Private Equities

Zoom Workplace

Video meetings, phone, and AI-first collaboration platform

4.5Free; from $13.33/user/moBest for Firms wanting best-in-class external meetings alongside their office suite
Video Meetings AI

Overview

Zoom Workplace bundles Zoom's core video meetings with team chat, whiteboard, scheduler, and its AI Companion assistant for meeting summaries and drafting — still the default external-meeting tool across much of private markets. Paid plans run $13.33/user/month (Pro) and $18.33/user/month (Business) on annual billing, with Zoom Phone and webinars as add-ons.

Key features

  • HD video meetings with recording and transcripts
  • AI Companion for summaries, chapters, and drafting
  • Team chat, whiteboard, and scheduler included
  • Zoom Phone cloud telephony add-on
  • Webinars and large-event add-ons

Pros

  • Reliable call quality and universal counterparty familiarity
  • AI Companion included at no extra per-seat cost
  • Simple to deploy and administer

Cons

  • Overlaps with Teams/Meet licenses most firms already own
  • Free-tier 40-minute cap pushes upgrades
  • Advanced features spread across multiple add-ons

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