AI DASHBOARDS

Real-time visibility.

Built with plain English.

Describe what you want to see and Virgil builds it.
Pipeline views, engagement heatmaps, portfolio analytics — always current, always accurate.

Describe what you want to see and Virgil builds it.
Pipeline views, engagement heatmaps, portfolio analytics — always current, always accurate.

NATURAL LANGUAGE

Build dashboards by
describing what you need.

No SQL, no drag-and-drop. Tell Virgil what to track and it creates the visualization. Edit with follow-up instructions

Pipeline views by strategy, stage, and sector

Engagement heatmaps across your LP base

Portfolio analytics with real-time fund data

Client coverage dashboards for banking teams

ROLE-SPECIFIC VIEWS

Every stakeholder sees 


what matters to them

Partners see firm-wide portfolio. Associates see deal pipeline. IR directors see LP engagement. Finance sees capital activity and compliance.

Configurable access controls per user

Custom views for every seat in the firm

Automated data refresh from connected systems

CONNECTED DATA

One dashboard.
Every system

Virgil pulls from Salesforce, DealCloud, PitchBook, fund admin, SharePoint, and email to create unified views.

CRM + fund admin + documents in one view

Automatic data refresh and sync

Historical trend tracking across sources

SalesForce

SalesForce

DealCloud

DealCloud

PitchBook

PitchBook

Sharepoint

Sharepoint

Fund Admin

Fund Admin

Email

Email

More

More

Use Cases

Private Funds

Fundraising Pipeline Command Center

Your IR team rebuilds the same pipeline spreadsheet every Monday morning — pulling commitment data from the CRM, re-up signals from email, and meeting notes from a dozen different threads. Virgil builds that view once and keeps it current. Filter by geography, investor type, strategy, and ticket size. See who's engaged, who's gone quiet, and where your next close is coming from.

Replaces 10+ hours of manual pipeline assembly per week.

Private Funds

Fundraising Pipeline Command Center

Your IR team rebuilds the same pipeline spreadsheet every Monday morning — pulling commitment data from the CRM, re-up signals from email, and meeting notes from a dozen different threads. Virgil builds that view once and keeps it current. Filter by geography, investor type, strategy, and ticket size. See who's engaged, who's gone quiet, and where your next close is coming from.

Replaces 10+ hours of manual pipeline assembly per week.

Investment Banks

Cross-Group Deal & Relationship Database

Your top advisors manage 150+ client relationships with data scattered across your custodian, CRM, and financial planning software. Virgil connects all three into a single dashboard per advisor — surfacing concentration risk, upcoming review deadlines, and clients drifting off their target allocation. No more manual synthesis before every quarterly review cycle.

Advisor-level views roll up to management command centers.

Investment Banks

Cross-Group Deal & Relationship Database

Your top advisors manage 150+ client relationships with data scattered across your custodian, CRM, and financial planning software. Virgil connects all three into a single dashboard per advisor — surfacing concentration risk, upcoming review deadlines, and clients drifting off their target allocation. No more manual synthesis before every quarterly review cycle.

Advisor-level views roll up to management command centers.

Private Funds

Deal Evaluation Command Center

Fund performance — MOIC, IRR, DPI, TVPI — across your entire portfolio with drill-down to individual investments. Benchmark against peers. Generate board-ready performance snapshots on demand.

Get verified assessments before hundreds of analyst hours.

Private Funds

Deal Evaluation Command Center

Fund performance — MOIC, IRR, DPI, TVPI — across your entire portfolio with drill-down to individual investments. Benchmark against peers. Generate board-ready performance snapshots on demand.

Get verified assessments before hundreds of analyst hours.

Investment Banks

Industry Group Pipeline Dashboard

Your COO gets disparate reporting from every coverage group — different formats, different cadences, different levels of detail. Virgil pulls pipeline data from your CRM and deal documents, normalizes it, and gives each group a real-time view of mandates by sector, stage, and fee potential. One prompt to build. No six-month BI project that's obsolete by the time it ships.

By the time you release a BI dashboard, it's obsolete.

Investment Banks

Industry Group Pipeline Dashboard

Your COO gets disparate reporting from every coverage group — different formats, different cadences, different levels of detail. Virgil pulls pipeline data from your CRM and deal documents, normalizes it, and gives each group a real-time view of mandates by sector, stage, and fee potential. One prompt to build. No six-month BI project that's obsolete by the time it ships.

By the time you release a BI dashboard, it's obsolete.

Private Funds

Portfolio & Fund Performance Analytics

Your head of IR gets the same question every quarter from every LP — and the answer lives across your fund admin, CRM, and 40 different Excel files. Virgil pulls MOIC, IRR, DPI, and TVPI across your entire portfolio into one dashboard with drill-down to individual investments. Benchmark against peers. Generate a board-ready snapshot on demand without waiting for your admin to reconcile the numbers.

Board-ready insights in your hands with a simple prompt.

Private Funds

Portfolio & Fund Performance Analytics

Your head of IR gets the same question every quarter from every LP — and the answer lives across your fund admin, CRM, and 40 different Excel files. Virgil pulls MOIC, IRR, DPI, and TVPI across your entire portfolio into one dashboard with drill-down to individual investments. Benchmark against peers. Generate a board-ready snapshot on demand without waiting for your admin to reconcile the numbers.

Board-ready insights in your hands with a simple prompt.

Investment Banks

Sponsor Coverage Intelligence

Each MD covering a subvertical builds their own dashboard in plain English — tracking touchpoints, engagement history, and deal activity across hundreds of sponsors. Instead of emailing across the firm asking "who has a recent interaction with Apollo?" the answer is already on the dashboard. Nine coverage groups, one unified view.

Each group sees the data the way they want to see it.

Investment Banks

Sponsor Coverage Intelligence

Each MD covering a subvertical builds their own dashboard in plain English — tracking touchpoints, engagement history, and deal activity across hundreds of sponsors. Instead of emailing across the firm asking "who has a recent interaction with Apollo?" the answer is already on the dashboard. Nine coverage groups, one unified view.

Each group sees the data the way they want to see it.

Stop the manual grind.

Join the teams already running on Virgil.

© 2026 Asymmetry Labs Inc. dba Virgil. All Rights Reserved.

Privacy Policy

Terms & Conditions

Stop the manual grind.

Join the teams already running on Virgil.

© 2026 Asymmetry Labs Inc. dba Virgil. All Rights Reserved.

Privacy Policy

Terms & Conditions

Stop the
manual grind.

Join the teams already running on Virgil.

© 2026 Asymmetry Labs Inc. dba Virgil. All Rights Reserved.

Privacy Policy

Terms & Conditions