Vexavexa
Book a demo

Your firm’s meetings, on your own servers. Not in a vendor’s cloud.

Your sales team keeps asking for a note-taker. Vexa runs inside your environment, on the model you choose, and your review checks the code.

Book a demoFor your security team
vexa · where a meeting goes
Zoom · Teams · MeetVexa, on your serversRecording, transcriptYour modelKnowledge your firm owns
Outside
  • Zoom · Teams · Meet
Inside your firm
  • Vexa, on your servers
  • Recording, transcript
  • Your model
  • Knowledge your firm owns

Fund distribution

What was asked and promised on every advisor call stays with the firm.

More for distribution teams
Microsoft TeamsAdvisor review
mock-up
AdvisorCan you send the fee breakdown by share class?
In the firm’s record

Investment and diligence

Diligence calls recorded and transcribed on your servers, not a vendor’s cloud.

More for credit and diligence teams
mock-up
  1. ManagerJun 4
  2. OriginatorJun 18
  3. ServicerJul 2
  4. ManagerAug 6
  • Aug 6 · Same limit; one facility is the exception.Transcript

Security and compliance

Read the code, run your own model, see where every record is stored.

The security review
You can check
  • Where records land
  • The code
Not built yet
  • Read audit log
  • Retention controls
  • SSO/SAML
On the roadmap →

It starts with meetings

Vexa records and transcribes calls today. Self-hosted, an early workspace turns them into notes.

Workspace
workspace · earlymock-up
  • meetings/
  • advisor-review.mdtranscript
  • people/
  • companies/

If we go away

Apache-2.0, with an open core approved by FINOS. If we go, the code stays.

The code
your servers
$ git clone github.com/Vexa-ai/vexa
$ head -1 vexa/LICENSE
Apache License

See it with the founder

A demo on a call like yours, or the security review for your IT team first.

Book a demoThe security review

Work with us

For senior people in fund distribution, private credit and wealth who are trusted across firms. It starts with a conversation.

dmitry@vexa.aiHow it works

People meet, people decide, the rest just happens.