Acta.ai automates note-taking and analysis across your entire investment workflow, from deal sourcing to portfolio management, so you can focus on what matters: building relationships and closing deals.
Join thousands of financial professionals who've transformed their workflow with AI-powered meeting intelligence
From sourcing to exit, Acta.ai is your team's dedicated AI partner.
Never miss a potential investment. Automatically capture and analyze every intro call, generating instant summaries and identifying high-potential leads based on your thesis.
Go deeper, faster. Analyze expert interviews and reference calls to automatically surface red flags, verify claims, and build a data-driven investment case.
Stay ahead of the curve. Automate portfolio company check-ins, track progress against KPIs, and get early warnings on potential issues to better support your founders.
Everything you need to supercharge your investment process.
Real-time, speaker-diarized transcripts with over 95% accuracy across 50+ languages.
Instantly get summaries, action items, and key topics from every call with custom templates.
Track keywords, analyze sentiment, and uncover hidden insights with advanced AI models.
Automatically push notes, contacts, and tasks to your CRM with bi-directional sync.
Find any moment, in any conversation, across your entire history with semantic search.
Protecting your data with SOC 2, GDPR, and HIPAA compliance plus end-to-end encryption.
Connect with the platforms you already use to streamline your investment workflow
See what industry leaders are saying about Acta.ai
"Acta.ai has become the single source of truth for our deal flow. It saves our associates hours every day and has sharpened our decision-making process significantly."
"The ability to instantly search across all our conversations is a game-changer for due diligence. We can validate information and spot red flags in minutes, not days."
"Our portfolio check-ins are now 10x more efficient. Acta.ai provides the data we need to have productive, forward-looking conversations with our founders."
Everything you need to know about Acta.ai
Security is our top priority. We employ enterprise-grade security measures, including end-to-end encryption, SOC 2 Type II compliance, and GDPR/HIPAA readiness. Access to data is strictly controlled and audited.
Acta.ai integrates natively with Zoom, Google Meet, and Microsoft Teams. We also offer seamless integration with popular CRMs like Salesforce, HubSpot, and Affinity, with more being added constantly.
Absolutely. You can create custom trackers, keywords, and scoring models to align the AI's analysis with your unique investment criteria, helping you surface the most relevant opportunities.
Onboarding is simple and fast. You can connect your calendar and be ready to record your first meeting in under 5 minutes. We also offer dedicated support and training for enterprise teams to ensure a smooth rollout.
Join thousands of investment professionals who've transformed their workflow with AI. Start your 14-day free trial today.