Inform with Grata Intelligence
Identify better opportunities, build conviction faster, and win more of the right deals with the agentic AI workspace.
Connect
Bring your AI into every deal
Datasite Connect, your team’s subscription, brings approved AI tools — like Claude, ChatGPT, Microsoft Copilot, or Blueflame — to every deal. Connect to your workflows, and turn answers into action, faster.
your connection
Your essential AI connection
Make AI part of every deal
Keep your team connected to AI across permitted projects - using Blueflame or the AI tool of your choice. No need to manage connections deal by deal.
Less searching. More dealmaking.
Find answers faster and make informed decisions. Spend less time switching between systems or handling documents manually.
Move faster without compromising compliance
Put AI to work on sensitive deal content. Keep the security and control your transactions demand.
Stay in control as you scale
Manage team access, usage, and credits centrally through a designated account administrator.
Put your AI to work on your next deal
Give your team consistent access to deal content and workflows through the AI tools they already use.
Trusted By
Stay connected. Stay in control.
Scale AI access across your deal team under one annual subscription, with centralized oversight.
Find relevant information across the deal content you’re authorized to access, with source-grounded answers you can verify.
Turn open buyer questions into draft responses grounded in supporting deal documents, ready for your team to review.
Identify missing, incomplete, or potentially overlooked information and launch with confidence.
See who has access, which roles apply, and where permissions may need attention across your Datasite project.
Quickly distill key information from permissioned deal content so your team can get up to speed faster.
Your essential AI agent
Agentic AI that gets M&A
Transact with Blueflame
Ask natural questions, generate review-ready outputs, and spot potential gaps with AI inside your data room.
Decide with Sherpany
Make the most of your meetings and compound your impact with Sherpany’s management technology.
Inform with Grata Intelligence
Identify better opportunities, build conviction faster, and win more of the right deals with the agentic AI workspace.
Transact with Blueflame
Ask natural questions, generate review-ready outputs, and spot potential gaps with AI inside your data room.
Decide with Sherpany
Make the most of your meetings and compound your impact with Sherpany’s management technology.
The most trusted virtual data room provider
- 2m+2m+Users since 2020
- Top 25Global IBs use Datasite
- Top 4Of the top 5 M&A deals in 2025
- 55k+55k+M&A deals run annually
- 2m+2m+Users since 2020
- Top 25Global IBs use Datasite
- Top 4Of the top 5 M&A deals in 2025
- 55k+55k+M&A deals run annually
Ready to connect your AI?
See how Datasite Connect brings your existing AI into your deal workflows.
Awards
Recognized for innovation, usability, and customer satisfaction
Best Ease of Use
Awarded by Capterra based on customer satisfaction ratings.
TrustRadius Top Rated
Awarded by TrustRadius based on verified customer satisfaction ratings.
BIG Artificial Intelligence Excellence Award
Recognized by the Business Intelligence Group (BIG) for excellence in bringing AI to life and applying it to solve real problems.
2026 Best Companies List
Seramount's annual list recognizes organizations that set the standard for workplace culture, employee well-being, and support for working parents.
Inside Sales Team of the Year
Recognized by the Stevie Awards for Sales & Customer Service for excellence in customer service, contact center, business development, and sales professionals.
Domain Specific AI Platform of the Year
Datasite, Grata, and Blueflame AI were recognized with a Stevie Award for Technology Excellence, honoring their unified AI-powered platform for private market dealmaking.
The essential M&A infrastructure
Close the gaps
When sourcing, diligence, and decisions happen in silos, momentum stalls and you lose valuable context.
Bring your people, workflows, and intelligence together with the essential infrastructure for M&A.
Trust
Secure your deals with confidence on the platform dealmakers trust to protect the world’s biggest transactions.
Trust
Secure your deals with confidence on the platform dealmakers trust to protect the world’s biggest transactions.
Your essential security
Protect your deals
AI governance
The first data room to be certified with ISO/IEC 42001 for AI governance.
Data encryption
Safe hosting on Microsoft Azure and data encryption in transit and at rest.
Global compliance
GDPR and CPRA compliant, ISO/IEC 27001, 27017, 27018, 27701 certified, and SOC 2 Type II attested.
Operational assurance
Trusted third parties conduct regular code scans and penetration tests.
“Datasite has made our process very, very easy.”
COO & General Counsel, Asset Management Firm
Success stories to inspire your next deal
See real results from leading organizations that trust Datasite to move their deals forward when the stakes are high and pressure is mounting.
Human expertise behind every deal
Datasite Assist is your global support team, available 24/7/365 in 20+ languages. With a 4.5 CSAT score and 50,000+ hours saved on projects, our experts are ready to help with any of your deal needs.
North America
Connect your AI to your deals
Get exclusive access
Bring your team's approved AI into your deal workflows. Extend access across your team.
Activate Datasite Connect
Access the Datasite Connect portal to get started.
Frequently asked questions
Datasite Connect gives your team access to deal content and supported workflows through its approved AI assistant. Access extends across permitted Datasite projects.
The free MCP connector provides individual access. Datasite Connect extends that access across your deal team under one annual subscription. Team access and usage are managed centrally.
Yes. Datasite Connect works with your team's approved AI assistant. You can also use Datasite's built-in assistant if you prefer.
You can access content across projects you're authorized to work on. Existing Datasite permissions and project boundaries still apply.
Datasite Connect preserves existing roles, permissions, and project boundaries. Full deal documents remain within Datasite's protected environment. AI-generated answers are traceable to their sources.
Yes. You can retrieve and analyze information. You can also use natural-language instructions to initiate supported Datasite actions.
Get exclusive access
Join the waitlist to get exclusive access to Connect.