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Using Otter to run better founder calls

In The Venture Capital Due Diligence Playbook, VC and angel investor Elana Gold shares her step-by-step process for using Otter to take better notes, make faster decisions, and turn every founder call into follow-through.

What you’ll learn:

  • Pre-call rep that pays off: Show up ready, ask sharper questions, and stand out to founders.
  • A proven 40/40/20 call framework: Balance discovery, validation, and next steps for more productive conversations.
  • Real-time scoring system: Rank every deal while it’s fresh
  • Team debriefs that drive alignment: Capture quick, consistent partner input on what to pursue next.
  • Standardized notes template: Keep company profiles organized and comparable.
  • How Otter helps: Capture, transcribe, and categorize your calls automatically so you can focus on what matters most: the deal.
Why it matters:
In venture, great outcomes come from consistent process, not luck. If you start with one founder call and run this playbook end-to-end, you’ll walk into your next partner meeting with clarity, confidence, and the data-backed conviction to close.