Client strategy cannot leak
Turnaround plans, deal terms and board discussions are covered by engagement letters and NDAs. A bot in the call is often not accepted by the client.
AI notetaker for financial consulting, corporate finance and M&A: Capture every client workshop and deal meeting, without exposing your client’s strategy.
Caven records client workshops, management interviews and negotiations without a bot, and turns them into notes you can build deliverables on. Client data stays processed in the EU or inside your own infrastructure.
We take your data seriously
Your meetings are no one else's business.
Data stays in the EU- No bot joins your call
- ISO 27001 and GDPR
- No training on your data
In short
What AI notetaker should financial consultants and M&A advisers use?
Caven is an AI notetaker for financial consultants, corporate finance teams and M&A advisers who work with client strategy, deal terms and financials that cannot leak. It records client workshops, management interviews, due diligence sessions and negotiations without a bot, processes them in the EU and never trains on client data. Consulting templates per meeting type and search across every engagement let teams build deliverables from complete notes instead of memory.
- Recording
- No bot joins the call. Caven records from your desktop or phone: Teams, Zoom, Google Meet, Webex, in person and phone calls.
- Data location
- Processed in the EU. Your recordings are never used to train AI models.
- Hosting
- Caven EU cloud, your own AWS, Azure or GCP account, or fully on-premise.
- Security
- ISO 27001 certified, GDPR compliant, encrypted storage and optional pseudonymisation before AI processing.
- Output
- Transcript, structured summary in the right template, action items with owners, in 99+ languages.
- Integrations
- NetDocuments, SharePoint, OneDrive, Google Drive, Notion, Slack, and Outlook or Google calendar.
- Pricing
- A free plan, and Plus, Pro and Team with a 14-day free trial. Enterprise for firm-wide rollouts. See pricing
Caven at a glance
The challenge
Why generic AI notetakers don’t work for advisory teams
Insights get lost between workshop and deliverable
A day of interviews produces pages of notes. Turning them into a report means re-reading, re-typing and calling people back.
Knowledge leaves with the team
When a consultant rolls off an engagement, the context from dozens of client conversations goes with them.
Seamless in the background, with privacy at its core.
Prepare.
Walk into every meeting prepared, with context enriched briefings from your past meetings and connected tools.
Use cases
Which meetings advisory teams document with Caven
Client workshops
Input, decisions and open questions per workstream, ready to build a deliverable on.
Management interviews
Complete transcripts and summaries of each interview during due diligence.
Deal negotiations
Positions, concessions and open points, with who said what.
Steering committees
Status, decisions and escalations in a structured record for the engagement file.
Restructuring and turnaround meetings
Measures, owners and deadlines, documented while the pressure is on.
Expert calls
Key insights and quotes, searchable across every engagement.
Why advisory teams choose Caven
No bot in the call
Caven records from your desktop or phone. No third-party participant, no awkward introductions and no platform lock-in.
Your data stays in the EU
All recordings are processed exclusively within the EU. Never used for model training, never shared with third parties.
Built in Belgium, under EU law
Caven is a Belgian company with no US parent. Audio is processed on EU servers, and you can host Caven in your own cloud or on-premise.
The right summary, automatically
Caven recognises the type of meeting and applies a template tailored to your industry, or one built from your own notes.
Every meeting searchable
Every conversation becomes a structured record. Search your full history and ask the AI Copilot about any meeting.
Deploy where you want
Caven cloud, your own AWS, Azure or GCP, or fully on-premise. ISO 27001 certified and GDPR compliant.
Compliance
Built for confidential engagements
Engagement letters, NDAs and inside information set the rules. Caven is designed so you can show clients exactly where their data goes.
How Caven processes your dataClient confidentiality
No bot joins the meeting, recordings are encrypted and never used to train AI models or shared with third parties.
Market Abuse Regulation
Deals with listed companies can involve inside information. Running Caven in your own cloud or on-premise keeps those recordings inside your perimeter.
GDPR
EU processing, a data processing agreement and pseudonymisation of names and identifiers before AI processing.
