September 2026 in Vetting Vault

Deal AI suggests changes; you apply them

Ask Deal AI to add requests for the last three years of tax returns, mark a batch as completed, assign items to a teammate, move a request, comment, or ask the seller a question. It doesn't change anything on its own: it shows a card listing each proposed change, with before and after where it helps, and Apply and Cancel buttons. Click Apply and the change is made as you, with your usual permissions, and recorded in the deal's activity log. Related changes come together in one card, and a suggestion expires after a day so nothing stale gets applied.

AI Connect for your whole team

Contributors with a subscription can now make changes through a connected AI assistant too, within what the deal's contributor settings allow — commenting, Q&A, status, priority, due dates and assignments, plus creating, editing and moving requests or uploading files when the deal permits it. Viewers stay read-only.

Connected assistants can also do a lot more: read file summaries, the activity feed and your assignments; ask and answer Q&A; update many requests at once; restore deleted requests and files; tag files and mark them confidential; add written responses; and apply templates. Owners and admins can manage the team and create share and upload links from the chat. Deleting, sending invites, removing access or creating a link outsiders can open always needs your confirmation first.

Imported request lists keep their structure

Import Template now reads existing request lists far more faithfully. It finds the header row even under titles and instructions, turns a category column into sections, turns outline numbering like 1, 1.1 and 1.1.1 into sections and requests, keeps a multi-line cell as one request, drops placeholder rows such as "TBD" or "N/A", and groups a list with no headings into sections by topic. Priorities like "Critical" or "ASAP" import as Urgent.

Also new

• Deal AI does exact math for totals, percentages, growth and margins, and can tell you what changed recently, who is on the team and what is assigned to you.
• Redaction of sensitive information now handles long and scan-heavy PDFs.
• P&L summaries of monthly or quarterly statements cover the full period, and LOI summaries handle price ranges.

Plus miscellaneous bug fixes, features and upgrades.