**Projects**

This month’s Disclosure highlights a new set of features to help you build on shared context and get to insight faster. We focused on making collaboration seamless, analysis more powerful, and your day-to-day workflows easier to build and share. Here’s the latest from the Hebbia team.

Projects

Publish your work to a shared deal space so your whole team builds on the same context. No more scattered files or siloed work — ideal for deal teams reviewing the same VDR across analysts, associates, and MDs. Available to select customers, with general availability coming later this month.

Matrix Creation Flow

Hebbia's Matrix enables firms to analyze thousands of documents simultaneously. Our new Matrix creation flow makes it even easier, using a natural language wizard to guide users from concept to working analysis in two steps: selecting the right documents and automatically decomposing research questions into the right columns.

Personalized Onboarding

Personalize your Hebbia experience by role type, focus area, seniority, industry, and region by answering a few quick questions.

Latest LLMs in Hebbia

Access Anthropic’s latest models in Chat and Matrix.

Scheduled Agents

Schedule any Agent to run on a daily, weekly, or custom cadence. Query across your document sources, build slides, and deliver a polished summary straight to your inbox — on your schedule.

Global Company Search

Look up any company and Hebbia resolves it to a single global entity, then aggregates documents across all public libraries — SEC Filings, European Filings, Third Bridge, and more — so you get a complete picture without hunting across data sources.

Document Source Column in Matrix

Add Source as a column to your Matrix. Ideal for VDR workflows where grouping documents by folder is critical to staying organized across a deal.

Transfer Documents Across Matrix Workflows

Filter down to the exact documents you need in one Matrix, then send them directly into a new Matrix or Chat to keep your analysis moving. Perfect for VDR screens where you want to isolate a document type and immediately dig deeper — without starting from scratch.

Improved Document Understanding

Better parsing of tables, charts, images, and watermarked documents means fewer manual corrections and more reliable extractions — straight into your analysis.

Add Company Logos to Excel

Add your company logo to any Matrix with a single click, then download as a polished Excel file. A small touch that makes a big difference when sharing an earnings analysis or company comparison with your team or clients.

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ProductKavita Anand04.30.2026