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Vellum

Continuous deal intelligence for private equity teams

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Investment teams waste over $150k annually per analyst on manually tagging, filing, and cross-referencing thousands of unorganized diligence documents across deal pipelines.

Vellum autonomously converts unstructured deal notes, data room PDFs, and expert transcripts into an interconnected, private knowledge graph. It constantly updates cross-portfolio entity relationships and retrieves grounded historical context during live investment committee decisions. By keeping all sensitive files stored locally in raw Markdown format, teams eliminate third-party data lock-in while maintaining complete compliance control.

Vellum is building the infrastructure standard for private market institutional memory.

COMMENTS — Community Discussion
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Problem
  • When I conduct multi-week deal diligence, I want to cross-reference historical expert calls, but manual folder filing wastes 12 hours weekly per senior associate.
  • Why Now: Private market deal volumes require 5x faster diligence turnarounds while firm security policies strictly ban sending unencrypted data rooms to public cloud endpoints.
  • When I prep for investment committee meetings, I want instant recall of previous portfolio metrics, but fragmented internal documents cause $50k in missed syndicate opportunities.
  • When I onboard new investment associates, I want them to access 10 years of firm knowledge, but knowledge transfer takes 4 months of manual shadowing.
  • Existing Alternatives: Manual Notion databases, messy Sharepoint folders, static Google Drive repos, and expensive custom database builds.
Solution
  • High-Level Concept: Palantir for private equity deal notes and local files.
  • Autonomous ingestion engine that converts unformatted notes and PDFs into structured Markdown graphs without manual tagging.
  • Local-first zero-trust encryption layer that indexes private files on-premise while maintaining enterprise compliance.
  • Bi-directional entity graph search that surfaces hidden cross-portfolio supplier and customer connections during live deal evaluation.
Distribution
  • Early Adopters: Managing directors and VP leads at mid-market private equity funds managing $500M to $5B in assets under management.
  • Direct outbound campaigns targeting Chief Information Officers and Technology Partners at top 200 buyout firms.
  • Bespoke briefings at private equity operating partner roundtables and dealmaker summits.
Pricing
  • Value Ladder: Seat-based tier starting at $250 per seat per month for small funds up to $1k per seat per month for enterprise SOC2 compliance with custom connector support.
  • One Metric That Matters: Monthly Active Knowledge Graphs created and queried per investment deal team.
  • Market Sizing: SAM of 12k private market firms globally. SOM targeting 400 mid-market funds in year 1 at $60k average annual contract value yielding $24M year 1 ARR revenue.
Scale Costs
  • Proprietary local-first vector indexing and graph resolution engine designed for air-gapped security.
  • High-touch compliance certification infrastructure including annual SOC2 Type II, HIPAA, and ISO27001 auditing.
  • Dedicated deployment engineers for custom enterprise ERP and data room integration connectors.
Expert Opinions
Avg: 9.4
  • Managing Director of Private Equity Ops at $10B Institutional Fund
    9.5
  • Enterprise Data Security Architect & Partner Lead
    9.2
  • Head of M&A Technology Strategy
    9.6
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