How it is built
Three rules behind every tool.
I
Your data stays yours
No per-seat caps on your own records, full export at any time, and your lists are never shared with other workspaces.
II
People approve, AI assists
AI drafts, scores and sorts. Sends, merges and stage changes wait for a person.
III
One record, every channel
Email, chat, events, deals and documents all attach to the same contact, so the history is never split.
What's inside
The CRM and its tools.
Relationships
Investor & relationship CRM
Firms, people and funds in one record, with the source of every fact beside it.
- Import your own CSV and Excel lists and your LinkedIn connections export, with duplicates merged
- Investors ranked by estimated dry powder, recent activity and fit to your round
- Every field shows where it came from and when; AI suggestions wait for your approval
- Lists, tags, saved filters and vCard export to your phone or Mac contacts
Invitations & events
Invite the right people, and know who came
Run investor dinners, demo days and site visits from the same contacts.
- Build an invite list from a saved list, a pipeline or individual contacts
- Personal RSVP page per guest, with plus-ones, a capacity limit and a waitlist
- Add-to-calendar file, reminders, and attendance marked on the day
- A follow-up task for every guest who attended, so no conversation goes cold
Sales force automation
Pipelines that follow your process
Leads, contacts and deals move through stages you define, with the steps that matter enforced.
- Blueprints: required fields and checklist items before a deal can change stage
- Stage approvals, and no one approves their own deal
- Territories with round-robin lead assignment and workflow rules
- Quotes from your product catalogue, with discount approval above your limit
- Forecast by month, weighted by stage probability
Omnichannel
One inbox for every conversation
Email, web forms, live chat, text and WhatsApp land in one place, matched to the right contact.
- Each message read and sorted by intent, with urgent items first
- Live chat on your public pages, answered from the same inbox
- Replies, internal notes and call logs on one timeline
AI assistant
AI that drafts, people decide
The assistant suggests and prepares. Nothing is sent or overwritten without a person approving it.
- Type a request, such as "follow up with Dana on Friday", and it becomes a task
- Lead and deal scores learned from your own wins and losses, with the reasons shown
- Conversation summaries and suggested next steps
- AI agents that add notes and tasks on a schedule, never emails
Customization
Shape it to your business
Change the CRM without waiting on a developer.
- Custom fields on leads, contacts and companies
- Page layouts per record type
- Storibot Studio, an AI design canvas: describe a guided flow and AI drafts the screens and actions for you to edit
Analytics
See what is working
Dashboards and reports built from your own data, not a sample.
- Pipeline, win rate, cycle time and activity dashboards
- A report builder with saved reports
- Alerts when a number moves out of its normal range
Fundraising
Campaigns, raise pages and data rooms
The tools founders use to run a round, connected to the CRM.
- Email campaigns that need a second person to approve them before anything sends
- Unsubscribes, bounces and opted-out regions blocked automatically
- Raise pages with a lead form and view analytics
- Data rooms with an NDA, per-investor access that expires, and a log of every view
- A due-diligence readiness report before investors ask
Security
Built for sensitive relationships.
- Single sign-on with MFASign in through your company's identity provider. Velouno never stores a password.
- Workspace isolationEvery query is scoped to your workspace, and tests check that one workspace can't read another's data.
- A tamper-evident audit logEach entry is chained to the one before it, so any change to the history shows up.
- Designed to recognised controlsBuilt to SOC 2 and NIST 800-53 Moderate control families. Velouno has not yet been through a SOC 2 audit.
Begin
Open your workspace.
Start free, bring your own lists, and add the tools as you need them.