Short answer: Yes – HelpRange has an AI deal assistant you switch on per data room (off by default): an interest score (hot, warm, cold, 0–100, with reasons, per visitor and company, no AI) with an e-mail when someone turns hot, AI draft answers to Q&A questions with document and page citations that are sent only after your click (Max, Unlimited, Deal Room Pass), and a completeness check against a due diligence checklist (paid plans).
Switch on the AI deal assistant for a deal or fundraising room. It shows which visitors and companies are most interested and why, drafts answers to their questions from your documents, and checks the room against a due diligence checklist. It is off by default and you turn it on room by room – data rooms for clients, HR or the board stay exactly as they are.
Nothing is analysed or sent to the AI until you switch the assistant on in the room settings – and you choose which of its three parts to use.
Every visitor and every company gets an interest score from 0 to 100 with short reasons: “3 visits in 2 days”, “Read the whole Financial model”, “2 colleagues from acme.com joined”.
Visitors from the same company domain are added up, so you see which buyer or investor is moving – not only which person. Free e-mail addresses are not grouped.
The room managers get one e-mail when a visitor becomes hot – at most once a week per visitor and room. The interest score uses no AI.
When a guest asks in the room Q&A, the AI drafts an answer from the room’s documents and cites the document and page for every fact – or says the documents do not cover it.
The guest never sees the draft. A room manager clicks Send, edits it first or discards it – and if answers need approval in your room, that step still applies.
Pick the purpose of the room – M&A sell-side, fundraising, real estate, client onboarding, board pack or your own – and the AI marks every checklist item as present, missing or unclear, naming the document that covers it.
AI drafts are visible only to the people who manage the room, on the Q&A page and in Activity. Each draft uses one AI request of your team’s monthly allowance.
The room index – the folder and name of every document – and the text of up to 20 documents. An item it cannot confirm is marked unclear, never present.
Data rooms are also used for clients, employees and boards. That is why the assistant is off until you turn it on for a room – and you can switch it off again at any time.
Turn on “AI deal assistant” and choose its parts: interest score, AI draft answers, completeness check.
Scores appear on the room page and in Activity as guests open documents.
Send, edit or discard AI drafts in the Q&A, and run “Check completeness” before you invite the next round.
The interest score works on every plan with data rooms, including the trial. AI draft answers need the room Q&A: Max ($87 per team per month), Unlimited and the Deal Room Pass. The completeness check is on paid plans – Pro, Max, Unlimited and the Deal Room Pass – up to 5 checks per team a day. Plans & pricing
No. It is off by default. You turn it on in the settings of each room where you follow up with visitors – a sale, a fundraising round, a tender – and choose which parts to use. Rooms for clients, HR or the board stay as they are.
From what each guest does in the room: how recently and how often they visit, return visits, the share of documents and pages they read, time on key documents such as the financial model or the term sheet, downloads, colleagues from the same company and questions asked. No AI is involved, and you see the reasons next to every score.
No. The AI writes a draft that only the room managers see. Nothing reaches the guest until someone clicks Send – or edits the draft and sends it.
Only from the documents in that data room. Every fact is cited with the document name and page; when the documents do not answer the question, the draft says so instead of guessing.
Built-in checklists for M&A sell-side, fundraising or a VC round, real estate, client onboarding and board packs. For any other purpose, describe it and the AI proposes the items itself.
Up to 5 per team a day on paid plans. Each check also uses one AI request of the team’s monthly allowance, and the last result of every room is kept.
3-day free trial, then a free plan. No credit card required.
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