Laxis records and transcribes portfolio reviews, investment committee meetings, and manager due-diligence calls bot-free, documents decisions and rationale, and syncs notes to your CRM—so investment professionals save 10+ hours a week.
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Investment professionals run portfolio reviews, IC meetings, manager calls, and research interviews back to back. Laxis records every meeting bot-free, organizes notes by mandate or holding, and surfaces decisions and action items so nothing is missed.
Documenting investment decisions and the rationale behind them is essential but tedious. Laxis delivers accurate transcripts and summaries you can retain and export, creating a defensible record of what was decided and why.
Manual notes and CRM updates pull professionals away from analysis. Laxis automates note-taking and syncs next steps to CRMs like Salesforce and HubSpot, giving 10+ hours a week back for research and decisions.
Laxis records and transcribes portfolio reviews, IC meetings, and due-diligence calls with real-time highlights—bot-free, in 100+ languages. Every conversation is captured and organized.
Laxis extracts key points, decisions, and action items from every meeting, creating a clear, searchable record of what was decided and why—useful for compliance and your investment process.
Laxis drafts follow-up summaries, syncs next steps to your CRM, and surfaces reminders—so commitments and action items are tracked without manual data entry.
"Save time. I spend most of my time in meetings and then more time after that organizing my notes. With Laxis, I have saved at least two hours every week. That's not all. I have also improved my note-taking and CRM admin!"
"Gather intelligence. Laxis allows our marketing team to gather intelligence about what is important to clients and prospects so we can craft better messages. The technology allows me to have better conversations with my colleagues and clients rather than being distracted taking notes."
"Laxis allows our sales team to record, transcribe, and review call notes to confirm client buy in, identify concerns, and shorten our sales cycles. We have been able to create a collaborative space to share calls with one another to showcase best practices amongst the team."
"I just want to say that I am very happy with my summaries and transcripts in Spanish, it really helps me to have it all in one place and I can now use this with my client and know what we spoke about, what the next steps are and the tasks I need to focus on. Great work!"
"Save time. I spend most of my time in meetings and then more time after that organizing my notes. With Laxis, I have saved at least two hours every week. That's not all. I have also improved my note-taking and CRM admin!"
"Gather intelligence. Laxis allows our marketing team to gather intelligence about what is important to clients and prospects so we can craft better messages. The technology allows me to have better conversations with my colleagues and clients rather than being distracted taking notes."
"Laxis allows our sales team to record, transcribe, and review call notes to confirm client buy in, identify concerns, and shorten our sales cycles. We have been able to create a collaborative space to share calls with one another to showcase best practices amongst the team."
"I just want to say that I am very happy with my summaries and transcripts in Spanish, it really helps me to have it all in one place and I can now use this with my client and know what we spoke about, what the next steps are and the tasks I need to focus on. Great work!"
Laxis records and transcribes portfolio reviews, investment committee meetings, manager calls, and research interviews bot-free, organizes notes by mandate or holding, and surfaces decisions and action items automatically. Professionals save 10+ hours a week and walk into every meeting prepared.
Yes. Laxis produces accurate transcripts and summaries you can retain and export, creating a clear, searchable record of what was decided and why—a defensible reference for your investment process and compliance needs.
Yes. Laxis automatically syncs summaries, action items, and next steps to CRMs like Salesforce and HubSpot, so every conversation is documented and follow-ups are tracked with no manual data entry.
Yes. The bot-free Mac app records and transcribes both in-person and online meetings discreetly, in 100+ languages, with no bot joining the call—so sensitive investment discussions stay private while every detail is captured.
