HOW IT WORKS

Everything your firm knows about an investor, in one place.

Balau AI sits alongside the email, calendar, and document tools your firm already uses, so each investor’s story is in one place instead of scattered across tools.

Request a tailored demo See one workflow, end to end

How it works, in four steps.

CONNECT

Email, meetings, and documents—together.

Connected under the firm’s own user roles and permissions—not copied into a second AI permission layer.

UNDERSTAND

See the relationship, not just the file.

Around each investor: what changed, what’s owed, what’s next—and answers built only from what you’re permitted to see.

ACT

Follow-ups arrive already drafted.

Next steps arrive with sources attached—you review, you approve, nothing moves without you.

EVIDENCE

Show how the work was done.

Approvals, sources, and activity history stay attached to the work—so when a reviewer asks how something happened, the answer is ready.

ONE WORKFLOW, END TO END

The four pillars, on one piece of work. A meeting ends. Here is what happens next:

CONNECT
Balau AI connects the permitted context.
UNDERSTAND
A source-grounded summary arrives, with commitments surfaced.
PREPARE
Follow-ups arrive drafted for your review, with proposed next steps.
APPROVE
Your people review consequential actions before anything moves forward.
EVIDENCE
Sources, access, changes, and approvals remain traceable.

Fits the firm. Follows the rules.

PERMISSION-SCOPED BY DESIGN

Set access once in the firm’s roles. Every surface enforces the same boundaries—no separate AI permission layer to configure, sync, or audit.

Firms with their own account at any AI provider this platform supports can run the calls that answer, draft and summarise under it, so for those the model vendor answers to the firm’s agreement rather than ours, and can require that such a call fail rather than fall back to our credentials. How that works.

ROLES
PERMISSIONS
APPROVALS
EVIDENCE

WHAT CONNECTS TODAY

Check your own setup before the call.

Each line says whether it runs today, who sets it up, and what it reaches. Nothing here writes back to a system you already run. New calendar and mail items arrive when the vendor pushes them, when a member opens Balau AI, or on Sync now; there is no scheduled background pull yet. Statuses as read on 30 September 2026.

What	Status	Setup	Scope
Email intake address	Operating for every firm	Forward or BCC to your firm’s own intake address; nothing to configure.	Read-only capture; attachments scanned.
Microsoft 365 calendar	Operating for every firm	Each member connects their own account.	Read-only.
Microsoft 365 email, inbox and sent	Operating on every paid plan	Each member connects their own account and grants mail access.	Read-only. Only mail involving a known investor or contact is kept.
Google Calendar	Operating for every firm	Each member connects their own account.	Read-only. Mail from that account is not available.
Fathom meeting transcripts	Operating for every firm	A firm admin pastes the webhook secret.	Read-only.
Other meeting-notes tools	On request	Tell us which; we will say what is switched on today.
Investor lists from a spreadsheet or CSV	Operating for every firm	Self-service import with column mapping and de-duplication; re-run any time.	Import only. Your source stays authoritative.
Live CRM sync	Not available	Import your investor list instead.	Nothing writes back to any system you run.
Data Rooms and guest access	Switched on per firm	After a founder-led evaluation. Professional and above.	Activity recorded against each invited address.
Daily brief	Operating on every paid plan	Email delivery is opt-in, member by member.
Your own AI provider contract	Operating on Professional and above	Connect an account with any provider the product supports.	The calls that answer, summarise and draft. The search index is excluded.
Exports	Operating for every firm	Audit log to CSV or JSON, for admin and compliance roles.	A full export of the firm’s records on request, within thirty days.
Single sign-on with your identity provider	Custom delivery	Scoped in the order form. Enterprise.
Customer-managed encryption keys, compliance-tool exports	Not available	Key management stays platform-managed.

IN THE FLOW OF WORK

Where your team already is.

Keep working from your inbox and calendar.
Meetings arrive prepared, leave documented.
What connects today is listed above, with its status.

UNDER THE FIRM’S CONTROL

On the firm’s terms.

Share outside the firm, every grant logged.
Approvals are named, logged, and reviewable.
The evidence keeps itself as you work.