FAQs
Frequently asked questions about Datasite
Questions by category
All questions
Top questions
- What is a VDR?
- What are the key benefits of using a data room?
- What are data rooms used for?
- How do data rooms work?
- How much does Datasite cost?
- How is a virtual data room different from general-purpose cloud storage?
- How much does a data room cost?
- Are there free data rooms available?
- Who uses data rooms?
- What is a due diligence data room?
- What is the typical structure of a data room for M&A?
- How are virtual data rooms used in M&A?
- How do data rooms contribute to regulatory compliance?
- Can data rooms be customized?
- What are some potential drawbacks of choosing the wrong data room provider?
- What are the future trends in data room technology?
What is Datasite
M&A and data rooms
- How can I accelerate due diligence?
- What are the risks in using a consumer-grade file sharing system vs. a purpose-built virtual data room?
- What happens during Q&A?
- What is a traditional data room?
- What is a virtual data room (VDR)?
- What is due diligence?
- What should I look out for when choosing a data room for M&A?
- What’s the best way to manage Q&A?
- Why use a data room, such as Datasite, designed exclusively for the M&A industry?
Working with Datasite
- How does Datasite price its technologies and services?
- How many servers does Datasite use? And what are the storage limits?
- What does Datasite do?
- What happened to Merrill Corp?
- What use cases does Datasite support?
- Where can I find your service level agreements (SLAs)?
- Where does Datasite do business?
- Why partner with Datasite?
Getting set up
- Can I set up a Single Sign-On (SSO) for my Datasite account?
- Can I use Datasite offline?
- Can I use Datasite on my phone?
- How do I start a new Datasite project?
- How much space does my team get?
- How was the Datasite user experience developed?
- Is Datasite compatible with my company’s IT network?
- Is there a size limit on document upload?
- What do I need to access Datasite?
Under the hood
Security and governance
- Does Datasite have a Vulnerability Disclosure Program?
- Does Datasite provide information rights management (IRM) controls?
- How does Datasite mitigate risk under the General Data Protection Regulation (GDPR)?
- How does Datasite protect project data?
- How does Datasite secure all my confidential documents?
- Is it safe to use Datasite mobile app on a personal device?
- Is the communication between the Datasite mobile app and backend secure?
- My IT department has questions about Datasite – what should I tell them?
- What data does the mobile app collect?
- What does Datasite do to make the mobile app secure?
Using the app
- Can I add a project disclaimer?
- Can I manage the frequency of alerts and notifications from Datasite?
- Can I use Datasite in different languages?
- Do I need training to use Datasite?
- How do I get support or contact my Datasite project manager?
- How do I set up permissions?
- How do I start a new project?
- Is it safe to use Datasite mobile app on a personal device?
- Is the communication between the Datasite mobile app and backend secure?
- What data does the mobile app collect?
- What does Datasite do to make the mobile app secure?
- What is content staging?
- Where can I find an online tutorial?
- Who can load files to my Datasite project?
A
- Application security
- Are answers generated by the Blueflame agent grounded in data room content?
- Are data residency requirements respected?
- Are data residency requirements respected?
- Are there any usage limits in Blueflame Research?
- Are there any usage limits in the Similar Companies app?
- Are there free data rooms available?
- Are there usage limits?
C
- Can Datasite Connect access all my projects?
- Can Datasite Connect do more than search documents?
- Can Datasite Pipeline replace spreadsheet-based deal tracking?
- Can Datasite Pipeline track historical activity and decisions on past deal targets?
- Can Grata integrate with my CRM?
- Can I add a light watermark to a dark document?
- Can I add a project disclaimer?
- Can I click on and interact with the charts?
- Can I compare a password-protected file?
- Can I compare graphical files?
- Can I convert a password protected file?
- Can I create a watermarked document for multiple recipients?
- Can I download a list of differences?
- Can I export my map?
- Can I integrate Blueflame with my existing data and systems?
- Can I manage the frequency of alerts and notifications from Datasite?
