Vellm

For investors & portfolio company leaders

Put AI to work.
Inside the business.

Your portfolio companies already hold valuable knowledge. Vellm connects it into a private AI that helps management understand the business, question performance, and carry operating knowledge forward.

See how it comes together
An industrial services company · A phased engagement illustrationCompany Memory · Managed by Vellm

The foundation

The context between
your systems matters.

Finance, field service, files, and experienced people each hold part of the picture. Company Memory brings approved information and decisions together, with the source and context attached.

01 / Existing sources

  • Finance & reporting
  • Field service & operations
  • Documents & prior work
  • Approved team knowledge

02 / Private, managed foundation

Company
Memory

Sources. Relationships. Decisions.
Corrections that carry forward.

03 / Useful answers

  • Understand performanceBranch detail to company view
  • Review important exceptionsPricing, margin, and the evidence
  • Build on what the company knowsContext available to authorized people

Existing systems remain the systems of record. Connections are selected and delivered in phases.One governed foundation · Three approved access surfaces

Questions management can use

From scattered records
to a supported answer.

The first reporting release starts with a fixed set of business questions. Answers show their sources, calculation definitions, assumptions, and data date. The aim is a common basis for conversations between investors and management: what changed, why it changed, and which records support the explanation.

  1. How is each branch performing against our agreed measures?

    Consistent definitions · Branch detail · Source links

  2. Which pricing or margin exceptions need our attention?

    Supporting records · Visible assumptions · Management review

  3. How do those results add up across the company?

    Organization-level view · Defined reporting date · Traceable inputs

A practical, phased engagement

Start with useful answers. Expand around a clear business priority.

Phase 0

Establish the foundation.

Private Company Memory, one read-only pilot connection, and access through Vellm chat, one business chat platform, and one enterprise AI account.

Source access assessment, permissions, backup and restore testing, and operating runbook.
Phase 1

Make performance visible.

Reporting and pricing support from selected company records, focused on an agreed set of management questions.

Consistent measures, current information, and answers checked against source records.
Phase 2

Extend into operations.

One elected release: sales and estimating from a current field-service source, or dispatch and capacity planning after migration readiness.

A focused release, with the source and success criteria agreed before work begins.

Built for management control

The company keeps
its knowledge.

People retain decisions.

Outputs support management review. Pricing, quoting, scheduling, and source-system changes remain with the company.

Knowledge remains portable.

The company owns its data and paid company-specific Memory and artifacts, with a documented export path.

Access follows permissions.

Approved users see authorized information. Sources, corrections, and review history remain traceable.

Vellm operates the foundation.

Managed operation includes monitoring, maintenance, model routing, and recurring quality review within the agreed scope.

A repeatable approach for investors

Build the capability.
Keep it with the business.

Apply a consistent delivery approach across portfolio companies, with each company's data and permissions kept separate. Start by mapping what a private AI could know about one business.

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