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Virgil

Virgil is a web-based intelligence platform for private funds, investment banks and private market firms.

Place
#25 of 26
Score
5.5
Virgil's website

What Virgil is

Virgil is a web-based intelligence platform for private funds, investment banks and private market firms. It brings fragmented firm information into a verified layer, mapping people, funds, LPs and portfolio companies along confirmed or inferred relationships. Claims are labeled Verified, Generated or Unmatched and traced to source data. Virgil can bring resolved context into Claude, ChatGPT and Copilot, and users can describe dashboards in plain English; examples include pipeline views, LP engagement heatmaps and portfolio analytics. It can generate and help review IC memos, quarterly packages, DDQ responses and client pitches using firm data and templates, with support for work in Word, Excel and PowerPoint. Connected systems named by the company include Salesforce, DealCloud, PitchBook, SharePoint, email, Slack, Addepar, SS&C and Dropbox. Virgil monitors pipelines, relationships and commitments for signals such as stalled deals and deadlines. It says it is SOC 2 Type II certified, uses dedicated isolated infrastructure for each customer, and encrypts data in transit and at rest. Pricing is available on request.

Good

  • Maps confirmed and inferred relationships across people and organizations
  • Labels claims and traces outputs to source data
  • Creates dashboards from plain-English descriptions
  • Generates firm-data deliverables using templates
  • States SOC 2 Type II certification and dedicated customer infrastructure

Watch out

  • Pricing is available on request
  • Intended for private market firms, not general knowledge work

Who it suits

Virgil is intended for private funds, investment banks and private market firms seeking relationship intelligence and firm-data workflows. It is not positioned for general knowledge work.

Verdict

Virgil combines relationship mapping, source-traced information, dashboards and document workflows for private market teams. Its stated audience is specialized, and pricing must be requested.

The facts

Each one read from Virgil's own pages, with the date it was checked.

What it does

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.checked 8 Oct 2026
AI dashboards
Users can describe dashboards in natural language, with examples including pipeline views, LP engagement heatmaps, and portfolio analytics.checked 8 Oct 2026
AI data handling
Virgil says customer data is processed transiently and is not stored, logged, or used to train AI models.checked 8 Oct 2026
AI tools
Virgil feeds resolved context into Claude, ChatGPT, and Copilot.checked 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.checked 8 Oct 2026
Encryption
Virgil says data is encrypted in transit using TLS 1.2+ and at rest using AES-256 via AWS KMS.checked 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.checked 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.checked 8 Oct 2026
Intended customers
Virgil describes itself as built for private funds and investment banks rather than general knowledge work.checked 8 Oct 2026
Intended users
Virgil says it is built for private funds, investment banks, and private market firms.checked 8 Oct 2026
Meeting intelligence
Virgil says meeting intelligence extracts structured information and discards source audio or transcripts rather than storing them.checked 8 Oct 2026
Microsoft integration
Virgil supports generating, refining, and reviewing deliverables in Word, Excel, and PowerPoint.checked 8 Oct 2026
Network intelligence
Virgil maps relationships among people, funds, LPs, and portfolio companies, with confirmed and inferred links.checked 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.checked 8 Oct 2026
Product
Virgil resolves fragmented firm data into a verified intelligence layer for AI-native funds and banks.checked 8 Oct 2026
Relationship graph
Virgil maps people, funds, LPs, portfolio companies, and their confirmed or inferred relationships in one graph.checked 8 Oct 2026
Security
Virgil says it is SOC 2 Type II certified and provides dedicated isolated infrastructure for each customer.checked 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.checked 8 Oct 2026
Source verification
Virgil labels claims as Verified, Generated, or Unmatched and traces outputs to source data.checked 8 Oct 2026
Support
The site lists [email protected] and the phone number (703) 963-2307 as contact details.checked 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.checked 8 Oct 2026
Workflow automation
Virgil generates IC memos, quarterly packages, DDQ responses, and client pitches using firm data and templates.checked 8 Oct 2026

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