--- title: "AI Notetaker for M&A Advisers and Consultants" description: "Caven is the AI notetaker for M&A advisers and financial consultants: workshops, management interviews and deal meetings without a bot, in the EU." url: https://caven.io/industries/financial-advisory language: en publisher: "Caven BV" --- # Caven for Financial Advisory & M&A: Capture every client workshop and deal meeting, without exposing your client’s strategy. *For financial consulting, corporate finance and M&A.* 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. ## 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. ## Challenges for advisory teams - **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. - **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. ## Meetings Caven documents - **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. ## 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. - **Client 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. EU rules covered: Market Abuse Regulation (MAR) (Regulation (EU) No 596/2014); General Data Protection Regulation (GDPR) (Regulation (EU) 2016/679). ## Caven at a glance - **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. ## Questions from advisory teams ### Can consultants record client workshops with AI? 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. ### Does Caven have templates for consulting meetings? 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. ### Can Caven be used during M&A due diligence? 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. ### Can I ask questions about past client meetings? 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. ### Does Caven record in-person workshops? 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. ### Where do engagement notes end up? In the Caven library, and automatically in SharePoint, OneDrive, Google Drive, Notion or Slack if you connect them. ### Where is client data stored, and can we host Caven ourselves? 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. ### Which languages does Caven support for client meetings? Caven transcribes and summarises in 99+ languages, including English, Dutch, French and German, and handles meetings where participants switch between languages. ## Further reading - [AI Meeting Recorder for Financial Consulting Firms: Capture Advice Without Losing Control](https://caven.io/blog/ai-meeting-recorder-financial-consulting-firms.md) - [Why Deep Embedded Workflows Matter for Legal, Finance and M&A Teams](https://caven.io/blog/embedded-workflows-legal-finance-ma.md) - [Secure Client Deliverables: Sharing Meeting Insights via On-Premise](https://caven.io/blog/securely-share-meeting-insights-clients-on-prem.md) - [Three Laws, One Problem: GDPR, the AI Act, and the CLOUD Act vs. Your AI Meeting Tool](https://caven.io/blog/gdpr-ai-act-cloud-act-legal-finance-ma.md) ## Other industries - [Caven for Legal](https://caven.io/industries/legal.md): Law firms and in-house legal teams - [Caven for Financial Institutions](https://caven.io/industries/financial-institutions.md): Banks, private banking and wealth management - [Caven for Accounting](https://caven.io/industries/accounting.md): Accountants, tax advisers and auditors - [Caven for Insurance](https://caven.io/industries/insurance.md): Insurers and insurance brokers - [Caven for Private Equity & VC](https://caven.io/industries/private-equity-venture-capital.md): Private equity and venture capital funds ## Next steps - [Book a demo](https://caven.io/book-a-demo) - [Start a 14-day free trial or the free plan](https://caven.io/pricing) - [Download the desktop app](https://caven.io/download)