1.1 What is Investment Meeting Intelligence

Investment Meeting Intelligence in Clade is a suite of tools that supports the entire meeting lifecycle from scheduling and preparation to in-meeting capture and post-meeting analysis. It automates manual tasks, captures key information, and provides AI driven insights so your meetings are more productive and your decisions are better informed.

1.2 The problem IMI addresses

Investment professionals in manager research and due diligence face high meeting volumes, information loss, and time consuming manual processes.

• High volume of meetings. Teams can conduct hundreds of introductory GP meetings each year.
• Information overload and loss. If notes are not captured systematically, 50 to 70 percent of details are lost.
• Time consuming scheduling. Coordinating times commonly takes 10 to 15 minutes before a call even begins.
• Difficult note taking. It is hard to lead conversations and take comprehensive notes at the same time. Some teams bring a second person only to take notes, which is inefficient.
• Post meeting cleanup. Notes often require another 10 to 15 minutes for structuring and polishing.
• Inaccessible knowledge. Notes can be scattered across CRMs, shared drives, and individual folders. This makes retrieval and synthesis across meetings slow.
• Inefficient preparation. Finding context for follow ups is difficult when materials are fragmented.
• Meeting notes are often the most critical document. Despite LPAs, PPMs, and decks, internal meeting notes are the most referenced document, yet they are hard to create and manage well.

1.3 How IMI solves these problems

• Streamlined scheduling. Use native Clade scheduling and personal scheduling links so external participants can book directly.
• Automated capture. The Clade Analyst bot joins meetings to transcribe the conversation. Screen capture saves shared content.
• AI powered notes. Transcripts are transformed into structured meeting notes using asset level templates and investment inference. This reduces the need for manual note taking and cleanup.
• Centralized and searchable knowledge. Transcripts, notes, and screenshots are stored with each meeting and can be linked to Investment Workspaces. Ask AI lets you query your meeting archive in natural language.
• Enhanced preparation. IMI generates meeting briefings and tear sheets so you arrive prepared with context and suggested questions.
• Focus on core activities. Automation frees teams to ask better questions and make informed decisions.

1.4 Key benefits

Save time on scheduling and note taking. Improve the completeness and structure of records. Prepare better for meetings. Unlock insights from historical meeting data. Streamline diligence workflows.

1.5 Who IMI is for

Asset allocators, manager research and selection teams, due diligence teams, and anyone who runs frequent meetings with GPs, deal sponsors, or clients where detailed records and fast retrieval are important.

1.6 Key concepts

Clade Analyst - AI bot that joins meetings to transcribe and support intelligence generation.

Meeting Transcripts - Verbatim meeting text.

Meeting Notes - AI generated structured summaries.

Meeting Briefings - Pre meeting summaries with context and suggested questions.

Tear Sheets or One Pagers - Concise document summaries.

Workspaces - Centralized locations for specific investments.

Clade Scheduling Link - Your personal shareable booking link.