Changelog

Clicking the last updated date on a Finding in the Findings table opens an Activity Timeline showing every change made to that finding, who made it, and when.

DealRoom AI answers questions about documents written in a language other than the one you ask in and returns the response in your language with source excerpts. For example, a question asked in English about a German-language document returns an English answer.

Built directly from customer feedback, the enhancements give any connected AI read-and-write access across the DealRoom M&A Operating System, so corp dev teams spend less time on busywork and more time closing better deals.

A sortable, filterable field in the Pipeline that shows the date and time of the most recent human action on each deal (edits, notes, tasks, phase moves, or logged emails), but not background enrichment. Including a colored status dot (green for 0–30 days, yellow for 31–45, red for over 45) and accurate dates for existing deals from audit history.

When writing a comment, users see exactly who will receive it before sending. The audience selector shows individual members of each group, so nothing reaches the wrong people.

Control visibility and edit access per field group, per permission group. Sensitive fields (purchase price, EBITDA) are hidden entirely — no lock icons, no friction.

Admins can now set View or View and Edit access independently for each field within a request, including title, description, attachments, dates, custom fields, status, assignees, followers, reviewers, priority, labels, dependencies, and comments.

A new admin setting that removes the Data Room tab from a group's navigation; file permissions are unchanged, and files remain accessible through Requests and comment attachments.

A Model Context Protocol (MCP) server that users to connect DealRoom data to their preferred AI, enabling them to read and interact with deals, rooms, documents, and tasks through natural language.

A new tab on the Permissions page that shows admins what a selected group can access (users, requests, data room folders, findings, synergies, group visibility, and admin access) in a single view.

Enables users to search across all documents, requests, findings, and folders within a deal room from a single search bar.

Allows admins to preview the deal room from the perspective of a selected permission group, showing exactly what that group can see and access.

Allows users to select and apply redactions across multiple documents or document sections simultaneously within a deal room, rather than redacting items one at a time.