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.
Why choose Datasite Prepare for your data room needs
Be deal ready the moment your client is ready to go
All the tools you need
Ready to get started? Contact us
What to look for in a deal preparation data room
You need more than just a way to exchange documents. You need a way to manage your checklists and task lists. You need smart tools such as Artificial Intelligence (AI)-enhanced redaction. You need it now - without a contract. You need Datasite Prepare.
All this plus Datasite Assist
Every project includes round-the-clock assistance at no extra cost. Find answers at your fingertips via the Datasite Assist portal, packed with FAQs, how-to guides, tutorial videos, articles and more. And call on 50+ years of dealmaking expertise, available 24/7/365 in 20+ languages. Just tap, type, or talk.
Why Datasite is a trusted partner
Discover how other dealmakers have succeeded with Datasite Prepare
-
Being able to redact 40% faster with Datasite vs. our previous manual approach enabled us to hit our go-live deadlines.
Deputy Director of M&A, OTE Group
-
We went from bid to close in 21 days, and could not have done it without the efficiency of Datasite Diligence.
Frank Rizza, Co-Head of Sales & Account Management, Aite-Novarica Group
-
Datasite offers a high level of efficiency. You can track which documents investors are seeing and interacting with. The layout, design, and UI are very efficient. The investors’ feedback was that it was very easy to use.
Ned Phillips, Founder & CEO, Bambu
New features
-
Custom colors to reflect your brand
-
Copy links to filerooms and folders
In additional to sharing links to individual files, Datasite users can now right-click and get shareable links to folders and filerooms. Paste the link into an email or message, and alert your team to areas of the data room that require attention or review.
-
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.
Frequently asked questions
What is Datasite Prepare?
Datasite Prepare is a Virtual Data Room (VDR) designed specifically for advisors to accelerate deal preparation. Datasite Prepare provides you ultimate commercial flexibility – no need to sign a statement of work. Have access to all the capabilities you love in Datasite Diligence to load, organize and prepare your deal. Then when your client is ready, convert to a Datasite Diligence project and turn your project live.
How does Datasite Prepare support my deal lifecycle?
Datasite Prepare lets you accelerate deal preparation. Start a Datasite Prepare data room before you have the mandate from your client. No need to sign a statement of work. Get everything ready in advance and once the client is ready to go – we can convert your data room to a Datasite Diligence project and your project is live!
Do I need training to use Datasite Prepare?
Not at all. Treat yourself to a seamless user experience, and an intuitive interface. You’ll be uploading and organizing files 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 Prepare?
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 deal moving using Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari. You can also download the Datasite mobile app and manage your deal on your iOS or Android device.
How do I start a new Datasite Prepare project?
Talk with your Datasite sales representative and we can setup a Datasite Prepare data room without need of a statement of work. Then, in a matter of minutes, you’ll be ready for initial document upload. Set permissions, invite users, and you’re away.
Streamline your workflow with Datasite
Intelligence
Smarter, faster M&A decisions powered by AI
Pipeline
Advance your buy-side opportunities
Outreach
Effortlessly manage your deal marketing
Prepare
Accelerate transaction readiness
Diligence
The premier sell-side data room
Acquire
The world’s first data room built for acquisitions
Archive
Preserve and protect your project data