Virgil.ai is a data orchestration platform that unifies deal data, documents, and communications into a single, verified source of truth for investment firms. It builds a live relationship graph, automates reporting, and provides AI-generated insights with full auditability. The platform integrates with 30+ tools and offers a dedicated, isolated database per customer.
Funding
Funding not disclosed
Founders
Product
Problem
Investment firms manage critical data across siloed systems like DealCloud, email inboxes, SharePoint, and fund administrators. Generic AI tools cannot effectively synthesize this fragmented information, leading to guesswork and potential liability in a business where accuracy is paramount.
Solution
Virgil.ai connects and orchestrates data from a firm's CRM, documents, data providers, and fund admin into a single, unified source of truth. It builds a live graph of relationships, tracking interactions between LPs, sponsors, and deals. The platform verifies all information, labeling it as sourced, generated, or unmatched, ensuring full auditability. With this resolved context, Virgil automates the creation of IC memos, DDQ responses, and client pitches, and provides real-time dashboards and meeting intelligence without storing transcripts.
Target Audience
Primary customers are private equity, venture capital, and real asset firms that need to manage complex investor relations and deal workflows with high accuracy and auditability.
Features
- Data orchestration layer that resolves entities across CRM, documents, and fund admin into one source of truth
- Live relationship graph tracking LP ownership, deal flow, and relationship health
- Verification system that labels data as verified, generated, or unmatched for full auditability
- Automated generation of IC memos, DDQ responses, quarterly packages, and client pitches in the firm's format
- Plain-English query interface for real-time dashboards, eliminating the need for SQL
- 30+ instant integrations with existing systems, including a dedicated, isolated database per customer