面向投资专业人士

轻松捕获每一个投资决策

Laxis 以无 bot 方式录制并转录投资组合回顾、投资委员会(IC)会议及基金经理尽调电话,记录决策与投资逻辑,并将笔记同步至 CRM——助投资专业人士每周节省 10+ 小时。

免费开始,无需绑卡。

研究、会议与记录工作接连堆积。

会议过载

投资专业人士需要连续处理投资组合回顾、IC 会议、基金经理电话和研究访谈。Laxis 以无 bot 方式录制每次会议,按投资授权或持仓整理笔记,并自动呈现决策与待办事项,确保万无一失。

决策文档化

记录投资决策及其背后的逻辑至关重要,却繁琐费时。Laxis 生成准确的转录和摘要,可供留存和导出,为所作决策及其依据创建有据可查的书面记录。

研究 vs. 行政

手动记录笔记和更新 CRM 占用了专业人士本该用于分析的时间。Laxis 自动完成笔记记录,并将下一步行动同步至 Salesforce 和 HubSpot 等 CRM,每周为研究和决策释放 10+ 小时。

智能工作流。

Client Health
Every conversation
92
Health Score
Acme Corp · QBR
Sentiment
Positive ↑
Call recorded2:34 PM
3 action itemsExtracted
步骤 01:捕捉

录制投资会议

Laxis 以实时高亮的方式无 bot 录制并转录投资组合回顾、IC 会议及尽调电话,支持 100+ 种语言。每一次对话均被捕获并有序归档。

步骤 02:记录

记录决策与投资逻辑

Laxis 从每次会议中提取关键要点、决策和待办事项,生成清晰可搜索的记录,涵盖所作决策及其依据——可用于合规审查和投资流程管理。

Insights Dashboard
Auto-extracted from conversations
Action items extracted
Key takeaways captured
Follow-ups scheduled
Insights summarized
Relationship Sync
3x more touchpoints
Syncing
0
Clients synced
100%
CRM accuracy
Every sync
Summaries, follow-ups & actions
步骤 03:自动化

自动跟进与 CRM 同步

Laxis 起草跟进摘要,将下一步行动同步至 CRM,并自动推送提醒——确保承诺与待办事项全程追踪,无需手动录入。

从研究电话到书面决策记录 – Laxis 全程覆盖

每位专业人士每周节省小时数
10+
更多会议得到记录
手动工作流
使用 Laxis AI
3x
决策均已记录在案
100%

受到来自 4,000+ 组织的 100,000+ 用户信赖

AscensionRocheSalesforceRed HatGoogleCiscoSamsungAccentureUberFacebook
AscensionRocheSalesforceRed HatGoogleCiscoSamsungAccentureUberFacebook

"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!"

Martin Broadhurst
Martin Broadhurst
Digital Strategist

"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."

Joe Aunce
Joe Aunce
Marketing Manager

"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."

Genevieve M.
Genevieve M.
Senior Manager, Sales & Partnerships

"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!"

Claudia Molina Kramer
Claudia Molina Kramer
Owner & Digital Marketing Consultant

"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!"

Martin Broadhurst
Martin Broadhurst
Digital Strategist

"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."

Joe Aunce
Joe Aunce
Marketing Manager

"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."

Genevieve M.
Genevieve M.
Senior Manager, Sales & Partnerships

"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!"

Claudia Molina Kramer
Claudia Molina Kramer
Owner & Digital Marketing Consultant

面向投资专业人士的 AI:常见问题

Laxis 以无 bot 方式录制并转录投资组合回顾、投资委员会会议、基金经理电话和研究访谈,按投资授权或持仓整理笔记,并自动呈现决策与待办事项。专业人士每周节省 10+ 小时,走进每场会议都准备充分。

可以。Laxis 生成准确的转录和摘要,可供留存和导出,为所作决策及其依据创建清晰可搜索的书面记录——是您投资流程和合规需求的有力参考依据。

可以。Laxis 自动将摘要、待办事项和下一步行动同步至 Salesforce 和 HubSpot 等 CRM,确保每次对话均有记录,跟进事项全程追踪,无需手动录入。

可以。无 bot 的 Mac 应用可低调录制并转录线下和线上会议,支持 100+ 种语言,无需 bot 加入通话——让敏感的投资讨论保持私密,同时捕获每一个细节。

准备好专注于投资组合了吗?