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Vellum

Institutional document intelligence for M&A and legal due diligence

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M&A analysts and legal associates waste 20+ hours every week manually re-typing financial tables and watermarked audit scans that standard AI tools cannot parse.

Vellum provides an air-gapped desktop engine that instantly captures, structures, and verifies data from non-copyable documents, locked PDFs, and protected virtual data rooms. By combining zero-latency local screen parsing with deterministic tabular audit trails, teams extract complex financial metrics directly into Excel without risking enterprise data leakage. The platform eliminates human transcription errors while maintaining compliance with strict non-disclosure mandates across corporate transactions.

Vellum transforms static enterprise documents into liquid intelligence for high-stakes dealmaking worldwide.

COMMENTS — Community Discussion
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#Legal#Ops#Fintech#Data
Problem
  • When I review scanned financial audits in virtual data rooms, I want to extract tabular data, but protected PDFs prevent text selection causing 15+ hours of manual re-typing.
  • Why Now: Private equity deal volume is accelerating while corporate security mandates strictly prohibit uploading sensitive deal room scans into public cloud AI systems.
  • When I present diligence reports to investment committees, I want 100% accurate numerical metrics, but standard AI tools hallucinate dollar figures resulting in critical valuation errors.
  • When I coordinate M&A compliance workflows across global teams, I want real-time local processing, but cloud API latency and file size limits delay urgent deal closing timelines.
  • Existing Alternatives: Manual data entry by junior analysts, clunky native screen snippet tools without tabular formatting, or risky consumer OCR web apps.
Solution
  • High-Level Concept: Raycast for institutional document extraction and financial table reconstruction
  • Local region-capture hotkeys that extract complex financial tables directly from encrypted screen viewers into structured Excel files instantly.
  • Deterministic cross-verification engine that highlights unreadable numbers in amber for 100% human audit precision before model ingestion.
  • Air-gapped desktop native architecture ensuring zero enterprise data leaves the analyst workstation during sensitive due diligence operations.
Distribution
  • Junior M&A analysts and legal associates at boutique investment banks and private equity firms who process 50+ locked PDFs weekly.
  • Direct outbound demos to Legal Operations Leaders and Managing Directors at top mid-market M&A advisory firms.
  • Targeted sponsorships on elite financial modeling newsletters and corporate law technology podcasts.
Pricing
  • Value Ladder: $0 14-day local trial
  • $150/user/month Pro tier
  • $500/user/month Enterprise with custom compliance logs and SSO.
  • One Metric That Matters: Number of verified tabular rows extracted into Excel per active workstation per week.
  • Market Sizing: SAM of 250k legal and financial analysts in North America; targeting 2% SOM (5k seats) in year 1 producing $9M ARR.
Scale Costs
  • Proprietary local computer vision engine optimized for low-resource workstation CPU/GPU inference without external server dependencies.
  • SOC2 Type II and HIPAA compliance certification audits required for enterprise banking rollouts.
  • Custom layout training datasets for non-standard financial balance sheets, legal contracts, and tax filings.
Expert Opinions
Avg: 9.5
  • M&A Technology Lead and Senior Private Equity Partner
    9.5
  • Enterprise Legal Operations Director
    9.2
  • Managing Director at Global Investment Bank
    9.8
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