The intelligence platform
Landscape/Technology/Velvet
Visit website Technology Firm

Velvet

AI copilot centralizing investment data and automating workflows for private investors.

SAAS
01 — Overview

What Velvet does

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.
The assessment

Strengths. Digital Excellence; Full Multi-Currency Support; Transparency; Visionary Purpose; Private equity & Direct investments; Private equity funds; Private equity; Direct private equity; Venture capital; GDPR.

02 — Product & capabilities

What it covers

Core tasks
  • Asset managers
  • Consolidated reporting
  • Digital due diligence
  • Fund & External manager
  • Technology provider
  • Digital Excellence
  • Full Multi-Currency Support
  • Transparency
  • Visionary Purpose
  • Private equity & Direct investments
Notable features
  • Digital Excellence
  • Full Multi-Currency Support
  • Transparency
  • Visionary Purpose
  • Private equity & Direct investments
  • Private equity funds
  • Private equity
  • Direct private equity
  • Venture capital
  • GDPR
Assets supported
Private equity & Direct investmentsPrivate equity fundsPrivate equityDirect private equityVenture capitalGDPR
03 — Company

The firm behind it

Software type
SAAS
05 — Support & onboarding

Getting it running

Dedicated contact

Support options