On Demand
Stop Losing Deal Context: Granola for Private Capital Teams
Your best deal intelligence lives in conversations, but most of it never makes it into your CRM. Notes get lost, context fades, and by the time you're prepping for IC or a follow-up call, you're working from memory.
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.
Presenters
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.
