04.06.2026
20 min
How to Turn 30 Expert Calls into an IC-Ready Memo with AI
By Sanduni
Growth Content Editor
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We are going to take you through the 6 easy steps to conduct expert calls using AI. This is based on our research of the methods used by experienced private equity (PE) analysts and how actual deal teams run their diligence sprints.
You will be able to use a very simple 6-step process to go from 30 raw expert calls to an IC-ready memo without losing one single quote along the way.
These 6 easy steps would allow you to complete the entire due diligence sprint without being diverted:
- Capture verbatim quotes from each of your expert calls immediately when they are needed,
- Minimise almost all of the labour costs associated with manually reconciling your 30 calls,
- And have your IC memo ready for review in working hours (as opposed to 2:00 AM on a Sunday)
Too busy taking notes to actually listen to the expert?
Jamie transcribes the whole call into a verbatim transcript, with no bot interrupting the conversation, so you can put your pen down and just listen.
The 6-Step Expert Call Process at a Glance
Why the 30-call diligence sprint is so hard for junior associates
When your MD says 30 calls in 3 weeks, the expert network sends you a shortlist of candidate profiles to screen first, vetted operators, former executives and people who actually worked at the target's rival companies.
All you have to do is pick the ones who own a slice of the business you are diligencing.
Once the calls begin, you conduct calls in 45-minute blocks one after another. About 10 minutes into each block, you are usually getting a sense of the company's commercial dynamics, but 15 minutes in, like in most calls, you're checking out and no longer actively paying attention.
At approximately Call 15, Call 3 will be completely blanked from your mind.
- Operator names start to become indistinguishable from one another.
- Pricing quotes end up being associated incorrectly with different workstreams.
- And your scratchpad ends up holding 40-something pages of fragmented notes across 3 sub-sectors, although none of those data points will be organised well enough for you to find them easily.
This isn't how things fall apart on Call 1, either. It's how things fall apart by approximately Call 12, when the pipeline has stacked up high enough to require you to prepare for the next expert profile while half-heartedly listening to the current call, and trying to recall whether it was Operator #4 or Operator #7 who said pricing remained flat.
The leak of information isn't a memory issue; specifically, it's an inability to follow a process. As the calls keep adding to your pipeline, the gap most people struggle with only grows.
What you need to run the sprint
- AlphaSense Expert Insights
- Microsoft Bookings
- Jamie
- Claude / ChatGPT / Perplexity
- Notion / DealCloud
How to run the 30-call expert sprint
Step 1: Build the expert shortlist
TL;DR: Tool Breakdown
- AlphaSense Expert Insights: Pull existing expert transcripts and a custom operator search together, so vetted profiles land within a day or two.
When a 30-call diligence sprint begins, the first week is just you trying to find experts, sitting with the candidate profiles the network sends before any call is on the calendar.
Your first move is opening AlphaSense Expert Insights, one of the best expert networks, by Monday noon.
It pulls existing expert network call transcripts and runs a custom recruit and custom source search at the same time, so vetted profiles land within a day or two, instead of the weeks it'd take to find these people yourself.
The GIF above shows the project setup PE teams use, with a few tips to land on the right expert, to narrow the mandate into 3 fields: the sub-vertical, who you want to talk to (current VPs, former executives, recent ex-CFOs), and what you want to learn.
Lock those 3 fields down tight, and the network's research team targets the right operators, otherwise you lose a week and walk into the next investment committee review, where million dollars ride on the decision, with zero primary data on the target or its competitors.
When raw profiles drop, scrub each bio for the exact operating title, expertise, and P&L slice within the target sub-vertical. For example, a generalist consultant who left the industry 4 years ago is a red flag, because they'll give you an opinion and publicly available information your MD already has, not the nuanced insight you need.
That leaves a tight, vetted shortlist, ready for Step 2 stacking.
