Vettly by Datics AI
Diligence forms pre-filled from the manager's documents, each value linked to its source.
Analysts stop rekeying decks and questionnaires. Vettly fills your onboarding and diligence steps from the manager's documents and meeting notes, links each value to its source and flags what is missing.
Built into your codebase and shipped under your name, on an engine we license to you.
keelstone.example/diligence/alder-creek-iii
Northgate Capital · Vettly
DemoFill the Alder Creek Fund III diligence from what they sent.
Diligence ready for the analyst
- 31 of 40 fields filled, each with its source
- Initial score 3.6 of 5, for the analyst to review
- 9 questions drafted for the manager
3 documents readSources on every valueAnalyst confirms
Try it step by stepIllustrative demo on a fictional firm. Not client work.
Try it step by step
Vettly on a fictional firm.
Northgate Capital (fictional). Step through the conversation, then see what Vettly hands back, the way your Build Sprint would build it on synthetic data.
keelstone.example/diligence/alder-creek-iii
Northgate Capital · Vettly
DemoStep 1 of 5
Illustrative demo on a fictional firm. Not client work.
What it hands back
keelstone.example/diligence/alder-creek-iii
Fund diligence · Alder Creek Fund III
Northgate Capital · step 3 of 6, team and terms
- Strategy
- Lower middle market buyouts · deck p. 4
- Done
- Team
- 4 partners, 11 years together · DDQ 2.1
- Done
- Key person terms
- Not found · question drafted
- Check
- Valuation policy
- Not found · question drafted
- Check
- Initial score
- 3.6 of 5 · analyst to confirm
- Waiting
Every value links to its source. Blanks are flagged, never guessed. The analyst owns the score.
Illustrative demo on a fictional firm. Not client work.
What it does
What Vettly can do.
Extraction from decks, questionnaires and meeting notes into your structured onboarding and due diligence steps, with an initial score, every value linked to its source and missing items flagged for the analyst.
Reads decks, DDQs and notes
Values extracted into your structured diligence steps, each linked to its page.
Initial scoring
A first score on your own criteria, for the analyst to review and change.
Missing items flagged
Fields not found stay blank, with questions drafted for the manager.
Your access rules
Admin-only data stays with your admin team; investors and sub-clients see only what is theirs.
How it works
Documents and notes are read into your structured diligence steps with validation and document links. Scoring runs on your own criteria, and every field keeps its source so the analyst can check it in one click.
Built on onboarding and due diligence extraction we delivered for an investment administration platform.
Investment administration platform
Fund platforms · Due diligence
Portfolio & Sub-Client Investment Administration
AI-assisted fund onboarding, due diligence and document intelligence inside an investment administration platform.
Regulated investment platform
Private markets · Deal drafting
Pitch decks become drafted deals, and issuers approve each field before publishing
Issuers retyped decks and financials into long deal forms. Now AI suggests each field, and the issuer applies, edits or rejects it.
WikiTeq
AI engine · Cited document answers
WikiTeq's self hosted AI chat now answers from its documents, citing every source
The chat could not answer from the firm's own documents. Now a separate retrieval service feeds it passages and shows the source of each answer.
Why it sells
What Vettly does for your business.
What your firms get, and what it does for your renewals and pricing.
Less rekeying
Analysts review a filled form instead of building one.
Cleaner data
Values arrive the same way every time, with their sources.
Oversight in one place
Admins see every fund's progress without duplicating access.
Controls
What Vettly touches, and who approves.
Your firms' data is not used to train models for anyone else and stays in your cloud. Built and tested on synthetic or test data.
Who uses it
Analysts, investment committees, platform admins
What it connects to
Your onboarding and diligence steps, uploaded documents and meeting notes
What a person approves
Analysts confirm every value and own the final score
Switch per firm
On or off for each firm, with data settings their admins control.
How to get it
Two steps to a finished Vettly.
Start with a three-week Build Sprint. Add more only if you want it.
First · Build Sprint · $10,000 fixed
Diligence steps arrive pre-filled and sourced
- Reads decks, DDQs and notes
- Missing items flagged
- Initial scoring
- In your staging, behind a feature flag
- Delivered as pull requests
- A test set your team reviews
- Week 1Setup
- Weeks 2 to 3Build
- You getVettly in your staging and a fixed production quote
- Your time
- About 2 to 3 hours a week from a product owner
- Data
- Synthetic or test data, never your firms' customers
- The fee
- Counts toward production
Then · Live in production
A finished product, yours to run
- Fixed quote
- Tested before launch
- Switch per firm
- A finished, working Vettly in your product
- Runs in your cloud, under your name
- Fixed quote, agreed before we start
Optional · Add more later
Only if you want it
More of Vettly:
- Your access rules
Another module:
- Each one quoted on its own
- Nothing ongoing unless you ask
Already built or tried AI? Get it scored with the AI Scorecard. Need something else? Start with a Planning Sprint.
FAQ
Questions about Vettly.
Does it decide whether we invest?
No. It fills forms and proposes a first score; the analyst and your committee decide.
Can investors see admin-only data?
No. Vettly follows your roles, so admin-only fields stay with your admin team.
See Vettly on your own product.
Bring your product and one workflow. In 30 minutes we look at where Vettly fits, what it would cost to serve and what your firms' security review will ask.
Calls run in US Central time. No generic AI presentation: we discuss your product, users and production constraints.