Voice intelligence for regulated financial markets

Junior records your calls and meetings, turns them into answers you can trust, and gives compliance full control.

Trusted by 20/30 Top Global PE Funds by AUM & 18/20 Top Global Strategy Consultants

OC&C Strategy Consultants
PwC
L.E.K. Consulting
Call types
E
EOD Team Sync
Team meeting
September 24, 2026 • 8:00 PM
Key Takeaways
Stats
Call Summary
Transcript
My Notes

Action Items

  • Send Teaser out, to prio 1 and 2 list on Thursday – GP
  • Schedule CIM walkthrough sessions, with the Management team Tuesday – DS
  • Call with tax advisor, to review structuring considerations – NH

Decisions

  • Elevate Manly, to prio 1 buyer list, strong appetite signaled during outreach
  • Noted potential conflict of interest with Bondi, shifted to prio 3 buyer list

Key Discussion Points

  • Market size triangulation: CDD team estimates ~$1.2B TAM while Management is presenting $1.8B, mainly driven by more aggressive adoption assumptions.
  • Competitive positioning: Consolidation among the top three players could shift buyer appetite, making differentiation on margins and growth outlook more critical.

20 of the top 30

PE funds by AUM use Junior

14,000+

Investor and consultant users, including Big 4 and MBB

Over $1tn

Cumulative AUM at firms using Junior

Designed for investment and diligence teams

Every conversation captured, without a meeting bot

The desktop app for Mac and Windows uses your computer audio, so no bot joins the call. The mobile app records meetings in the room. A branded bot is there when you want one.

Who said what, every time

Every line goes to the right speaker, on hybrid calls too. Junior remembers voices across your projects.

Accurate on the names your firm runs on

On real diligence calls, leading tools get 50–75% of names right. Junior gets 97%. Add codenames once per project. 25+ languages.

See all languages

Knowledge that stays with your firm

Alexandria keeps what your firm heard, even when people move on. Search every approved call by deal, client or sector.

One workspace for every conversation

From the first call to the final deck: capture, research, analysis and slides in one place, with compliance across every step.

Calls and note-taking

Advisory-grade transcripts, built for deal work

Accurate transcripts and takeaways from every call, without a meeting bot.

  • Uses your computer audio, so no bot joins the call
  • Desktop app for Mac and Windows, mobile app for the room
  • Works with Zoom, Teams, Meet and every other meeting app
Call 04 · no bot in the callRecording
  • PartnerYour firm
  • Jo LinAssociate
  • Marcus AdeyemiFormer VP, Procurement
  • Rachel OkaforDistributor VP
  • Daniel FerrazFormer CFO, coatings
Takeaway · Consolidation won 300 to 400 bps on price14:10

Athena

Research interviews at scale

An AI voice interviewer that runs your guide with every respondent at once.

  • Interviews run in parallel, in 18 languages
  • Follow-up questions where the answers need them
  • Research in days, not weeks
Guide · Distributor landscapeRespondent 03 of 12
  1. 1
    How has your distributor mix changed since 2024?Follow-up if over 50%

    “About 60% now sits with the top two.”

    ↳ Follow-up: What made you consolidate?

  2. 2
    What price concessions did you win?Capture figure

    Captured · ~250 bps

  3. 3
    How much spend runs through e-procurement?Capture %

Alexandria and Insights Grid

Within your project and across your firm

See where experts agree, and search everything your firm has heard.

  • Insights Grid puts every expert’s answer side by side
  • Alexandria searches every approved call across the firm
  • Every answer cited to the exact passage
AlexandriaSearching 4 projects
distributor consolidation
Sector · ChemicalsDealAttendeeQuote

3 results · 4 projects you can see

  • Project Atlas, call 04Oct 2026Marcus Adeyemi on distributor consolidation and pricing
  • Project Meridian, call 09Jun 2026Former CFO, coatings, on e-procurement adoption
  • BD call, Helios CoatingsMar 2026Founder conversation on ownership and succession

Answer · 2 sources

E-procurement now covers most contracted spend [1], with tail spend a year behind [2].

