A private AI agent that knows your whole business.

Connected to your email, documents, and systems, and run by Vellm. It answers with sources and drafts real work. You own it.

A live Vellm agent answering from a company's own records, with cited sources

Built for owner-led and capital-backed companies with roughly $20M+ in revenue, where operating knowledge lives in people, files, and inboxes.
TradesCommercial / residential / industrial / service
Private equityDiligence / portfolio reporting / pipeline
Business servicesClient work / documents / follow-up
Industrial operatorsProjects / vendors / job history

Customer stories.

Representative ways Vellm shows up inside operating companies. Short, concrete, and built around the records each business already has.

Step 01
Connect

We connect the agent to approved email, files, systems, and job history. No rip and replace.

Step 02
Ask

Your team asks normal business questions and gets sourced answers from company records.

Step 03
Approve

The agent prepares drafts, summaries, and follow-ups. People review the work that needs judgment.

Step 04
Own

Corrections become company Memory. The system and what it learns stay with the business.

Story 01 / Trades and estimating

Estimating support agents

For roofing, electrical, mechanical, and specialty trade workflows where speed and judgment decide bid quality.

ReadsPlans, specs, prior bids, pricing logic, customer notes, vendor emails.
PreparesScope, exclusions, proposal language, risk flags, review packets.
Your team reviewsAssumptions, risk items, pricing exceptions, final submission.
RecordsDecision trail, reusable rules, customer preferences, lost-bid lessons.
Outcome

More review-ready bids through the shop, with less rework and less dependence on one senior estimator.

Story 02 / Private equity

Portfolio memory agents

For sponsors, independent sponsors, and family offices trying to make diligence, reporting, and operating playbooks repeatable.

ReadsDiligence files, CIMs, QofE notes, board decks, portfolio reports, operating emails.
PreparesDiligence memory, portfolio update summaries, follow-up questions, add-on research packets.
Your team reviewsInvestment judgments, sensitive conclusions, portfolio-facing recommendations, final memos.
RecordsDeal lessons, diligence questions, portfolio patterns, operating playbooks that transfer.
Outcome

Less institutional knowledge trapped in one deal lead and a repeatable operating memory across companies.

Story 03 / Business services

Client-service memory agents

For document-heavy service firms where client history, open items, and firm-specific judgment live across inboxes and files.

ReadsClient emails, prior deliverables, shared drives, CRM notes, tasks, and standard procedures.
PreparesClient responses, status summaries, missing-item lists, renewal notes, and internal handoff packets.
Your team reviewsAdvice, exceptions, commitments to clients, and anything requiring professional judgment.
RecordsClient preferences, recurring exceptions, service history, and follow-up habits.
Outcome

Less time reconstructing context and fewer promises lost between email, documents, and busy people.

What you own

Rented AI forgets your business. Yours compounds.

Most AI a company can buy is rented by the seat and forgets everything when the contract ends. The Vellm Agent is built around your knowledge, your rules, and your operating record.

Rented AI
Starts from zero

Every chat and every seat begins with nothing. Context never accumulates.

Leaves with the subscription

Stop paying and the knowledge is gone.

The vendor sets the rules

What it may and may not do is outside your control.

Locked to one model

One roadmap, one pricing sheet, their terms.

Your Vellm Agent
Answers from your records

It reads approved company sources and remembers how your team decides, corrections included.

Stays with the company

Memory, rules, and the operating record are yours. Walk away anytime and keep all of it.

You set the line

You decide what it drafts, what it does on its own, and what always escalates to a person.

Model-agnostic

Swap the model for a better or cheaper one. Your Memory stays useful.

“The value is not the model. The value is what the business teaches its agent while real work gets done.”
Vellm operating thesis

Plugged into everything you already run.

Answers stop living in silos. No migration, no rip and replace.

Business systems
ERPCRMAccountingEmailDocumentsMessaging
Vellm layer
AgentsMemoryToolsPermissionsReview loops
Model layer
Frontier modelsOpen-source modelsClient-preferred providersTask routing
Business output
Review-ready workSystem updatesAudit trailReusable knowledge

The model is replaceable. The workflow logic, permissions, review habits, and Memory are the durable layer, and that layer belongs to you.

See it for yourself

See it running on a business like yours.

You do not need an AI plan. If your team spends the day asking, chasing, and re-explaining, that is enough to start.

01
A 30-minute call

A practical conversation about how your business runs today. No prep required.

02
A connection map

We list what it would plug into at your company and what it would know on day one.

03
Live in weeks

Vellm installs and manages it. Your team just starts asking. Everything it learns stays yours.

Talk to Vellm 30 min / no prep

30 minutes, no prep. You leave knowing exactly what it would look like.

FAQ

No. Vellm handles the setup, integrations, model routing, permissions, and upkeep. Your team asks normal business questions and reviews the work where judgment matters.

No. The first useful version can simply connect to approved company records and answer with sources. The right workflows emerge from what your team actually asks and approves.

We talk through how the business runs, where knowledge lives, what systems the agent would read first, and what your team would ask it. No prep and no live-demo theater.

A focused first implementation typically starts around $12,500, with managed monthly support scoped to the systems, usage, and support level required. Broader builds are quoted in writing before work begins.

In your environment, under rules you approve. The operating knowledge the agent builds stays with your company, and you keep it even if you stop working with us.

One private agent, connected to the whole business, working for the whole team.

Book a practical 30-minute call. No prep required.

Book a call