Pegujo Capital, a boutique debt advisory firm in Stockholm, saves up to 10 hours per week using Turbotic automation. By automating meeting summaries, notes, and follow-ups, the firm reduced administrative work and improved focus during client conversations.
About Pegujo Capital
Pegujo Capital is a boutique advisory firm specializing in debt financing. The company helps businesses raise capital through lenders rather than equity investors. The team brings banking experience from London, New York, and Stockholm and works closely with both companies seeking financing and investors providing capital.
Meetings are central to their daily work, with up to 20–30 meetings taking place every week.
The Challenge: Administrative Work After Every Meeting
Before implementing Turbotic, every meeting created additional administrative tasks for the team:
- Writing meeting notes
- Summarizing key insights
- Documenting next steps
- Capturing information for future follow-ups
This work often happened between meetings or after the workday, creating a growing administrative burden.
"We often have five to ten meetings per day, sometimes up to 20–30 per week." — Per Hjortsberg, Pegujo Capital
Why Pegujo Capital Chose Turbotic
The team initially evaluated tools designed only for meeting transcription and summaries. However, they chose Turbotic because it offered a broader automation platform capable of supporting multiple workflows across the business.
- Meeting automation
- Workflow automation
- Future automation expansion
- Integration with existing processes
"We initially looked at tools that only solved the meeting problem. But Turbotic offered something broader — a platform that could support many automation use cases." — Per Hjortsberg
Implementation
Pegujo Capital implemented their first automation workflows together with Turbotic consultants. As a lean advisory firm, the team preferred a consultancy-supported implementation approach where automation experts help design and implement workflows.
"Onboarding was quick and easy. Any delays have been on our side rather than Turbotic's." — Per Hjortsberg
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Results: Small Automations Deliver Large Time Savings
With Turbotic automating meeting summaries, documentation, and follow-ups, the team no longer needs to capture everything manually during conversations. The firm now saves up to 10 hours per week.
"The biggest difference is that we can focus entirely on the discussion instead of writing notes." — Per Hjortsberg
Key Results
- Up to 10 hours saved per week — time previously spent on meeting notes, summaries, and follow-ups
- Better focus during meetings — no need to split attention between note-taking and listening
- Improved documentation — meeting insights and action points captured automatically
- Small automations with large impact — even small time savings per meeting quickly accumulate
Business Benefits
- More focus during client meetings
- Better meeting documentation
- Faster follow-ups
- Reduced administrative workload
Expanding Automation Across the Business
Following the success of meeting automation, Pegujo Capital is exploring additional automation use cases with Turbotic:
- HubSpot CRM automation
- Prospect data enrichment
- Lead qualification and scoring
- Identifying high-potential prospects earlier
- Reducing reliance on expensive data services
Looking Ahead
Automation is becoming an increasingly important part of how Pegujo Capital operates. With the first workflows already delivering measurable results, the firm plans to continue expanding automation across its processes to reduce operational overhead and focus more time on high-value advisory work.
Frequently Asked Questions
How much time did Pegujo Capital save with Turbotic?
Pegujo Capital saves up to 10 hours per week by automating meeting summaries, documentation, and follow-up tasks.
What automation use case did Pegujo Capital start with?
The firm began by automating meeting documentation, including note-taking, summaries, and follow-ups.
Why did Pegujo Capital choose Turbotic?
They wanted a broader automation platform that could support multiple workflows rather than just a standalone meeting transcription tool.
What future automation plans does Pegujo Capital have?
The firm plans to expand automation into CRM workflows, including HubSpot prospect enrichment, lead scoring, and improved prospect identification.
