AI Assistant (Chatbot)

The assistant is the chat interface in your data room. Ask a question in plain English — "What is the revenue run rate?", "Which agreements have a change of control clause?", "Summarise the cap table" — and it answers from the documents in the room, citing the files it drew from. It is the fastest way to extract an answer from a large document set without knowing which file holds it.

How it answers

The assistant does not guess from general knowledge. It searches the content of the documents in your data room for the passages most relevant to your question, reads those passages, and writes an answer grounded in them. Answers therefore track your deal: the assistant only knows what your documents say.

Because each answer is built from real passages, the assistant shows where the information came from. Use those references to open the source document and confirm the detail. The assistant accelerates the search; it does not replace reading the primary document when something is material.

Conversational context

The assistant retains the thread of the conversation. Ask a broad question, then narrow it — "…and only for the last two fiscal years" — and the earlier context carries forward. Each data room has its own conversation history, so context never crosses between deals.

Access scope

The assistant answers from the documents in the data room you are working in, and it enforces the same access rules as the rest of the platform. An investor using the assistant sees only answers built from documents they are permitted to view. It cannot surface content from restricted files, and it cannot reach into other data rooms.

How it differs from the agents

The assistant and the AI agents are deliberately separate. The assistant is conversational and read-only: it answers questions and never changes a document. The agents act on your documents — redacting, organising, translating — and any agent that changes a file pauses for human approval.

The assistant is the analyst you ask questions; the agents are the workforce that processes the files. You will use both, for different purposes.

When to use it

• Getting oriented in a data room you did not assemble.
• Answering an investor question quickly before drafting a formal reply.
• Spot-checking whether a specific term, party, or figure appears anywhere in the document set.
• Pulling a fast summary of a long agreement before deciding whether it needs a full read.

For anything that will end up in a binding response to an investor, treat the assistant's answer as a strong first draft and verify it against the cited source.