IR Investor Meeting Notetaker
Build real institutional memory of your investor base.
- Captures investor meetings and calls
- Records sentiment, questions, and follow-ups
- Builds a searchable history per investor
“summarize this investor meeting and log the concerns”
Delivers a clear, structured summary.
“Reconcile the bank statement for our operating account for June and flag any unmatched transactions”
Catches discrepancies before they become audit findings
“Pull Q3 actuals vs budget for operating expenses and flag any line items over 10% variance”
Surfaces the variances that need explaining before the board pack
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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