Institutional intelligence for alternative investments

The AI-native platform for capital allocators. Automate every investment and operational workflow so your team can focus on making better decisions.

IRR 24.5% MOIC 2.8x DPI 1.12x FUND SIZE $2.4B
Built for Family Offices · Endowments · Foundations · Pensions · Fund of Funds · Consultants · Wealth Managers
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
What we do [ 1 / 5 ]

Connect your portals.
Veylance does the work.
Your team focuses on judgment.

Every investment and operational workflow. Automated, auditable, and secure.

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.

How It Works [ 2 / 5 ]

Intelligence that compounds.

Every document, meeting note, edit, and analysis builds your firm's context graph. The more your team uses Veylance, the richer the context and the better the output.

PROFILES CONTEXT RECALL SOURCES EXTRACTION
Connect your data rooms, portals, and cloud drives. Veylance monitors for new uploads and pulls documents in automatically. No manual data entry or upload.
Every document is automatically classified and extracted into structured data by document type.
Every workflow draws on your complete history: memos, meetings, monitoring, chat. Answers are cited to the exact page and sentence.
Every profile, document, and data point is connected across your entire history. Relationships between firms, funds, and people are maintained automatically so your team always has the full picture.
Extracted data builds into living profiles for every fund, firm, asset, and person your team has ever interacted with. Always current, always growing as new documents arrive.
Security [ 3 / 5 ]

Enterprise-grade security
from day one.

Built for teams that manage billions. Your data is never used to train AI models.

Encryption

AES-256 & TLS 1.2+

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

Secure Infrastructure

Locally Hosted LLMs

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

Data Isolation

Tenant Separation

Complete data isolation between organizations. Every query scoped by tenant. No cross-contamination, ever.

Data Ownership

Zero Training

Your data never trains AI models. You retain full ownership and can 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.

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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