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Virgil

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What Virgil is

Virgil is a web-based intelligence platform for private funds, investment banks, and private market firms. It turns fragmented firm information into a verified intelligence layer, mapping people, funds, LPs, portfolio companies, and confirmed or inferred relationships in one graph. Claims are labeled Verified, Generated, or Unmatched and traced to source data. The platform can combine firm information with news, filings, market data, and alternative data, including sources named as PitchBook, Capital IQ, and Preqin. Users can describe dashboards in plain English, such as pipeline views, LP engagement heatmaps, and portfolio analytics, without SQL or drag-and-drop work. Virgil feeds resolved context into Claude, ChatGPT, and Copilot, and generates or reviews IC memos, quarterly packages, DDQ responses, and client pitches. Microsoft Word, Excel, and PowerPoint are supported, alongside numerous connected systems. It also monitors pipelines and commitments for signals such as stalled deals, deadlines, and LP re-up changes. Pricing is on request.

Who it suits

Virgil suits private funds, investment banks, and other private market firms that need relationship intelligence, source-traceable data, and automated investment deliverables.

What it does well

  • Maps confirmed and inferred relationships
  • Labels claims by verification status
  • Natural-language dashboard creation
  • Generates investment and client documents
  • Dedicated customer infrastructure and encryption

What to know first

  • Web platform only
  • Paid pricing is available on request
  • Built for private-market organizations rather than general work

Limits

Pricing is available on request. No free plan or trial details are provided in the listed facts.

Getting started

  1. Visit https://www.virgil.ai/.
  2. Contact Virgil at [email protected] or (703) 963-2307 for pricing and access details.
  3. Use the web platform and connect the systems your firm uses, such as Salesforce, DealCloud, or SharePoint.
  4. Describe a dashboard in plain English or use Virgil to generate a supported deliverable.

Verdict

Virgil combines relationship mapping, source labels, natural-language dashboards, and document workflows for private-market teams. Its fit is strongest where firm data, external sources, and investment processes need to work together.

Questions

How much does Virgil cost?

Pricing is available on request.

Who is Virgil designed for?

Virgil describes itself as built for private funds, investment banks, and private market firms rather than general knowledge work.

Which platforms does it support?

The listed platform is web.

What integrations are named?

Named systems include Salesforce, DealCloud, PitchBook, SharePoint, fund administration systems, email, Slack, Addepar, SS&C, and Dropbox.

Can Virgil create documents and dashboards?

It generates IC memos, quarterly packages, DDQ responses, and client pitches from firm data and templates. Users can describe dashboards in plain English.

What does Virgil say about customer data and security?

Virgil says it is SOC 2 Type II certified, uses dedicated isolated infrastructure, and processes customer data transiently without storing, logging, or using it to train AI models through its enterprise AI APIs.

Facts from Virgil's own pages

AI and data security
Virgil states that customer data is processed transiently and is not stored, logged, or used to train AI models through its enterprise AI APIs. · virgil.ai, 8 Oct 2026
AI dashboards
Users can describe dashboards in natural language, with examples including pipeline views, LP engagement heatmaps, and portfolio analytics. · virgil.ai, 8 Oct 2026
AI data handling
Virgil says customer data is processed transiently and is not stored, logged, or used to train AI models. · virgil.ai, 8 Oct 2026
AI tools
Virgil feeds resolved context into Claude, ChatGPT, and Copilot. · virgil.ai, 8 Oct 2026
Dashboards
Users can create dashboards in plain English without SQL or drag-and-drop, including pipeline views, LP engagement heatmaps, and portfolio analytics. · virgil.ai, 8 Oct 2026
Encryption
Virgil says data is encrypted in transit using TLS 1.2+ and at rest using AES-256 via AWS KMS. · virgil.ai, 8 Oct 2026
External data
Virgil says it brings in news, filings, market data, and alternative data, including data from PitchBook, Capital IQ, and Preqin. · virgil.ai, 8 Oct 2026
Integrations
The site names Salesforce, DealCloud, PitchBook, SharePoint, fund administration systems, email, Slack, Addepar, SS&C, and Dropbox among connected systems or integrations. · virgil.ai, 8 Oct 2026
Intended customers
Virgil describes itself as built for private funds and investment banks rather than general knowledge work. · virgil.ai, 8 Oct 2026
Intended users
Virgil says it is built for private funds, investment banks, and private market firms. · virgil.ai, 8 Oct 2026
Meeting intelligence
Virgil says meeting intelligence extracts structured information and discards source audio or transcripts rather than storing them. · virgil.ai, 8 Oct 2026
Microsoft integration
Virgil supports generating, refining, and reviewing deliverables in Word, Excel, and PowerPoint. · virgil.ai, 8 Oct 2026
Network intelligence
Virgil maps relationships among people, funds, LPs, and portfolio companies, with confirmed and inferred links. · virgil.ai, 8 Oct 2026
Proactive insights
Virgil monitors pipelines, relationships, and commitments for signals such as stalled deals, deadlines, and changes in LP re-up probability. · virgil.ai, 8 Oct 2026
Product
Virgil resolves fragmented firm data into a verified intelligence layer for AI-native funds and banks. · virgil.ai, 8 Oct 2026
Relationship graph
Virgil maps people, funds, LPs, portfolio companies, and their confirmed or inferred relationships in one graph. · virgil.ai, 8 Oct 2026
Security
Virgil says it is SOC 2 Type II certified and provides dedicated isolated infrastructure for each customer. · virgil.ai, 8 Oct 2026
Security controls
Virgil says it is SOC 2 Type II certified and lists dedicated customer infrastructure, TLS 1.2+ in transit, AES-256 encryption at rest, and SSO support. · virgil.ai, 8 Oct 2026
Source verification
Virgil labels claims as Verified, Generated, or Unmatched and traces outputs to source data. · virgil.ai, 8 Oct 2026
Support
The site lists [email protected] and the phone number (703) 963-2307 as contact details. · virgil.ai, 8 Oct 2026
Transcript retention
Virgil says meeting intelligence extracts structured data and immediately discards source audio or transcripts, with no recordings stored on its servers. · virgil.ai, 8 Oct 2026
Workflow automation
Virgil generates IC memos, quarterly packages, DDQ responses, and client pitches using firm data and templates. · virgil.ai, 8 Oct 2026

Where Virgil stands on Freedom251

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