Solution
Veylance is built
for OCIOs & Consultants.
Scale manager research, underwriting, and monitoring across every client mandate,
discretionary or advisory, without scaling headcount.
Bottoms-up Fund Diligence.
Draft source-backed memos in minutes.
Monitor every mandate in one place.
Bottoms-up Fund Diligence.
Turn the messiest track records into deal-level analysis across every manager, regardless of format.
Draft source-backed memos in minutes.
Move from data rooms and meeting notes to IC memo and recommendation in hours, not weeks. Every fact, claim, or number auditable with character-level citations.
Monitor every mandate in one place.
Veylance synthesizes data across every quarterly report, financial statement, and capital account to track every investment across SMAs and client accounts.
Uses
Meant for the volume and breadth of consulting.
Evaluate more managers, benchmark funds, streamline portfolio monitoring, and turn diligence into client-ready recommendations and materials.
Portfolio Monitoring/Reporting
Monitor fund updates, valuations, exposures, performance, and documents.
Cash Flow Projections
Manager-specific monthly, quarterly, and annual cash flow projections.
Performance Benchmarking
Benchmark historical performance against internal, external, and custom metrics.
IC Memos & Two-Pagers
Draft two-pagers and investment committee ready memos backed by high-quality data.