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Why choose Datasite?

Datasite is your trusted partner for dealmaking solutions.

A group of people sitting at a table with laptops

Because we know what you need

  • Expertise

    Expertise

    • 50 years of capital transactions experience
    • More than 55k M&A deals run annually
    • 2m+ users since 2020, across more than 180 countries
  • Security

    Security

    • ISO/IEC 27001, 27017, 27018, 27701, 42001 & SOC 2 Type II
    • Encryption of data both at rest and in transit
    • Option for single sign-on (SSO), multi-factor authentication (MFA), and information rights management (IRM)
  • Support

    Support

    • Call on Datasite Assist® 24/7/365 in 20 languages
    • Proactive assistance from your Project Pro
    • Practical help with time-consuming tasks
    • Strategic consulting on using Datasite
  • Technology

    Technology

    • State-of-the-art technology stack
    • Extensible and reusable microservices architecture
    • Machine learning infrastructure designed for M&A
    • Unparalleled reliability and fault tolerance

Expertise

M&A premium expertise

M&A process expertise drives everything we do - from our innovative technology to our approach to service. Datasite puts 50 years of dealmaking experience in your corner.

A platform built by experience

Every application, every capability, every feature in Datasite was built from observing more than 100,000 past engagements. Realized for your benefit. Committed to your future success.

Commitment to excellence

Award-winning company, leaders, teams and products - all focused on your needs and goals. Consistent and leading NPS scores. And best-in-class response times.

Support

Anything. Anywhere. Anytime.

Around the world and around the clock, Datasite Assist is around for you. Our team is ready 24/7/365 to share 50 years of experience in 20 languages.

Hands-on support

Get proactive assistance throughout your transaction from your Project Pro. This dedicated expert will work on your behalf to ensure you have all that you need.

Practical help

We’ll handle the most time-consuming tasks to help you move faster. Importing and structuring content, setting permissions, customizing dashboards – and much more.

Effortless technology

Solve queries, arrange training, and manage billing in the Datasite Assist® portal. Find how-to guides and videos, browse FAQs, and chat with our helpful digital assistant.

Strategic consulting

Unleash the full potential of Datasite with our premium service: Datasite Assist - Elite. An expert from our team will help you optimize your processes for maximum value.

Just tap, type, or talk

Tap your screen to reach us in moments. Live-chat with experts from your keyboard. Or pick up the phone at any time of day or night. We’re ready to assist.

Security

Maintaining global standards

Datasite products are ISO/IEC 27001 certified since 2007, and are also ISO 27017, 27018, 27701, 42001 certified, and have SOC 2 Type II attestation.

Dedicated security team

Datasite maintains a team of in-house experts to provide an extra line of defence in addition to our hosting provider’s security.

Committed to data privacy

Datasite enforces strict policies for our employees and contractors pertaining to the collection, use, retention, transfer, disclosure and destruction of any personal data belonging to a Datasite user, employee or customer.

Data and content security

Datasite encrypts data both at rest and in transit, and purges files 30 days after project close. Files are protected by advanced permissioning and secure formats, access can be denied after download, and sensitive content can be redacted. Archives provide long-term legal protection.

Platform security

Securely hosted on Microsoft Azure. Cloudflare provides WAF and also DDOS protection. Separate storage for user information, app data and logs.

Vulnerability assessment

Regular code scans, vulnerability assessments and penetration testing conducted by industry-recognized third parties.

Technology

Microservices platform

Designed to allow continuous updates and feature additions. Elastic scaling adjusts automatically based on demand. The platform ensures security, fault tolerance, and reliability.

Platform container and micro front end capabilities

Ensures all components run quickly and reliably across all systems. Facilitates customized, reusable, and extensible solutions.

No scheduled downtime

We're committed to 99.5% uptime and we never schedule downtime. Even when we're making significant upgrades, Datasite stays fully operational. We've sustained 99.9+% uptime since February 2022.

Automated CI/CD pipeline

Continuous Integration / Continuous Deployment (CI/CD) pipeline automates software delivery. Enables daily updates and resolves issues in hours instead of days or weeks.

Mobile-first design principles

Watch, phone, tablet, laptop, or desktop. Web browser or mobile app. Datasite is designed to work how you want, so you can work where you want.

AI/ML tech stack

Tools for model development, data visualization, and annotation are integrated in the Datasite AI/ML foundation, delivering smarter, better applications for you.

