The Dashboard tab now gives you a dynamic, real-time view of your deal, from pre-launch readiness to live buyer engagement. A customizable layout lets you reorder and toggle widgets to match how your team works.
Why choose Datasite Prepare for your data room needs
Gain instant deal momentum, eliminate friction, and explore the benefits of Datasite before committing
All the tools you need
Inbox
Email directly into your project
Search
Navigate projects with intelligent assistance
Trackers
Consolidate your Excel checklists
Redaction
Redact (and unredact) with confidence
Mobile
Keep things moving while on the go
Ready to get started? Contact us
What to look for in a deal preparation data room
You need more than just a way to organize documents. You need a way to manage your checklists and collaborate with your deal team. You need AI-enhanced tools to index, summarize, and explain complex content. You need it now - at no cost. 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
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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
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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
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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
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Track your deal's progress at every stage
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Datasite mobile app v4.1 enhancements
Update your Datasite mobile app to access these improvements and more:
- Updated Project Overview: Now with a customizable high-level project view
- Data room categories: Get a fast snapshot of your data room with an organized category breakdown
- Q&A: Move between Q&A threads with a simple swipe and improved visibility to similar questions
- Copy documents: Easily duplicate documents to ensure all relevant content appears anywhere it is needed
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Custom-create your index in moments
Unsure where to begin? Enhanced Index lets you type in a quick description of your deal, and generates a folder and subfolder set for your deal.
Frequently asked questions
What is Datasite Prepare®?
Datasite Prepare is the AI-powered deal preparation platform built for M&A advisors, corporate development teams, and private equity firms. Structure, organize, and prepare for success with Datasite's core deal management capabilities. Start your deal now, at no cost. Work at your own pace before your engagement or mandate is confirmed. When you are ready to launch, convert to a live Datasite Diligence project instantly, with no re-uploading, no rebuilding, and no delays.
How does Datasite Prepare support my deal lifecycle?
Datasite Prepare supports the full pre-launch phase of your deal, from building and organizing your data room before a mandate is confirmed to managing document collection requests. When you are ready to open your deal to buyers, convert to a live Datasite Diligence project instantly.
Do I need training to use Datasite Prepare?
No. Datasite Prepare is designed for easy and immediate use without formal onboarding. Start by uploading your own folder structure or let Datasite AI create an index specific to your deal. Remove the manual setup that typically requires training on other platforms. If you need assistance, the Datasite Assist® is here to help 24/7 via phone, email, and live chat.
What do I need to access Datasite Prepare?
Only an internet connection and a supported browser. Datasite Prepare is a secure, web-based platform that requires no software installation and works on Windows or macOS via Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari. The Datasite mobile app is available for iOS and Android with biometric security, including fingerprint and facial recognition, keeping confidential deal data protected wherever you work.
How do I start a new Datasite Prepare project?
Create a free Datasite account to start preparing your deal in minutes. Build a custom index using Datasite AI, invite your deal team, and upload documents with drag‑and‑drop or the Inbox feature. You can also create and manage a Prepare project from within supported AI tools, as well as from the Datasite mobile app on iOS or Android. When you’re ready to open your deal to buyers, convert your project to a live Diligence room in a single step.
Streamline your workflow with Datasite
Grata
Unlock private market data and intelligence
Blueflame AI
Surface more precise investment insights
Datasite Diligence
Trust the premier data room
Datasite Acquire
Trust the premier buy-side data room
Datasite Pipeline
Capture opportunities in one place
Datasite Outreach
Optimize your deal marketing
Datasite Prepare
Be ready for any transaction
Datasite Archive
Preserve and protect your project data
Sherpany
Make meetings smart, efficient, and secure