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; the policy layer decides per request which deal’s materials an agent can reach and whether it may summarize, export, or share them.

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.

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.

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.

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.

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.

Industry · Private Equity / VC

Prevent cross-deal and cross-portfolio information leakage

Secure agents operating across funds, portfolio companies, deal rooms, and investment teams.

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The landscape

Investment teams often use agents to research markets, summarize diligence materials, analyze financials, monitor portfolio companies, and prepare investment committee materials.

The same tools may serve multiple funds and deals, making hard walls between deals essential. Access must also change quickly as employees, advisors, and diligence partners enter or leave a process.

Live workflow

See a real workflow, governed

Every agent below carries its own identity and acts for a real user. Watch every tool call route through Fabriq — then edit the workflow yourself.

A diligence agent answers deal-team questions strictly from the approved data room and writes its findings into a memo for the deal.

agent: diligence-bot-01

Diligence question askeddeal team

Diligence Agentdiligence-bot-01 · for: analyst@birchlanecapital.com

Agentic Fabriqidentity · policy · audit

Document Vaultread data room

Notionwrite findings memo

Drag nodes, draw connections, add tools — every agent action routes through Fabriq. Try wiring the agent straight to a tool.

The stakes

Industry challenges

01The same analysts and tools work five live deals at once — one broad search can cross a wall.
02Advisors and diligence partners rotate weekly, and their access rarely ends when the engagement does.
03A reusable research agent becomes a bridge between confidential processes unless something actually separates them.
04When a leak is suspected, you need to show exactly who and what touched the data room — most firms can’t.

Capabilities

How Fabriq helps investment firms

Isolate 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.

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.

Require approval before distributing investment materials externally.Anything addressed to an LP, target, or counterparty holds for a partner or IR review before it leaves the firm.

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.

In practice

Featured workflows

scope: scoped access

Deal sourcing

Sourcing agents research markets and targets in a workspace isolated from live deal information.

approval: human approval

Diligence

Diligence agents answer strictly from the approved data room and cite the source document for every finding.

approval: human approval

Portfolio monitoring

Monitoring agents read each portfolio company’s reporting folder without crossing into other holdings or funds.

approval: human approval

Investment committee preparation

IC materials assemble from deal-scoped sources, with external distribution gated behind partner approval.

logged

Operating-partner analysis

Operating partners’ agents work within their assigned companies, keeping cross-portfolio comparisons deliberate and governed.

approval: human approval

Limited-partner reporting

LP reports compile from fund-scoped data, and nothing reaches an LP inbox without IR sign-off.

Core value

Faster investment analysis without creating an uncontrolled bridge between confidential deals, funds, and portfolio companies.

Questions

Prevent cross-deal and cross-portfolio information leakage

See a real workflow, governed

Industry challenges

How Fabriq helps investment firms

Featured workflows

Common questions