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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 / 4 ]

Intelligence at every layer

Character-level citations

Every claim traces back to the exact passage in the source document. Validate anything in one click.

Institutional memory

Every document, analysis, and interaction compounds into shared context. Your team builds on collective intelligence.

Collaborative workflows

Publish your memos, two-pagers, and research for your ICs or peer reviews.

Format agnostic

Any GP, any format. Ingest documents at scale with automatic standardization.

Agentic workflows

AI agents work in the background so your team can focus on building conviction, not processing documents.

Multi-strategy native

Private equity, venture capital, 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

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
Concierge [ 4 / 4 ]

White-glove onboarding
and personalized support.

Veylance team working with a client

How we work

  • 01

    From the allocator world

    Our team came from family offices, endowments, and OCIOs. We've sat in your seat.

  • 02

    Onboarding without a migration project

    Connect your CRMs and existing systems of record. The platform learns your firm's voice and formatting from your existing documents. No template-building required.

  • 03

    Built for institutional scale

    Thousands of positions across hundreds of funds. Teams of 5 to 500. Multi-tenant architecture handles single-family offices through $100B+ allocators without performance trade-offs.

  • 04

    Dedicated account representative

    Every firm is paired with a dedicated account representative and direct access to our engineering team.

Talk to the team

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.

Security & Compliance

Built for institutional trust

Multi-tenant
isolation
AES-256
+ TLS 1.2+
Raw documents never
leave our infrastructure
No customer data
trains AI models
View security details →

Unlock institutional intelligence
for your team.

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