Fellow
4 known investors
Fellow is an AI meeting notetaker for investment banks that captures pitch, diligence, deal team, and committee meetings across Zoom, Teams, Google Meet, and in person. It keeps records within the firm's information barrier and applies the bank's permissions, supervision, redaction, and retention controls.
Also known as Fellow Insights Inc Β· Fellow Insights Inc. Β· Fellow.ai
Investors Β· 4
Company profile
researched Aug 2026Fellow (marketed as Fellow.ai, at fellow.app and fellow.ai) is an AI meeting assistant that records, transcribes, and summarizes meetings and produces action items. It works across Zoom, Google Meet, Microsoft Teams, Webex, and Slack huddles, and supports in-person recording without a laptop or meeting bot. Product components include automatic AI meeting notes and action items; AskFellow, an agent that answers questions about meetings a user has access to and generates documents, follow-up emails, memos, and CRM updates; a centralized recording library with privacy and sharing controls; CRM automation that syncs meeting insights to Salesforce and HubSpot with suggested field updates; and pre-meeting preparation through collaborative agendas and briefs.
The company positions privacy and control as its core design premise, stating its AI is never trained on customer data and that administrators can control who can record, what can be recorded, and who can access recordings and transcripts. Marketing materials target regulated financial institutions, including private equity firms, hedge funds, investment banks, RIAs, and broker-dealers whose meetings fall under SEC recordkeeping, FINRA supervision, and internal compliance review. Security and compliance features cited include SOC 2 Type II and GDPR certification, MNPI-aware workflows, botless recording, pause/resume so off-the-record discussion is not transcribed, Zero-Day Retention (deleting recordings and transcripts while retaining summaries, decisions, and action items), transcript redaction that removes content from transcript, summary, and audio, and an exportable audit trail accessible via a Super Admin API.
Fellow is delivered through desktop applications for macOS and Windows, a Chrome extension, and mobile apps for iOS and Android; the Android app, published by Fellow Insights Inc., reports 10,000+ downloads and requires an existing Fellow account. Mobile audio recording for in-person meetings is available on Android.
Business model
Fellow sells an AI meeting assistant as software, with a free entry tier ("Start for free") alongside a sales-led enterprise motion ("Contact sales", "Request a demo"). An enterprise offering, Fellow for Enterprise, is positioned as an organization-wide deployment providing centralized meeting capture, privacy and access controls, and org-wide analytics rather than per-team point tools. Specific pricing tiers are not stated in the available sources.
Software subscription/licensing implied by a free tier plus paid sales-led enterprise plans; no pricing, contract values, or revenue figures appear in the sources.
Traction
Publicly verifiable traction signals are limited: the Android app reports 10,000+ downloads as of the July 2026 listing update, and the company advertises more than 50 product integrations. No customer counts, revenue, or funding data for this Fellow appear in the sources provided.
Latest developments
The Google Play listing was updated 2026-07-10 and notes that mobile audio recording is now available on Android, along with detection and re-upload of audio recordings that previously failed to upload, and manual saving or deletion of those recordings. The website highlights AskFellow, the company's meeting AI agent, and CRM automation for Salesforce and HubSpot, plus a vertical push into regulated financial institutions.
βΈFull profile β market position, technology, go-to-market, geography, risks & controversies
Market position
Fellow competes in the AI meeting notetaker and assistant category, differentiating on privacy, administrative control, and regulatory compliance rather than on general note-taking capability, and pursuing regulated financial services as a focus vertical. Sources contain no third-party market share, revenue, or customer-count data, so its relative standing cannot be assessed from the material available.
Fellow's stated differentiators are privacy and administrative control: claims of being the only AI meeting assistant built from the ground up for privacy and security, no model training on customer data, granular controls over who may record and who may access recordings, botless capture across major conferencing platforms and in person, and compliance-oriented features such as MNPI-aware workflows, MNPI redaction, Zero-Day Retention, and an exam-ready exportable audit trail via a Super Admin API. It also positions itself as an organization-wide alternative to fragmented, team-by-team AI notetakers.
Technology
Automatic speech recognition and summarization pipeline producing transcripts, summaries, decisions, and action items across Zoom, Google Meet, Microsoft Teams, Webex, and Slack huddles, plus botless and in-person capture via desktop and mobile apps. AskFellow provides natural-language querying over accessible meetings and generates documents, emails, memos, and CRM updates. Governance layers include permissioned libraries, record/access controls, pause-resume, Zero-Day Retention, transcript/summary/audio redaction, logged deletions, and an exportable audit trail exposed through a Super Admin API. The company states its AI is never trained on customer data. Certifications cited: SOC 2 Type II and GDPR.
Go-to-market
Two-track go-to-market: self-serve free signup on the website and mobile app stores (iOS, Android, Chrome extension, macOS/Windows desktop apps), and a sales-led enterprise/vertical motion with demo requests and dedicated pages for investment banks, private equity firms, and hedge funds. Team-specific landing pages target customer success, marketing, engineering, leadership, sales, product, HR, and IT buyers. More than 50 integrations with existing workflow tools β including Glean, Salesforce, HubSpot, Monday, Asana, ClickUp, Jira, Linear, Notion, Confluence, Slack, and Zapier β serve as a distribution and stickiness channel.
Enterprises and teams across customer success, marketing, engineering, leadership, sales, product, HR, and IT, with an explicit focus on regulated financial institutions β private equity firms, hedge funds, investment banks, RIAs, and broker-dealers β whose meetings are subject to SEC recordkeeping, FINRA supervision, and internal compliance review. IT and compliance administrators are addressed as buyers for org-wide bot governance.
Geography
The Android developer listing gives an address for Fellow Insights Inc. at 275-532 Montreal Rd, Ottawa, Ontario K1K 4R4, Canada, with a Canadian phone number. Available sources do not describe other offices or regional operations; GDPR certification is cited, implying service to European customers, though no market breakdown is given.
Risks & controversies
No controversies concerning this company appear in the sources. A notable diligence risk is brand and name ambiguity: at least two unrelated entities share the Fellow name β a coffee hardware company (Fellow, maker of the Stagg kettle, Ode grinder, Aiden brewer, and Espresso Series 1) and various venture "Fellowship"/"Fellow Fund" programs β which can cause misattributed funding, app, and review data. The Android privacy disclosure states the app may collect location, personal information, and five other data types, encrypted in transit, with no data shared with third parties; for a product marketed on privacy, dependence on those controls and on maintaining SOC 2 Type II and GDPR compliance is a material operational consideration.
Compiled by commissioned research from 8 cited public sources β 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 β not independently audited.
Competitors Β· 1
by search overlapCompanies competing with Fellow for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
βΈResearch sources Β· 8
primary sources listed
- Fellowfellow.app Β· web
8 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Fellow do?
- Fellow is an AI meeting assistant that records, transcribes and summarizes meetings with privacy, permission and compliance controls.
- Who are Fellow's investors?
- Fellow's investors include Craft Ventures, Garage Capital, Felicis Ventures, Inovia Capital.

