--- title: "AI Notetaker for Private Equity and Venture Capital" description: "Caven is the AI notetaker for private equity and VC: founder pitches, investment committees and deal talks recorded without a bot, processed in the EU." url: https://caven.io/industries/private-equity-venture-capital language: en publisher: "Caven BV" --- # Caven for Private Equity & VC: Keep every pitch, committee and negotiation on record, and off other people’s servers. *For private equity and venture capital funds.* Caven records founder meetings, investment committees and deal negotiations without a bot. Your deal flow and your view on it stay confidential, processed in the EU or in your own infrastructure. ## Which AI notetaker do private equity and VC funds use for confidential deals? Caven is an AI notetaker for private equity and venture capital funds that keeps deal flow, valuations and committee debates confidential. It records founder pitches, investment committees, due diligence calls and negotiations without a bot, processes them in the EU and never trains on your data. Caven recognises the meeting type and applies private equity or venture capital templates, so every deal gets a searchable record of what was said and decided. ## Challenges for investment teams - **Deal information is highly confidential:** Pitches, valuations and negotiation positions often fall under NDAs. A bot in the call or a US cloud processor is a risk founders and sellers notice. - **Partners see many companies, remember few details:** After dozens of founder meetings a week, key numbers and red flags get lost between the call and the CRM. - **Committee reasoning disappears:** Investment committees decide fast. The arguments for and against a deal are rarely written down well enough to learn from later. ## Meetings Caven documents - **Founder and management pitches:** Key metrics, team, risks and open questions, captured for every company you meet. - **Investment committees:** Thesis, concerns, conditions and the final decision in one structured record. - **Due diligence and expert calls:** Findings per workstream and follow-up questions for the data room Q&A, searchable across every deal you have looked at. - **Deal negotiations:** Positions on valuation, terms and conditions, with who agreed to what. - **Portfolio board meetings:** KPIs, decisions and follow-ups for every portfolio company. - **LP meetings:** Questions from investors and commitments made, ready for your reporting. ## Confidentiality first, by design Deal teams sign NDAs and handle inside information. Caven keeps that information under your control from the first pitch to the exit. - **NDAs and deal confidentiality:** No bot joins the call and recordings are never shared with third parties or used to train AI models. - **Market Abuse Regulation (MNPI):** Deals involving listed companies can involve material non-public (inside) information. Running Caven in your own cloud or on-premise keeps those recordings inside your own perimeter. - **GDPR:** EU processing, a data processing agreement and pseudonymisation of names and identifiers before AI processing. - **Investor due diligence:** ISO 27001 certification and a clear data processing setup answer the operational due diligence questions your LPs ask. 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 investment teams ### Does Caven have templates for private equity and venture capital meetings? Yes. Caven recognises the meeting type, such as a founder or LP meeting, a deal negotiation or an investment committee, and applies a private equity or venture capital summary template. ### Is it safe to record founder pitches under an NDA? Caven does not send a bot into the call, encrypts recordings, processes them in the EU and never uses them to train AI models. Tell founders you take notes with Caven; with your calendar connected, Caven can notify attendees in advance with an option to object. ### How does Caven handle inside information from deals? Meetings about deals with listed companies can contain inside information (MNPI) under the Market Abuse Regulation. Caven encrypts recordings, never shares them with third parties or uses them to train AI models, and can run in your own cloud account or on-premise so those recordings stay inside your own perimeter. Your own insider lists and wall-crossing procedures still apply. ### Does Caven join founder or management calls as a bot? No. Caven records Teams, Zoom, Google Meet and Webex calls from your own desktop, so no bot appears in the call and founders only see the people who were invited. ### Can I search across all deals and meetings? Yes. Every meeting becomes a searchable record, and you can ask Caven questions about past meetings, for example what a founder said about churn in the first call. ### Can Caven record in-person management presentations? Yes. Put your phone or laptop on the table and Caven records the conversation. Online meetings in Teams, Zoom, Google Meet and Webex work without a bot. ### Where are deal recordings stored? On the Caven EU cloud, data is processed and stored in the EU. Funds can also run Caven in their own AWS, Azure or GCP account or fully on-premise. ### Where do the notes go after a meeting? They stay in the Caven library and can be sent automatically to SharePoint, OneDrive, Google Drive, Notion or Slack. ## Further reading - [Why Deep Embedded Workflows Matter for Legal, Finance and M&A Teams](https://caven.io/blog/embedded-workflows-legal-finance-ma.md) - [How to Record and Transcribe Any Meeting Without a Bot](https://caven.io/blog/how-to-record-meetings-without-bot.md) - [Why On-Premise Hosting Is Practically a Must in Highly Sensitive Environments](https://caven.io/blog/on-premise-hosting-meeting-notetaker-sensitive-environments.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 Financial Advisory & M&A](https://caven.io/industries/financial-advisory.md): Financial consulting, corporate finance and M&A ## 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)