Slides and Reporting

Never start a deck from scratch

Go from calls to client-ready slides without leaving PowerPoint.

  • Slides drafted on your firm’s template
  • Exact quotes and native charts, with sources attached
  • Numbers that don’t match the calls are flagged
Atlas_IC_draft.pptxJunior

Project Atlas

Consolidation won 300 to 400 bps

Price concession at each renewal, bps

Source: Junior expert calls, 14 of 20 experts

JuniorCharts

Chart the price concession at each renewal

Built from 14 calls EditableInsert chart

Desktop and mobile apps

Online or in the room

Record any call, online or in the room.

  • Desktop app for Mac and Windows, no bot needed
  • Live transcript beside the call, plus Mid-Call Intelligence in early access
  • Mobile app for in-person meetings
Mac and Windows
Supplier consolidationRecording · 14:32

Transcript

YouHow did your distributor mix change after the 2024 renewals?

Marcus AdeyemiWe moved about seventy percent of our spend to the top two distributors. Consolidating won us three to four hundred basis points.

Juni · early access

What should I ask next?

Switching costs haven’t come up yet. Try asking: What would it take to move a category back?

Finish

Call compliance

Compliance on every call

Junior checks what is said on each call against your rules. Your compliance team reviews every flag.

  • MNPI screening on every external expert call
  • Open findings stay hidden from the deal team until compliance acts
  • Your rules on recording, retention and consent, with ethical walls
  • Every decision on a full audit trail, with scrubbing agents coming soon
  • Built with advice from securities lawyers, including a former SEC enforcement attorney
See how Junior handles compliance
Call 14 · 18:32Hidden from the deal team

“…and we expect the Northwind deal to close next week, before it is announced.”

Possible MNPI

Rule: unannounced transaction

Audit trail

  • 18:32Flagged by the MNPI screen
  • 18:41Escalated to compliance

For firms whose work happens on calls

Evidence your deal team can use

Turn management calls, expert diligence and internal discussions into cited evidence that goes straight into the IC memo.

“Even the transcripts are top-tier, they pick up proper nouns better than I can in real time.”
Partner, Private Equity
60+
hours saved per deal mandate