Step 2: Stack 30 calls across 3 weeks
TL;DR: Tool Breakdown
- Microsoft Bookings: Build a public booking page with buffered 60-minute slots, so 30 experts can self-book around your real availability.
When a 30-call sprint reaches week two, the network's research team starts sending back confirmed times for your vetted operators, often several a day, so you can speed quickly through scheduling.
Your first move is opening Microsoft Bookings, the "Bookings with me" personal page, before week 2 starts. It builds a public booking page that pulls live from your Outlook calendar, so the network's experts pick from your real free time without the back-and-forth email tax.
Source: Microsoft Outloook
Senior associates build this booking page inside Microsoft Bookings. You set one rule: 60-minute slots (45-min call + 15-min processing window baked in), and Bookings automatically blocks out any time you're already busy.
Experts then pick from your free slots, and the 15-minute buffer locks in across all 30 invites without you touching the calendar ever again.
For senior associates, that buffer is table stakes, and they never skip it, because the second you stack 2 calls back-to-back with current or former employees of the target, you lose half the verbatim quotes before your manual notes catch up.
That's the difference between a clean synthesis deck on Friday and a Monday when your MD asks what the operator said, and you can't answer.
That leaves 30 expert calls stacked across 3 weeks with buffers, ready for Step 3 capture.
Step 3: Capture every expert call with Jamie's bot-free capture
TL;DR: Tool Breakdown
- Jamie: Capture every call as one of the leading bot-free notetakers and meeting transcription software options, with background speaker ID, audio only.
Now that you've got your booking page sorted, week 3 is when you actually get started running your calls and speaking directly with each operator. You need to come out of every 45-minute slot with usable verbatim quotes for your IC memo, without typing through the whole conversation.
Meet Jamie
Jamie is a private AI note-taker built for deal teams running diligence sprints. The desktop app captures audio locally on your laptop, gives you access to the transcript almost immediately, and none of it joins your call as a bot.
Everything stays behind GDPR firewalls, and not a single second of your call ever goes to AI training.
We've sat alongside PE teams through their messiest diligence sprints, and the wins keep landing the same way: Elvaston freed their team from typing through meetings so they could stay fully in the conversation, Draycott handed senior hours back to the deals that needed them, and NORD Holding turned every deal conversation into institutional memory the next associate could lean on.
Before the call starts, senior associates running this sprint have 2 ways to start Jamie's bot-free background capture:
- Automatic Detection: When Jamie detects you've joined a Zoom, Meet, or Teams call, a Start Jamie notification appears.
- Manual Start: Start a recording at any time from the navigation bar in the Jamie app.
Whichever way you start, Jamie captures audio only (never video) and processes everything locally on your laptop. The audio gets deleted the second the transcript lands, and the transcripts stay behind GDPR firewalls.
Expand the recorder to open the Scratchpad before the call starts, and remember to capture the specific numbers the expert drops (pricing, margins, customer concentration), so cross-call synthesis in Step 4 already has the anchors when the partner walks over.
Scratchpad notes stay isolated from Jamie's transcript and summary, so nothing from your private notes ever reaches the shared meeting record.
Senior associates running this sprint always handle consent before the call starts.
If your calendar is connected, you can turn on Jamie's optional pre-meeting email notification so every expert is notified 24 hours ahead (workspace teammates automatically excluded).
For unscheduled calls, open with a quick verbal disclosure like,
"I'm using Jamie to transcribe this meeting. It's GDPR-compliant, only the transcription stays, and it doesn't train on your data."
If they object, pause Jamie and revert to manual notes. Preserving the quality of the conversation matters more than a complete transcript.
Step 4: Triangulate insights across all 30 transcripts
TL;DR: Tool Breakdown
- Jamie (Ask AI): Sweep all 30 tagged calls at once, every quote pinned to the right operator and call.
By the time your last call wraps at the end of week 3, you are sitting on 30 transcripts and an IC deadline bearing down on you. The partner is not asking you for 30 separate summaries. They want to understand what those 30 calls add up to for the business, where the operators agreed and where the other side of the room split apart.
