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About Velfi
Version: ...
Velfi is a desktop application for managing investment portfolios.
Copyright 2026 lufium gmbh
Licensed under the Apache License, Version 2.0
Supported Asset Types
| Type | Key Fields |
|---|---|
| Equity | Sector, Ownership (%), Founding Year |
| Preferred Stock | Series, Liquidation Preference (x), Dividend Rate (%), Valuation Cap |
| SAFE | Valuation Cap, Discount Rate (%), Pro-rata Rights |
| Warrant | Strike Price, Expiry Date |
| Convertible | Valuation Cap, Discount Rate (%), Interest Rate (%), Maturity Date |
| Debt | Interest Rate (%), Maturity Date, Seniority |
| Bond | ISIN, Coupon (%), Maturity Date |
| Listed Equity | ISIN, Ticker, Exchange |
| Fund | Vintage Year, Strategy, Manager |
| Other | — |
Environment
Platform: Web
Build type: production