For financial professionals

You took the notes.
Now find them.

Board prep, deal memos, LP calls, advisor conversations. SoNoted surfaces everything you need before you walk in the room — without you having to remember where you put it.

Your notes never leave your control. Bring your own AI key.

The notes are there.
Getting to them isn't.

You're meticulous. You take notes on every call, every meeting, every portco update. The problem isn't that you don't capture things. The problem is that captured doesn't mean findable.

Before a board call

You have 20 minutes. Somewhere across three apps are the notes from the last two quarters. You skim, you ctrl+F, you give up and go in with half the picture.

On a new deal

You've met this founder before. Or someone from their team. Or their competitor. You know you have something relevant. You can't find it in time to use it.

When compliance asks

"Produce your notes on that meeting." You know you took them. Now you're reconstructing from memory because the original is buried in a folder you named something clever in 2023.

SoNoted fixes this.

Not by changing how you work. By making everything you've already written finally useful.

Ask, don't search

Type a question in plain English. Get the relevant notes back -- even if you took them three years ago in a different app and called the file something forgettable.

Everything, connected

Notes from your portco calls, linked to the deal memo, linked to the LP update where you mentioned the same concern. SoNoted sees the thread you forgot you were pulling.

Your data. Full stop.

Bring your own AI key. Your notes are never used to train models -- ours or anyone else's. What happens in your notes stays in your notes. That's not a feature. That's the foundation.

What it looks like in practice.

Board call in 20 minutes

Ask SoNoted everything you've noted about the company. It pulls the last four quarters of observations, the concern you flagged in March, the metric their CEO mentioned offhand in August. You walk in sharp.

New deal, familiar territory

You've seen this space before. SoNoted surfaces everything you wrote about the category, the competitors you passed on, the thesis you formed two years ago. Your pattern recognition, activated.

Compliance, without the panic

When you need to produce notes on a meeting, conversation, or decision -- they're there. Searchable, attributable, and exactly where they should be.

Built for people who can't afford to be careless with data.

Bring your own AI key -- your notes never touch our AI layer
Your notes never train anyone's model
Your data is portable and yours to export
No tracking pixels. No third-party analytics.

Get in early.

We're onboarding early users in small batches. Drop your email and we'll reach out when your spot opens.