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Specter

Specter Changelog

Release notes for Specter — human-led AI workflows for due diligence.

21 updates

v1.12.0Feature

Organizations, Sharing & Baseline Review

Share projects across an organization, and accept baseline figures a reporting period at a time.

  • Organizations: access decisions now resolve in one place, and sharing a project works end to end.
  • Financial baseline: accept a whole reporting period at once instead of line by line.
  • The tracking list replaces the old export view, with per-row fulfillment status and pinned rows on by default.
Announcement

SOC 2 Type 2 and GDPR Compliance

Ur AI completed its SOC 2 Type 2 examination and GDPR compliance programme, covering the controls Specter runs on.

  • Audit logging, access control and admin accountability were built to the SOC 2 criteria rather than retrofitted to them.
  • GDPR data-subject rights are served by real endpoints — access, erasure, portability and records of processing.
  • The Trust Center at trust.ur-ai.net carries the current reports and control status.
v1.11.0Feature

Cloud Data Room Connectors & the Equity Bridge

Import straight from Google Drive, Dropbox, Box or OneDrive, and bridge enterprise value to equity value with diagnostics you can audit.

  • Connect Google Drive, Dropbox, Box or OneDrive to a project and import into the Data Room with the cloud folder structure preserved.
  • Sync is on demand, not continuous: a freshness badge shows when a linked folder has changed, and you press Resync. A re-import skips any file whose content hash proves nothing changed, and every file that fails records why.
  • Unlink a cloud folder whenever you like — the files already imported stay where they are.
  • Equity bridge: a balance-sheet bridge from enterprise value to equity value, with its own table, diagnostics and export.
  • Valuation now covers negative-EBITDA cases through an EV/Sales route, a net-asset-value floor, and an explicit build-options view.
  • Staleness banners say when a projection or valuation no longer reflects the figures underneath it.
v1.10.0Feature

Report Export & Grounded Research

Export a finished report as Markdown, Word or PDF, and see exactly which research run produced what you are reading.

  • Export a report as Markdown, Word or PDF, with an executive summary generated only from what the report itself contains.
  • Research carries provenance at the run level: a report says which research produced it, and a banner appears when research it expected is missing.
  • Red Flags can generate its own structure when a project has none, gated on what that project actually supports.
  • A notification says “ready with gaps” when a step did not run, instead of reporting plain success.
  • One confirm dialog across the application; the browser’s native dialogs are no longer used.
  • Uploads are checked against the allowed content types in the browser, and server-side rejections are surfaced rather than swallowed.
v1.9.0Feature

Valuation Baseline, Comparables & Analysis Language

Driver-level projections that fade to a terminal rate, comparables you can regenerate deliberately, and one resolved language per analysis.

  • Financial baseline: driver-level projections that fade to a terminal rate, approved EBITDA adjustments shown in both the waterfall and the table, and diagnostics that explain a valuation’s sign.
  • Comparables: complete target profiles with an explicit regenerate action, published under a fencing token so two regenerations cannot collide.
  • One analysis language is resolved at every baseline entry point, and the prose the interface writes is localized with it.
  • Email notifications for structure and classification milestones, grouped into a section digest rather than sent one at a time.
  • A step that legitimately finds nothing to do is treated as done, so the steps depending on it are no longer left blocked.
v1.8.0Feature

Notifications, Encrypted Files & a Faster Data Room

Know the moment work finishes, open password-protected files without leaving the app, and wait less for large libraries.

  • A notification bell with live arrival toasts and deep links into the work that just finished.
  • Password-protected files are detected on upload and opened with a password prompt, instead of failing as unreadable.
  • Batch uploads are fault-isolated: one file’s failure no longer takes the batch with it, and interrupted uploads retry.
  • Ingestion carries a completeness invariant, so financial rows are never silently dropped.
  • PowerPoint and Markdown files preview inline, and legacy .doc uploads work end to end.
  • A broad performance pass across ingestion and retrieval — parallel table fetches, pooled CPU work, and PDFs rendered in page ranges from a single open.
v1.7.0Feature

Conversational Analysis Rebuilt, Spanish, and Session Security

A rebuilt conversation surface with a proper citation viewer, Spanish end to end, and sessions hardened to enterprise expectations.

  • Conversational analysis rebuilt: a citation viewer with page navigation and full-screen reading, sources grouped by kind, and Excel, Word, CSV and text rendered inline instead of downloaded.
  • Scope a conversation to part of the data room with a file picker, or query the generated reports instead — Specter’s own outputs appear as files you can filter on.
  • Chat sessions persist, with suggestions on the empty state and a rolling summary that keeps long conversations coherent.
  • Spanish added end to end, alongside Japanese and English.
  • Library management with versioning, a slide view for business analysis sections, and charts enriched in the background and regenerated selectively.
  • Sessions moved to httpOnly cookies with CSRF protection, rate-limited authentication, and detection of refresh-token reuse.
  • GDPR data-subject endpoints (Articles 15, 17, 20 and 30) and SOC 2 logging, monitoring and admin accountability.
v1.6.0Feature

Shared Engine, Project Dashboard & Shared Links

Analysis moved onto the same document intelligence engine Nebula runs on, with a project dashboard and links you can send outside the account.

