Covault Intelligence OS centralizes research, capital raising, diligence, and operator-grade content into one compounding system—built by fund managers who have executed at scale.
For emerging managers and established firms running funds, SPVs, and structured capital programs that require speed, precision, and defensible process.
Result: slower closes, missed follow-ups, diluted conviction, and preventable risk.
Covault Intelligence OS turns every interaction—decks, transcripts, memos, diligence artifacts, outreach threads—into structured, searchable, auditable intelligence that compounds over time.
You stop rebuilding context. Your system retains it.
Institutional-grade target intelligence, market scans, contact enrichment, persona/dossier buildouts.
LP and partner workflows that convert: segmentation, warm-path mapping, campaign execution, follow-up logic, meeting capture.
Structured intake, artifact extraction, risk flags, committee-ready outputs, ongoing monitoring and update receipts.
LinkedIn + Operator Comms engineered from your real pipeline, theses, and diligence—consistent voice, fast iteration, measurable lift.
Ask for outputs, workflows, and artifacts in plain language
Data objects, relationships, and mandatory fields prevent entropy
Traceable history of what changed, who approved, and what evidence supported decisions
Governance and regulated-market readiness embedded in the operating model
Increases throughput without adding headcount
Upload the assets you already have: decks, memos, call transcripts, notes, data rooms, and target lists.
Covault maps your fund or SPV workflow into a governed operating surface: objects, templates, approval gates, and compliance checkpoints.
Research, outreach, diligence, and content run from the same intelligence layer—so every action strengthens future outcomes.
Operate with institutional muscle: repeatable diligence, LP workflows, consistent content, and zero context loss.
Standardize across teams and programs: shared intelligence, governed pipelines, audit-ready diligence, and consistent reporting.
Move from "ad hoc" to "defensible": structured execution, controlled access, clean approvals, and artifact-backed decisioning.
If you operate in regulated markets, the OS should reflect that from day one.
Built by fund managers who have structured and executed at scale.
Covault Intelligence OS reflects the workflows that teams use to run capital programs under pressure—where diligence, distribution, and governance must hold up.
Give your team a single operating layer that retains context, produces artifacts, and scales execution across research, raising, diligence, and content.
Typical demo includes: workflow map, example outputs, security posture, and implementation path.
A working operating surface: data objects, governed workflows, ingestion paths, templates, and the core execution interface.
CRMs store notes. Covault Intelligence OS builds structured, auditable intelligence that compounds across research, diligence, and execution.
Yes. Any program with targets, materials, diligence, outreach, and governance benefits from a unified intelligence layer.
RBAC, governance gates, and audit receipts are core primitives—not add-ons.