Customer Office Hours: Catch Diligence Risks Earlier with AI Suggested Findings

Some of the risks that shape a deal never start in a VDR or diligence tracker.

They surface in email.

And today, getting those risks into the right place is still manual. Someone has to spot the issue, open the Findings tracker, and log it before it can be reviewed and managed. When deal teams are moving quickly, some risks never get captured at all.

Join us for Customer Office Hours to see AI Suggested Findings, now in Beta, and how it helps turn deal emails and attachments into structured Findings your team can review and act on.

In this live session, you’ll see how AI Suggested Findings helps you:

• ‍Catch risks buried in email - AI identifies risks, red flags, and issues worth tracking from logged deal emails and attachments.
• ‍Review suggested Findings in DealRoom - See each suggestion with a title, description, type, severity, and rationale, all organized in a dedicated review queue.
• ‍Stay in control of what gets captured - Accept, edit, or reject each suggestion. Nothing becomes an official Findings without human approval.
• ‍Get a head start on diligence - Findings can begin building from pre-LOI emails, giving your team a ready-made list to review when diligence starts.

We’ll walk through the workflow live in DealRoom, share how to start using AI Suggested Findings, and leave time for your questions.

Join us for a practical look at how AI can reduce manual risk tracking and help your team build a more complete diligence record.