After the investment, which parts of the thesis still hold?
Vigil keeps the original investment case connected to what happens next, so the firm can see which decisions deserve another look and what prior outcomes should inform the next one.
Capture the reasoning at entry. Keep the evidence connected. Monitor the assumptions. Assign and record the human review. Carry the cited outcome into future decisions.
A private engagement for investment teams — no self-serve checkout.
Capture → Connect → Monitor → Flag → Review → Learn
One continuous record, mapped to capabilities already available in Vigil.
- Capture01
Put the investment case on the record
Record the thesis, assumptions, expected outcome, alternatives, dissent, and the evidence available when the committee decided.
Decision record · confirmed assumptions · cited evidence
- Connect02
Keep evidence attached to the reasoning
Connect operating reports, lender notices, market evidence, cloud files, and watched pages to the decisions they may change.
Compiled sources · claim-level links · revision history
- Monitor03
Re-read after the committee moves on
Scheduled checks test newly compiled evidence against the assumptions still carrying the investment case.
Watch status · last and next check · cited changes
- Flag04
Show what deserves another look
When evidence weakens or contradicts an assumption, Vigil names the affected reasoning and preserves the exact supporting claims.
Material flag · affected assumption · source citations
- Review05
Make accountability explicit
A material flag can be assigned, acknowledged, reviewed, concluded, and closed with an action or no-action record. Monitoring continues according to the recorded disposition.
Owner · acknowledgement · conclusion · action · next review
- Learn06
Bring qualified precedent into the next decision
When a comparable case appears later, Vigil can surface the prior decision only with its cited reason, completed review, recorded action, and frozen outcome.
Cited decision · completed review · recorded outcome
Terravita Apartments: one private-company lifecycle
This fictional demonstration uses normal Vigil product actions. It illustrates the workflow contract; it is not a customer result or confidential investment material.
Explore the canonical lifecycle use caseThe record captures the acquisition case, occupancy and NOI assumptions, financing terms, expected outcome, alternatives, and IC dissent.
Occupancy holds, while NOI guidance, management continuity, loan pricing, and exit-cap evidence challenge other parts of the case.
The affected assumption and its evidence remain linked to the original decision and the revision that triggered review.
The review records a debt-adjusted downside action and requests closer monitoring of NOI, financing, renovation execution, and exit-cap evidence.
No advice or automated investment judgment. The firm decides; Vigil preserves what changed, what was reviewed, and what happened next.
A review is a recorded sequence, not a notification.
The Terravita illustration follows the existing approved workflow contract. These are product states, not claims about a customer process.
- 1. Assigned
A named owner and deadline put the flag in front of a person.
- 2. Acknowledged
The owner confirms receipt before the substantive review begins.
- 3. Concluded
The record retains the materiality conclusion, rationale, evidence considered, and human context.
- 4. Action or no action
The reviewer records what the firm will do—or why no action is warranted.
- 5. Monitoring continues
The disposition and next review date stay attached to the same decision.
- 6. Outcome recorded
The later result freezes the decision, assumptions, review chronology, and outcome as they stood.
The outcome returns as cited precedent.
When a later comparable draft—Mesa Verde Apartments in the fictional illustration—contains a similar assumption, Vigil can surface Terravita as an outcome-qualified precedent.
See one investment decision evolve in 80 seconds.
Private-equity use case
See how the active book is reviewed against the assumptions approved at entry.
OpenLifecycle demonstration
Follow the canonical property-underwriting workflow and the evidence it watches.
OpenPrivate demonstration
Bring one of your own workflows into a private, evidence-grounded conversation.
OpenJudgement only compounds if the record survives the decision.
See how Vigil can keep one investment thesis connected to its evidence, review, outcome, and the decisions that follow.
A private engagement for investment teams — no self-serve checkout.