Next you are going to lean on Jamie's Ask AI to pull that pattern out of all 30 calls at once. Before you ask anything, tag all 30 calls under one deal tag so Ask AI reads them as a single set instead of 30 loose meetings.
Then ask the exact question your partner will press you on come Monday morning, like what the operators said about pricing power. Jamie reads across every tagged call at once and hands you the pattern, not 30 more summaries to wade through. Because Jamie remembers each speaker across calls, it pins every point to the right operator without you ever scrubbing your notes by hand.
When the partner pushes back on a number, every answer already points you to the exact call it came from, so you pull the verbatim line with confidence instead of stalling in the room. That is the most value you can give the deal, a clean answer on the spot instead of a Sunday lost to re-reading transcripts.
You are not capped at one question either, since Ask AI keeps the thread going across all 30 calls. You can drill from pricing into churn drivers into market shifts and competitive moat, the way analysts at hedge funds and PE firms do, without reopening a single transcript or losing your place.
The whole time, every transcript stays behind GDPR firewalls where your compliance team needs it.
By the end of that same week, you have one triangulated view of all 30 calls, a clear conclusion you can discuss and challenge with the team, ready to turn into the IC memo in Step 5.
Lost track of who said what across your expert calls?
Just ask Jamie's Ask AI, and it searches all 30 calls at once, remembers every operator across them, and hands you the answer with the exact call it came from.
Step 5: Synthesize the 30 calls into the IC memo
TL;DR: Tool Breakdown
- Jamie (MCP) plus Claude: Connect Claude with no code, and it drafts the IC memo skeleton straight from your 30 calls.
By now, it is the back half of week 3, the pattern from Step 4 is clear, and the IC memo is the only thing between you and the deadline. This is the part of the job where you stop being the bottleneck.
Instead of re-listening to 30 calls at 2 am for the one quote the partner will press you on, you let Claude read all 30 at once through Jamie.
Next, you are going to connect Claude to Jamie through MCP, which needs no code and no API keys. You sign in once through your browser, and Claude can read your meetings.
Tag all 30 calls under the same deal name, then tell Claude to use only those meetings so nothing unrelated leaks into the memo.
Then ask Claude to draft the memo straight from those calls, the way your partner expects to read it.
Because every call already ran on the same Jamie template, the summaries line up, and Claude folds them into one clean structure, a simple strategy that turns 30 mismatched notes into clear solutions.
Ask it to quote the operators verbatim and name the exact call each line came from, so every claim carries its own citation.
Have Claude pull the open action items across all 30 calls too, so the gaps you would have forgotten land in the memo as follow-ups. When the draft reads right, you walk into IC with citations instead of anxiety, and the synthesis that used to swallow a weekend is done before lunch.
The memo is only half the win though, because the 30 calls behind it still need to live where your deal team can find them.
Step 6: Send every call to where your team works
TL;DR: Tool Breakdown
- Jamie integrations: One-click send each call to Notion, Google Docs, OneNote, your CRM, or DealCloud, so the team sees the trail.
Right now, those 30 calls only live inside Jamie, where only you can open them. Your deal team and clients read in the tools they already work in every day, so sharing with the wider community of the deal is where the notes belong.
When the source notes sit next to the deal, the partner can check a quote without coming back to you at 11 pm.
Open each meeting note in Jamie, hit Share, and send the notes straight to Notion, Google Docs, or OneNote on any plan.
You pick whether the executive summary, the full transcript, or both lands there. Switch on Automatic sync once, and every future call drops into that workspace on its own.
If your team runs a CRM, the same Share step pushes the notes into Salesforce or HubSpot. And if your firm runs deals in DealCloud, Jamie logs each call as an interaction on the deal itself, matched to the company and contacts, so it threads to the right opportunity.
That deal-system sync sits on the Team and Enterprise plans.
