Highlights include:
VDRPro: Dual-Access Q&A Capabilities with Clean Teams
Clean Teams - typically external advisors in complex transactions (like mergers and cross-border deals) - now have dual access to both the typical Q&A from the buyer group, along with a private communication channel with the sell side. This allows them to manage sensitive questions and documents more efficiently while staying connected to the broader deal activity.
VDRPro: Deal Prep Usage Reports
Clients preparing deals can now access the Usage tab within ‘Insights and Reporting’ to track exchange activity before signing a contract. This allows them to monitor deal progress early in the process, ensuring smoother deal preparation.
VDRPro: Expanded Permission Management Group Support
We’ve enhanced the ‘Permissions’ tab by expanding group support from 10 to 20 groups for permissions management and review. The updated interface simplifies the experience, especially for first-time users, by offering more space. The new design adjusts based on where users are in the permission-setting process while clearly displaying folder-level permissions and any download restrictions for seamless management.
DealVault: Viewing Documents
Users can now view documents directly in DealVault without needing to download them first. This saves time and makes reviewing archived documents more convenient.
DealVault: Convert USB Archives into DealVault Cloud Archives
We now offer the convenient option to convert old USB archives from previous deals into DealVault cloud archives. Clients can simply provide us with their USB drives, and our team will handle the extraction and conversion, making it effortless to manage archived files digitally without the need for physical storage.
DealVault: Improved Tracking - Archive Orders Placed vs. Received
The ‘Archive Orders’ screen now has separate columns for ‘Orders Placed’ and ‘Orders Received,’ with clear status indicators to avoid confusion. This enhancement streamlines the interface and improves order tracking for DealVault users.
DealVault: Archives Scheduling
Clients can now schedule the creation and delivery of archives for a specific future date. This flexibility allows them to align archiving with key deal events, such as the deal closing.
InView: InvestorVision Sync Integration
The data that GPs publish in InvestorVision can now come into InView via the InvestorVision sync integration. This enhancement allows GPs to provide a complete set of financial information to investors through InvestorVision, all synced seamlessly within InView.
For more detailed release information, product guides and additional resources for all our products, please click here.
