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Institutional intelligence
for capital allocators

The AI-native platform for family offices, consultants, and every institutional investor. Automate every investment and operational workflow so your team can focus on making better decisions.

Built for Family Offices · Endowments · Foundations · Pensions · Fund of Funds · Consultants · Wealth Managers
Family Offices
Family office professional

Manage multi-generational portfolios with full visibility across every asset class, investment, and relationship.
Institutional Investors
Institutional investor

Streamline investment committee workflows, compliance reporting, and performance oversight across your alternatives program.
Fund of Funds
Fund of funds manager

One platform for every underlying fund. Aggregate portals, automate reporting, and look through to every underlying position.
Consultants & OCIOs
Consultant

Cover more ground across every asset class. Automate diligence, benchmarking, and client-ready reporting across every mandate.
How It Works [ 2 / 5 ]

Intelligence at every layer

Character-level citations

Every claim traces back to the exact passage in the source document. Click a citation to see the original text, page number, and extraction context.

Institutional memory

Every document, analysis, and interaction compounds into shared context. Your team builds on collective intelligence, not isolated chat histories.

Collaborative workflows

Publish IC memos, two-pagers, and research for your team to review, edit, and build on. Analysis flows between people, not into dead-end threads.

Format agnostic

PDFs, spreadsheets, quarterly letters, data room exports — every GP reports differently. Veylance handles any format and layout without templates.

Agentic workflows

Documents trigger classification, extraction, and profile updates the moment they arrive. No prompting, no manual steps — the system acts on your behalf.

Multi-strategy native

Private equity, credit, infrastructure, secondaries, real assets — purpose-built schemas and workflows for every corner of private markets.

Data Rooms
Track Records
Quarterly Letters
Spreadsheets

Intelligence that
captures

Security [ 3 / 5 ]

Enterprise-grade security
from day one.

AES-256 & TLS 1.2+

Data encrypted at rest and in transit. Azure-hosted infrastructure with enterprise security controls.

Locally hosted models

Raw files never leave the platform. Documents are processed on dedicated, secure Veylance infrastructure.

Zero training

Your data never trains AI models. Tenant-isolated infrastructure with full data ownership — export or delete at any time.

Why Veylance [ 4 / 5 ]

Replace the spreadsheet.
Keep the rigor.

See how Veylance compares to general-purpose AI tools.

CapabilityVeylanceGeneral AI
Format-agnostic track record extraction✓Partial
Deal-level performance normalization✓Partial
Character-level citations✓×
Cross-document knowledge base✓Partial
Portfolio monitoring automation✓×
IC memo & two-pager generation✓✓
Automated portal ingestion✓×
Bulk data room processing✓×
Meeting intelligence✓Partial
Context graph✓×
Data never trains AI models✓✓
Tenant-isolated, enterprise security✓✓
By the Numbers [ 5 / 5 ]

The impact.

30+
Hours saved per week
20x
Faster investment workflows. Minutes, not days.
100%
Auditable. Every value traced to its source.

Quantify the cost of not automating.

See what your team is spending on manual document work today.

Team size 4
Hours per week on manual tasks 12
Document review, data entry, track record normalization, reporting
Avg. fully loaded hourly cost $75
You're losing ~192 hours/month to repetitive tasks. That's $14,400/month in time costs.
Veylance could reclaim 90% of that, saving ~173 hours and ~$12,960/month.

Explore our solutions

Fund diligence Portfolio monitoring Document intelligence

Frequently asked questions

Veylance is the AI-native platform for capital allocators in alternative investments. It automates every investment and operational workflow, from document extraction and track record analysis to portfolio monitoring, cash flow modeling, IC memo generation, and meeting intelligence, so your team can focus on judgment, not data entry.
ChatGPT is a general-purpose chatbot. Veylance is a purpose-built platform for alternative investments. It maintains a persistent context graph of your firms, funds, and documents, extracts structured data from any file type, and cites every value back to the source. It connects to your portals, processes entire data rooms, and builds institutional knowledge that compounds over time.
Yes. AES-256 encryption at rest, TLS 1.2+ in transit, with locally hosted LLMs for document processing. Every tenant is fully isolated with no cross-contamination.
No. Your data is never used to train AI models. You retain full ownership and can export or delete everything at any time.
Every extracted value is linked to its source document with character-level precision. You can click any data point and see exactly where it came from: the page, the paragraph, the cell.

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