Every Deal Metric At Your Fingertips In 2 Seconds
Vellum instantly indexes every virtual data room file, email, and call transcript locally on your machine with absolute privacy
Purpose-Built For High-Stakes Dealmaking
Never lose a critical figure or spend hours searching data rooms again
Zero-Latency Vault
Retrieve exact metrics across 10k+ PDFs in under 2 seconds
Indexes PDFs, spreadsheets, and emails in real time
Runs 100% locally on your hardware
No sensitive files ever leave your laptop
Instant Citation Engine
Verify every assumption with direct link citations
Auto-generates exact page number references
Extracts tables directly into clean spreadsheets
Prevents hallucinated numbers in investment memos
Unified Knowledge Layer
Search across all active deals simultaneously
Combines browser history, data rooms, and transcripts
Filter search results by specific client or project
Works seamlessly offline during travel
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Average Time Saved Per Deal
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Data Security Exposure
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Average Query Latency
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Advisors On Platform
Use Cases
M&A Advisory
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Private Equity
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Corporate Legal
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Get Started In Under 3 Minutes
Simple onboarding built for busy executives
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Step 1: Download Vellum Vault
Install the lightweight enterprise application on your macOS or Windows workstation.
02
Step 2: Connect Your Folders
Select the local directories, virtual data room downloads, and email threads you wish to index.
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Step 3: Query Your Deal History
Press your global hotkey to search any metric, clause, or conversation instantly.