Stop Losing Deal Context: Granola for Private Capital Teams
Speakers

Nick Taylor
Head of CS
Granola

Zoe Shalian
Customer Success
Affinity
In this 30-minute session, Granola's Head of CS will walk you through a live demo of how deal teams can use Granola to close that gap.
You'll see how to:
- Capture and generate meeting notes with AI, on-device, with no bot joining your calls
- Use custom templates to structure notes by deal stage and share them to the right places automatically
- Search across your entire meeting history with natural language queries like "What concerns came up in our last 3 calls with Company X?"
Whether you're already using Granola or exploring AI notetaking for the first time, you'll leave with a playbook you can put to work.