  • Analysis generation moved onto the shared engine Specter and Nebula both build on, so a document is parsed once and reused across every analysis.
  • A project dashboard summarizing library state, processing progress and analysis coverage in one place.
  • Shareable section links, so a finished section can be sent to someone without an account.
  • A reference library selector, to scope an analysis to a chosen subset of documents.
  • A chat scope selector: query the data room, the generated reports, or both.
  • Red Flags export questions and DDQ request data, plus a project context dialog captured after upload.
v1.5.1Improvement

Search Variants, Pagination & Red Flags

Smarter Japanese search with automatic name variants, pagination across data listings, and improved Red Flags accuracy.

  • Search now generates kana, romaji, and abbreviated name variants automatically for more comprehensive results across Japanese data sources.
  • Pagination and search history added to Registry and other data-heavy views.
  • Prefecture-based filtering and ranking for Nenkin and Kanpo results.
  • Table of Contents sidebar with auto-scroll for long CDD reports.
  • Red Flags analysis prompts improved to reduce false positives.
v1.5.0Feature

Web CDD, Registry & Data Room Rebuild

Full Web CDD workflow, a new Registry module for Japanese compliance records, and a reorganized Data Room.

  • Web CDD: run competitor due diligence with citations, table of contents, summary views, and export to data room.
  • Registry: search Nenkin (pension registry) and Kanpo (government gazette) records for target companies.
  • Classification and structure tree redesigned — creating a project now auto-generates its structure.
  • Red Flags and Teaser Analysis now support running multiple independent analyses.
  • Data room reorganized into Uploads, Outputs, and Registry tabs with folder tree view.
v1.4.1Improvement

Presentations, Web Fetch & AI Models

Redesigned presentation generation, new web fetch capability, and expanded AI model options.

  • Dedicated presentations page for managing and downloading generated PowerPoint decks.
  • Web Fetch: pull content from any URL into your analysis and save results to the data room.
  • Choose from Claude, Gemini, Qwen, or OpenAI models for analysis.
  • Improved progress indicators for long-running operations like document processing and report generation.
  • Analysis outputs and web fetch results automatically added to the combined document library.
v1.4.0Feature

UI Refresh, Security & File Formats

Refreshed interface, two-factor authentication, and support for 10+ document formats.

  • Visual refresh across all pages with cleaner layouts and consistent navigation.
  • Two-factor authentication (TOTP) with trusted device option. New profile pages for session management and login history.
  • Upload DOCX, PPTX, TXT, HTML, RTF, images (PNG, JPG), and EML emails alongside PDF and Excel.
  • Password reset flow added. IP address and device tracking on login for security.
v1.3.1Fix

Excel Processing & Stability

Fixed Excel, XLS, and CSV processing to handle empty cells and formulas correctly. General stability improvements.

  • Formulas stripped from Excel files before analysis to avoid misleading content.
  • Trailing empty rows and columns trimmed to reduce unnecessary processing.
  • Improved error handling and timeout management for large document sets.
v1.3.0Feature

Web CDD & Analysis Language

Company research you can pull straight into the data room, and a language choice at every step of the pipeline.

  • Web CDD: AI-powered company research with findings you can import into your data room.
  • Language selection at each step of the analysis pipeline for Japanese, English, or other output languages.
v1.2.2Feature

Gemini & Processing Optimizations

Gemini as an alternative model for analysis, and faster document processing.

  • Gemini model option added alongside OpenAI for analysis.
  • Document processing optimized with batched status updates and reduced token usage.
  • Interdependency analysis across sections for deeper structural insights.
v1.2.1Improvement

Page Citations & Stability

Citations now link to specific page numbers in source documents. Processing reliability improvements.

  • Analysis citations include page numbers so you can verify sources directly in the original document.
  • Improved processing progress percentage accuracy.
  • Page-level document classification for more granular content categorization.
v1.2.0Feature

Data Room, Presentations & Teaser Analysis

Centralized data room for all project files, PowerPoint generation from analysis results, and Teaser Analysis.

  • Data Room: organize uploads, outputs, and downloaded files in a folder hierarchy with search, rename, and bulk operations.
  • Generate and download PowerPoint presentations from your analysis — per section or full report.
  • Teaser Analysis for quick preliminary assessments, with timestamped history.
v1.1.1Improvement

Parallel Uploads & Progress Tracking

Upload multiple files simultaneously with real-time progress tracking. Audit log sorting and streaming fixes.

  • Files now upload in parallel for significantly faster library setup.
  • Progress bar shows document processing status in real time.
  • Audit logs sortable by date. Streaming connection stability improved.
v1.1.0Feature

Due Diligence & Business Analysis

Full analysis pipeline — upload documents, generate a report structure, classify content, analyze each section, and export formatted reports.

  • Business Analysis module with end-to-end workflow: structure generation, document classification, section-by-section analysis, and report view.
  • Editable structure tree — add, remove, and reorder sections before running analysis.
  • Analysis results appear as they are generated instead of waiting for the full run to complete.
  • Export results as Excel spreadsheets or download as ZIP.
v1.0.1Improvement

Downloads, Dedup Audit & Early Polish

Download results as Excel or ZIP, deduplication audit logging, and initial UX improvements.

  • Download analysis results as Excel spreadsheets or ZIP archives.
  • Deduplication audit log tracks every duplicate detection decision.
  • Privacy notice added. File upload simplified with better error messages.
  • Same-name file and folder upload handling. .DS_Store files automatically rejected.
v1.0.0Announcement

Platform Launch

Initial release with project management, document upload with deduplication, and user authentication.

  • Create and manage projects with file upload supporting PDF, Excel, and CSV.
  • Automatic duplicate detection before upload using file hashing.
  • User authentication with email verification, login, and protected routes.