Use cases

Investment decision tracking for the reasoning behind every deal.

Vigil is the system of record for the reasoning behind each investment: a versioned decision record that keeps assumptions and evidence available to your team and its AI. Open one portfolio view to see what changed.

What is a Decision?

A Decision is a belief you acted on, preserved with its assumptions, evidence, revisions, and eventual outcome.

Buy NVIDIAAcquire Company XParticipate in the Series BMaintain the overweight positionApprove the value-creation plan

Record it once. Vigil keeps the reasoning connected as facts change.

For teams that call this an investment decision journal, the record is more than a note: it preserves the thesis, assumptions, evidence, dissent, revisions, and eventual outcome in one inspectable history.

What Vigil actually does

From one decision to a portfolio-wide view of what changed.

  1. 1
    YouRecord the decision or investment thesis.
  2. 2
    VigilExtracts the assumptions underneath — you confirm or edit them.
  3. 3
    YouAttach the evidence and choose what to keep watching.
  4. 4
    VigilRe-reads connected filings, cloud files, web pages, and new uploads.
  5. VigilYour portfolio view changes when the evidence changes — with the exact sources cited.

Four investment workflows, one decision record

Across public markets, private equity, diligence, and portfolio review, the pattern is the same: preserve the reasoning, connect the evidence, and surface the assumptions that changed.

Playbook 01 — The buy-side analyst

Protect the thesis after you buy

Who
Buy-side analyst
Decision
Long NVDA through 2027
Assumptions
3 extracted
Watches
Filings · transcripts · benchmarks
New evidence
Competitor benchmarks at parity
Result
Assumption weakened
You
Review the thesis

You paste this in as a decision

“Long NVDA through 2027. The CUDA ecosystem is a durable moat, and competitors stay roughly two years behind on training performance.”
  • Competitors stay ~2 years behind on training workloads
  • Data-center gross margins hold above 70%
  • Hyperscaler capex keeps growing through 2026

Vigil extracts these — you confirm, edit, or add before anything goes under watch.

You point Vigil at

  • The company's SEC filings index
  • The quarterly earnings transcripts page
  • Competitor newsrooms and benchmark results

The scheduled check

A competitor posts benchmarks at parity, six months ahead of your model. Vigil names the assumption it breaks — with the sources cited. You read it the next morning, not in a post-mortem two quarters later.

Where you see it

On your Overview, on the decision's page with the evidence attached, and in your weekly brief.

See this playbook in a demonstration
Playbook 02 — The due-diligence team

Know exactly what's still un-diligenced

Who
Due-diligence team
Decision
Acquire at the proposed multiple
Assumptions
3 extracted
Watches
The data room · the target's press page
New evidence
A transcript undercuts the deck's NRR
Result
Contradiction flagged
You
Resolve it before signing

You paste this in as a decision

“Acquire the target at the proposed multiple. Net revenue retention is 118% as management reports, and customer concentration is contained.”
  • Reported 118% NRR is consistent across the data room
  • No customer is more than 15% of revenue
  • The churn spike in 2024 was a one-off

Vigil extracts these — you confirm, edit, or add before anything goes under watch.

You point Vigil at

  • Every document in the data room, uploaded by the whole team
  • The target's press page and customer-review sites

The scheduled check

You ask what supports the 118% NRR figure. The answer cites the deck — and the transcript that undercuts it. You ask about the 2024 churn spike, and Vigil refuses: your sources don't contain the answer. The DD report says what's verified, what's contradicted, and what's still open.

Where you see it

Every claim carries its citation; contradictions wait in conflict review; Ask answers with sources or tells you it can't.

See this playbook in a demonstration
Playbook 03 — The private-equity team

Keep the IC case alive through the hold

Who
PE deal team
Decision
Acquire on the value-creation plan
Assumptions
3 extracted
Watches
Filings · operating reports · market evidence
New evidence
Margin recovery trails the underwriting
Result
Value-creation assumption weakened
You
Revisit the operating plan

You paste this in as a decision

“Acquire the company on the current value-creation plan. Margin expansion follows procurement savings, pricing holds, and the enterprise mix grows through the hold.”
  • Procurement savings land on the IC timetable
  • Pricing holds without increasing churn
  • Enterprise mix expands through the hold

Vigil extracts these — you confirm, edit, or add before anything goes under watch.

You point Vigil at

  • Portfolio-company operating reports and board materials
  • Competitor filings, pricing pages, and market updates

The scheduled check

The latest operating report shows margin recovery trailing the underwriting while a competitor cuts price. Vigil ties both facts to the assumptions they affect, with the original IC case still visible.

Where you see it

The decision page preserves the IC case and its revisions; the portfolio view shows which holdings now deserve another look.

See this playbook in a demonstration
Playbook 04 — The portfolio or IC review

See which prior decisions deserve another look

Who
Investment committee
Decision
Review the active book
Assumptions
3 extracted
Watches
Decision records · current evidence
New evidence
Several assumptions changed since approval
Result
Portfolio health updated
You
Focus the review

You paste this in as a decision

“Review the active portfolio against the assumptions approved at entry, not only against current financial performance.”
  • The original demand case still holds
  • The competitive position remains intact
  • The expected milestones are arriving on schedule

Vigil extracts these — you confirm, edit, or add before anything goes under watch.

You point Vigil at

  • The evidence already connected to each active decision
  • New filings, transcripts, cloud files, and watched pages

The scheduled check

Before the meeting, Vigil groups the book by what is holding, weakening, contradicted, or still unclassified. The committee can start with the decisions whose underlying reasoning changed.

Where you see it

The portfolio view provides portfolio decision tracking across the active book; each decision opens into its assumptions, evidence, revisions, and dissent.

See this playbook in a demonstration

Why not ChatGPT?

ChatGPT

Answers today's question.

Notion

Stores today's notes.

Bloomberg

Shows today's market.

Vigil

Preserves yesterday's reasoning and tests it against today's evidence.

Today: “Did I miss something?” Tomorrow: “Vigil already checked.”

Point a watch at the page where the answer appears, and the question stops living in the back of your head.

Public Markets

“Did management contradict guidance?”

Vigil checked.

PE / Growth

“Did the competitor ship an enterprise tier?”

Vigil checked.

Diligence

“Does the transcript match the deck's NRR?”

Vigil checked.

Portfolio Review

“Are the margin assumptions still holding?”

Vigil checked.

Three habits that make Vigil pay off

Every playbook above works because of these. Skip them and Vigil is just another document tool.

HABIT 01
Write assumptions that can break

“The company is well positioned” can never be contradicted, so it can never warn you. “Competitors stay two years behind” can. Numbers, dates, and named conditions are what make the watching worth anything.

HABIT 02
Point watches at primary sources

Filings indexes, pricing pages, regulator feeds — the pages where change appears first, before the commentary. Vigil re-reads whatever you point it at; point it at the source, not the coverage.

HABIT 03
Read the brief, then close the loop

The weekly brief is the five minutes that replaces re-reading everything yourself. And when a decision resolves, record the outcome — that's how your track record becomes something you can audit.

Your portfolio already records performance. Now preserve the judgement behind it.

Bring a real investment decision to a private demonstration. Vigil will turn it into a decision record, connect it to your material, and show how the portfolio view changes when evidence strengthens, weakens, contradicts, or cannot yet classify an assumption. Investment judgement tracking in Vigil means preserving that history and its outcomes, not scoring people or recommending trades.

Request a private demonstration

Vigil monitors your reasoning. It never recommends trades and is not financial advice.