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Fellow

Bot-free AI meeting notes for investment teams

AI Meeting NotesBot-Free RecordingCRM IntegrationSecurity & ComplianceInvestment Teams

By Trace Cohen · Facts checked 2026-10-09 · How we assess tools · Sponsored: Fellow is a Value Add VC sponsor.

Quick answer

Fellow is a bot-free AI meeting notetaker for investment teams. Its Mac and Windows apps record Zoom, Google Meet and Microsoft Teams calls without a bot, then produce summaries, action items and searchable notes that can flow to Salesforce or HubSpot. Plans run from $0 to $25 per user a month, billed annually.

Fellow is an AI meeting notetaker built for teams that care about privacy, security and data governance. Its Mac and Windows desktop apps record Zoom, Google Meet and Microsoft Teams calls without a bot joining, then produce AI summaries, action items and searchable notes. Fellow describes itself as purpose-built for private equity, hedge funds, venture capital and investment banking, and says more than 5,000 teams use it.

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Join thousands of teams already using Fellow. Read our full review.

Start Free with Fellow

No bot

Records from your Mac or Windows app

Free plan

$15

Business, per user / month (annual)

5,000+

Teams using Fellow

Key Highlights

Records Zoom, Google Meet and Microsoft Teams calls without a bot joining or appearing in the participant list

Desktop apps for Mac and Windows, plus in-person meetings, Slack Huddles, Webex and a mobile app

AI summaries, automatic action items, and Ask Fellow to search across past meetings

Salesforce and HubSpot push on the Business plan, plus Asana, Jira, Linear, Zapier, Glean, MCP and Global Relay

SOC 2 Type II and GDPR, and Fellow does not use meeting data to train AI models

Built for private equity, hedge funds, venture capital and investment banking teams

Why We Recommend Fellow

Bot-Free Recording

Fellow's desktop apps for Mac and Windows capture meeting audio directly, so no bot joins the call and nothing extra appears in the participant list. It works across Zoom, Google Meet and Microsoft Teams, and also captures in-person meetings, Slack Huddles and Webex.

AI Summaries and Action Items

After each meeting, Fellow writes a context-aware summary that surfaces what matters and pulls out action items automatically, so follow-ups from founder meetings and portfolio check-ins are captured without anyone taking notes by hand.

Ask Fellow

Ask questions across your meeting history in plain language, or connect your meeting record to AI tools such as ChatGPT and Claude, to find what a founder said about burn or what an LP asked last quarter.

CRM and Workflow Integrations

The Business plan pushes notes to Salesforce and HubSpot. Fellow also connects to Asana, Jira, Linear, Monday, ClickUp, Trello, GitHub, Zapier, Glean and MCP, and to Global Relay for communications archiving. The Team plan adds Confluence and Notion.

Security and Data Controls

Fellow lists SOC 2 Type II and GDPR compliance and does not use your meeting data to train AI models. Enterprise adds advanced recording permissions, domain control, user provisioning, SSO with Okta or OneLogin, org-wide analytics and transcript redaction.

Team Meeting Tools

Org-wide meeting templates, meeting automations, keyword tracking and an admin analytics dashboard help a firm run meetings the same way across every team.

Best For

Venture capital, private equity and hedge fund teams that want complete notes from founder and LP calls without a bot in the room

Firms that want meeting notes pushed into Salesforce or HubSpot automatically

Teams on Mac and Windows that want one notetaker for everyone

Regulated firms that need recording permissions, SSO, transcript redaction and archiving through Global Relay

Pricing

Per user per month, billed annually (monthly in brackets), as listed on fellow.ai on October 9, 2026: Free $0 (five AI notes and five recordings in total), Team $7 ($11, 10 notes and 10 recordings a month), Business $15 ($23, unlimited, with Salesforce and HubSpot) and Enterprise $25 (from 10 users, contact sales). The Free plan needs no credit card, Team and Business can be tried free, and Fellow's startup program offers up to 25% off a startup's first-year bill.

Our Verdict

Fellow gives investment teams complete, searchable meeting records without a bot joining the call. It records from Mac and Windows, writes summaries and action items, pushes notes to Salesforce and HubSpot, and adds the security and recording controls a firm needs, from a free plan to $25 per user a month on Enterprise.

Frequently Asked Questions

Does Fellow join meetings as a bot?

No. Fellow's Mac and Windows desktop apps capture meeting audio directly, so no bot joins the call and nothing extra appears in the participant list. It works across Zoom, Google Meet and Microsoft Teams.

How much does Fellow cost?

Per user per month, billed annually: Free $0, Team $7, Business $15 and Enterprise $25 (from 10 users). Billed monthly, Team is $11 and Business is $23. Prices listed on fellow.ai on October 9, 2026.

Is Fellow built for VC and private equity firms?

Yes. Fellow describes itself as purpose-built for private equity, hedge funds, venture capital and investment banking teams, with bot-free recording, CRM push to Salesforce and HubSpot, SOC 2 Type II, and Enterprise recording and data controls.

Does Fellow train AI on my meetings?

No. Fellow states that it does not use your meeting data to train AI models.

Is Fellow a Value Add VC sponsor?

Yes. Fellow is a Value Add VC sponsor, and this page is sponsored content.

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Sponsored: Fellow is a Value Add VC sponsor.