Either way, the deal file stays current without you copy-pasting notes at midnight, and the partner sees the diligence trail behind your memo instead of taking your word for it. Stacked against doing all of this by hand, that is hours back every diligence week.
Expert Call Diligence: Manual Workflow vs. Jamie Stack
What you're comparing | Old-school manual sourcing | With Jamie as your AI Meeting Assistant |
How calls get captured | Manual scribbles, half the signal gone within hours | Bot-free background capture, no bot in the invite, audio only |
How fast you get the notes | 30 to 60 minutes typing up after each call | Verbatim transcript and summary land in about 30 seconds |
What carries across calls | Re-identifying the same VP every call, names blur by Call 15 | Speaker memory names them across all 30 calls; summaries in your default language, 100+ supported |
Pulling a quote on demand | Hunting 40 pages of scratchpad for one line | Ask AI sweeps all 30 tagged calls, every quote pinned to its call |
Consent and compliance | Verbal-only ask, no documented privacy trail | Optional 24-hour consent email, EU-hosted GDPR-grade transcripts, audio deleted after transcription |
Locking the follow-ups | Action items lost in your notebook | Action items auto-detected from every call, ready as follow-ups |
Building the screening brief | Blank-page formatting friction at 2am | Claude drafts the memo skeleton through Jamie's no-code MCP connection |
Getting notes to the team | Friday copy-paste tax into the deal system | One-click send to Notion, Google Docs, OneNote (any plan); CRM on Pro; DealCloud on Team/Enterprise |
Run Your Next Expert Call Sprint with Jamie
You already know how the manual version ends, with 40 pages of scratchpad and a Sunday lost to re-reading transcripts. This time, run the sprint the other way around. Let Jamie capture every call bot-free, triangulate all 30 with Ask AI, and hand Claude the memo skeleton, so you walk into IC with citations instead of anxiety. Run Jamie on your next expert call sprint.
Read More
Do you see yourself in the example of the sprint above? Take these recommendations to better prepare your notes before your next transaction. There are some articles that focus on how different desks (PE, banking, finance) take notes, which will make selecting an appropriate note taker easier.
- Performing private equity due diligence? Compare AI note takers for private equity.
- Investment banking deals? Review AI note takers for investment banks.
- Creating the IC memo? Explore AI tools for private equity investment memos.
- Part of a finance team? Evaluate AI note takers for finance teams.
- Want a broader list? Browse the best AI meeting note takers.
Frequently Asked Questions: Expert Calls in Private Equity
What happens if you don't process expert call notes right away?
A 90-minute expert call is extremely valuable for 1 hour. Memory fades rapidly, and context disappears immediately after the call when you don't write down your thoughts quickly enough. Capture all of your takeaways, as soon as possible, along with any changes to your hypothesis. This will help prevent confirmation bias and ensure that you remain truthful throughout your research. Jamie hands me a verbatim transcript within seconds of hanging up. Everything is transcribed and summarised in under 30 seconds, so you are ready to move into your research process while it is still fresh.
What creates true confidence in analysing expert calls?
An individual expert call provides direction but never evidence. True analysis confidence is created when expert insights converge (as in, they have similar views) across 3 or more calls; this indicates a large, possibly important insight. When expert views diverge (as in, they have different views), there may be many areas worthy of further investigation. The patterns among 3 or more calls represent the signals, and Jamie's Ask AI allows you to see those patterns across every call at once, all you have to do is conversationally ask Jamie.
How should you prepare for an expert call?
The first step is to clearly define what you want to accomplish during the call. Create a structured agenda and confirm that the expert has the relevant experience. Create a list of 3 to 5 main questions you would like to ask the expert, and leave some room for follow-up questions. Don't create a lengthy script that limits the conversation. This is something you get better at only with good practice. Send the expert 2 to 4 topics related to their expertise prior to the call. Have the expert come to the call prepared with examples and data. Instead of asking for a general opinion, ask for stories and details. Before starting the call, I use Jamie to start capturing the content so I am focused on the agenda, not writing down the content.
