Datasite Pipeline®

Capture opportunities in one place

Why choose Datasite Pipeline for your opportunity management needs

Oversee all buy-side opportunities and enjoy seamless collaboration.
One source of truth

Manage all crucial details about your opportunities - contacts, financial data, deal documents, meeting notes, and more.

Focused reviews

Dashboards visualize your pipeline. Tear sheets summarize targets. Saved views filter scope. Export it all with one click.

Access & collaborate

Keep the latest details accessible to the team. Real-time updates ensure everyone stays current with accurate information.

Capture everything

Forward content straight to the project inbox. Create contacts on the go with the mobile app. Add opportunities using the Outlook add-in.

Fine-tuned permissioning

Protect confidential analysis. Control access to dashboards, documents, and trackers. Limit any column or row.

Seamless deal flow

Keep the momentum and glide into the next stage with Datasite Diligence or Acquire, bringing the files you’ve already uploaded. 

All the tools you need

Dashboard

Track opportunities from every angle

Trackers

Consolidate your Excel spreadsheets

Inbox

Email directly into your project

Contacts

Keep all contacts in one place

Documents

Retain every record for all your opportunities

Outlook Add-In

Capture target details straight from Outlook

Ready to get started? Contact us

What to look for in a pipeline management application

You need more than just a shared spreadsheet. You need a way to compare and prioritize potential targets, organize all your target contacts and documents, and track touchpoints.​ You need one source of truth. You need Datasite Pipeline.

Virtual data room app, Datasite Pipeline™'s "Trackers" feature

Seize success with Datasite Assist Elite

Call on expert support to help you chase strategic goals. Your Elite partner will analyze how you use Pipeline and your Datasite subscription, to draw maximum value from it. All in addition to practical help throughout your deals via Datasite Assist, available 24/7/365 in 20+ languages.

Datasite Assist consultant ready to help with a data room project

Why Datasite is a trusted partner

Discover how other dealmakers have succeeded with Datasite Pipeline
  • Being able to track targets more formally with Datasite Pipeline has been important as we’ve grown – to be able to have a single point of truth.

    Liz Mountjoy, Senior Vice President – Strategy and M&A, Performance Food Group

  • Before Datasite, we managed our pipeline with Excel spreadsheets, mass emails, and multiple shared sites for document storage. Now, we have a secure and centrally-managed robust pipeline of 3,000+.

    Datasite Pipeline has enabled us to strategically analyze targets and more efficiently close a greater volume of deals.

     

    VP, M&A – Fortune 500 Company

  • Work on our M&A pipeline is now so much easier – reporting, in particular, is effortless and at least 80% faster. In Pipeline I can create customized views of all our targets, grouped by business unit or by stage, and give executive management a bird’s eye view of our M&A activity at a moment’s notice.

    Corporate development manager, multinational tech company

New features

  • color palette gif for new features page
    Custom colors to reflect your brand

    Admins can now create color palettes to customize dashboards and trackers. Personalize your projects for a cohesive look, whether you're sharing your screen or exporting for a presentation.

  • Prominent search bar

    We've relocated our search bar so it's easier for you to find and use. Same great and powerful search, just more easily accessible.

  • Trackers smart importer updates

    Import your Excel into trackers - now easier than ever! Transforming Excel files into dynamic, integrated due diligence lists is a snap with the recent updates to our trackers smart importer, making it faster than before:

    • Manual customization for seamless data alignment
    • Clear, guided workflow designed to reduce setup time
    • Expanded compatibility, now supporting Pipeline with smart import capabilities

Frequently asked questions

What is Datasite Pipeline?

Datasite Pipeline is where you advance your next buy-side deal. It is a centralized pipeline management application to help dealmakers identify and seize more buy-side opportunities. Capture every lead in one clear channel, so you can react faster. Compare and prioritize potential targets, manage contacts and documents, track touchpoints, and visualize progress all in one place.

How does Datasite Pipeline support my deal lifecycle?

With Datasite Pipeline, break free of spreadsheets and discover smarter, simpler strategizing to target your next opportunity. Manage everything centrally to eliminate friction. Then when you’ve found your target, move into buy-side due diligence in a matter of minutes to accelerate your deal flow. All your deal needs are in one M&A platform.

Do I need training to use Datasite Pipeline?

Not at all. Treat yourself to a seamless user experience and an intuitive interface unlike other M&A platforms. You’ll be uploading and organizing your opportunities, contacts, communications, and documents in no time – even if you’re a first-time user. Should you hit any problems, reach out to our expert product support specialists. They’ll get you back on track straight away.

What do I need to access Datasite Pipeline?

In today’s M&A landscape, you need to make deals wherever you like. Datasite is device and browser agnostic. It’s a secure web-based app that works on Windows machines or on a Mac. Keep your opportunities moving using Google Chrome, Mozilla FireFox, Microsoft Edge, or Safari.

How do I start a new Datasite Pipeline project?

Sign a statement of work, and we’ll assign a Datasite project manager to your project right away. In a matter of minutes, you’ll be ready to access the most trusted M&A platform for all your deal lifecycle needs. Set permissions, invite users, and you’re away.

Streamline your workflow with Datasite

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