- Can I pay via ACH or direct transfer?
- Can I pay with a credit card?
- Can I redact a password-protected PDF?
- Can I redact multiple files at the same time?
- Can I remove a watermark?
- Can I search for a specific company or dealmaker?
- Can I search for differences?
- Can I set up a Single Sign-On (SSO) for my Datasite account?
- Can I synchronize scrolling and zooming across both documents?
- Can I undo redaction after I’ve processed the file?
- Can I use Datasite Marketplace apps with a data room?
- Can I use Datasite in different languages?
- Can I use Datasite offline?
- Can I use Datasite on my phone?
- Can I use my existing AI assistant?
- Can I use the mobile app to redact files?
- Can I watermark a password protected file?
- Can I watermark using the mobile app?
- Can MCP be used for buy-side workflows?
- Can data rooms be customized?
- Can external AI models access Sealk usage data?
- Can my deal information be used to train external AI models?
- Can my team play our rounds any day of the week?
- Can the Blueflame AI assistant automatically send answers to buyers?
- Can the functionality be turned off?
- Can the functionality be turned off?
- Can the tool convert a photo of a table?
- Compliance
D
- Data privacy statement
- Do I need a Blueflame subscription to use Datasite MCP?
- Do I need to contact anyone to get access?
- Do I need to install software to use the app?
- Do I need to watch all four webinar replays?
- Do I need training to use Datasite Acquire?
- Do I need training to use Datasite Archive?
- Do I need training to use Datasite Diligence?
- Do I need training to use Datasite Outreach?
- Do I need training to use Datasite Pipeline?
- Do I need training to use Datasite Prepare?
- Do I need training to use Datasite?
- Do you comply with GDPR?
- Does Blueflame or the LLM providers retain customer data?
- Does Blueflame or the LLM providers use customer data to train its models?
- Does Datasite Pipeline include company data or market intelligence?
- Does Datasite have a Data Processing Agreement in place with Blueflame?
- Does Datasite have a Data Processing Agreement in place with OpenAI?
- Does Datasite have a Vulnerability Disclosure Program?
- Does Datasite provide information rights management (IRM) controls?
- Does Datasite use AI?
- Does OpenAI retain customer data?
- Does OpenAI use customer data to train its models?
- Does Sealk use Datasite proprietary data?
- Does my team have to submit a scorecard after we complete each round?
- Does the Blueflame AI assistant respect existing data room permissions?
- Does the Blueflame agent provide source citations?
H
- How are AI actions captured in the audit trail?
- How are redactions, PII, and permissions handled?
- How are virtual data rooms used in M&A?
- How can Blueflame drive adoption across my entire firm?
- How can Datasite release new features without the need for downtime?
- How can I accelerate due diligence?
- How can I export my saved lists?
- How can I get the Blueflame AI assistant?
- How can I learn more?
- How can I purchase Datasite’s applications?
- How can I request a refund?
- How can advanced analytics in a virtual data room (VDR) enhance the diligence process?
- How can non-admin deal team members use these workflows?
- How can the Blueflame agent help during M&A due diligence?
- How current is the data?
- How do Datasite MCP, the Blueflame AI assistant, and the Blueflame AI platform work together?
- How do I access Market Mapper?
- How do I choose the right apps for my deal stage?
- How do I close the Project Visualizer?
- How do I customize my signature?
- How do I enable the Blueflame AI assistant for my project?
- How do I expand and collapse the Project Visualiser?
- How do I get access?
- How do I get started with Datasite APIs?
- How do I get support or contact my Datasite project manager?
- How do I install the Datasite mobile app?
- How do I learn more about Grata?
- How do I make my signature?
- How do I navigate back up through the folder structure?
- How do I reopen the Project Visualizer?
- How do I search for personally identifiable information (PII)?
- How do I search for words or phrases?
- How do I see billing history?
- How do I see folder information?
- How do I set up MCP after the webinar?
- How do I set up permissions?
- How do I sign a document?
