Institutional Memory for High-Stakes Investment Teams
Vellum turns unorganized deal notes, transcripts, and data room files into a connected knowledge graph that stays on your hardware
Built for Deal Speed and Absolute Data Sovereignty
Stop losing historical context in static cloud folders. Vellum links every insight automatically
Autonomous Graph Linking
Connect insights without manual tagging
Parses unformatted PDFs, transcripts, and notes on upload.
Generates bi-directional links between entities and market trends.
Keeps knowledge organized without complex folder taxonomies.
Zero-Trust Local Storage
Maintain total control of fund IP
Files are stored in human-readable Markdown on local servers.
No external cloud lock-in or third-party data scraping.
Full compliance with SOC2 Type II and institutional LP security requirements.
Grounded Committee Search
Retrieve historical facts during live meetings
Instant retrieval with exact source document attribution.
Cross-reference past deal terms across 10+ years of fund history.
Eliminate hallucinated claims with verifiable note lineage.
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Diligence Time Saved
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Data Ownership
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Context Retrieval Latency
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Fund Knowledge Retention
Use Cases
Private Equity Buyout Teams
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Venture Growth Analysts
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M&A Advisory Practices
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Deploying Vellum Across Your Fund
Get up and running in hours with zero disruption to existing deal workflows
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Step 1: On-Premise Storage Configuration
Connect Vellum to your secure local drives or private cloud infrastructure.
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Step 2: Automated Historical Ingestion
Point Vellum at past deal folders to index years of firm memory automatically.
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Step 3: Live Deal Execution
Equip deal leads with real-time graph search during live investment committees.