From the teams using Junior

By far the most successful AI solution we've rolled out at our firm.Partner • Big 4
United Kingdom
Junior is a great platform; it produces better notes and summaries than what our best associate would take, and partners love it when I send them notes and materials from Junior. I tell everyone to use it.Vice President • Private Equity
United States
You've definitely improved the quality of my life; I use Junior all the time and it saves me hours. 10/10 would recommend to other investors.Analyst • Private Equity
United States
I'm not sure how we would've done it without Junior. We shared cleaned notes with the client after every meeting — the MD read them every night and loved the tool. Total lifesaver.Consultant • MBB
United Kingdom
If I met someone in consulting who wasn't using Junior, it'd be my first recommendation.Investor • Private Equity
Mexico
It's no longer what are we using... it's have you gotten Junior access, we're using JuniorPrivate Capital Consultant • Boutique
United States
A consultant's life hasn't been more transformed since the invention of wheels on a carry-on suitcase. Junior is incredible. I will tell everyone who will listen about itConsultant • MBB
United States
Junior was a complete lifesaver. I was already doing 12–13 hour days — I can't imagine how much worse it would've been without it.Associate • Boutique
United Arab Emirates
I think it's incredible tool for us and saves us a ton of time.Consultant • Boutique
United States
It would be very painful to go back to fully looking only at your notes and nothing else.Consultant • Top 10 Boutique
United Kingdom
There's no way I'm not using this on my next projectConsultant • Top 10 Boutique
United Kingdom
This app has saved me hours consolidating insights across calls. I no longer have to dig through 10+ transcripts - finding answers are now effortless. Even the transcripts are top-tier…they pick up proper nouns better than I can in real time.Partner • Private Equity
United States
We just finished a one-week DD… not sure how we'd have done it without Junior. It saved hours across calls, quote finding, and synthesis.Senior Associate • Boutique
United States
Junior has become indispensable for us. I've even delayed a call workstream just to wait until we had access again.Consultant • Big 4
United Kingdom
Once you start using Junior, you don't really have another option because it replaces an entire workstream that was previously a huge time suck for our consultants. I was literally typing every single word that came out of the expert's mouth before Junior. This product saves so much time that you have to keep using itConsultant • Big 4
United States
By far the most successful AI solution we've rolled out at our firm.Partner • Big 4
United Kingdom
Junior is a great platform; it produces better notes and summaries than what our best associate would take, and partners love it when I send them notes and materials from Junior. I tell everyone to use it.Vice President • Private Equity
United States
You've definitely improved the quality of my life; I use Junior all the time and it saves me hours. 10/10 would recommend to other investors.Analyst • Private Equity
United States
I'm not sure how we would've done it without Junior. We shared cleaned notes with the client after every meeting — the MD read them every night and loved the tool. Total lifesaver.Consultant • MBB
United Kingdom
If I met someone in consulting who wasn't using Junior, it'd be my first recommendation.Investor • Private Equity
Mexico
It's no longer what are we using... it's have you gotten Junior access, we're using JuniorPrivate Capital Consultant • Boutique
United States
A consultant's life hasn't been more transformed since the invention of wheels on a carry-on suitcase. Junior is incredible. I will tell everyone who will listen about itConsultant • MBB
United States
Junior was a complete lifesaver. I was already doing 12–13 hour days — I can't imagine how much worse it would've been without it.Associate • Boutique
United Arab Emirates
I think it's incredible tool for us and saves us a ton of time.Consultant • Boutique
United States
It would be very painful to go back to fully looking only at your notes and nothing else.Consultant • Top 10 Boutique
United Kingdom
There's no way I'm not using this on my next projectConsultant • Top 10 Boutique
United Kingdom
This app has saved me hours consolidating insights across calls. I no longer have to dig through 10+ transcripts - finding answers are now effortless. Even the transcripts are top-tier…they pick up proper nouns better than I can in real time.Partner • Private Equity
United States
We just finished a one-week DD… not sure how we'd have done it without Junior. It saved hours across calls, quote finding, and synthesis.Senior Associate • Boutique
United States
Junior has become indispensable for us. I've even delayed a call workstream just to wait until we had access again.Consultant • Big 4
United Kingdom
Once you start using Junior, you don't really have another option because it replaces an entire workstream that was previously a huge time suck for our consultants. I was literally typing every single word that came out of the expert's mouth before Junior. This product saves so much time that you have to keep using itConsultant • Big 4
United States
By far the most successful AI solution we've rolled out at our firm.Partner • Big 4
United Kingdom
Junior is a great platform; it produces better notes and summaries than what our best associate would take, and partners love it when I send them notes and materials from Junior. I tell everyone to use it.Vice President • Private Equity
United States
You've definitely improved the quality of my life; I use Junior all the time and it saves me hours. 10/10 would recommend to other investors.Analyst • Private Equity
United States
I'm not sure how we would've done it without Junior. We shared cleaned notes with the client after every meeting — the MD read them every night and loved the tool. Total lifesaver.Consultant • MBB
United Kingdom
If I met someone in consulting who wasn't using Junior, it'd be my first recommendation.Investor • Private Equity
Mexico
It's no longer what are we using... it's have you gotten Junior access, we're using JuniorPrivate Capital Consultant • Boutique
United States
A consultant's life hasn't been more transformed since the invention of wheels on a carry-on suitcase. Junior is incredible. I will tell everyone who will listen about itConsultant • MBB
United States
Junior was a complete lifesaver. I was already doing 12–13 hour days — I can't imagine how much worse it would've been without it.Associate • Boutique
United Arab Emirates
I think it's incredible tool for us and saves us a ton of time.Consultant • Boutique
United States
It would be very painful to go back to fully looking only at your notes and nothing else.Consultant • Top 10 Boutique
United Kingdom
There's no way I'm not using this on my next projectConsultant • Top 10 Boutique
United Kingdom
This app has saved me hours consolidating insights across calls. I no longer have to dig through 10+ transcripts - finding answers are now effortless. Even the transcripts are top-tier…they pick up proper nouns better than I can in real time.Partner • Private Equity
United States
We just finished a one-week DD… not sure how we'd have done it without Junior. It saved hours across calls, quote finding, and synthesis.Senior Associate • Boutique
United States
Junior has become indispensable for us. I've even delayed a call workstream just to wait until we had access again.Consultant • Big 4
United Kingdom
Once you start using Junior, you don't really have another option because it replaces an entire workstream that was previously a huge time suck for our consultants. I was literally typing every single word that came out of the expert's mouth before Junior. This product saves so much time that you have to keep using itConsultant • Big 4
United States