- How do I start a new Datasite Acquire project?
- How do I start a new Datasite Archive project?
- How do I start a new Datasite Diligence project?
- How do I start a new Datasite Outreach project?
- How do I start a new Datasite Pipeline project?
- How do I start a new Datasite Prepare project?
- How do I start a new Datasite project?
- How do I start a new project?
- How do I start using Similar Companies?
- How do I start using the Blueflame Research app?
- How do I start using the Marketplace?
- How do I submit deal data or request credit for a deal?
- How do I turn on Project Dashboard?
- How do data rooms contribute to regulatory compliance?
- How do data rooms work?
- How do dealmakers qualify for the league tables?
- How do you ensure data privacy?
- How do you ensure external AI models safely interact with my deal information and maintain its privacy?
- How do you keep my deal information private from other users?
- How do you test your models?
- How do you use my deal information to train your internal AI models?
- How does AI differ from Generative AI?
- How does Blueflame protect sensitive deal information?
- How does Blueflame work with Datasite?
- How does Datasite AI help with due diligence Q&A?
- How does Datasite AI protect against accidental document disclosure?
- How does Datasite Acquire keep my data safe?
- How does Datasite Acquire support my deal lifecycle?
- How does Datasite Archive keep my data safe?
- How does Datasite Archive support my deal lifecycle?
- How does Datasite Connect protect sensitive deal information?
- How does Datasite Diligence help prevent accidental document disclosure?
- How does Datasite Diligence support my deal lifecycle?
- How does Datasite Outreach support my deal lifecycle?
- How does Datasite Pipeline connect to a virtual data room for buy-side due diligence?
- How does Datasite Pipeline handle permissions and confidentiality?
- How does Datasite Pipeline support the buy-side deal lifecycle?
- How does Datasite Prepare keep my data safe?
- How does Datasite Prepare support my deal lifecycle?
- How does Datasite mitigate risk under the General Data Protection Regulation (GDPR)?
- How does Datasite price its technologies and services?
- How does Datasite protect project data?
- How does Datasite reduce hallucination risk?
- How does Datasite secure all my confidential documents?
- How does Datasite support the M&A deal lifecycle?
- How does Grata source its data?
- How does Market Mapper work?
- How does MergerLinks verify information?
- How does Pipeline help teams report on pipeline status and activities?
- How does Sealk protect my usage data?
- How does Similar Companies differ from other M&A search tools?
- How does Similar Companies work with Datasite Pipeline?
- How does generative AI differ from other Artificial Intelligence (AI)?
- How does the Blueflame Research app work?
- How does the Blueflame agent search a data room?
- How does the Datasite Marketplace support secure deal collaboration?
- How does the Project Visualizer interact with the folder tree and grid?
- How is Datasite AI different from ChatGPT, Claude, or Copilot for M&A?
- How is Datasite Connect different from the free Datasite MCP connector?
- How is Datasite Diligence different from other data rooms?
- How is Datasite Diligence different from other data rooms?
- How is Datasite Pipeline different from other pipeline tools?
- How is Datasite’s search function so fast and precise?
- How is Grata Intelligence different from traditional M&A data platforms?
- How is Market Mapper different from CapIQ or PitchBook?
- How is Microsoft technology used in Datasite?
- How is Sealk different from other AI search tools?
- How is Sealk different from other data providers?
- How is a virtual data room different from general-purpose cloud storage?
- How is customer data encrypted and protected during transit and at rest?
- How is customer data encrypted and protected during transit and at rest?
- How is it different from the Analytics tab in Diligence?
- How long do you keep my deal information after my project or subscription has been terminated?
- How long does it take to get started?
- How many servers does Datasite use? And what are the storage limits?
- How many signatures can I add?
- How much dealmaking can I do via the Datasite mobile app?
- How much does Datasite Diligence cost?
- How much does Datasite cost?
- How much does a data room cost?
- How much does it cost to compare files?
- How much does it cost?
- How much space does my team get?
- How often is Grata’s data updated?
