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Data Aggregation 100+ portals · CRMs · email Extractions structured · auditable · scalable Agentic Workflows autonomous · end-to-end · self-improving Data Rooms Datasite Portals Email CRMs Cloud capital_call_q3.pdf CAPITAL CALL NOTICE To: Third Gates Holdings From: Rainier Capital Fund IV Date: July 01, 2024 Subject: Capital Call Notice Dear Third Gates Holdings, this Notice is issued for USD 100,000 per your commitment terms. 1. Deductible: USD 90,000 2. Non-Deductible: USD 10,000 3. Total Capital Call: USD 100,000 Remit within 10 business days. EXTRACTED FIELDS Portfolio name Third Gates Holdings Fund name Rainier Capital Fund IV Date 2024-07-01 Transaction value $100,000 Diligence & Reporting Cash Flow Projections Portfolio Monitoring Track Record Analyses IC Memos & Two-Pagers Custom Agents Data Aggregation 100+ portals · CRMs · email Data Rooms Datasite Portals Email CRMs Cloud Extractions structured · auditable · scalable capital_call_q3.pdf CAPITAL CALL NOTICE To: Third Gates Holdings From: Rainier Capital Fund IV Date: July 01, 2024 Subject: Capital Call Notice Dear Third Gates Holdings, this Notice is issued for USD 100,000 per your commitment terms. 1. Deductible: USD 90,000 2. Non-Deductible: USD 10,000 3. Total Capital Call: USD 100,000 Remit within 10 business days. EXTRACTED FIELDS Portfolio name Third Gates Holdings Fund name Rainier Capital Fund IV Date 2024-07-01 Transaction value $100,000 Agentic Workflows autonomous · end-to-end · self-improving Diligence & Reporting Cash Flow Projections Portfolio Monitoring Track Record Analyses IC Memos & Two-Pagers Custom Agents

Intelligence across every workflow

Data Aggregation

All of your portals in one place

One connection layer across every investor portal and data room. Veylance pulls your existing documents and monitors for new ones as they're uploaded. Every document is automatically classified and extracted into structured data.

KEY TERMS TRACK RECORD GOVERNANCE ! RISK FLAGS 2 Analyzing 24 documents...
Fund Diligence

Automated fund diligence in minutes

Select any data room from any portal. Veylance extracts key terms, analyzes track records, benchmarks performance, reviews governance, and flags risks across every document. The result is a live diligence workspace with character-level source accuracy.

PROJECTED Q1 Q2 Q3 Q4 Q1 Distributions Capital Calls
Cash Flow Management

Model capital calls and distributions

Automatically extract and reconcile cash flows across every investment. Track commitments, unfunded obligations, and projected liquidity in one view.

PE 38% VC 28% Credit 22% Infra 12% FUND IRR MOIC 18.2% 1.8x ▲ 12.4% 1.4x ▲ 8.1% 1.2x ▼ 14.7% 1.6x ▲ 22.5% 2.1x ▲ 5 positions updated this quarter
Portfolio Monitoring

Real-time portfolio intelligence

Automatically ingest quarterly reports and track performance across every position. Surface exposure changes, concentration risk, and performance trends as new data arrives. Generate portfolio reports and performance summaries on demand.

Investment Committee Memo 1 2 3 Sources: [1] PPM p.12 [2] LPA p.34
IC Memos & Two-Pagers

Investment memos and two-pagers in your firm's format

Generate IC memos and two-pagers that pull directly from your database. Every claim linked to its source with character-level precision. Every edit feeds a context graph that learns what your firm cares about, so each draft is better than the last.

Recording 00:24:15 GP: You: GP: LIVE INTELLIGENCE ASK ABOUT CROSS-REFERENCE FROM YOUR DATA Pre-meeting brief loaded
Meeting Intelligence

Real-time diligence in every meeting

Live note-taking that pulls from your entire knowledge base in real time. Pre-meeting prep surfaces what you need to know. During the call, Veylance cross-references what's being said against your structured data and surfaces questions you should be asking.

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