Turning Knowledge into Measurable Performance
NoteAffect is building the institutional memory standard for the AI economy: one secure intelligence layer that captures what an organization knows, protects it, and puts it to work across every team.
Enterprises are losing what they already know.
AI is generating information faster than ever, yet much of it ends up fragmented. Insights from meetings, documents, conversations, and events stay scattered, so organizations struggle to recall what they know or put it to use.
of the workweek is spent searching for information already seen, heard, or read
of training content can be forgotten within weeks without reinforcement
potential revenue uplift from stronger sales recall and follow-up
annual loss cited for poor knowledge management
One secure layer for enterprise knowledge
NoteAffect automatically turns everyday work and learning into a durable, searchable, actionable organizational memory.
CAPTURE
Meetings, sales calls, training, events, content
SECURE
Encryption, access controls, breach detection
RECALL
Search by context, concept, or idea
ACTIVATE
Workflows, follow-up, decision support
Four connected products. One growing enterprise memory.
Agent Answer
Captures meetings, presentations, documents, and conversations for instant AI-powered recall, with a Sales Intelligence Module for the full sales cycle
Event-Engage
Turns conferences and industry events into interactive knowledge systems, capturing presentations, discussions, and audience engagement
Ascend
Modernizes workforce training with continuous learning and Living Certification™ programs that keep skills current
Note-Smart
Helps students capture, revisit, and interact with course content for stronger learning outcomes
Already built. Already deployed. Scaling now.
NoteAffect is past the idea stage. Customers are paying for it, it’s deployed in the field, and the IP is protected.
A founder who has done it before. Jay Tokosch has founded 7 companies and completed 4 exits, including Core-apps, a mobile app pioneer for the global events industry acquired by Insight Partners / Community Brands.
One platform, multiple software budgets
NoteAffect consolidates fragmented spend across knowledge capture, search, sales intelligence, learning, and secure collaboration.
2026 market size, growing to a projected $3.6 trillion by 2033
WHY NOW
AI capture is everywhere.
Phones, meetings, smart glasses, and AI assistants create abundant but fragmented data.
AI memory is validated.
Major platforms are embedding recall and contextual intelligence into daily work.
Security is non-negotiable.
Enterprises need cross-platform intelligence without compromising governance or IP.
Market figures as cited in company materials; management estimates a long-term overlapping opportunity in the hundreds of billions globally.
Event-led discovery, recurring enterprise revenue
Conferences are the wedge. 30,000+ professionals have already used NoteAffect live, opening a natural path into enterprise sales, partnerships, and channels.
Enterprise, individual, and channel tiers; sales modules priced separately
Enterprise and channel workforce training
Education and course content retention
Conference and industry event deployments
Recurring subscriptions across direct enterprise sales, inside sales, channel distribution, renewals, and per-event revenue. Modeled renewal assumption: 95% across several product lines (management assumption).
Patented technology, multimodal by design
Where most tools stop at transcripts, NoteAffect brings together spoken conversation, visuals, documents, and engagement data in one secure, governed memory.
US 10,055,473 B2
Real-time content broadcast, annotation, and highlighting across live and recorded delivery
US 10,997,203 / US 12,158,895 B2
AI analytics, engagement tracking, persona development, segmentation, and search indexing
US 12,452,256 B2
Breach detection and protection for confidential content
Continuation Filing
Advanced mobile-app protection from malicious apps and activity
Multimodal AI
Conversation, visuals, documents, and engagement data in one memory
Enterprise Security
Segmented access, secure sharing, encrypted intelligence layers
Live Event Channel
Experiential adoption that reduces product-education friction
Platform Reach
Applies across intelligence, sales, learning, search, and AI workflows
Patent status, claim scope, ownership, and enforceability should be independently reviewed in formal diligence.
A model built to scale
Revenue grows across five streams: subscriptions, channels, training, events, and sales intelligence. Every new deployment creates room to expand within the same customer.
Illustrative pro forma, 2026–2032. All figures are management projections, not historical performance. Steps are not drawn to scale.
$5.0 Million Seed Round
NoteAffect is converting an existing, revenue-generating product base into a scalable enterprise intelligence platform.
WHY INVEST?
- 15 paying organizations
- patent-protected technology
- 60–70% of platform built
- team with four prior exits
Built by operators with prior successful exits
The NoteAffect team brings decades of experience building, scaling, and selling enterprise software, along with deep relationships across the Fortune 500.
Jay Tokosch
Serial technology entrepreneur with 20+ years building and scaling enterprise software and infrastructure companies. Founded seven companies and completed four exits, including Core-apps (acquired by Insight Partners / Community Brands).
Randy Di Bernardo
Enterprise transformation executive with 30+ years of consulting experience, including 18 years as a partner at KPMG and Deloitte. Has advised Fortune 500 organizations on strategy, sales, technology, and operations.
Jesse Snipper
Former President and Co-founder of Core-apps, where he built the Client Success organization and sustained 90%+ customer retention over ten years. Expert in enterprise IT, systems architecture, and scalable support.
Help build the institutional memory standard for the AI economy
Enterprises are generating more institutional knowledge than ever but losing most of it. NoteAffect is raising $5.0M to capture, secure, and activate that knowledge at scale. Request the full offering materials and book a conversation with our team to learn more.
- Full investor materials for the $5.0M seed round
- Traction, patents, and modeled financials in detail
- A direct line to the founding team
Book a 30-minute conversation
Talk with the NoteAffect team about the round, the platform, and where we’re headed next.