Keep control while AI clears the repetitive work
Over the last few months, our updates have focused on taking repetitive work off your plate, with AI quietly handling much of it, so you can spend more time on the work that matters.
Set up a new project in minutes
A deal begins and you want to start collecting document, instead of puzzling over a setup screen. Setting up a data collection is now a few clicks you handle yourself in Workspaces, no more choosing blindly between options or asking support. Bring in any Excel request list as it is, no need to fill in a template yourself. Workspaces uses AI to create a matching folder structure, saving you valuable time before the deal even gets started.
Redact a whole set of documents in one sitting
Redaction can take up valuable time right before a Data Room opens, often when buyers are already waiting for access. Now you select the whole set that needs redacting and work through it without reloading the tool for each file, then finalize in one go. You still handle each document individually, but with far less stop and start.
Decide what buyers see, and when
Documents often go into a Data Room before buyers should see them, and once something is disclosed too early, you can't take it back. Uploading and disclosing are now two separate steps. A document stays invisible to buyers until you publish it, so nothing reaches a buyer before you've decided it should. You stay on top of what buyers see, and when.
Ask the document assistant a question and get the answer from it
Most of the time you need one clause, not the whole 60-page contract. The Document Assistant sits in the viewer, inside the secure environment you're already working in, so there's no downloading the file or pasting it into another tool. Ask a question and it answers from that document, with a link to the exact passage. You skip the full re-read, and you're not left waiting on someone to get back to you. Anyone reviewing documents can use it, on either side of the deal, in Workspaces and the Data Room.
Start from the answer you already gave
As a deal progresses, the same questions often resurface across buyer groups and rounds, just phrased a little differently each time. Virtual Vaults now recognizes when a new question matches one already answered and puts that answer in front of you as you write. It only suggests, so the final wording remains your own, and no need to repeat the same story.
Where this is heading
None of this stops here. We're building Virtual Vaults into one secure place for your entire deal lifecycle, from the first request list to the last buyer question. With each update, there’s less repetitive work to manage and more time to focus on the deal itself.