeting tasks and follow-ups from my virtual meetings?
You can automate post-meeting tasks with Jamie, which turns your meeting notes into action items linked to your CRM, calendar, or task manager automatically. It recognises next steps, assigns owners, and syncs with Outlook or Notion to keep your pipeline current, while Focal and Jump AI offer similar features for advisors. You’ll move from meetings to execution without manual copy-paste.
How do I keep client meeting notes compliant and private across my team?
You can maintain compliant, private client notes using Jamie, which records directly from your device, stores data in GDPR-aligned systems, and supports deletion on demand. It’s ideal for firms handling sensitive financial or portfolio data, while Focal and Zocks emphasise similar enterprise-grade compliance for advisors. You’ll safeguard confidentiality while keeping team collaboration smooth and auditable.
What are the best AI tools to manage the entire client meeting lifecycle?
You can streamline the entire client meeting lifecycle using Jamie, an AI meeting assistant that records, transcribes, and summarises discussions across Zoom, Google Meet, and Microsoft Teams. It helps advisory firms capture important details, generate action items, and manage advice delivery smoothly, while tools like Zocks or Jump AI provide advisor-specific solutions. You’ll have an AI system that keeps client relationships organised from prep to follow-up.
Which note-taking apps offer a generous free plan for financial advisors?
You can start with Jamie’s generous free plan to capture and summarise meetings without limits on core functionality. It supports internal meetings, multi-language transcription, and smart AI summaries for financial planning and portfolio discussions. You’ll experience premium-level accuracy and privacy even before upgrading to a paid plan.
How can advisors turn meeting recordings into clear notes and action items?
You can convert meeting recordings into clear, structured notes using Jamie, which automatically highlights key points, assigns follow-ups, and syncs with Google Calendar or your CRM. Most advisory firms use such AI software to avoid missing important details and to boost advisor satisfaction. Jamie ensures every meeting platform, Zoom, Google Meet, or Microsoft Teams, feeds clean data back into your workflow.
What’s the best AI-powered note-taking app for Google Docs integration?
You can capture and sync your meeting notes directly into Google Docs with Jamie, an AI-powered tool that turns transcripts into ready-to-edit summaries and action lists. It’s ideal for advisors managing multiple meetings and team plans. You’ll simplify document sharing and preserve every decision in your Google Workspace.
How can most advisory firms use AI software to improve financial planning and client relationships?
You can enhance financial planning and client relationships with Jamie, which transforms conversations into searchable insights and AI-powered summaries tailored to advisor workflows. It integrates seamlessly with Google Calendar and meeting platforms, supporting advisor-specific solutions and flexible paid plans. Most advisory firms use such AI tools to reduce admin time, capture every key detail, and deliver better advice confidently.
Sanduni Yureka is a Growth Content Editor at Jamie, known for driving a 10x increase in website traffic for clients across Singapore, the U.S., and Germany. With an LLB Honors degree and a background in law, Sanduni transitioned from aspiring lawyer to digital marketing expert during the 2019 lockdown. She now specializes in crafting high-impact SEO strategies for AI-powered SaaS companies, particularly those using large language models (LLMs). When she’s not binge-watching true crime shows, Sanduni is obsessed with studying everything SEO.