45-min live walkthrough on your own deal flow
Trelyqon AI is the unified AI investment platform for venture and growth-equity funds — orchestrating deal sourcing, pitch deck triage, cohort diligence, IC memo drafting, live portfolio KPI monitoring, and automated LP reporting on a single system of record.
One dashboard gives partners, operators and LPs a single view of fund health — so the team acts on what matters instead of chasing data across tools.
Stop wasting weeks reconciling spreadsheets. Start every quarter with numbers you already trust.
Financial services move differently in every field, with unique teams, workflows, documents, and decisions. Your tools should be built to work the way your industry does.
Each module uses AI to handle repetitive work so your team can focus on judgment — from first inbound to LP report.
Start a conversationAI continuously tracks private company profiles, funding history, ARR growth trajectories, and market signals against your fund's thesis — surfacing breakout opportunities before competitive processes form.
AI analyzes inbound pitch decks slide-by-slide, calculates thesis fit across sector, stage, and business model, and generates structured summaries with key takeaways and recommended next steps.
AI audits data room documents, tracks net revenue retention (NRR) and vintage cohort trends, stress-tests ARR quality, and grades open diligence questions by risk severity.
AI synthesizes diligence findings into structured investment thesis canvases, valuation models, and IC memo drafts with auditable citations tied directly to source data room files.
Orchestrate the closing workflow from term sheet execution and legal documentation through conditions precedent, signature collection, and funding verification.
Continuous portfolio health monitoring normalizes company KPIs across your book, tracking operating benchmarks and flagging early deterioration in runway, retention, and burn.
Track and manage founder support requests — matching portfolio companies with executive talent, commercial introductions, and specialized partner network resources.
Assemble comprehensive quarterly LP update packages and board packs from live reconciled fund data — saving weeks each quarter with full number traceability.
Monitor portfolio realization milestones and coordinate exit execution across secondary liquidity, strategic M&A preparation, and transaction data rooms.
Most platforms ship one model and you work inside its limits. Trelyqon AI puts an orchestration layer between the deal record and the model, so every step of an investment file runs on the intelligence that suits it.
One model, one pass, and no step you can point somewhere else.
Layout-aware OCR holds cap-table grids, financial tables and slide titles that a general model flattens into prose.
Via Document AI / OCR
A fine-tuned classifier scores fit against your thesis taxonomy at a fraction of what a frontier model costs per deck.
Via Inference Providers
Long context holds the entire diligence pack, so a footnote on page 12 still binds the revenue figure cited on page 84.
Via Gemini API
Constrained decoding against a strict schema, so the deal record never lands malformed in Salesforce, Affinity or HubSpot.
Via Responses API
Holds structure across thousands of words and cites the source line behind every sentence a partner will be asked about.
Via Anthropic Messages API
Cheap enough to score all diligence fields twice and compare the runs — which is the only reason the flags are worth trusting.
Via DeepSeek API
Fuzzy name matching is a retrieval problem, not a generation one — embeddings and a reranker beat a chat model outright.
Via Rerank + Embed
A small open-weight model runs inside your own VPC, so regulated data is masked before any external API ever sees it.
Via Self-hosted in your VPC
One model, one pass, and no step you can point somewhere else.
You work within its limits.
Note: Model and provider names are illustrative of integration patterns; trademarks belong to their respective owners. Routing is configured per tenant and data boundary. Supported and evaluated ecosystem models include OpenAI, Anthropic / Claude, Google / Gemini, Cohere, Mistral, Meta / Llama, xAI, and DeepSeek.
A fund’s operating system sits inside a regulatory perimeter, not beside it. Trelyqon AI builds each quarterly LP package around the reporting standard institutional investors already expect from venture and growth-equity managers.
The LP-side standard for quarterly disclosure of capital activity, fees, expenses and fund performance, for funds commencing on or after 1 January 2026. The Reporting module assembles each quarterly LP package in those sections from reconciled fund data — NAV, TVPI, DPI and RVPI included — and flags performance disclosures for an ILPA methodology check before release.
Note: These are standards the platform is built to support inside your workflows — obligations that fall on you as the licensee. They are not certifications held by us, and support in the product is not a substitute for your own counsel or compliance officer.
