Virgil
Virgil: A connected relationship layer for investment teams managing complex coverage and deal workflows. Ranked #12 of 26 in Relationship Intelligence Software by our editors (6.3/10); pricing: Pricing on request; best for investment firms managing relationship-heavy workflows.
At a glance
- Editor score6.3 / 10
- PricingPricing on request
- Best forInvestment firms managing relationship-heavy workflows
- Warm intro pathsYes
- Facts checked20 Sep 2026
Where it wins
- Maps LP, GP, portfolio, and management-team relationships
- Surfaces warm introduction paths, scoring, and engagement alerts
- Automates DDQs, RFPs, reporting, pitches, and IC memos
Where it doesn't
- Pricing is handled through contact sales
- Its broad workflow scope may exceed simpler relationship needs
- Role-specific access controls require organizational setup
Our verdict on Virgil
Virgil is a relationship and context intelligence platform for private-market funds, investment banks, and coverage teams. It connects business systems into a resolved intelligence layer, then maps relationships among LPs, GPs, portfolio companies, and management teams. Relationship scoring, history views, warm reference paths, engagement monitoring, and proactive alerts help teams understand who knows whom and where activity is developing. Deal, LP, co-investment, and SMA pipeline features extend that intelligence into sourcing and coverage workflows.
Its integration footprint is a central part of the product. Virgil connects with DealCloud, Salesforce, PitchBook, SharePoint, Slack, Addepar, SS&C, Dropbox, Microsoft Word, Microsoft Excel, and Microsoft PowerPoint. The product also connects with documents, fund administration, email, market-data systems, and CRM environments. That combination suits firms that need relationship context to remain visible across teams rather than confined to one database. Plain-English dashboards and role-specific access controls support organization-wide visibility.
The standout capability is the combination of relationship mapping, engagement signals, and workflow automation. Virgil can support deal screening, DDQ responses, reporting, pitch generation, and IC-memo workflows while retaining source verification and citation tracking. This makes it a strong fit for firms that need auditable context across complex investment relationships. Teams seeking a focused contact manager or a lightweight CRM may find its breadth unnecessary; firms with multi-system data and relationship-heavy coverage needs are the clearer match. Pricing is handled through contact sales, so evaluation should focus on workflow fit, integrations, and access requirements.
Virgil pricing
Virgil fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Network data sources | Multi-source |
| Warm intro paths | Yes |
| Relationship scoring | Yes |
| Account engagement | Yes |
| CRM writeback | Not verified |
| Team visibility | Organization |
| Relationship history | Not verified |
| Deployment | Cloud |
| Compliance & security | SOC 2, SSO/SAML, 2FA |
| Support | |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 30+ integrations: DealCloud, Salesforce, PitchBook, SharePoint, Slack, Addepar … |
| Pricing | Pricing on request |
| Website | virgil.ai |
| Facts checked | 20 Sep 2026 |
Virgil integrations
Virgil lists 30+ integrations on its own site — the 11 named here are the ones its pages call out.
- DealCloud
- Salesforce
- PitchBook
- SharePoint
- Slack
- Addepar
- SS&C
- Dropbox
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
Alternatives to Virgil
- Connect The DotsBroad relationship intelligence with strong free-plan value and practical team features.9.8
- 4DegreesA full-network CRM for teams that need relationship insight alongside deal management.8.2
- Boomerang AIA broad relationship graph and workflow layer for orchestrating warm revenue introductions.8.2
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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