What you want to know

Our company-wide organizational security policies and procedures include:

  • Regular and mandatory training for all employees in security awareness and data privacy
  • All employees must adhere to Datasite's Code of Conduct and Confidentiality Agreements, and affirm these annually
  • Software Engineering staff must also complete annual training in secure coding
  • Annual testing of our security incident response—this includes external and internal notifications, escalation procedures and communications criteria
  • Program to allow security researchers to find and inform us of vulnerabilities
  • An Access Management Standard, based on roles and responsibilities, requires quarterly review and documented approval—in the event of termination, access is removed within 24 hours
  • Infrastructure and application penetration testing conducted by an industry-recognized third party
  • Datasite runs securely on Microsoft Azure
  • Microsoft Azure has built-in data redundancy (i.e. multiple backups in multiple locations)
  • All Datasite locations are secured with key card access
  • Critical infrastructure components are additionally segregated
  • Suppliers must be registered for access to office premises
  • Suppliers are always accompanied by Datasite personnel when on the premises
  • User information, app data, and logs are stored and maintained separately
  • Passwords are encrypted
  • Events are captured, monitored, and actioned in real time
  • Infrastructure penetration testing done by industry-recognized third party
  • File destruction begins at 30 days post project closure and meets NIST 800-88 guidelines
  • Platform data secured in transit using TLS 1.2 encryption
  • Data at rest secured with AES 256 encryption
  • Vulnerability scans conducted regularly
  • Cloudflare Web Application Firewall (WAF) monitors for malicious events
  • Cloudflare DDOS protection detects and mitigates distributed denial-of-service attacks

Every Datasite product is built around rigorous security. You can execute deals end-to-end without leaving the security and comfort of the project environment. Key features include:

  • One secure environment for all deal activity, including sourcing, marketing, preparation, due diligence, negotiation, closing, PMI and value capture—data never leaves the secure space
  • Application Code is regularly scanned through the deployment process to ensure any vulnerabilities are found
  • Securely manage every phase of due diligence, including Q&A, analytics and redaction
  • Give project subject-matter experts limited admin rights to upload and publish documents
  • Protect documents from unauthorized copying with advanced watermarking
  • Control access to content down to the word-level with embedded redaction
  • Turn on, turn off, and update granular user permissions
  • Set and verify permissions prior to inviting users to your project.
  • Manage permissions—whether real time or staged— by user, group, or document
  • Utilize biometric security on mobile devices
  • Change permissions for your users from your mobile device
  • Control the content of your project access disclaimers, as well as how often they’re accepted
  • Elect to set up single sign on (SSO) at an organization level to streamline and secure access to projects
  • Opt for Multifactor Authentication (MFA) as an additional layer of identity verification to increase security
  • Share content with reviewers securely, while maintaining full control over it via Information Rights Management (IRM)

Datasite is committed to conducting its business in accordance with all applicable Data Protection laws and regulations and in line with the highest standards of ethical conduct. Datasite maintains policies that establish expected behaviors of its employees and contractors in relation to the collection, use, retention, transfer, disclosure and destruction of any personal data belonging to a Datasite user, employee or customer.

Information on how Datasite processes personal data can be reviewed here.

  • Datasite is the first data room provider certified to ISO/IEC 42001 – the global standard for responsible AI governance
  • Datasite products are ISO 27001 certified since 2007
  • Datasite products are also ISO 27017, 27018, and 27701 certified
  • Datasite products obtain a SOC 2 Type II attestation on an annual basis

Your results

Worldwide impact

  • Top 4Of the top 5 M&A deals in 2025
  • 2m+Users since 2020
  • 55k+M&A deals run annually
  • $10t+In transactional value since 2020
featured image

Gilmour Space – Protected R&D during fundraising

Essential capabilities of Datasite

Track deal progress from every angle.

Transform data into actionable information.

Consolidate your Excel checklists.

Download fact sheet

Redact (and unredact) with confidence.

Bring order to a cumbersome process.

Download fact sheet

Keep things moving while on the go.

Download feature map

Who chooses Datasite?

Goldman Sachs
Houlihan Lokey
Johnson & Johnson
Blackstone
“Datasite has made the process a lot more efficient.”

Hilary Morrison

Vice President, Capstone Partners

Want to see why so many leading companies have used Datasite?

Want to see why so many leading companies have used Datasite?