Profile Settings
Manage your personal information and display preferences.
Profile Photo
Your avatar appears across the platform and in shared links.
DV
JPG, PNG, GIF up to 5MB
Personal Information
Update your name, email address, and professional details.
Preferences
Customise your Deal Vault experience.
Dark Mode
Use the dark theme across all pages
Compact Sidebar
Collapse sidebar to icon-only view
Security
Manage your password and account security settings.
Change Password
Use a strong, unique password to protect your account.
Two-Factor Authentication
Add an extra layer of security to your account.
Enable 2FA via Authenticator App
Use Google Authenticator, Authy, or similar
Email Verification on Login
Require email code on each new device
Active Sessions
Devices currently signed in to your account.
Current Device
Chrome · Web · Active now
Notification Preferences
Choose how and when Deal Vault notifies you.
Email Notifications
New document uploaded
When someone uploads to your project VDR
Compliance flag raised
Immediate alerts on compliance issues
Deal stage change
When a project moves to a new stage
AI analysis complete
When AI finishes document analysis
Weekly digest
Portfolio summary every Monday morning
In-App Notifications
Toast notifications
Show brief popups for actions
Sound effects
Audio cue for important alerts
AI & Claude Configuration
Connect your own API keys to power the Deal Vault AI Super-Assistant.
Claude API Key
Connect Anthropic Claude to enable real-time document analysis, risk scoring, and intelligent Q&A. Your key is stored encrypted in your browser.
Anthropic Claude
Powers document analysis, Q&A, risk scoring, and summarization
Not configured
⚠️ Important — API Credits vs Claude.ai Subscription:
Your Claude.ai subscription ($20/mo on claude.ai) gives you access to the website only — it does NOT include API access.
The Deal Vault AI requires a separate API credit balance at console.anthropic.com → Billing. Add a minimum of $5 in API credits to enable AI features.
Your Claude.ai subscription ($20/mo on claude.ai) gives you access to the website only — it does NOT include API access.
The Deal Vault AI requires a separate API credit balance at console.anthropic.com → Billing. Add a minimum of $5 in API credits to enable AI features.
ℹ️ How to get a Claude API key:
Visit console.anthropic.com → API Keys → Create Key. Your key is stored locally in your browser and never sent to Deal Vault servers.
Visit console.anthropic.com → API Keys → Create Key. Your key is stored locally in your browser and never sent to Deal Vault servers.
OpenAI API Key (Optional)
Optionally connect OpenAI GPT-4 as a fallback or for specific analysis tasks.
OpenAI GPT-4
Optional fallback model for AI features
Not configured
AI Model Preferences
Configure how the AI assistant behaves.
Contextual Memory
Allow AI to reference previous conversations
Auto-analyse new documents
Run AI analysis when files are uploaded
Streaming responses
Show AI responses as they are generated
Webhooks
Configure webhooks to receive real-time events from Deal Vault in your systems.
Active Webhooks
Endpoints that receive Deal Vault events
| Endpoint URL | Events | Status | Last triggered | |
|---|---|---|---|---|
| https://hooks.zapier.com/hooks/catch/... | document.uploaded, deal.stage_changed | Active | 2h ago |
Webhook Secret
Use this secret to verify webhook signatures on your server.
API Keys
Manage API keys for programmatic access to Deal Vault data.
Your API Keys
Production Key
Created Mar 1, 2025 · Last used 2h ago
dvk_prod_••••••••••••••••••••••••••••••
Active
API Documentation
Use the Deal Vault API to integrate your tools and automate workflows.
Integrations
Connect Deal Vault to your favourite tools and workflows.
Connected Apps
Slack
Send deal alerts and notifications to Slack channels
Zapier
Automate workflows with 5,000+ connected apps
DocuSign
e-Sign integration key and account ID
Salesforce
Sync deal data and contacts with Salesforce CRM
Data & Export
Export your data or manage storage settings.
Export Your Data
Download a full export of your Deal Vault workspace data.
Workspace Data
View and manage your stored projects and entities.
Danger Zone
Irreversible actions — proceed with caution.
Delete All Projects
Permanently delete all user-created projects from this workspace. Sample data will be preserved.
Delete All Entities
Permanently delete all user-created entities from this workspace.
Reset Workspace
Clear all local data and reset Deal Vault to a clean state. You will be signed out.
Delete Account
Permanently delete your account. This action cannot be undone.