- How often is Sealk’s data refreshed?
- How often is Similar Companies data refreshed?
- How quickly can I get started with Datasite Pipeline?
- How secure are my documents?
- How secure are virtual data rooms?
- How secure is document translation in Datasite?
- How secure is my data?
- How secure is my data?
- How was the Datasite user experience developed?
I
- If I turn on Project Dashboard for one project, does it turn it on for all my projects?
- Is Blueflame secure?
- Is Datasite AI secure enough for confidential M&A transactions?
- Is Datasite a virtual data room (VDR) provider?
- Is Datasite compatible with my company’s IT network?
- Is Datasite compliant with the General Data Protection Regulation (GDPR)?
- Is Market Mapper free?
- Is customer data used to train AI models?
- Is deal data secure when AI is connected to my data room?
- Is it safe to use Datasite mobile app on a personal device?
- Is my data used to train AI models?
- Is my deal data secure when using Datasite MCP?
- Is my firm's data safe?
- Is the Blueflame AI assistant secure?
- Is the Datasite mobile app as secure as the main platform?
- Is the communication between the Datasite mobile app and backend secure?
- Is there a size limit on document upload?
- Is this only for Datasite customers?
- Is your AI legally compliant?
W
- What AI apps are available?
- What AI capabilities are available within Datasite Diligence?
- What AI capabilities does Datasite offer across the deal lifecycle?
- What LLM providers does the functionality utilize?
- What OpenAI LLM model does the functionality utilize?
- What are bulk answers?
- What are confidence scores?
- What are data rooms used for?
- What are microservices and APIs?
- What are some potential drawbacks of choosing the wrong data room provider?
- What are some smart tools that go beyond basic document sharing in a virtual data room (VDR)?
- What are the Datasite APIs?
- What are the benefits of using Blueflame Research for investment firms?
- What are the benefits of using apps built for dealmakers?
- What are the future trends in data room technology?
- What are the key benefits of using a data room?
- What are the partner apps?
- What are the risks in using a consumer-grade file sharing system vs. a purpose-built virtual data room?
- What can Blueflame do?
- What can Datasite MCP do by itself, and when do I need the Blueflame AI assistant?
- What can I do with Datasite APIs?
- What can I do with Datasite MCP ?
- What can I do with Grata Intelligence?
- What data and insights can I get from MergerLinks?
- What data does Grata Intelligence include?
- What data does the mobile app collect?
- What data sources does Sealk use?
- What data sources does Similar Companies use?
- What differences or changes does the app reveal?
- What do I need to access Datasite Acquire?
- What do I need to access Datasite Archive?
- What do I need to access Datasite Diligence?
- What do I need to access Datasite Outreach?
- What do I need to access Datasite Pipeline?
- What do I need to access Datasite Prepare?
- What do I need to access Datasite?
- What does "agentic AI" mean in the context of Blueflame?
- What does Datasite do to make the mobile app secure?
- What does Datasite do?
- What does Datasite own, and how is it different from what the customer owns?
- What does “LLM agnostic” mean for my firm?
- What file formats are supported?
- What free apps are available?
- What functionality is supported by Blueflame AI LLC (“Blueflame”) as a subprocessor?
- What functionality is supported by OpenAI as a subprocessor?
- What happened to Merrill Corp?
- What happens during Q&A?
- What happens to my deal information after my project or subscription has been terminated?
- What happens to my saved data?
- What if I have questions during the webinar?
- What if I have questions on my bill?
- What if I need to translate more documents?
- What information is passed to the AI model?
- What is Blueflame Research?
- What is Blueflame?
- What is Blueflame?
- What is Datasite AI, and what does it do?
- What is Datasite Acquire®?
- What is Datasite Archive™?
- What is Datasite Connect?
- What is Datasite Diligence®?
- What is Datasite MCP?
- What is Datasite Outreach?
- What is Datasite Pipeline®?
- What is Datasite Prepare®?
- What is Datasite?
- What is Grata Intelligence?