Why do most expert calls fail?
Preparation is generally the reason for most failed expert calls, not the quality of the expert. Roughly 90% of all expert calls that failed were due to inadequate preparation. Spend time researching ahead of time and allow Jamie to capture the content of the call so you can spend your time preparing for the next question.
How long should an expert call last?
Typically, an expert call lasts anywhere from 30 minutes to 60 minutes. If you need to discuss one topic thoroughly, a 60-minute call is sufficient. Reserve longer calls (90 minutes) for projects with complex and multidimensional research questions. Regardless of how long the call lasts, Jamie captures every word without error.
How does the process of conducting an expert call work?
You contact an expert network requesting access to an expert. The network identifies an expert with credentials matching your requirements. Once identified, the network conducts a series of compliance checks on behalf of the client regarding potential conflicts of interest. Following compliance checks, you engage in an interview with the expert to gather targeted insights. A successful expert network call can significantly shape a research project in as little as 60 minutes. An unsuccessful call results in vague notes and uncertainty. Jamie maintains permanent records of successful calls as a clear transcript versus memories that fade over time.
Can experts share confidential information in these calls?
No, and in fact you wouldn't want them to. Experts are bound by very strict rules and regulations preventing them from sharing confidential or proprietary information about their clients. Additionally, I maintain my side of things with equal care using Jamie's bot-free capture system, providing an opt-in consent via email for participants, and a GDPR-compliant transcript that my compliance team can actually review.
How do you select the best expert, regardless of his or her title?
Virtually every industry has a database of qualified and vetted subject matter experts maintained by professional networks. Therefore, the problem lies with selecting the right expert, not finding one. Teams often make poor decisions based on impressive-sounding titles rather than verifying whether the expert has practical experience related to your research question. When researching emerging or specialised industries, determine if the selected expert has direct operating experience in that particular space or simply advises from a larger geographic region. Remember that job titles rarely accurately reflect a candidate's qualifications or actual working history unless verified otherwise. Jamie remembers all speakers and tracks them across multiple calls, making repeat engagement easier with experts you identify who possess strong skills.
What types of insights can expert calls discover that desk research cannot?
Expert calls expose potential risks and nuanced aspects of industries earlier than traditional research methods can. Expert calls also fill gaps in knowledge created by relying solely upon conventional research methods (desk research). Expert calls produce immediate insights from individuals directly involved in industries or processes, including specific supply chain data, competitor behaviours, and local regulatory nuances, which do not appear in broad-market studies, and they reveal competitor strategies, operational weaknesses, and customer pain points from people who have hands-on experience with each area. These types of insights are highly valuable, detailed, and target-specific, and they cannot be obtained through standard online research methods. Jamie ensures that none of these insights disappears after the call ends.
Why do experts agree to participate in these calls?
Experts agree to participate primarily for financial incentives and to sharpen their knowledge. Expert calls provide a platform for knowledge exchange and networking opportunities with a lucrative per-call fee paid to experts as micro-consultants. The financial incentives provided encourage experts to come prepared to these calls, and Jamie captures every second of that value for you.
When do you need to make an expert call?
Generally, sooner than when most other people decide to "pull the trigger" on a deal or project. Expert calls allow executive and investor decision makers to test their business ideas, check if products will be viable, and confirm many of their assumptions about how fast and by what means a business can grow with respect to capital commitment. Private Equity uses expert calls throughout all stages of the investment process, sourcing deals, negotiating deals, and validating a company's business model, competitive positioning, and growth rates via industry-respected experts. Expert calls provide a great way to obtain unique insights into your client's business strategy, as well as an opportunity to test those strategies under the scrutiny of knowledgeable, independent industry professionals. For consulting teams, they work best as a method to test client-facing strategic recommendations, rather than developing basic knowledge of the client's market. Whatever the stage, Jamie keeps the full record so the insight compounds across the deal.
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.
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