# Founder call preparation from the evidence you already have

> Founder call preparation briefs are planned for Delsivo's first release. Before a meeting, Delsivo drafts a brief from the deal's approved claims, unresolved questions and new evidence, with every factual bullet citing its source and showing known conflicts. It adds an editable agenda. After the call, notes and a consented transcript attach to the deal, and an analyst approves any follow-up to the founder.

Source: https://delsivo.com/features/call-prep-briefs · Updated 2026-11-06 · Planned, not available yet

## Key takeaways

- Planned for the first release.
- Built from approved claims, open questions and evidence added since the last touchpoint.
- Every factual bullet cites its source and shows any known conflict.
- The agenda is a draft you edit. Founder follow-ups need an analyst's approval.

## What a founder call preparation brief contains

| Part | Drawn from |
| --- | --- |
| Where things stand | Current stage, thesis fit, evidence quality and diligence readiness |
| What we believe | Corroborated claims, each with its source |
| What we are unsure about | Founder reported, disputed and unresolved claims |
| What changed | New deck versions, form answers, room files and research since the last meeting |
| Questions to ask | Unknown thesis criteria, open interview questions and gaps found by research |
| Agenda | A suggested running order you can reorder, edit or delete |

If two sources disagree, the bullet says so and cites both, for example the deck's 20 enterprise customers beside the interview's 12 unpaid pilots.

## Before, during and after the call

1. Open the deal and choose Prepare call. The brief is drafted and marked as an AI draft.
2. Edit the brief and agenda. Remove anything you don't want to raise, add your own points.
3. Share it with colleagues joining the call. They see it in the deal, under their usual permissions.
4. After the meeting, add notes. If the founder consented to recording and a transcript exists, link it.
5. Delsivo suggests claim updates and follow-up requests from the notes. You accept or dismiss each.
6. Any follow-up message goes to the founder only after an analyst approves it.

## Why the brief only uses approved material

A brief that mixes a founder's statement with an analyst's check is how a partner walks into a meeting believing an unverified number. The brief keeps the evidence labels from the [claim tracker](https://delsivo.com/features/claim-tracker), so Founder reported never reads like Corroborated.

AI-drafted lines look different from verified findings, and quotes that can't be found in their source are dropped before you see the draft.

## Limits in the first release design

- Calendar sync is planned for a later release, so meetings are not pulled from your calendar automatically at first.
- Delsivo doesn't join or record calls. Notes and transcripts are added by your team.
- Briefs reflect what is in the deal. Evidence kept elsewhere needs adding to the deal first.

## Frequently asked questions

### Is the brief sent to the founder?

No. The brief is internal. Only follow-up requests you choose to send, after approval, reach the founder.

### Does Delsivo record our calls?

No. You can link a transcript the founder consented to, but Delsivo doesn't join meetings or record them.

### Can I prepare a call without AI drafting?

Yes. The agenda and notes work by hand. If the AI step is off or failing, the deal and its evidence stay fully available.

### Will the brief pull in meetings from my calendar?

Not in the first release. Calendar sync is planned for a later release, and which calendars it supports is not yet decided.

## Related pages

- [AI deal assistant](https://delsivo.com/features/ask-this-deal)
- [Startup claims tracker](https://delsivo.com/features/claim-tracker)
- [Prepare for a founder meeting](https://delsivo.com/use-cases/call-and-meeting-preparation)
- [How it works](https://delsivo.com/how-it-works)