May 2026 in Vetting Vault

Deal AI builds charts, spreadsheets and reports

Ask Deal AI for a chart, a spreadsheet or a written report and it builds a real file from the deal's data, right in the chat. Charts include bar, line, area, pie, scatter, heatmap and waterfall — handy for an EBITDA bridge. Excel workbooks come properly formatted, and PDF reports have headings, tables and key-figure cards. Preview, download, or attach the result to a request, and find everything you've made in the new Library tab.

Clone a project into another deal

Running the same process with the next buyer? Clone a whole project — sections, requests, files, AI summaries and written responses — into another deal where you're an owner or admin. Choose whether to keep request statuses and which comments to bring. The original stays exactly as it was. Find it under Clone Project in the project's Actions menu.

Turn AI off for a deal

When a counterparty or jurisdiction doesn't allow AI, owners and admins can switch it off for one deal — when creating it, or later in Deal Settings. That stops Deal AI, document recognition and AI summaries for that deal. Redaction of sensitive data on upload keeps working.

Also new

• AI summaries for many more documents: resumes, leases, contracts (change of control, liability caps, renewals, exclusivity), insurance policies, employment agreements, audit reports, pitch decks, appraisals, operating agreements, loan agreements and request lists. LOI summaries now show enterprise value next to cash at close.
• Confirm or correct a document type: when Vetting Vault isn't sure what a file is, it asks, and "Wrong type?" lets you fix it. The summary rebuilds and Deal AI uses your correction.
• A roomier Deal AI: widen the panel, see its steps folded into one line, and read answers before the citations.
• Deal AI reads multi-tab workbooks tab by tab, so it can compare years within one file.
• Add context when generating a template with AI, such as the software a business uses or recent events, and get requests tailored to it.
• Searching or filtering a project hides sections with no matches.

Plus miscellaneous bug fixes, features and upgrades.