Applies to: Everyone
This article explains what DealCentre AI is and how you can use it to organize, manage, and securely share information during deal making.
Overview
DealCentre AI is a secure platform for organizations to collaborate on deals. It brings together all the people and information involved, making it easier to manage documents, share updates, and coordinate due diligence.
Each deal in the platform functions as a data room. It is a controlled environment for document sharing, buyer engagement, and due diligence.
The platform supports every stage of the deal process, from preparation and marketing to due diligence and close. You can manage deals at any stage, not just those in due diligence.
With DealCentre AI, you can:
- Set up and manage data rooms for deals
- Organize, upload, and manage documents in structured folders
- Control access by assigning roles, groups, and permissions
- Coordinate buyer outreach and manage due diligence through Q&A
- Close and archive deals for record keeping and compliance
- Reuse documents and deal structures from past transactions to save time on setup
How DealCentre AI works
Each deal in the DealCentre AI platform is created with default groups based on the contract setup. These groups define who can access and manage information within the data room.
Some core groups are created automatically depending on your contract. Other groups, such as Buyer, or Third Party, need to be added manually.
You can create additional groups and manage their members, roles, and permissions as needed.
Buyer groups are created when buyers are invited to the deal.
Third party groups are optional. You can add them for advisors, co-advisors, legal teams, or other external users.
You can adjust group membership or permissions at any time to match your deal requirements.
Platform capabilities
DealCentre AI supports each stage of the deal lifecycle and includes tools for document review, collaboration, and deal tracking.
Document and workflow management
- Upload and organize files in bulk
- Use folders to keep materials structured and easy to find
- Track progress and maintain version control
- Identify password-protected or unreadable files
- Use Link to ask questions about deal content and receive contextual answers
- Use AI to bulk redact documents
Marketing and Outreach
- Manage buyer outreach lists and share information securely
- Control access with watermarks and passwords
- Transition from marketing to diligence without repeating setup work
Due Diligence and Q&A Management
- Conduct due-diligence reviews within a controlled data room environment
- Enable buyers to submit questions while maintaining confidentiality across buyer groups
- Coordinate responses and question approvals using structured Q&A workflows
Security and Compliance
- DealCentre AI stores all customer data within its secure environment
- Customer data is not used to train third-party AI models
- The platform meets enterprise compliance standards, including ISO 27701 certification
DealCentre AI system and functional roles
DealCentre AI uses two system-defined roles to control administrative permissions. These roles are entity administrators and group administrators. Each role has a specific scope and responsibility to maintain control and accountability. For more information, see Entity management.
Functional roles such as advisor, seller, corporate development (CorpDev) team, buyer and third party user are also supported in DealCentre AI.
- Sellers: Organizations offering assets, businesses, or divisions for sale. Sellers manage their data rooms, upload documents, and control what buyers can see.
- Advisors: Professional firms representing sellers in the deal process. Advisors set up deals, organize documents, and coordinate buyer communication.
- CorpDev Teams: Internal Corporate development groups managing acquisitions or divestitures. They can act as sellers, buyers, or administrators depending on deal type.
- Buyers: Organizations evaluating an acquisition opportunity. Buyers access approved information and submit questions through the Q&A process.
- Third Party users: External users such as legal counsel, auditors or consultants. They assist sellers or advisors with specific deal tasks and have limited or defined access.
Important! Each functional role aligns with a specific platform group that defines access and permissions. For more information, see Managing users and groups and Managing users and groups - buyside.
Getting help with DealCentre AI
If you have any questions about DealCentre AI, contact DC-Support@intralinks.com.