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I built a Private Equity agent that analyzes every deal call, updates your CRM and sends the recap to your colleagues. Automatically, after the call ends. See how deal teams automate their CRM using AI live in our webinar. Sign up here: https://lnkd.in/d83G6Cg3 Here is why that matters: After talking to more than 60 private equity firms, they all named the same pain point. Taking meeting notes and getting the information to the right place. How it's done today: → Juniors take notes manually during the meeting → They rewrite and format them afterwards (15 to 30 min) → They manually update the CRM, SharePoint, the team on MS Teams (1 to 2 hours) The problem with that: → Juniors spend 1 to 2 hours on admin per meeting → The notes are incomplete, and details go missing → Everything ends up scattered across tools (OneNote, SharePoint, Teams, personal memory) So I built an agentic workflow in Jamie that does all of this automatically. Here is how it works: #1 A deal call ends (banking intro, management meeting, expert call, portfolio review) and Jamie matches it to the right deal #2 It scans the transcript and summary and pulls the details you need: - source and introducer - deal metrics (revenue, EBITDA, multiple) - stage change - process dynamics - next steps with owners #3 It writes those fields straight into your tools (e.g., CRMs or others) #4 It saves the full note where it belongs in SharePoint #5 It posts a recap to the right people in Teams or Slack The result: juniors stop losing two hours to admin after every meeting, nothing gets lost between tools, and partners open the CRM to a pipeline that's current.

Just got off a call with an investment professional at a London PE fund. Before every fundraising meeting, one of their colleagues runs the same routine: → Open DealCloud → Pull every past interaction with that investor → Paste it into Claude → Run a prep prompt → Check the output It works, but it also costs seniors a lot of time before every single meeting. It only covers what's in the CRM. And let's be honest, the CRM is never up to date. The real context sits in the conversations: what the investor pushed back on, what the fund promised, what was left open. Here's how teams using Jamie prepare: → Jamie captures every conversation with that investor → It automatically sends the right information to your CRM and the other tools your team uses → Before every call, Jamie sends you a briefing automatically → It pulls the context from your last meetings, plus whatever is in your tools (SharePoint, OneNote, Outlook, etc.) → You read what happened in the last interactions, and you're up to speed in seconds No digging through DealCloud. No pasting into Claude. No relying on a CRM nobody updated. And it gets better with every call. Sign up now for our webinar on How Deal Teams Automate Their CRM using AI https://lnkd.in/d83G6Cg3

We asked deal teams to track where their week actually goes. Note taking. Documentation. CRM updates. Re briefing partners on calls they were not on. It added up to more than a full day per analyst, every week. Here is where it hides. → Writing up each call from memory and rough notes → Reformatting those notes into something shareable → Copy pasting into the CRM, deal after deal → Reconstructing what was said when someone needs it later On an analyst's salary, that is thousands of euros a week spent on work. Deal teams using Jamie remove every one of those steps. → No writing up. The call is captured automatically. → No reformatting. It comes out structured, in the same template every time. → No copy pasting. The note lands directly in the CRM. → No reconstructing. Anyone can search any call, on any deal, in seconds. This is the part most firms underestimate until they measure it. See the full workflow live in our webinar on how deal teams automate their CRM using AI: https://lnkd.in/d83G6Cg3

If you are in PE, IB or M&A, this is for you. We’re hosting our next webinar for deal teams. After a call, there’s still the CRM to update: logging the conversation, adding deal details, and recording the next steps. That admin can easily pile up or get missed. On Thursday, 29 October at 6pm CET, we’ll show how Jamie can take care of these tasks in CRMs like Attio, Affinity, DealCloud and Pipedrive. No Jamie experience needed. You can register using the link in the comments.

After every deal call, there’s CRM work left to do: update the numbers, save the notes, and record what happens next. It can take at least 15 minutes, and it often gets overlooked. Join us on 29 October for a live walkthrough of how deal teams can use AI to handle these tasks in CRMs like Attio, Affinity, and Pipedrive. You’ll see how to review each change before it goes into your CRM. No Jamie experience needed. The session includes a 30-minute walkthrough and 10 minutes of Q&A.

Every PE and IB firm I talk to has seen a generic AI note taker before. Almost none of them use one. Here's why. Over the past year, most firms in finance have started adopting AI, or at least looking into it. It's not that the tools are bad. They were built for stand-ups and sales calls. Not for deal meetings full of numbers and confidential information, where one missed detail changes the deal. Here are the issues deal teams flagged before they switched to Jamie: → A bot joins the call. On a management meeting or a live negotiation, an "AI note taker has joined" pop up is not the signal you want to send. → The summary is generic. It captures the gist, but not the detail that needs flagging or the exact number a decision rests on. → It doesn't connect to the systems you already run on. So you copy paste notes into your CRM by hand, deal after deal. → The data is sent to the US and the tool can't pass compliance. In a regulated industry, that's a no go. → The transcription isn't accurate enough to capture who said what, or to hold the context. The tool works fine for general business meetings. It just doesn't fit the workflow and compliance requirements of a deal team. That's the gap we built Jamie for. → No bot on the call → EU data residency, built to pass compliance in regulated finance → Summaries structured for deal work, with custom templates and workflows We've been through hundreds of these reviews now. The pattern barely changes. See how European deal teams use Jamie → https://lnkd.in/eaZA6i64