Private Equity Dictation for Deal Work,
IC Memos, and LP Updates
IC memos carry unpublished investment theses. LP communications disclose individual investor exposure. Portfolio company discussions can involve MNPI. The confidentiality framework of a PE fund covers all of it - and a cloud dictation tool sits entirely outside that framework. VoicePrivate runs on your device, full stop.
PE fund confidentiality covers documents that cloud tools receive verbatim
LPA confidentiality provisions, MNPI controls, and LP privacy expectations all point in the same direction: this information should not reach third-party servers.
The Cloud Dictation Problem
- IC memos with unpublished investment theses reach vendor servers
- LP communications with individual investor exposure sent off-device
- Portfolio company MNPI potentially crosses firm confidentiality controls
- IRR, MOIC, TVPI vocabulary mangled by general-purpose transcription
- LPA confidentiality provisions not designed around cloud vendor data flows
The VoicePrivate - Finance Edition Solution
- All transcription runs locally - IC content never reaches any server
- LP and portfolio company details stay within your firm's environment
- PE/VC vocabulary: IRR, MOIC, TVPI, DPI, carry, waterfall, clawback
- Capital call, distribution, vintage year terminology handled correctly
- Types directly into your CRM, memo templates, or investor reporting tools
Who uses this in private equity
Investment Professionals
Associates and VPs drafting IC memos, deal screening notes, and management meeting summaries. The deal pipeline content is highly confidential at every stage from initial screen through closing.
Portfolio Operations
Portfolio monitoring documentation, board prep notes, and operational improvement memos. Portfolio company financials and strategic plans are sensitive in exactly the ways LPA confidentiality provisions contemplate.
Investor Relations
LP communication drafting, quarterly update content, and investor inquiry response notes. LP-facing content contains individual exposure information that most LPAs restrict from broader disclosure.
Fund Managers and GPs
IC meeting note documentation, deal decision rationale, and fund strategy memos. GP-level deliberation content is among the most sensitive information a fund generates.
Where PE professionals actually use it
Documentation across the deal lifecycle and fund operations.
IC memo sections and deal notes
Dictate investment highlights, business description, competitive positioning, and financial analysis sections. IC memo content is confidential by definition - on-device processing keeps it within your firm's controls.
Portfolio company reporting and board prep
Quarterly portfolio company performance notes, board meeting prep memos, and operational improvement documentation. EBITDA analysis, margin discussion, and operational KPI commentary - all on device.
Investor letters and reporting content
Quarterly letter drafts, deal announcement sections, and LP-specific reporting notes. LP communications involve individual investor exposure data that LPA confidentiality provisions typically protect.
Capital call and distribution documentation
Capital call notices, distribution calculations, and waterfall analysis notes. Fund administration documentation involves individual LP economic details that belong in your systems.
Management meeting and diligence notes
Management presentation notes, reference call documentation, and due diligence interview summaries. Diligence content involves confidential company information under NDA - the right architecture for on-device processing.
Sale process and exit documentation
Exit process memos, buyer outreach documentation, and sale process timeline notes. Exit processes involve MNPI for publicly held portfolio companies and sensitive deal economics for all companies.
VoicePrivate vs. cloud dictation tools
PE professionals need dictation that respects LPA confidentiality and keeps deal information within firm controls.
| What matters for PE | VoicePrivate | Otter.ai | Rev | Fireflies.ai | Whisper API |
|---|---|---|---|---|---|
| Deal content stays on device | ✓ Always | ✗ Cloud | ✗ Cloud | ✗ Cloud | ✗ Cloud |
| LP data stays on device | ✓ | ✗ | ✗ | ✗ | ✗ |
| PE/VC vocabulary built in | IRR, MOIC, TVPI, carry, waterfall | Generic | Custom only | Generic | Generic |
| Works offline | ✓ | ✗ | ✗ | ✗ | ✗ |
| Types into any memo tool | ✓ Any field | ✗ | ✗ | ✗ | API only |
| Local audit log | ✓ SHA-256 | ✗ | ✗ | ✗ | ✗ |
| Annual price per seat | $199/yr | $240/yr | Custom | $228/yr | Usage-based |
Competitor pricing based on publicly available information. Subject to change.
Works on Mac and Windows
PE professionals work on both platforms. VoicePrivate runs natively on each without requiring special configuration.
Finance Edition pricing
Try free. No credit card required.
- PE/VC vocabulary included
- On-device processing
- Mac and Windows
- Works offline
- Unlimited dictation
- Full finance dictionary
- Custom vocabulary
- Local audit log
- 99 languages
- Priority support
- Unlimited dictation
- Full finance dictionary
- Custom vocabulary
- Local audit log
- Mac and Windows
- 2-5 floating seats
- Single billing account
- All annual features
- Team management