Your Bank Wasn't Built For Your Structure. Vellis Is.
Private equity firms and investment vehicles face banking friction, multi-entity complexity and cross-border capital flow challenges that generic providers aren't equipped to handle. Vellis provides payment processing and business banking directly — built for complex structures, international operations and the financial infrastructure demands of investment businesses.
No intermediaries. You work directly with Vellis.
A globally active sector that requires financial infrastructure most providers simply aren't built for.
Yet most banks still apply retail business logic to complex, multi-entity investment structures.
Your banking infrastructure needs to scale with your deal flow.
Multi-jurisdiction operations require financial infrastructure built for the complexity — not despite it.
The Real Problem
Private equity firms, family offices and investment vehicles operate with multi-entity structures, complex capital flows and cross-border transaction requirements that standard banking was never designed to accommodate. Here's what that costs you.
Standard banking infrastructure can't accommodate your entity structure.
Private equity operations involve multiple legal entities, special purpose vehicles, holding structures and portfolio company relationships — often across several jurisdictions simultaneously. Generic banks apply single-entity logic to multi-entity structures, creating friction at every step: account openings, inter-entity transfers, capital calls and distribution flows all become unnecessarily complex when your provider wasn't built for this.
Cross-border capital flows expose you to banking delays and compliance gridlock.
Capital deployment, management fees, carried interest distributions and co-investment flows move internationally as a matter of course in private equity. Without the right banking infrastructure, these flows get caught in compliance reviews, suffer settlement delays or create unnecessary FX costs — adding friction to transactions that should be straightforward.
Each new portfolio company or vehicle triggers another banking process from scratch.
Every new acquisition, every new SPV, every new market entry brings another round of bank account openings, KYC processes and compliance reviews. For firms that operate across multiple jurisdictions and deploy capital regularly, this creates compounding operational overhead that has nothing to do with investment management and everything to do with banking infrastructure that wasn't built for your pace of activity.
Payment infrastructure for portfolio companies and management entities is often patched together.
Private equity firms managing both investment vehicle operations and portfolio company payment needs often end up with disjointed, incompatible infrastructure — different providers for different entities, manual reconciliation and operational complexity that grows with every deployment. A consolidated, professionally structured setup would eliminate this — but generic providers don't offer it.
What Vellis Provides
Direct payment processing and business banking — built and operated by Vellis for the structural complexity, capital flow requirements and international operations of private equity businesses.
Payment processing
Multi-entity account structuring
Manage cross-border capital flows, management fee payments and distribution flows with live market rates and no hidden margins.
High-value transaction support
Process large-value transfers and capital movements without the processing limits of generic infrastructure.
Structured payment flows
Support for inter-entity transfers, capital calls and distribution payments within complex ownership structures.
Pay by Link and virtual terminal
Flexible payment acceptance for management company services and advisory operations.
Chargeback & fraud monitoring
Tailored banking setup for investment vehicles, SPVs, holding entities and management companies across jurisdictions.
Business banking
Multi-entity account structuring
Tailored banking setup for investment vehicles, SPVs, holding entities and management companies across jurisdictions.
Multi-jurisdiction banking
Consolidated account infrastructure across markets, without starting from scratch for each entity or jurisdiction.
Fast onboarding
Structured KYC processes designed for investment entities, not retail businesses.
EMI & fintech-backed accounts
Access to Vellis-operated banking solutions beyond what traditional banks offer to complex investment structures.
Dedicated relationship management
Direct access to Vellis rather than navigating a generic business banking system.
Pain Point to Outcome
What changes when your financial infrastructure actually fits your business.
Your current pain point
Generic banking can't accommodate your entity structure
Cross-border capital flows delayed by compliance friction
New entity or vehicle triggering another banking process
Disjointed payment infrastructure across the portfolio
FX costs eroding cross-border distribution returns
Banking gridlock slowing deployment timelines
What you get with Vellis
Multi-entity banking built around your actual ownership and investment structure.
International payment infrastructure designed for investment-grade capital flows.
Consolidated onboarding for new entities under your existing Vellis relationship.
Unified payment and banking setup across management entities and vehicles.
Live market rates on multi-currency transactions with no hidden margins.
Fast-tracked banking setup built for the pace of active investment operations.
Why Vellis
Built for complex, multi-entity and internationally operating businesses — with the infrastructure to match.
Companies operating directly on Vellis infrastructure.
Industries served, from regulated to high-risk.
Global
Coverage across multiple jurisdictions and currencies.
