use cases

investor intel, organized.

investor meetings are high-stakes conversations. jottie captures questions, feedback, and action items. 'summarize investor questions' - prep better for the next meeting.

use cases

powered by jottie

1

capture meetings

2

track questions

3

draft follow-ups

try it yourself

drag notes around, search, and click to explore

why this works

built for this

1

capture meetings

2

track questions

3

draft follow-ups

4

prep for next meeting

examples

investor workflows

see how others use jottie for use cases. try these prompts to get started.

try these

"summarize investor questions"
"draft a follow-up email"
"pull key feedback themes"

details

how it works

note key points from each meeting - questions, feedback, requests. jottie indexes everything. search across meetings to prep or draft follow-ups.

capture meetings

index questions

cross-meeting search

how it works

capture meetings
index questions
cross-meeting search

details

why jottie for investors

investor relationships build over time. searchable notes from past meetings make each conversation more informed.

why jottie for investors

investor relationships build over time. searchable notes from past meetings make each conversation more informed.

questions

frequently asked

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is it secure enough for investor info?

encrypted storage. evaluate against your requirements.

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can i organize by investor?

yes. tags or names work - both become searchable.

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can it help prep pitch decks?

chat can summarize feedback to inform deck revisions.

ready to try jottie?

start with a single note, then use search or chat to pull the context back instantly.