Transform unstructured deal notes into queryable investment intelligence
Extract insights from meeting notes, research fragments, and scattered observations captured in OneNote notebooks across your organization.
Use cases
- Extract action items and diligence concerns from meeting notes and automatically create tasks in project management systems without manual transcription
- Build searchable deal knowledge bases: query across all team notebooks to find every mention of specific companies, competitors, or market dynamics
- Analyze sentiment patterns in qualitative notes—identify when multiple team members independently flag similar concerns about management or operations
- Generate IC prep materials by consolidating scattered observations from site visits, reference calls, and expert interviews into structured summaries
Cross-Notebook Intelligence
Search and analyze content across personal and shared notebooks to surface institutional knowledge buried in decentralized notes
Structured Data Extraction
Use AI to parse unstructured meeting notes and extract key facts—company metrics, competitive mentions, risk factors—into CRM and tracking systems
Pattern Recognition
Identify recurring themes, concerns, or opportunities mentioned across multiple notes, meetings, and deal team members over time
Context-Aware Retrieval
When evaluating new deals, automatically surface relevant historical notes and lessons learned from similar transactions or sectors
About Microsoft OneNote
Microsoft OneNote is a digital notebook application used by over 250 million users worldwide for capturing, organizing, and sharing notes across devices. Its flexible structure—notebooks, sections, and pages—makes it popular for investment professionals who need to quickly capture meeting takeaways, research findings, and diligence observations without rigid formatting constraints.
About QX Labs
QX automates the manual work that slows down investment firms. By unifying your data subscriptions, internal knowledge, and 100+ integrations, we automate workflows across sourcing and diligence—freeing your team to focus on high-value decisions.
Experience the most powerful automation platform for investors
Schedule a call with us to run through your bespoke requirements and see how we can level-up your investment workflows with AI.
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