Internal Comms & Meetings

How to write meeting notes as Small Investor Relations Teams

Internal Comms & MeetingsFor Small Investor Relations Teams3 apps10 steps~20 min to set up

You're a two-person IR team running LP calls, board prep, and capital call communications all at once. After every meeting — whether it's a quarterly LP update, a side letter negotiation, or a GP catch-up on commitment pacing — someone has to reconstruct what was said from half-legible calendar notes and memory. Your EA doesn't exist. The institutional IR platforms you pay for don't record calls. You're writing action items into a Notion page that nobody checks, or a shared Google Doc that's six versions stale. A commitment conversation from October becomes a disputed data point in February because nobody captured the exact language. That's not a small annoyance — it's a compliance and relationship risk.

Build this on Starch → See the apps used

Internal Comms & MeetingsFor Small Investor Relations Teams3 apps10 steps~20 min to set up

Outcome

What you'll set up

A real-time transcription and summary layer on every LP call, board meeting, and portfolio review — with key decisions and commitments captured automatically, not reconstructed from memory afterward.

Action items extracted from each meeting and routed to the right person, with follow-up reminders so nothing between your team and an LP or a GP falls through the cracks.

A searchable archive of every investor-facing conversation, so when an LP asks 'didn't you say you'd target a Q3 close?' you can pull the exact moment and the exact words.

The Starch recipe

Apps, data, and prompts

The combination of Starch apps, the data sources they pull from, and the prompts you use to drive them.

Apps used

Meeting Notes Task Manager Email Agent

Data sources & config

Meeting Notes connects to Google Calendar (Starch syncs your calendar data on a schedule) to pull upcoming calls and auto-join recordings. Gmail is connected via Starch's direct sync so the Email Agent can draft and send LP follow-ups from the same thread. Task Manager stores action items extracted from transcripts. Notion is connected from Starch's integration catalog — the agent queries it live — so meeting summaries can be pushed to your existing IR wiki pages.

Prompts to copy

Transcribe today's LP update call, summarize the key decisions and open questions, extract every action item and assign it to me or Sarah, and save the full transcript to our IR meeting archive.

After the meeting, draft a follow-up email to the LP summarizing what we committed to, including the Q3 close target and the co-invest update they asked for.

Create a P1 task for me: send the audited financials to Meridian Capital by next Friday, and a P2 task for Sarah: update the data room with the new waterfall model by end of month.

Run these in Starch → or paste them into your favorite agent

Walkthrough

Step-by-step

1 Connect Google Calendar — Starch syncs your calendar on a schedule and Meeting Notes detects upcoming LP calls, board meetings, and portfolio reviews automatically.

2 Before each call, Meeting Notes pulls the event details and any prior meeting summaries for that LP or portfolio company, so you have context before the call starts.

3 During the call, Meeting Notes transcribes in real time. You watch the conversation, not a keyboard.

4 When the call ends, Starch generates a structured summary: what was decided, what was promised, what questions were left open — not a wall of transcript, an actual IR-useful summary.

5 Action items are extracted and assigned. 'Send the updated DPI calculation to Meridian by Thursday' becomes a P1 task in Task Manager for whoever owns it, with a due date and an overdue alert.

6 The Email Agent drafts a follow-up to the LP — pulling the key commitments from the meeting summary — so you can review and send with one click instead of writing it from scratch at 9pm.

7 The full transcript and summary are pushed to Notion (queried live from Starch's integration catalog) and tagged by LP name, meeting type, and date, so your archive stays organized without manual filing.

8 If an LP references a prior conversation — 'you mentioned a 2.4x net return target last quarter' — you search the archive by LP name or keyword and pull the exact moment.

9 Weekly, Task Manager shows you every open action item from investor meetings — what's overdue, what's due this week, and who owns what — so the Tuesday morning sync with your co-team-member is a five-minute check-in, not a reconstruction exercise.

10 For recurring calls like quarterly LP updates, you can tell Starch: 'Before every quarterly LP call, pull the prior quarter's meeting summary and the latest KPI dashboard, and prep a briefing doc for me' — and it runs automatically.

See this running on Starch

Connect your tools, describe what you want, and the agent builds it. Closed beta is free.

