Inform with Grata Intelligence
Identify better opportunities, build conviction faster, and win more of the right deals with the agentic AI workspace.
Sherpany
Make better decisions
Make every meeting count with Sherpany®. Align stakeholders, speed up decisions, and create action with one secure platform for intelligent decision-making.
Your essential meeting intelligence
Compound the value from your board and executive meetings. Bring stakeholders, information, and actions together so you can make better decisions and move forward with confidence.
With Agentic AI
Meetings that build momentum
Collaborate in real time. Track progress. Compound your impact.
Security
Keep confidential board materials secure with end-to-end encryption.
Automation
Build agendas in minutes and auto-generate records of every meeting.
Compliance
Keep timestamped, audit-ready records of every decision.
your Decisions
Minutes that matter
Better preparation
Save preparation time and build an optimized meeting agenda in just three minutes.
Secure storage
Keep decisions confidential under Swiss-hosted, compliant, and certified security.
Clear conclusions
Instantly know the context of every decision made in every meeting with searchable records.
Easy integration
Seamlessly set up meetings on your preferred software directly from Sherpany.
Connected platform
Close any gaps with a direct connection from diligence into your board package.
See what you can do with Sherpany
Trusted by
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.
Your results
Worldwide impact
- 140k+140k+Meetings
- 40%40%Productivity boost
- 20k+20k+Executive professionals
- 97.5%97.5%Annual customer retention
- 140k+140k+Meetings
- 40%40%Productivity boost
- 20k+20k+Executive professionals
- 97.5%97.5%Annual customer retention
Ready to upgrade your meetings?
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.
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.
Get started with Sherpany
Upgrade your meetings
Start saving time now and make every moment count towards a decision.
Stay current on M&A
Get the latest market news and platform updates directly to your inbox.
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