Built for High-Stakes Conversations
Capture every detail without compromising client trust.
You focus on your client,
Plaud handles the record.
Your meetings and calls...
...captured & turned into structured notes
Built for conversations where every detail matters.
In finance, close enough isn't good enough. Plaud captures with precision, even in challenging environments.
Four MEMS microphones* with adaptive noise reduction, built for conference rooms, trading floors, and everything in between.
Up to 5 m recording range** for crystal-clear capture even across the table.
Up to 50 hours*** of continuous recording for your longest days.
Smart dual-mode recording automatically switch between phone calls and meetings for accurate capture.
Plaud Desktop captures every online meeting directly. No bots, no notifications, no distractions.
Notes ready when you are.
Your time is valuable. Step spending it on notes. Every deal and every client involves dozens of calls — updates, negotiations, internal syncs. Plaud turns them into structured notes automatically. Less time on documentation, more time on execution.
Instant AI summaries pull out key themes, decisions, and action items.
Speaker labels distinguish who says what automatically and effortlessly.
Easily share showing notes with clients, or your assistant in one tap.
Ask Plaud AI to generate follow ups, to-dos, and more to speed up your workflow.
For all your back-to-backs
Your conversations come in many forms. Choose from custom templates purpose-built for intake consultation, ongoing updates, workshops, debriefs, and more. Everything gets the structure it needs so you can focus on the work.
Track the deal, not just the last call.
Ask Plaud AI a question and get answers from your entire history—surface what was discussed, what was committed, and what changed. Track term evolution across negotiations. Keep the full context without re-listening to hours of calls.
Don't take our word for it
See how leaders accelerate their business with Plaud today.
Kevin Sternecker
VP of Strategic Alliances
"I love the way it seamlessly transcribes the moment. I just hit a button and stay fully present. No fiddling with my phone to find the record app, or frantically searching on my computer."
Read the full story
Dr. Owais Durrani
Emergency Medicine Physician
"It reduced friction in capturing ideas and improved follow-through. I spend less time searching for notes and more time actually developing content and refining messages."
Read the full story
Brian Gould, MD
Psychiatrist
"Psychiatry is about listening. For years, documentation was getting in the way of that. Plaud quietly fixed a problem I'd accepted as just part of the job."
Read the full story
Sam Alexander
Professional Content Creator
"Having written summaries of my therapy appointments that I can quickly go back and reread has genuinely been life-changing for me."
Read the full storyTrusted by over 2 million professionals globally
Private by design. Secure by default.
FAQs
Plaud is built for investment bankers, private equity professionals, portfolio managers, wealth and financial advisors who handle sensitive client conversations daily.
On-device recording, SOC 2 compliant infrastructure, no third-party listener. An AI note taker for finance that prioritizes confidentiality and precision.
No meeting bots. No notifications to clients or counterparties. Plaud is a physical device with a professional design appropriate for client meetings, deal rooms, and investor calls. It delivers structured meeting notes — not raw transcripts that require hours of cleanup before you can use them.
Yes. Plaud recordings are captured on-device first. You control when and whether they sync. Your data is encrypted and protected by some of the most rigorous global security frameworks in existence. Your recordings and transcriptions are never used to train AI models, shared with third parties, or accessed without your permission.
We recommend obtaining consent from all parties before recording any conversation.
Yes. Plaud is ideal for financial advisors, wealth managers, and private bankers who need to stay engaged with clients while capturing portfolio discussions, investment recommendations, and financial planning conversations accurately.
Yes. Plaud captures deal discussions, term negotiations, due diligence interviews, and internal strategy sessions.
Track term evolution across negotiations, document verbal commitments, and maintain accurate records throughout the deal lifecycle — from pitch to close.
Yes. Plaud supports VC and PE professionals across portfolio company calls, investor updates, LP meetings, fund strategy sessions, and due diligence interviews.
An AI note taker for private equity that keeps pace with high-volume deal flow.
Yes. Plaud provides accurate, searchable records of client instructions, verbal agreements, and deal terms. Exportable transcripts and summaries integrate with your existing compliance and documentation workflows — useful for audit trails, regulatory requirements, and dispute resolution.
Yes. Ask Plaud AI a question and get answers from your entire recording history — track what was discussed, committed, and agreed across months of calls. An AI note taker for investment meeting that maintains full context from first pitch to final close.
Yes. Plaud captures research calls, analyst meetings, investment committee discussions, and portfolio reviews. Search across all recorded conversations to surface insights, verify assumptions, and support investment decisions.
Yes. Share recordings, transcripts, and summaries directly from the app with full control over access. Keep your team aligned on deal status, client updates, and next steps.
Yes. Delete any recording anytime — completely and permanently — directly from the app. Full control over your data at all times.
112 languages — essential for cross-border transactions, international clients, and global deal teams.
** Maximum 5 m recording range applies to Plaud Note Pro under optimal conditions. Actual performance varies by product and environment.
*** Maximum recording duration of up to 50 hours applies to Plaud Note Pro in Endurance mode under optimal conditions. Actual performance may vary.



