Private capital intelligence workspace

Turn your deal archive into living firm intelligence.

Warpgate transforms memos, decks, transcripts, board packs, and LP updates into a cited, relationship-aware workspace for private capital teams.

Northfield Fund IIIAcme Logistics — relationships
Who do we know at Acme, and who introduced them?

Three direct connections in your archive:

  • Jane Reyes — CEO, Acme Logistics. Intro from Tom Wu, Mar 2024.1
  • Marcus Chen — Board, Acme. Co-investor on Northfield II.2
  • Maria Costa — Wharton MBA ’18. Mutual: D. Park, Sequoia.3
Ask a follow-up…
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[01]  Citations  / source ↔ claim

Every answer cites the page it came from.

Every claim traces back to the memo, transcript, or LP letter that produced it — page-numbered, one click from open, verifiable on the spot.

  • Page-level citations on every claim, with passage preview
  • One click to the source page, in context
  • Conflicting sources surfaced rather than collapsed into one answer
How it works
recall · acme logistics
What did the Series B memo say about Acme’s churn?
Annualised gross dollar churn was reported at 7.4% at the time of the Series B, with the largest cohort risk concentrated in mid-market logistics customers signed in 2022.1 Net retention in the cohort recovered to 108% by Q2 2025.2
1
Acme — Series B memodeal memo · p. 4
2
Acme — Q2 board packboard · p. 11
[02]  Graph  / entities ↔ relationships

The relationships hiding in your documents.

Warpgate extracts people, companies, funds, rounds, and deals from your archive, then links each relationship back to the document that proved it.

[03]  Workspaces  / firm 1:1

Your firm’s data, never anyone else’s.

Each firm runs in a fully isolated workspace. Documents, embeddings, and retrieval paths stay separate. Your files are not training data — not for us, not for the underlying providers.

  • Firm-isolated by design — no shared retrieval surface
  • Provider settings reviewed during onboarding, kept out of training
  • Encrypted at rest and in transit, with reviewable access trails
Security details
workspace · northfield
Workspaces
Northfield III
Northfield II
Operating
Scope
Deals
Funds
Portfolio
WorkspaceNorthfield Fund IIIIsolated
Documents2,418 indexedscoped
EmbeddingsFirm-scoped vector storeprivate
Training opt-outAll providers, reviewed quarterlyOn
EncryptionAt rest & in transitAES-256
[04]  Capabilities  / tools 1 · 6

The workflows your diligence team repeats every week.

Ask across the archive, inspect the source, trace relationships, and save firm knowledge without leaving the workspace.

Ingest
01Ingest

Bring the archive in once.

Deal memos, decks, transcripts, board packs, LP updates, and exports land in one workspace.

Extract
02Extract

Model the firm-specific nouns.

Deals, funds, people, rounds, LPs, portcos, and relationships are pulled out during ingestion.

Connect
03Connect

Turn mentions into relationships.

The graph links who introduced whom, which fund touched which deal, and where the source came from.

Ask
04Ask

Query the whole firm at once.

One question runs across memory, graph, and source documents without choosing a search mode.

Cite
05Cite

Trace answers back to pages.

Every claim keeps the underlying document, passage, and page close enough to verify immediately.

Reuse
06Reuse

Keep the firm memory alive.

Judgement calls, red flags, and recurring diligence patterns become reusable operating context.

— Customer Pilot
“The first time the firm’s own history has felt searchable.”
Managing Partner · mid-market PE, $1.4B AUM

“Replaced four parallel doc-search habits with one place we actually trust.”

Head of PlatformGrowth-stage VC · 18-person firm

“Cited answers changed how the IC reads pre-reads. Less reading, more deciding.”

IC ChairLower mid-market PE · $800M AUM

“The graph caught a coinvestor overlap on day three that we’d missed for a year.”

PrincipalSector-focused VC · Series A – C
Workflows

Built around the six places firm memory compounds.

Warpgate isn’t a chat layer bolted onto a folder of PDFs. It’s a workspace shaped around the rhythms of a diligence team — CIM screening through LP updates, on the same source-grounded surface.

01 · Pipeline

CIM screening

Compare inbound CIMs and teasers against the fund’s thesis, prior passes, and lookalike deals.

02 · Diligence

VDR first-pass

Turn data-room folders into a cited brief of key terms, open questions, and diligence gaps.

03 · Committee

IC memo prep

Pull prior memos, market notes, and adjacent diligence so the IC starts with the firm’s full context.

04 · Expert work

Call synthesis

Tie call transcripts back to prior diligence on the same operators, sectors, markets, and theses.

05 · Portfolio

Portfolio intelligence

Make board packs, KPI updates, and operator notes queryable across the portfolio — never just one company.

06 · LP

LP updates

Find what was told to LPs last quarter, what changed since, and the source documents that back the update.

How it works

From scattered files to cited answers, in three steps.

Step 01

Load the firm archive.

Bring in memos, board packs, LP updates, diligence notes, spreadsheets, slides, and email exports — on your timeline.

Step 02

Warpgate maps the context.

Deals, funds, rounds, portfolio companies, and people are extracted and linked into the firm graph as documents are ingested.

Step 03

Ask with sources.

Search and chat across the archive with every answer tied back to the documents and passages that produced it.

Why Warpgate

Where Warpgate sits in the private capital stack.

CRMs track contacts. Document AI retrieves passages. Generic chat searches files. Warpgate connects the reasoning, relationships, and evidence inside your firm’s archive.

Relationship CRMs
Track contacts, intros, pipeline, and activity.
Warpgate
Reads the memos, notes, and updates that sit outside your CRM — then connects them back to the people and firms inside them.
Enterprise document AI
Retrieve passages from files, folders, or a VDR.
Warpgate
Understands what those passages are about — deals, funds, people, companies, and the relationships between them.
Generic AI chat
Search across uploaded files in plain language.
Warpgate
Comes configured for PE and VC diligence patterns, so the first workspace already speaks your team’s vocabulary.
Security & trust

Built for confidential deal work, from day one.

Diligence files don’t belong on a shared retrieval surface. Every Warpgate workspace is built around isolation, encryption, and reviewable access — with deployment requirements discussed before ingestion.

Firm-isolated workspaces

Each firm’s workspace, documents, embeddings, and retrieval paths are kept separate by design.

Your files are not training data

Customer documents are kept out of model training workflows, with provider settings reviewed during onboarding.

Encrypted storage and transport

Files and database records are encrypted at rest, and all app traffic runs over encrypted transport.

Deployment requirements reviewed early

Residency, vendor, and dedicated deployment requirements are discussed before your archive is loaded.

Access controls for small teams

Workspace access, document ingestion, and query activity are designed to be attributable and reviewable.

Operated by the founding team

Security questionnaires, vendor reviews, and incident protocols are owned by the team that builds the product.

Pricing

Ten partner-led implementations.

We’re working with a small group of firms that want their historical deal work indexed, cited, and relationship-aware from day one.

Limited Implementation Program

For firms ready to operationalize their archive.

  • Partner-led onboarding and archive ingestion
  • PE / VC entity model configured for your firm
  • Custom workspace skills and views
  • Quarterly workflow and model reviews included
  • Price locked for the first twelve months
Starts at
$3,500 / month
Annual · 10 seats included

Custom pricing available for additional integrations, data migration, security review, or advisory services.

Book a 20-min demo
Get started

Stop re-reading the firm. Start asking it.

See how Warpgate answers questions from your own archive, cites the source, and maps the relationships behind the deal.

Private Capital Intelligence Workspace | Warpgate