Client security reviews
ISO 27001 certification and clear hosting options answer the security questionnaires clients send before an engagement.
Caven supports your documentation; it does not replace your own legal or compliance assessment.
Hear it from the professionals who use it
“I hated taking written notes, which then weren’t always complete afterwards. Caven solved this problem for me completely.”
Frederik Vanden BogaerdeITLA“Safe and compliant use of AI is a priority for GD&A Advocaten. These tools increase our efficiency in the interest of our clients, and that is why we chose Caven.”
Steven MichielsGD&A Advocaten“Caven is a great tool that makes our day-to-day practice as lawyers a lot more efficient. The summaries are to the point, so during meetings we can focus more on the substance, which greatly improves the quality of the meeting. The Caven team’s technical support is always ready if there’s a problem. In short, a top product!”
Ivan ReynsReyns Advocaten“As a law firm, confidentiality is non-negotiable for us. Caven combines smart reporting with the security and privacy our sector demands.”
Sharryn-Chill HermyWanted Law“For a law firm, what is said in a meeting matters. Caven makes sure none of it gets lost and that it is properly worked through afterwards, which has made both our legal work and our admin a lot more disciplined.”
Maxim VaneeckhoutteMace“I hated taking written notes, which then weren’t always complete afterwards. Caven solved this problem for me completely.”
Frederik Vanden BogaerdeITLA“Safe and compliant use of AI is a priority for GD&A Advocaten. These tools increase our efficiency in the interest of our clients, and that is why we chose Caven.”
Steven MichielsGD&A Advocaten“Caven is a great tool that makes our day-to-day practice as lawyers a lot more efficient. The summaries are to the point, so during meetings we can focus more on the substance, which greatly improves the quality of the meeting. The Caven team’s technical support is always ready if there’s a problem. In short, a top product!”
Ivan ReynsReyns Advocaten“As a law firm, confidentiality is non-negotiable for us. Caven combines smart reporting with the security and privacy our sector demands.”
Sharryn-Chill HermyWanted Law“For a law firm, what is said in a meeting matters. Caven makes sure none of it gets lost and that it is properly worked through afterwards, which has made both our legal work and our admin a lot more disciplined.”
Maxim VaneeckhoutteMaceFurther reading for advisory teams
Financial ServicesAI Meeting Recorder for Financial Consulting Firms: Capture Advice Without Losing Control
Use CasesWhy Deep Embedded Workflows Matter for Legal, Finance and M&A Teams
Use CasesSecure Client Deliverables: Sharing Meeting Insights via On-Premise
EU RegulationThree Laws, One Problem: GDPR, the AI Act, and the CLOUD Act vs. Your AI Meeting ToolQuestions from
advisory teams.
Got a question?
Get in contact with our team.
Yes, as long as the client agrees and the data stays under control. Caven does not send a bot into the call, processes recordings in the EU and never trains on client data. With your calendar connected, Caven can notify attendees in advance with an option to object.
Yes. Caven recognises the meeting type, such as a client meeting, a steering committee or an internal meeting, and applies a consulting summary template. You can also create templates from your own notes.
Yes. Advisers use Caven to record management interviews and due diligence sessions and to search across them later. For deals with inside information, Caven can run in your own cloud or on-premise.
Yes. Ask Caven about any past meeting, for example what the CFO said about working capital, and get an answer based on your own recordings.
Yes. Put your phone or laptop on the table and Caven records the session. Online meetings in Teams, Zoom, Google Meet and Webex work without a bot.
In the Caven library, and automatically in SharePoint, OneDrive, Google Drive, Notion or Slack if you connect them.
On the Caven EU cloud, data is processed and stored in the EU. Advisory firms that need more control can run Caven in their own AWS, Azure or GCP account or fully on-premise, which also helps answer client security questionnaires.
Caven transcribes and summarises in 99+ languages, including English, Dutch, French and German, and handles meetings where participants switch between languages.
Caven for Legal
Caven for Financial Institutions
Caven for Accounting
Caven for Insurance
Caven for Private Equity & VC