Most of what Trelyqon AI reads still starts in a room, on someone’s desk. These are standard peripherals, not our own hardware — we enrol them against your workspace so each one streams into the module that already handles its output.
A 1080p UVC desk camera enrolled against your workspace records founder office hours and partner sessions. Video and audio feed the transcription pipeline without manual upload.
Feeds Value Creation
A clip-on omnidirectional mic pairs to the workspace and captures founder pitches and diligence calls in a live room. Audio streams to the memo drafting pipeline as citable source material.
Feeds Investment Case
A compact duplex scanner on your network captures data-room paperwork — cap tables, contracts, board minutes — at the tray. Each page routes through OCR into the diligence evidence store.
Feeds Diligence
Note: Hardware, installation, and integration are not included in the standard subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.
Salesforce, Affinity, Carta, DocuSign, Snowflake — and the rest of what your fund already runs on. 24 integrations across the deal and portfolio lifecycle, every one of them reading the tool’s own public API.
Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied.
No per-seat arithmetic, no module gates, no charge for the associate who only opens the reporting screen. The whole platform, one flat monthly figure, set from the Nestack admin.
One flat monthly figure for the whole platform. Talk to us about seats, connector setup, and onboarding for your fund.
Know moreNote: AI API usage is charged separately. Clients must recharge their AI credit balance based on their usage.
A one-time setup that gets your fund fully live on Trelyqon AI before the first monthly cycle — we import your live pipeline and portfolio records, connect the data room, CRM and inbox your deal flow already runs through, and configure the triage, diligence, memo, portfolio-health and LP-reporting modules to your thesis and house format. Each fee below is a starting point: the final onboarding is scoped once we understand your environment, security needs, integrations, data volume, compliance requirements and deployment model.
Everything in Essential, plus:
Everything in Plus, plus:
Run Trelyqon AI wherever your deal pipeline, diligence files and LP data are allowed to live. The monthly price is identical either way.
Runs in Nestack’s managed cloud — nothing to provision. The fastest way to get your fund live and updating.
The same platform deployed inside your own infrastructure — your cloud, VPC or on-prem — for funds with strict mandates. Deal, diligence and LP data never leave your environment, and the monthly subscription stays the same.
Telemetry, evaluations, guardrails, human review, and a crew on call when one of them starts drifting at 3am.
Note: Pinned to the financial services agent playbook — not a generic agent checklist.
Clear answers on where the data comes from, how much of it you have to take on trust, and what the platform does between the first cheque and the exit.
Connect with our teamTrelyqon AI is priced as a flat monthly subscription covering the entire investment intelligence platform with unlimited team members and deal flow. There are no per-seat penalties, volume taxes on inbound decks, or tiered feature gates. Dedicated onboarding and VPC private cloud deployments are scoped based on your fund's environment.
Our onboarding team handles pipeline and historical deal ingestion, data room and inbox integrations, portfolio metric schema alignment, and full customization of your triage, diligence, memo, and LP reporting templates to your fund's house format and thesis taxonomy.
No. Trelyqon AI is designed as an intelligence and orchestration layer that connects with your existing CRM, communication channels, storage providers (Google Drive, Box, SharePoint), and accounting tools. Your team keeps their existing systems while gaining unified triage, diligence, and reporting.
Our automated KPI sync layer normalizes inconsistent portfolio spreadsheets and financial exports, standardizes metric definitions across companies, scores extraction confidence field by field, and flags schema drift or conflicting figures into an audit queue rather than making silent assumptions.
Every extracted number carries a confidence score, every investment memo section cites its source materials, and every diligence risk flag cites the conflicting data points. The platform serves as a force multiplier that prepares defensible analyses, leaving final decisions entirely in the hands of the investment committee.
Yes. We support zero-data-retention processing, private dedicated cloud instances, and single-tenant VPC deployments inside your fund's own AWS, Azure, or GCP tenancy. Your proprietary deal flow, committee notes, and LP metrics remain strictly within your custody boundary.
Yes. We offer a guided evaluation where we run a confidential slice of your real inbound decks, diligence materials, or historical portfolio reports through Trelyqon AI. You evaluate the platform's accuracy and speed against your fund's actual deal flow before making any commitment.
