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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