April 2026 in Vetting Vault

Deal AI

Ask plain-language questions about a deal and get answers drawn from its requests, files, Q&A and comments, with links to the sources.

Require an NDA before people see a deal

Turn on "Require NDA to join" when you create a deal, or later in its settings, and new members sign a mutual NDA before they can see anything. They confirm their name, title and company, see a preview of their signature and agree — when accepting the invite, or from a prompt on the deal page — and get access straight away. Keep reusable NDA templates in Settings, and see every signature with its details in the deal's NDAs drawer. A signed PDF is emailed to the owner and the signer.

AI summaries of financial and deal documents

When you upload an LOI, term sheet, P&L, balance sheet, bank statement or tax return, Vetting Vault builds a short summary with the key figures for that kind of document. Open it from the sparkle on the file, see the headline figure next to the filename, and click "Ask Deal AI about this file" to dig in. Financial analyses such as EBITDA bridges and working-capital schedules get a summary of their own.

AI Connect: your deals inside Claude and other AI assistants

Vetting Vault now has its own MCP server — the open standard AI assistants use to connect to other software. Subscribers can plug it into Claude on the web or desktop as a connector: copy the server URL from Settings → AI Connect, add it in Claude, sign in and approve. Claude Code, scripts and other MCP-compatible tools connect with a personal API token instead.

Once connected, you can work on your deals from the assistant you already use, without uploading anything to it. Ask it to:

• List your deals and pull a full deal overview: requests, files, team members and statuses.
• Go through request lists and open any request with its files, comments and activity.
• Read the deal's Q&A.
• Search across the files in a deal and read any document in full, or its AI summary.
• Read spreadsheets tab by tab, and pull tables out of financial PDFs for analysis.
• Download files for the assistant to work with directly.

So you can ask Claude to compare the tax returns against the P&L or summarize what has arrived this week, working from documents it reads straight out of Vetting Vault. Everything stays within your own access: the assistant sees only the deals and files you can see, and the Connected AI apps list in Settings shows every connected app and lets you disconnect any of them.

Redact sensitive information on upload

When uploading a PDF, tick "Redact sensitive information" and Vetting Vault removes Social Security and Employer ID numbers — plus phone, bank account and card numbers if you choose — before the file is stored. Only the redacted version is kept, and the file is marked Redacted.

See what happened, and what arrived

• A redesigned Activity page: a day-by-day timeline with file names, status changes and comment text. Bulk changes appear as one entry, and Q&A events jump straight to the question.
• Recent Files: one list of every new file with search, project and date filters, and Download All for exactly what you filtered.
• Latest Activity on the deal overview shows the five most recent events next to your open requests.
• Clearer status tracking: submitted and completed requests are counted separately, completed ones are dimmed, and a Review submitted button appears when work is waiting for you.

Sharing, inviting and setting up deals

• Share links: let recipients download everything as one ZIP organized by section, see each visitor and what they viewed and downloaded, export the access log, edit every setting after creating a link, and extend expired links in one click. Recipients get a cleaner, faster page.
• Invite many people at once by pasting a list of email addresses, even one copied from a spreadsheet.
• Q&A email alerts: owners hear about new questions, askers hear about answers, and @name or @everyone notifies people directly.
• Delete chat messages and Q&A posts you no longer want.
• Deal Options: one settings window for a deal's details, members, permissions, display, NDA, branding and exports, including a choice to dim completed requests.
• Apply only part of a template: tick the sections and requests you want before applying.
• Faster list building: Add Request in the project tab bar, inline new sections and a starting screen for empty projects.
• Copy Deal AI answers and tables straight into Excel, Google Sheets, Word or email with formatting intact.
• AI Assist drafts your deal description when you create a deal.

Plus miscellaneous bug fixes, features and upgrades.