Try it on Starch →

Worked example

Q1 2026 LP Update Call — Meridian Capital, April 8

Sample numbers from a real run

Meeting duration	47
Action items extracted	6
Follow-up email drafted (minutes after call)	4
Prior meeting summaries surfaced as context	3

Meridian Capital's managing director opened by asking about commitment pacing on the current fund — specifically whether the Q3 close target was still realistic given the macro environment. Forty-seven minutes later, the call ended with six open action items: send audited Q4 financials, update the co-invest deck with the new deal flow numbers, confirm the LP advisory committee meeting date, follow up on the side letter amendment language, schedule a separate call with Meridian's portfolio team, and send the updated J-curve model with revised distribution timing. In the old workflow, those six items live in someone's head until the follow-up email gets written at 9pm — and one or two of them don't make it. With Meeting Notes, all six are in Task Manager with owners and due dates within three minutes of the call ending. The follow-up email to Meridian is drafted and ready to review in four minutes, with the Q3 close language pulled directly from the meeting summary. When the co-invest question came up, Starch surfaced the two prior Meridian call summaries that referenced the same deal — from October and January — so you answered from notes, not from memory.

Measurement

How you'll know it's working

Action item completion rate per LP relationship (tracked weekly in Task Manager)

Follow-up email turnaround time from call end to LP inbox

Open LP commitments outstanding by age (how long since you said you'd send something)

Meeting archive coverage — percentage of LP and portfolio calls with a searchable transcript and summary

Disputed or reconstructed data points per quarter (should trend toward zero)

Comparison

What this replaces

The other ways teams handle this today, and how the Starch version compares.

Otter.ai or Fireflies.ai

Transcribes well but stops there — no action item routing, no follow-up email drafting, no connection to your calendar, CRM, or existing IR wiki.

Notion AI + manual notes

Searchable after the fact, but someone still has to write the notes during the call and paste them in — which defeats the purpose when you're the only person on the call.

Juniper Square / Addepar built-in communications

Purpose-built for LP reporting, but doesn't capture or structure the actual meeting conversation — it manages data, not the conversations that produce commitments.

A dedicated IR associate or EA

Best option if you have the headcount budget; Starch is what you use while you're still two people doing the work of five.

On Starch RECOMMENDED

One platform — meeting notes, task manager, email agent all running on connected data. Setup in plain English; numbers stay current via scheduled syncs and live agent queries.

Try it on Starch →

FAQ

Frequently asked questions

Does Starch record the call directly, or does someone have to manually start a transcript?

Meeting Notes connects to Google Calendar — Starch syncs your calendar data on a schedule — and can detect and join calls automatically. For calls that don't go through a supported video platform, you can also paste in a transcript or audio file. The system isn't fully hands-free in every scenario, but for standard Zoom or Google Meet LP calls it handles the join automatically.

Our LPs are sensitive about call recordings. Can we use Meeting Notes without recording?

Yes. You can run Meeting Notes in a mode where you paste in your own notes or a manually started transcript and Starch handles the structuring, summarization, and action item extraction — without Starch joining or recording the call directly. It's less automatic but fully usable.

We already have a Notion workspace where we file LP notes. Will this create a second archive?

No. Starch connects to Notion from its integration catalog and queries it live, so Meeting Notes can push summaries directly into your existing Notion pages and databases. You tell Starch exactly where things should go — by LP name, fund, meeting type — and it files them there.

Is Starch SOC 2 Type II certified? Our LPs ask about data security.

Not yet. Starch is not currently SOC 2 Type II certified, and there's no on-premise or self-hosted option. If your LP agreements or internal policies require SOC 2 Type II for tools that process meeting content, that's a real constraint to flag. It's on the roadmap.

What about board meetings with portfolio companies — are those a different setup?

Same setup. You tell Starch what context to pull before a portfolio board meeting — prior meeting summaries, current KPIs from your dashboard — and it runs the same transcript, summary, and action-item workflow. The archive search works across all meeting types, so 'find every time we discussed the Series B timeline for portfolio company X' returns results from LP calls, board meetings, and GP check-ins in one place.

We use Outlook, not Gmail. Does this work?

Yes. Starch connects directly to Outlook — messages, events, calendars, and contacts are all synced on a schedule. The Email Agent drafting and follow-up workflow works the same way for Outlook users as it does for Gmail users.