Avoma
Palo Alto, US · Founded 2017 · 65 employees on LinkedIn · 10 known investors
Avoma is a meeting intelligence platform that automatically captures, transcribes, and analyzes meetings, delivering summaries and key takeaways to Microsoft Teams channels to keep teams aligned. It integrates with Salesforce and HubSpot for CRM sync and provides AI-powered conversation intelligence and speaker insights.
Also known as A Very Organized Meeting Assistant
Founders & leadership
Avoma was founded in 2017 by Albert Lai.
Investors · 10
Also in the syndicate · 4
Company profile
researched Aug 2026Avoma is an AI platform for meeting note-taking, scheduling, coaching and revenue forecasting, positioned as an all-in-one alternative to assembling separate point tools. Its core AI Meeting Assistant automatically records video meetings with participant consent, transcribes them in real time in more than 75 languages, generates human-like notes from custom templates by meeting type, creates AI "Smart Chapters" for key topics, drafts follow-up emails, and writes back to CRM fields, including fields tied to sales methodologies such as MEDDIC, SPICED and NEAT. An "Ask Avoma" copilot answers questions about individual meetings, and at higher tiers across all conversations, accounts and deals.
Around that core, Avoma sells three add-on modules. Scheduler & Lead Router provides 1:1, group and round-robin scheduling pages, inbound web-form qualification, weighted and rule-based lead distribution, and SDR-to-AE handoff routing. Conversation Intelligence adds automated AI call scoring and custom scorecards, coaching recommendations, a real-time answer assistant for objection handling, talk-pattern and topic analytics, smart keyword and semantic topic trackers, and usage/engagement dashboards. Revenue Intelligence adds deal and churn risk alerts drawn from conversations and CRM engagement, an AI deal health score, sales methodology tracking, a dealboard for pipeline review with two-way CRM updates, roll-up forecasting and reports, and AI win-loss analysis.
The platform integrates with calendar, conferencing, dialer, CRM and collaboration systems, offers API access and webhooks on higher plans, and provides enterprise controls including SSO (SAML/OIDC), team-specific access controls, data retention policies, mutually signed DPAs and HIPAA compliance. Mobile apps are distributed through Google Play and the Apple App Store.
Founding story
The company was founded in late 2017 in Palo Alto, CA. CEO Aditya Kothadiya has said the idea came from his experience as a product leader who spent much of his time in meetings and found that taking notes prevented him from listening to the conversation, prompting the team to apply technology so that information discussed would not be lost. The name Avoma is an acronym for "A Very Organized Meeting Assistant," chosen partly to secure a short .com domain.
Business model
Avoma sells software on a per-seat SaaS subscription. Buyers pay only for "recorder" seats while viewer and collaborator seats are free. A tiered core AI Meeting Assistant plan (Startup, Organization, Enterprise) can be extended with paid add-ons for Conversation Intelligence, Revenue Intelligence and Lead Router. Both self-service sign-up (14-day free trial of the Organization plan with add-ons enabled, no credit card required) and sales-assisted purchasing are offered.
Recurring per-seat subscriptions billed monthly or annually. Core plans are priced at $19 (Startup), $29 (Organization) and $39 (Enterprise) per recorder seat per month on annual billing, with monthly rates of $29 and $39 for Startup and Organization. Add-ons are priced per seat per month: Conversation Intelligence and Revenue Intelligence at $29 annually or $35 monthly each, and Lead Router at $19 annually or $25 monthly. View-only seats are free.
Traction
At the time of its December 2021 Series A, Avoma reported more than 300 customers, revenue growth of over 400% per year for three consecutive years, and 15 employees, double the prior year. The company's website states it is used by more than 1,000 organizations.
▸Full profile — market position, technology, go-to-market, geography, history
Market position
Avoma competes in AI meeting assistant and conversation/revenue intelligence software, targeting mid-market companies according to its Series A lead investor. It names Otter, Fireflies, Fathom and Read as note-taking competitors and Gong, Chorus, Clari and Jiminny as conversation and revenue intelligence competitors.
Avoma positions itself between low-cost note-taking tools (Otter, Fireflies, Fathom, Read) and high-end revenue platforms (Gong, Chorus, Clari, Jiminny), arguing it combines an AI meeting assistant with conversation and revenue intelligence in one product rather than requiring multiple point solutions. Its stated pricing contrast is entry pricing from $19 per user per month with free collaborator seats, versus platforms it describes as starting above $100 per user per month with platform fees. Its founder has cited the unification of meeting management, AI assistant and conversation intelligence in one tool as the company's core distinction.
Technology
The product applies machine learning and natural language understanding to meeting audio and video: real-time transcription in 75+ languages, AI-generated summaries and notes from custom templates, automatic topic segmentation into Smart Chapters, semantic keyword and topic matching, AI call scoring, deal risk scoring, and a conversational AI copilot. Post-Series A investment was directed at machine learning and NLU, user interface and workflow integrations with existing systems including CRM.
Go-to-market
Avoma runs a dual motion of self-service free trials and sign-ups alongside demos and sales-assisted purchasing. Marketing centers on role-based solution pages (RevOps leaders, sales leaders, sales enablement, SDR leaders, AEs, CS leaders, CSMs, marketers, enterprise), head-to-head comparison pages against competing tools, a blog, playbooks and a podcast. Higher-tier plans include customer success managers, concierge onboarding and quarterly business reviews. Support is offered by email, chat and a help center, with a stated 48-hour first-response target.
Customer-facing and revenue teams — RevOps, sales leadership, sales enablement, SDR leaders, account executives, customer success leaders and CSMs, and marketers — across small teams, growing organizations and enterprises, as well as knowledge workers generally.
Geography
Headquartered in Palo Alto, California, with hiring planned across North America and India following the 2021 Series A. The company describes customers across the globe.
History
Avoma was founded in late 2017 in Palo Alto, California by Aditya Kothadiya, Devendra Laulkar and Albert Lai. It built an AI meeting assistant covering meeting agendas, recording, real-time transcription, summarization and actionable insights. In December 2021 it raised a $12 million Series A led by Headline, taking total funding to $15 million, at which point it reported over 300 customers, revenue growth above 400% per year for three consecutive years and a team of 15. The product line has since broadened beyond note-taking into scheduling and lead routing, conversation intelligence and revenue intelligence, with an "Ask Avoma" AI copilot.
Compiled by commissioned research from 7 cited public sources — announcements, filings, and press listed under research sources below.
Key figures
latest reportedCompany-reported or press-reported figures, each dated to when it was claimed — not independently audited.
Competitors · 5
by search overlapCompanies competing with Avoma for the same Google search keywords, organic and paid, via search-intersection analysis.
Timeline · 1
launches, deals, and filingsAvoma announced a $12 million Series A round led by Headline, bringing total funding to $15 million; the company said it would invest in AI, user interface and workflow integrations and quadruple headcount over the following 12 months across North America and India.
$12M source ↗
Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.
▸Research sources · 7
primary sources listed
- Avomaavoma.com · web
7 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Avoma do?
- Avoma is an AI platform for meeting note-taking, scheduling, conversation intelligence and revenue forecasting.
- Who founded Avoma?
- Avoma was founded by Albert Lai in 2017.
- Who are Avoma's investors?
- Avoma's investors include HubSpot Ventures, Invariantes Fund, K9 Ventures, Storm Ventures, TSVC, Twin Ventures.
- Where is Avoma headquartered?
- Avoma is headquartered in Palo Alto, US.





