Document every deal. Automate due diligence.
Record client calls, deal discussions, and advisory meetings with accurate transcripts and notes to keep clear records and meet compliance requirements.
All-in-one AI note taker for finance teams
Bot-free recording for sensitive financial meetings
Bluedot records portfolio reviews, deal discussions, and advisory meetings without adding bots to the call, keeping conversations discreet while capturing accurate records.
Structured meeting recaps for every deal
From M&A discussions to due diligence calls, generate structured summaries and action items using templates or custom prompts.
Secure records for financial compliance
With 256-bit encryption and AWS-based infrastructure, Bluedot helps teams maintain meeting records that support SEC, FINRA, and internal compliance requirements.
Search across past deal discussions
Find specific figures, commitments, and key details across client meetings without reviewing hours of recordings. AI search helps locate the relevant part of the conversation.
Automate follow-ups and deal updates
Bluedot drafts client recaps and internal summaries after meetings and syncs notes to your CRM to keep deal records current.
Bluedot works wherever you work
Integrate Bluedot with your favourite tools.
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