AI Notes

AI Notes for Corporate Development Professionals

How to Summarize Pitches

Corporate development professionals often engage in numerous pitch calls to evaluate potential merger and acquisition opportunities. Detailed and organized notes are crucial to track the nuances of each opportunity and make informed decisions. Structured documentation also facilitates collaboration within teams by providing a clear record of discussions and considerations. Efficient note-taking can significantly enhance decision-making processes and improve communication across departments involved in strategic initiatives.

But what should you include in your meeting notes? We have compiled a list of key points to include in your meeting notes.

Key points to include in meeting notes for corporate development professionals

Participants:Who were the key participants in the pitch call, including company representatives and potential investors?
Purpose:What was the main objective of the pitch call for both parties involved?
Product/Service Offering:What product or service is being pitched, and what are its unique selling points?
Market Opportunity:How did the company describe their target market and growth opportunities?
Financial Projections:What financial projections or performance metrics were discussed during the call?
Competitive Landscape:How did the company address competition, and what differentiators did they highlight?
Investment Ask:What specific investment amount or terms were proposed by the company?
Investor Concerns/Questions:What concerns or questions did potential investors raise during the call, and how were they addressed?
Next Steps:What follow-up actions or next steps were agreed upon by both parties at the end of the meeting?
Overall Impression:What was the general tone and outcome of this meeting from both sides' perspectives?

How to automate

But why take notes manually when you can use AI to do it for you? Today's AI can transcribe meetings, summarize key points, and even identify action items. Instead of being distracted by typing and writing notes, you can focus on the conversation.

Here's how:

If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
Navigate to Settings > Meeting Templates and tap the + button.
Copy/paste one of our templates and/or customize your own. Tap Save.
Start your first recording and choose your new template any time during the call.
Enjoy customized notes emailed right to your mailbox!