DealCentre AI and FundCentre AI Enhancements
DealCentre AI
- Alphabetical Bulk Uploads
Folders and documents are now automatically sorted alphabetically during bulk uploads, making uploaded content easier to navigate and review.
- Redaction UX Improvement
After applying redactions, users can immediately review their changes in the document viewer for a more streamlined redaction workflow.
- Link AI Controls for Buyers (CorpDev)
Deal admins can now enable or disable Link AI features, including AskLink and AI Insights, for specific Buyer groups through role-based controls.
- Primary Contact Card
Deal admins can now designate a primary contact for a deal and choose to share that contact's email address and phone number with all deal participants.
- Self-Service Deal Close & Archiving for CorpDev Acquisition
Corporate Development teams can now close and archive deals through a self-service experience, giving admins greater control over deal lifecycle management.
FundCentre Fundraise
General Partner (GP) Portal Updates
- Document Update
General Partners can now update published documents without changing metadata, publish dates, permissions, deep links or document order.
- GP Admin View-Only Role
A new View-Only role allows General Partner Admins to grant service providers access to view portal information without the ability to make changes.
- Bulk Upload
General Partners can now upload reference documents in bulk using a ZIP file while preserving the folder structure, making it easier to organize and publish multiple documents at once.