Platform security

Security that meets your firm’s standards

Junior’s platform meets the standards your IT, security and procurement teams expect of any software that holds firm data.

  • SOC 2 Type II

    Junior’s security controls are independently audited every year, and the report is available under NDA.

  • No LLM training

    Your calls are never used to train a model, whether ours or anyone else’s.

  • Zero data retention

    Junior has zero data retention agreements with every underlying model provider, so nothing is stored or reused on their side.

  • Data you control

    Your firm decides what is recorded, whether audio is kept or deleted after transcription and how long transcripts and summaries are retained.

  • Hosting

    All data is held on Junior’s own infrastructure rather than laptops or third-party servers, with EU hosting available for firms that need their data to stay in Europe.

  • GDPR

    Junior is built to support your GDPR obligations, with retention controls and optional anonymisation.

Need the SOC 2 report, DPA or security documentation for your review? Get in touch

What firms get back

Save time

60+

hours per project

No note-taking, no hunting through transcripts.

Find the answer in seconds

+40%

FTE leverage

Every conversation in one place, so the evidence is easy to find.

Keep your firm’s knowledge

100%

of IP captured

Turn siloed calls into a searchable knowledge base. Less rework.

Questions we hear most

  • Does Junior need a bot on the call?

    No. The desktop app for Mac and Windows records your computer audio, so nothing joins the call, and the mobile app records meetings in the room. If you prefer a visible participant, a branded bot can join instead.

  • Can Junior tell who said what?

    Yes. Junior attributes every line to the right speaker, including on hybrid calls with some people in the room and others online, and Junior remembers voices across your calls and projects, so you only need to name someone once.

  • Does Junior work for in-person meetings?

    Yes, the mobile app records meetings in the room, and speaker attribution separates each voice so the transcript shows who said what.

  • Which platforms and languages does Junior support?

    Junior works across Zoom, Teams, Google Meet and Webex, with direct integrations to the leading expert networks. Transcription covers 25+ languages with automatic detection, and Athena runs AI interviews in 18.

  • Is Junior only for expert calls?

    No. Junior covers every important conversation a regulated firm has, from internal and management meetings to BD calls, board meetings, diligence readouts and expert interviews, and Junior also does analysis, research interviews and client-ready slides.

  • What happens to our data?

    You decide. Your firm controls what is recorded, whether audio is kept or deleted after transcription and how long everything is retained, with EU hosting available, SOC 2 Type II certification and zero data retention agreements with every model provider, so your calls are never used to train a model.

  • How is Junior priced, and can we start small?

    Junior is priced per seat, with enterprise plans for firm-wide rollout, and pilots are available so you can start with a single team.

Your firm runs on conversations

Junior records the ones your policy allows, so your team can stop taking notes and start doing the work that AI can't.