A private office, quietly run
Vellum sets up a calm, private assistant that organizes your documents, finds every bill, and keeps you ahead of every deadline, so the admin of a full life stops living in your head.
It can read, organize, and draft. It can never delete a file or move your money.
Statements, leases, board packets, contractor draws, tax documents, a renewal you cannot afford to miss. It piles up in inboxes and drawers until something slips. The cost of a missed deadline is rarely small.
Invoices arrive as replies, attachments, and forwards. A few always surface late, or after a late fee.
A lease decision window or insurance renewal passes quietly. By the time it's top of mind, your options have narrowed.
The one contract you need is in an email, a folder, or a photo on your phone, never where you're looking.
One quietly keeps the paperwork in order around the clock. The other is there the moment you have a question. Set up once, on your own accounts.
Runs by itself, 24/7. Drop a document and forget it.
A private assistant, already holding your documents. Just ask.
03 / The guarantee
There is no command in the system that removes your documents. Filing is a convenience, never a cage. Move anything back yourself, anytime.
No bank or card is ever connected. It lists what you owe and links to the source. You pay each bill yourself, through your own bank.
Anything it isn't sure about is set aside and marked for your review, never silently filed and never acted on as a guess.
Account and card numbers are masked before anything is processed. A complete, timestamped record of every action stays in your private hub.
Leases, household bills, board packets, a renovation with contractors to track, a settlement to keep clean. One place it all lands, and a heads-up before anything is due.
Capital calls, K-1s, fund statements, NDAs, vendor contracts, and the deadlines that cost real money. Organized, surfaced, and summarized, with the same hard boundaries.
No software to buy, no per-document charge. A done-for-you setup, then a quiet monthly service.
Then $2,500 / month. Cancel anytime, and your files, folders, and records all stay exactly as they are.
Start the conversation
A short call to see your setup and what we'd organize first. No pressure, no obligation.
Book a call