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IR Investor Meeting Notetaker
Captures investor meetings and calls into sentiment, questions, and follow-ups — building institutional memory of the investor base.
KA
Karen Cohen
Author
How you'll use it— real prompts and what comes back
“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
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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