Summarizing Pitch Calls with AI

Call summary apps on the market today are largely built for corporate meetings not venture capitalists. While corporate meetings are focused on action items and accountability, pitch meetings are focused on signals that may indicate success of the investment. Specifically, topics like deal terms, sales traction and team credentials.

Fortunately this is all possible with very little effort. We'll walk you through how to automatically generate high-quality summaries for pitch meetings in a few short steps.

1. Get LazyNotes

First off, download and install LazyNotes from the App store. Although Lazynotes isn't specifically a pitch-call recording app it can be easily customized to handle this use case.

2. Pick a Prompt

Once installed, you'll be prompted to pick a summarization template. Select VC pitch as a starter and take a look at the template because this is where the magic happens. The key to creating a killer summary is the summary instructions (also called the "prompt")!

3. Customize the Summary Prompt

At first it may be tempting to just stick with a generic meeting summary. The drawback of a generic text blob is that even a summary can be too much to read. A good summary is actually a collection of summaries.

Ideally a summary will break down topics you deem important.

For example in an investment pitch, most investors want to know several key details that matter for investing in a startup. Topics such as: team, product, business model, marketing plans, sales traction, etc.

So a good way to summarize a meeting is to ask LazyNotes to summarize a list of topics by filling in specific details like this:

You are an assistant that summarizes investor pitches for VCs.  
Please read the call transcript and answer these questions:

Company Name - Try to pull out the name of the company from the 

Company Description - In no more than 10 words describe the 
business the company is in

Product: Summarize the product or service being offered, 
highlighting its unique selling points and market fit

Deal Terms: Clearly state the proposed terms of the deal, 
including valuation, investment amount, and equity offered.

Sales Numbers: Include key financial metrics such as revenue, 
growth rate, and sales projections.

Team Backgrounds: Detail the backgrounds of key team members, 
focusing on their relevant experience and expertise.

Follow ups: Note any promised follow ups by the investor 
and/or entrepreneur

You can see each topic is called out as a separate line. The header topic guides the AI to follow this structure in its summary. And the trailing questions guide the AI to hone in on what you care about.

By giving specific directions to the AI, your output will be more consistent and easier to scan. This structured approach makes it very handy to skip right to the Product section if you forget the gist of the pitch or skip to the deal terms if you are excited about the idea but forgot the details of the fundraising.

4. Take it to the next level

Furthermore, Lazynotes summaries can be wired up to your CRM tools. In this way, not only are you saving time taking notes, but the notes are consistent across the firm and our whole team can access them. (CRM integration is also in private beta for LazyNotes users, inquire at to enable this feature).

To get started summarizing your investment calls, LazyNotes can be downloaded for iPhone and it comes with a pre-build summary template for VCs. This template can be a great starting point but we encourage you to make it your own to get the most out of your next pitch call.

While the AI cannot yet tell you if the pitch is the next big thing, it can certainly make your life simpler and more organized. Now get out there and find the next big idea!