October–December 2025 in Vetting Vault

Q&A: every due diligence question in one place

Every deal now has a Q&A page where the whole team asks questions and records answers, instead of losing them in email. Give questions categories, let more than one person answer, @mention a teammate or use # to point to a specific request, and filter by category or by answered and unanswered to see what is still open. Search and sort the list, and export it to CSV when you need to share it outside the deal.

Intake Links: collect documents without making anyone sign up

On a project's Intake Link tab, owners and admins create a link with a title and instructions, and choose whether to allow comments and require the uploader's name and email. Sellers, accountants or borrowers open the link, see the requests, upload their files and submit, with no account needed. Every file lands in the matching request.

Secure Share Links: give outsiders just what they need

On a project's Share tab, owners and admins share everything, whole sections or individual requests with a lender, buyer or advisor who isn't in the deal. Protect a link with a password or require recipients to verify their email address, set an expiry date, and see who opened it in the access log. You can also watermark downloads with the viewer's email, IP address and the time. Recipients can view and download single files or everything at once.

Your branding on every deal

Upload your logo and choose an accent color — Vetting Vault can suggest one from your logo — plus a light or dark sidebar. Your branding becomes the default for new deals, and the deal owner can change it per deal, so clients and counterparties see your brand.

Two-factor authentication

Protect your account with an authenticator app. Turn it on in Settings → Security, scan the QR code and confirm a 6-digit code. From then on, signing in asks for a code after your password, so a leaked password alone can't open your deals.

Download a whole deal or project

Owners and admins can build a ZIP of every file in a deal, leaving out any project the person isn't allowed to see. Any project member can download all of a project's files as a ZIP from the project menu.

Move between projects faster

Inside a project, a Projects panel lists every project in the deal with its progress and lets you jump between them in one click. The sidebar's Requests link takes you back to the last project you worked in.

Also new

• AI Assist for new requests: describe what you need in plain words and get a clear title, description, priority and file type.
• Copy files and comments from another request in the deal instead of re-uploading.
• Select many requests at once on a project page to assign them or change status or priority in one step.
• Accept or decline deal invitations right from your Deals page.

Plus miscellaneous bug fixes, features and upgrades.