investment banks
Virgil surfaces needles in the haystack that might take a team of analysts hours to uncover
We’re working with Moelis to visualize complex data for coverage groups, surface insights across systems of record, and accelerate document generation.
“It’s painful. We’re managing pipeline across disconnected systems, rebuilding the same memos every week. Virgil connects all of it.”
Head of AI & Business Strategy,
Leading Global IB
SOC 2 Type II Certified
Zero Data Retention · Dedicated Isolation
COVERAGe & ORIGINATION
Pipeline visibility for every coverage group.
Real-time pipeline dashboards by sector, stage, and revenue attribution.
Pipeline dashboards with deal velocity
Client relationship scoring
Revenue attribution by banker
Competitive intelligence
DEAL EXECUTION
Full deal context
in one place.
Deal data enriched with documents, market comps, relationships, and communications.
IC memos from your templates
Client pitchbooks auto-generated
CMC/UWC memo automation
Offering memoranda with formatting
firm-wide intelligence
Real-time reporting
for management.
Single source of truth across every deal, relationship, and revenue line.
Firm-wide pipeline & revenue views
Cross-group overlap detection
Standardized COO/CFO reporting
Meeting intelligence
