What Weltee is

Weltee is a private record-keeping and education tool with three live seats: Personal for a principal, Capital for a fund GP, and Startup for a founder. The assistant explains your own numbers. You decide. Nothing is sold.

Three seats. One roof.

The loop

Founder, fund, investor. The same number.

The founder files on Startup. Friday's pack comes from locked books. Investors open a link with no login.

The fund publishes on Capital. One quarter. Every linked LP sees the same NAV the same evening.

The investor page on Personal moves that evening: units, called, distributed, unfunded. No PDF to re-key.

Vocabulary

Words the house uses

What Weltee is not

Not a registered investment adviser, broker-dealer, bank, or tax professional. Not a robo-advisor. Not a day-to-day spending app. Not a full accounting suite.

The assistant explains the numbers on your seat. You keep the decision.

Privacy

Numbers stay on your seat. Nothing is sold. Nothing is shared to train a product for someone else. GDPR and KVKK apply. Write to privacy@weltee.ai.

Vocabulary

Seat: One of the three Weltee workspaces: Personal, Capital, or Startup. One sign-in can hold all three.
Pack: Friday's investor or board update on Weltee Startup, written from locked actuals. Investors open a link with no login.
Lock: A period on Startup that is closed so later views and packs read one set of numbers. If the books change, you restate. Weltee does not silently rewrite a published pack.
Publish: A quarter closed on Weltee Capital. Linked LP positions on Personal move the same evening.
Dr. Weltee: The assistant on a seat. It explains the numbers already on that seat, in any language. It does not give investment advice.

What is Weltee?

Weltee is three live seats under one roof. Personal is the ledger: holdings, tax, plan, vault. Capital is the fund: dealflow, portfolio, LPs, a quarter you publish once. Startup is the close: locked actuals, a 13-week plan, Friday's pack. An assistant that answers from those numbers. Be one of them, or all three.

Does Weltee give investment advice?

No. Weltee is a private record-keeping and education tool. The assistant explains your own numbers. You decide.

How do the three seats work together?

A founder locks actuals on Startup and shares Friday's pack. If that investor's fund sits on Capital, the same update can land in the fund without a retype. When the fund publishes a quarter, a linked LP position on Personal moves that evening: NAV, called, distributed, unfunded.

Who is Weltee for?

A principal with a complicated book, a GP running a small venture fund, or a founder running the close and the raise. One Google sign-in can hold all three seats.

Is my data used to train a product for someone else?

No. Numbers stay on your seat. Nothing here is sold, and nothing is shared to make a product for someone else.

How do I try it?

See the demo. A complete sample workspace for Personal, Capital, or Startup. No sign-up. Nothing to cancel.

What is Dr. Weltee?

Dr. Weltee is the assistant on your seat. It answers from the numbers and documents you already keep. It does not tell you what to buy or sell.

Become Weltee.

Personal is the ledger: holdings, tax, plan, vault. Capital is the fund: dealflow, portfolio, LPs, a quarter you publish once. Startup is the close: locked actuals, a 13-week plan, Friday's pack. An assistant that answers from those numbers.

Hyper-personal by design. Counsel once kept for the few.

Your life, ledger, fund, company, home, and art in one place.

Three seats

The ledger, the fund, and the close.

What sits on each seat.

Weltee Personal. One picture of everything you own. The options, side by side, tonight, in any language. You take the action alone. Holdings and net worth, Cash, listed, crypto, property, RSUs, angels, LP stakes, Liabilities, tax, and the plan, Documents vault, Dr. Weltee from your own numbers, Linked NAV from Capital, Connections in Settings.

Weltee Capital. Friday's LP update in one publish. Dealflow, IC memo, NAV. Every LP sees the same number the same evening. No PDF to re-key. Dealflow and IC memos, Portfolio and KPIs, LP roster, calls, distributions, Publish a quarter once, NAV on Personal that evening, Exit waterfall, The fund's own raise, Connections in Settings.

Weltee Startup. Friday's pack from the books: cash, burn, and runway, not a slide you typed twice. Investors open a link with no login, and the same update lands in the fund portal. Cash, burn, runway, Lock actuals, 13-week cash plan, Cap table and the raise, Friday's pack, link, no login, Agents in Settings, Connections in Settings.

Why

Finance is a skill everyone should have.

No longer a craft you hire.

One picture. The options, side by side. You take the action.

I. One point of truth. One number, carrying the day it was last true. The holding, the fund, and the company read the same figure.

II. See the options. Both versions, side by side, before you move. Cash against the house. NAV against the call. Runway against the raise.

III. Take the action. The assistant explains. You decide. No one has to build the picture for you first.

How · The loop

Entered once.

True on every page.

The founder files their month. The fund publishes its quarter. Every investor's own Weltee moves the same evening. Nobody retypes anything. Nothing waits for the next PDF.

The founder files: ARR $4.6M, Kavak Labs · July. Friday's pack from the books. Investors open a link with no login.

The fund publishes: $1,315, NAV per unit · Q2 2026. Once. Every LP sees the same number the same evening.

The investor page moves: $657,500, 500 units · that evening. $425,000 paid in · $51,000 returned · 0.12x DPI.

The fund publishes Q2 at $1,315 a unit. That evening every linked investor sees $657,500 on 500 units, beside $425,000 paid in and $51,000 already returned. One publish. No attachment, no re-entry, no email that begins “as of last quarter”.

The obligation

Travels the same wire.

Good news moves easily. What actually costs people money is the bill that arrives at one seat and has to be answered from another. Under one roof, the notice and the cash are already on the same page.

The fund calls $37,500 for Q4 follow-on reserves, due 30 September. It appears on the investor's fund page as money owed, beside the $425,000 already paid against a $500,000 commitment and the cash that has to answer it.

How · A private conversation

Ask anything.

Get an honest answer.

Type the question you actually have, in any language. See both versions. The decision is yours.

You: “Is now the right time to angel into Ashmere Bio?”

Here is the picture across the book. Listed tech and software already sit at about two fifths of what you own. A $250,000 cheque into Ashmere would land in a different niche, and that is the useful part: the book is light on life sciences. Three things to sit with. Angels are already 6% of the book, and four of the six names have not marked in a year. After the cheque, liquid cover is about 11 months if the September lock-up stays shut. Ashmere is pre-revenue, the round is a 2.4x on a friends-and-family that closed eight months ago, and there is no lead. The diversification is real. The price and the timing are the part to weigh. The decision is yours.

Security

There is only one of you.

Built for an audience of one. Yours. The numbers stay on your seat. The model only ever answers to you. Nothing here is sold, and nothing is shared to make a product for someone else.

What · On the page

Everything you own.

On one page.

The house, the options, the fund stakes and the debt in one frame, in one currency, each carrying the day it was last true.

Run the fund where your LPs already live. Dealflow, IC memos, NAV. Publish once. Every LP's Weltee updates itself.

Stocks
Stock options
Property
Startup bets
Private funds
Venture stakes
Bonds
Cash
Crypto
Loans you've made
Land
Trusts
Side businesses
Art & collectibles
What you owe
The dull bits

Become Weltee

The rest is quiet.

Invite-only for now. Create an account and we'll open the door. Your money and your data remain yours alone.