DealCentre AI and VDR Pro Enhancements
DealCentre AI
- Link AI Translation supporting Full-document and inline text translation in the deal room. Accelerating diligence and maintaining security by alleviating the need to export documents to 3rd party tools. (MAR)
- Duplicate Documents & Folders
Reuse content both within and across deals when needed for different audiences and in alternate formats (i.e. redacted versions).
- Bulk Redaction Enhancements
Expanded bulk redaction from Link AI recommended terms to include the addition of custom terms and do not redact terms.
- Bulk Rename
Standardize file naming at scale.
- Drag-and-Drop Moving of documents and folders
Faster reorganization.
- Auto-Inherited Permissions for View and Download
Access at the folder level for Deal Team, Seller and Target subgroups eliminating the need for manual setup.
- Enhanced Document Search
Scoped, permission-aware and consistent across tabs with viewer integration.
- Long Path Truncation on Bulk Downloads >1GB
More readable folder structures using middle-out truncation rather than lopping off the end.
- Index Numbers are now available for bulk downloads <1GB
Providing consistency with larger downloads and enabling easier reviews of folder structures.
- Q&A
- Multiple Answers for Open Questions– iterative responses for further clarification.
- Ask on Behalf of Buyer– capture offline questions centrally.
- Manage Buyer Category Visibility– tailor buyer experience by limiting visibility to relevant question categories.
- Copy Attachments with Proposed Answers – add related attachments to an answer.
- Ability to assign Third Parties as Q&A Adminsand Delegated SMEs so they can propose answers to questions.
- Bulk Import Questionson behalf of buyers via Excel.
- Permission Alertsfor attachments to Q&A admins when buyers don’t have access to the attachment.
- AI Suggested Answers display the corresponding attachments used to generate the response.
- Editing of question category and priority enabled on the Q&A landing page table.
- Entity Contact Management & Visibility
Entity Admins control Group-level visibility of contacts.
- Watermarking extended to Office files
- Mobile iOS
- Push Materials to Diligence - Users can move documents from Preparation to Diligence directly in-app via long-tap or swipe. Includes permission setting and optional buyer notifications upon publishing.
- Remove Materials from Diligence - Quickly revert documents back from Diligence if updates are needed.
- Bulk Multi-Select Actions - Select multiple files/folders and apply actions in one step for efficiency at scale.
- WhatsApp Integration (Support Channel) - Enables real-time, conversational support without switching to email or calls.
VDRPro
- Excel Viewer Standardization
Unified experience for protected and unprotected Excel files, opening directly in browser viewer.
- In App Bell indicates Document Analyzer Notifications
Role-based alerts delivered via in-app notification bell.