Documents
My Investment Context
Add your investment thesis, deal notes, or reference documents. This context is private to you and persists between sessions. The Diligence Agent will incorporate it into its analysis.
Upload your own files (PDF, DOCX, XLSX, TXT) to give the agent additional context.
Your saved conversations with the Diligence Agent. Each saved chat can be downloaded as a PDF.
Create read-only invite links to share with others. Recipients can browse documents and use the Diligence Agent but cannot manage folders or settings.
Track who viewed what, how long they spent, and which pages received the most attention.
All AI chat prompts and responses from viewers and admin. Most recent first.
Push all data room documents to Supermemory for external AI memory and RAG indexing. Documents are organized by folder using container tags, and re-pushes update existing entries.
Add persistent context that the AI chat agent will use in every conversation. Use this to tell the agent about your company, guide its tone, or give it specific knowledge.
Auto-sync files from Google Drive folders into your data room. Share Drive folders with the Cloud Run service account, then add them here.
171559253130-compute@developer.gserviceaccount.com
Share your Drive folders with this email (Viewer access is sufficient)