- What is Grata?
- What is Market Mapper?
- What is MergerLinks?
- What is Sealk?
- What is Similar Companies?
- What is Translate?
- What is a VDR?
- What is a due diligence data room?
- What is a traditional data room?
- What is a virtual data room (VDR)?
- What is content staging?
- What is due diligence?
- What is in your AI engine?
- What is the Blueflame AI assistant gap analysis?
- What is the Blueflame agent?
- What is the Datasite Marketplace?
- What is the Project Dashboard?
- What is the difference between Datasite Prepare and Datasite Diligence?
- What is the importance of having a 'source of truth' in a virtual data room (VDR)?
- What is the scope of these FAQs?
- What is the typical structure of a data room for M&A?
- What is your approach to generative AI?
- What is your experience with AI M&A technology?
- What languages are supported?
- What makes Blueflame different from other AI tools?
- What makes Grata different?
- What makes Grata different?
- What models do you work with?
- What other annotations can I make?
- What rules and guidelines apply?
- What security features should a virtual data room (VDR) have to protect data during due diligence?
- What should I look for in AI M&A technology?
- What should I look out for when choosing a data room for M&A?
- What should you look for when choosing a virtual data room provider?
- What support is included with Datasite Pipeline?
- What type of service and support should a virtual data room (VDR) provide to keep due diligence processes efficient?
- What type of work is Sealk best for?
- What type of work is Similar Companies best for?
- What types of apps are available in the Datasite Marketplace?
- What types of companies does Grata cover?
- What types of workflows are shown in the webinar series?
- What use cases does Datasite support?
- What's the difference between XLS and XLSX Excel file formats?
- What’s the best way to manage Q&A?
- What’s the largest file I can watermark?
- What’s the largest file size I can compare?
- What’s the largest file size I can convert?
- What’s the largest file size I can redact?
- When selecting a folder using the Project Visualizer, is this coordinated across the folder tree and grid?
- When the final folder level is selected, what is displayed in the Project Visualizer?
- Where can I find an online tutorial?
- Where can I find your service level agreements (SLAs)?
- Where does Datasite do business?
- Where does MergerLinks get its information?
- Where does the app get its data?
- Where does the data in Project Dashboard come from?
- Which AI platforms does Datasite’s MCP support?
- Which AI tools are compatible with Datasite MCP?
- Which documents can I watermark?
- Which file types can I compare?
- Which file types can I convert?
- Which file types can I redact?
- Who can access Datasite's AI?
- Who can access it?
- Who can load files to my Datasite project?
- Who can use Compare free of charge?
- Who can use Convert to Excel free of charge?
- Who can use Datasite APIs?
- Who can use Redact free of charge?
- Who can use the Blueflame AI assistant?
- Who can watermark files free of charge?
- Who do I contact with more questions?
- Who do I contact with more questions?
- Who do I contact with more questions?
- Who is Market Mapper for?
- Who retains ownership of intellectual property (IP) content from customer materials?
- Who should use the Datasite Marketplace?
- Who typically uses Datasite Pipeline?
- Who uses Datasite?
- Who uses MergerLinks?
- Who uses data rooms?
- Why Grata?
- Why are we launching Blueflame Research?
- Why are we launching Similar Companies and what are the benefits?
- Why choose MergerLinks?
- Why do the world's top dealmakers trust Datasite AI?
- Why is Sealk being sunset?
- Why is an integrated Q&A system important in a virtual data room (VDR) during the diligence process?
- Why is it being sunset?
- Why is it important to use a virtual data room (VDR) designed specifically for M&A transactions?
- Why is my Project Visualizer blank?
- Why partner with Datasite?
- Why use a data room, such as Datasite, designed exclusively for the M&A industry?
- Will I receive setup instructions?
- Will Project Dashboard work on existing Diligence projects, or just new projects?
- Will my billing date change?
- Will the converted file include all the information from the image?
- Will the functionality respect applied permissioning and redacted content?
- Will this work with my existing data room permissions?