Used by leading deal teams across PE, IB and M&A

Win the deal before others finish taking their notes.

Book a 15 min demo

Jamie turns management meetings, expert calls and buyer discussions into context your team and AI can use to build screening papers, DD summaries or deal memos.

  • Data stays in the EU
  • No bot joins your call
  • ISO 27001 and GDPR
See how deal teams use Jamie

Trusted by

  • Hunter Point Capital
  • IK Partners
  • Nordd
  • saas.group
  • Draycott
  • BU Partners
  • Elvaston
  • A3C
  • Atares
  • Seven2
  • World Fund
  • Bridgemaker
  • COI Partners
  • Family Trust Investor
  • Greenpeak Partners
  • Bluemont Consulting
  • FLEX Capital
79%
avoided critical mistakes thanks to the context Jamie provides.
1 in 2
beat competing bidders thanks to faster execution with Jamie.
1,000+
leading firms across private equity, banking, M&A, law, and consulting.

Stop taking notes. Start closing the deal.

Book a demo

How it works

From first call to finished memo, in minutes.

  1. Capture every call

    Jamie runs on your laptop or phone and captures every call, on Teams, Zoom, Meet or across the table in person. No bot joins.

  2. Stay present

    Build relationships with founders, experts or the management team, and Jamie keeps the record. That’s how deals are won.

  3. Automate your work

    Jamie updates your CRM, drafts the internal memo and shares the notes with your team after every meeting, automatically.

  4. Build your firm’s deal memory

    Access to conversational context across the team decides who can execute fastest and win the deal.

Use cases

Built for every stage of the deal cycle.

  • Origination and screening

    Go or no go after the first call.

    Jamie can analyze your past deals, extract learnings and map attractiveness of new targets against your investment thesis.

  • Due diligence

    50 expert calls, one clear view of the risks.

    Ask across every expert and customer call on the deal and get the themes, the risks and the quotes behind them, each linked to the call it came from.

  • IC prep and client memos

    Every number traced back to the call.

    Jamie pulls management meetings or expert calls into your IC memo, CIM or client update, so you can answer any question on the spot.

  • Sale processes and portfolios

    Know where every buyer and portfolio company stands.

    Track each buyer’s feedback through a process, and measure portfolio performance against management’s promises.

How other deal teams use Jamie

“Jamie became part of how we work faster than we expected. What I love about Jamie is that it never forgets. Every decision, every idea, every follow-up is right there when we need it. Especially, the focus on data privacy is crucial for a company like ours.”
Toni Stork

Toni Stork

Founding Partner & CEO | OMMAX

“In private equity, the quality of decisions depends on the quality of information. Jamie ensures that the insights generated in hundreds of deal conversations don’t disappear, but compound into institutional knowledge.”
Investment Professional

Investment Professional

NORD Holding

“Jamie has removed note-taking from our meetings entirely. We can instantly share structured notes across the team, which makes it much easier to track performance, project updates, and key decisions across the portfolio, all in one place.”
German Sklyarsky

German Sklyarsky

Investment Manager | Elvaston

“Meetings are more productive because we don’t have to pause for note-taking. The time we used to spend organizing notes and writing emails is now spent on higher-value work.”
Tech & AI Coordinator

Tech & AI Coordinator

Draycott

“Jamie is like an additional team member. It's a personal AI assistant for each of us that turns individual productivity into collective intelligence.”
Jan Pörschmann

Jan Pörschmann

Managing Partner | atares

Compliance

Built to pass your compliance review.

Audio is streamed for transcription and never stored. Notes and transcripts are hosted and processed in the EU, with no US transfers.

  • ISO 27001 certified
  • GDPR and DORA compliant
  • No bot joins your meetings
  • 100% hosting and processing in the EU
  • No model training

Get the compliance pack: everything your IT and compliance team needs. Book a call.

Jamie between a security shield and a lock, representing EU hosted, compliant meeting notes

FAQS

Stop writing up calls. Start closing the deal.

Book a 15 min demo