You work directly with Vellis — no intermediaries, no black boxes. From your first consultation to your live account, every step is handled by Vellis. You always know who owns your setup, who to call, and what happens next.
We manage investment vehicles across six jurisdictions. Vellis structured our banking across all of them without the usual months of compliance processes — and consolidated what had been four separate banking relationships into one.
Managing Partner, Private Equity Group
Who We Work With
Vellis directly serves private equity businesses at every stage of their investment cycle.
Private equity firms
Managing investment vehicles, portfolio companies and management entities across multiple jurisdictions.
Family offices
Handling complex multi-entity structures, international capital flows and diverse investment portfolios.
Special purpose vehicles and holding entities
Requiring fast, professionally structured banking for specific investment transactions.
Venture capital firms
Managing fund vehicles, portfolio payments and cross-border capital flows.
How It Works
From first conversation to live infrastructure — handled directly by Vellis, start to finish.
Tell us about your business
Share your entity structure, investment strategy, jurisdictions and banking requirements. Not a generic form — a real conversation with a Vellis specialist who understands the operational and structural complexity of private equity businesses.
We build the right setup for you
Vellis designs a banking and payment configuration tailored to your entity structure, capital flow requirements and jurisdictions. A single-fund firm and a multi-jurisdiction group with several vehicles have fundamentally different needs — your setup reflects that.
Go live on Vellis infrastructure
Onboarding is guided by Vellis end-to-end. Once live, you operate directly on our infrastructure — with a dedicated point of contact, full visibility over your setup, and no middlemen in the chain.
Stop letting banking infrastructure slow down your investment operations.
Private equity operates at a pace that generic banking wasn't built for. Your financial infrastructure should keep up with your deal flow — not hold it back. 500+ businesses already operate directly on Vellis.
FAQ
Private Equity Businesses
Vellis is a direct provider — not a broker, not a referral service. We provide payment processing and business banking directly to your business. No intermediaries, no black boxes. You always know who owns your setup, who to contact, and how your payments and accounts are structured.
Yes — multi-entity and multi-jurisdiction structures are core to what Vellis does for investment businesses. We design banking setups that reflect your actual ownership and operational structure, rather than forcing your operations into a generic business account framework.
Yes. Vellis operates globally, across any country that is not OFAC listed. We support private equity firms, family offices and investment vehicles operating across multiple jurisdictions with consolidated banking infrastructure.
Yes. From a newly formed fund with a first close to an established multi-fund group with a global portfolio, the solution we build is always tailored to your structure, strategy and operational stage.
Yes. Vellis supports high-value, cross-border payment flows including capital calls, distributions, management fee payments and inter-entity transfers. Exchange rates reflect live market conditions — no hidden margins on cross-border transactions.
Yes. Vellis supports multi-currency payment infrastructure so you can manage capital flows, fees and distributions across currencies without unnecessary conversion at each step.
Yes. Vellis builds payment and banking infrastructure that covers multiple entities within your structure — management companies, fund vehicles and SPVs can all be accommodated within a consolidated Vellis setup.
If a payment dispute arises, you have a direct point of contact at Vellis — not a generic support queue. We review the situation with you and help manage the process on your behalf.
Yes. Vellis is experienced in onboarding multi-entity investment structures. Rather than treating each entity as a separate, unrelated application, we manage the process as a consolidated onboarding under your firm's relationship with Vellis.
Multi-jurisdiction banking is core to what Vellis does for investment businesses. As long as the country is not OFAC listed, Vellis structures your accounts across jurisdictions from a single point of contact — whether you need separate entities, consolidated reporting or multi-currency structures.
A standard business bank account was designed for single-entity domestic businesses. A Vellis account is structured around your investment operations — your entity structure, capital flow requirements, jurisdictions and strategic needs. In practice: faster onboarding for new entities, fewer unnecessary compliance reviews, and direct access to Vellis rather than navigating a generic business banking system.
A real conversation — not a sales pitch. Format and timing are flexible: call, video or email, based on your preference. A Vellis specialist will ask about your entity structure, investment strategy, jurisdictions, capital flow requirements and current banking setup. From there, you get a clear picture of what we'd recommend and what the process looks like. No pressure, no jargon, no commitment required.
For most businesses, the process is done within a couple of weeks. After your consultation, we give you a clear timeline based on your specific structure and jurisdiction — with no surprises mid-application.
Standard business documentation for each entity, plus ownership structure documentation, UBO information and any regulatory registrations relevant to your investment vehicles and jurisdictions. Vellis gives you a complete, tailored document list upfront so there are no unexpected requests mid-process.