DCAI, FCAI, SecurityHub, VDRPro Product Enhancements
DealCentre AI
- Reporting of Document Views & Downloads
The feature to differentiate between views and downloads provides Advisors and Sellers with information to assess Buyer interest and determine document exposure levels.
- Smart Q&A Suggested Answers
AskLink suggestions embedded directly in Q&A as well as grouping of similar questions
- Bulk AI Redaction
You choose the documents from the preparation area and then select redact from the menu item providing a pop-up of the types of sensitive information you’d like to redact (i.e. names of people, addresses and phone numbers) once you’ve selected that you choose to redact the documents (no need to open them). One added feature here – at the end of the project buyers often require the unredacted version of the documents. This feature also provides the ability to Unredact in bulk.
- Ask Link Bulk Answers for Advisors
Users upload an excel file containing their questions (100 question limit) in a predefined format. AskLink processes the questions and retrieves the answers from the deal documents generating a downloadable excel file with a structure format showing: Question, Answer & Source of the Response.
- Deal List Charts View
The Deals Page now includes the ability to toggle between the list view and an interactive charts view. The charts provide visual representations of deal status, stage, type, value, and country location. Users can click on any graph to return to the list view for further detail.
SecurityHub
- Entitlements View
Provide VDRPro admins with a comprehensive User Profile view to enable effective user oversight, enhance security auditing, and manage access rights (suspend/unsuspend) across Intralinks applications. This feature allows admins to view the user's profile to check a user’s login details, browser fingerprint, last app access and drill down on app-specific entitlements (VDR Pro only at the moment). In the entitlements page of the user profile, the admin gets visibility across all VDRs the monitored user has access to.
- SecurityHub Identity+
We’ve introduced a new offering in SecurityHub, “SecurityHub Identity +” This is an optional add on feature for SecurityHub Basic tier clients. As a reminder Identity+ provides the ability to use group accounts with SSO. We released this in Oct and Daphne de Vogue sold our first one to Storebrand Asset Management in EMEA last week.
VDRPro
- AI Chat
Improving customer experience as clients benefit from faster support on the most basic inquiries.
FundCentre
InvestorVision
- Document View Notifications
Managers will now have visibility on who has and has not viewed a document. This is important when there's heightened urgency with expected action post document communication. i.e.: Capital Calls
- Enhanced Hedge Data Model
We have expanded our hedge fund data model to match industry standards by capturing additional economic data points, including Gross Asset Value (GAV), Net Asset Value (NAV), Share Class, and Dollar per Share. This enhancement addresses reporting gaps, increases transparency for clients, and strengthens our appeal to potential hedge fund prospects.
- GP Bulk Download
We now offer bulk downloads of up to 1,000 documents for General Partners, streamlining collection and archiving. This reduces manual work, lowers the risk of missing files, and supports compliance by providing complete audit trails for regulatory needs.
- Deep Linking LP
We're updating email notifications for LPs to include a direct link to the reference document, instead of just the login page. This change will help save LPs time and reduce the likelihood of missing important information, like capital calls.
- Renamed Fields - Statements
Clients can now rename data model fields to suit their industry or region, making terms in the UI, reports, APIs, and exports more familiar without altering the schema. Previously, standardized field names were required globally, which did not accommodate domain-specific language (e.g., "Carried Interest" in Private Equity is "Promotes" in Real Estate).
- Korean Language Enablement
The LP portal UI is now enabled to support Korean language.
- Enable GP branding of LP document request emails
Clients can now customize document request emails to match their messaging, wording, and branding used in other communications.
FundCentre Onboarding
- Cloning
Subscription documents are the contract between a fund and an investor detailing the terms of their investment as well as a means of gathering investor data and having the investor attest that their data is accurate. Subscription documents are typically 30-120 pages, with an average of 50+ user fields that need to be mapped to the Onboarding data model. Cloning will be a huge time saver for both the GPs as well as our own professional services teams that perform the mapping of these documents.
- Dynamic Display – LP Views
Each workflow screen will now dynamically display or hide sections of the screen according to the selections made by the LP during onboarding. i.e. banking details screen – user would see 30 input fields in total – once user chooses preferred payment method (Wire Transfer or ACH) then only the field associated with that choice show.
- Bulk Onboarding
GPs can now easily select multiple investors to send subscription documents at the fund/investment level. Previously, our MVP required sending to one investor at a time. This update streamlines distribution and saves GPs significant time.
- Customer Logo Displayed
Support Admins can upload a custom logo at the portal level that align with the current file type and size restrictions that are in place for Fundraising and InvestorVision today providing reassurance to the LPs of the Onboarding site’s authenticity, easing concerns around identity and information security. Full custom branding is planned for release in 2026.
- Joint Investor
The Onboarding app now supports Joint Investors, with improved GP and LP screens for capturing both Primary and Secondary Investor details. Address Type options have also been expanded to better align with Subscription Documents and compliance requirements, helping reduce incomplete records and manual fixes.
FundCentre Fundraise
- Mobile-Optimized Landing Page
The Landing Page UI has been updated for better mobile and tablet compatibility, allowing GPs to create more user-friendly marketing pages for users, including LPs, on mobile devices.
- External API for Client Use
We’ve expanded and completed the external API which integrates with GP’s CRM’s to include the following fields: Company, Notes, Investor & Investment.
- Bulk Download Limits Increased
LP users are now able to download as many as 50 files or up to 1GB per download request, while preserving the document organization structure within the LP portal's document screen.
- LP Portal Document Default Views
GPs can now display their documents to LPs by name, document type, highlighted documents, or published date. Previously, only the published date option was available, which often led to documents being shown in an illogical order.