Agentic FabriqIsolate agents by fund, deal, portfolio company, and data room.
Each engagement is its own island: an agent on one deal has no path into another’s data room, even on shared tooling.
SOLUTIONS / Private Equity / VC
Prevent cross-deal and cross-portfolio information leakage
Secure agents operating across funds, portfolio companies, deal rooms, and investment teams.
01 / IDENTITY02 / POLICY03 / AUDIT
01 / THE CONTEXTOne deal room at a time.
One deal room at a time.
Nothing leaks between processes.
Investment teams often use agents to research markets, summarize diligence materials, analyze financials, monitor portfolio companies, and prepare investment committee materials.
DATA ROOM · EXAMPLE
deal materials
deal materialsProject HarbourFund III · diligence-agent, for a deal team member
- Financial modelread · summarise
- Customer contractsread · summarise
- Management presentationread · summarise
- Send diligence outside the firmbeyond this engagement
ELSEWHERE ON THE SAME SHELF
Project Delta · Project Kestrel
Walled off from this request02 / IN PRACTICE
Autonomy, with accountability.
| Project Harbour roomGoogle Drive | Project Delta roomBox |  LP reporting packNotion |  Send outside the firmOutlook | |
|---|---|---|---|---|
| Deal team memberstaffed on Harbour | ✓allowedthe assigned room | ✕blockedanother deal | ✕blockednot this person’s work | ●heldno send granted |
| Analyststaffed on Delta | ✕blockedanother deal | ✓allowedthe assigned room | ✕blockednot this person’s work | ●heldno send granted |
| Investor relationsfund reporting | ✕blockedno deal access | ✕blockedno deal access | ✓allowedtheir own material | ●heldno send granted |
| Outside adviserengagement ends Friday | ✓allowedread-only, until Friday | ✕blockedanother deal | ✕blockedfirm material | ✕blockednever delegated |
The same agent, the same tools. Each row is the reach one person’s own permissions leave it — example teams and rooms; the walls are the ones you set.
03 / WHAT CHANGES
Control, in the details.
Keep competing or confidential deals walled off from each other.
Work on competing targets stays separated by the system itself, not by analyst discipline alone.
Limit external advisors to the scope and duration of their engagement.
Advisor access is limited to the deal and time-limited to the engagement, ending automatically when the work does.
Control whether an agent may summarize, export, share, or modify source material.
Reading and summarizing can be allowed while export and external sharing stay blocked — per document set, per deal.
Grant the drafting of investment materials without granting external distribution.
Anything addressed to an LP, target, or counterparty needs a send action the agent does not hold, so a partner or IR sends it.
Record which sources and agent actions contributed to an investment artifact.
Every memo and model traces to the documents and analysis that informed it — provenance for the IC and for diligence defense.
THREE LAYERS. ONE DECISION.
The boundary travels with the work.
Explore the context attached to every request.
What is this agent allowed to do?
diligence-agent has a defined purpose and a bounded set of tools.
Whose authority travels with it?
The request acts for deal team member, using that person’s permissions.
Where does the action land?
The policy applies to the requested action within Deal room, before the tool executes.
04 / WAYS TO PUT IT TO WORK
Built for your real workflows.
01Deal sourcing
Sourcing agents research markets and targets in a workspace isolated from live deal information.
Identify→Authorize→Record
02Diligence
Diligence agents answer strictly from the approved data room and cite the source document for every finding.
Identify→Authorize→Record
03Portfolio monitoring
Monitoring agents read each portfolio company’s reporting folder without crossing into other holdings or funds.
Identify→Authorize→Record
04Investment committee preparation
IC materials assemble from deal-scoped sources; the agent holds no external send, so distribution is a partner’s act.
Identify→Authorize→Record
05Operating-partner analysis
Operating partners’ agents work within their assigned companies, keeping cross-portfolio comparisons deliberate and governed.
Identify→Authorize→Record
06Limited-partner reporting
LP reports compile from fund-scoped data, and nothing reaches an LP inbox unless IR sends it — the agent has no route out.
Identify→Authorize→Record
QUESTIONS
A closer look.
Do we have to move our data rooms or tooling?+
No. Fabriq drops in over the storage and tools you already use. Data rooms stay where they are; Fabriq decides per request which deal’s materials an agent can reach and whether it may summarize, export, or share them.
What happens when an advisor’s engagement ends?+
Their access — and their agents’ access — is time-limited to the engagement and ends automatically. The record of everything they touched while engaged remains available for conflict checks and diligence defense.
What does the record show for LP or counsel questions?+
Every action with who asked, which agent acted, what was touched, and the verdict — queryable by person, system, or time window.
Can access follow each professional’s deal assignments?+
Yes — per user, per deal. An analyst’s agent reaches the data rooms of the deals that analyst is staffed on and nothing else, and the boundary moves automatically as staffing, advisors, and engagements change.
How is confidentiality between deals maintained?+
Access is per person and per grant — an agent sees only the intersection of its scopes and the professional’s own assignments, and every access is attributed.
Where do system credentials live?+
In the vault — injected at call time, refreshed automatically, and cut off the moment a connection is removed. Nothing sits on laptops.