AI copilot centralizing investment data and automating workflows for private investors.
Velvet provides an AI-powered copilot designed to consolidate fragmented investment data sources and automate associated workflows for venture capital and private equity professionals. The platform addresses the operational friction created by disparate data systems, enabling investors to reclaim time spent on manual tasks while improving decision quality through integrated information.
Core capabilities include digital due diligence, consolidated reporting, and intelligent data extraction from unstructured documents—pitch decks, emails, and legal agreements—into standardized formats. The platform supports multi-currency holdings, holds-level reporting, and operates as a SaaS solution with dedicated onboarding and support. Compliance features include GDPR adherence.
Deployment uses a flat-fee pricing model with one-week onboarding and free support through a dedicated contact. Integration with one custodian is supported, with two-week migration timelines.
Pricing estimates are indicative only. Contact Velvet directly for a tailored quote based on your specific requirements.
| Listed | Velvet is listed in The Family Office Stack landscape. |