Hear the story of how Datasite helped a deal team set up their Pipeline, manage over 3,500 acquisition targets, and streamline workflows – before they even logged in for the first time. Discover how tailored training, proactive support, and the right tools at the right time led to faster execution, smoother launches, and measurable impact. 

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Summary

We had a client who had just moved over to us from a competitor. Before they even logged into the platform for the first time, we were already working alongside them—helping organize their deal data and ensuring they were set up to get the most out of Datasite from day one.

They started off using our Pipeline product, which helps clients manage acquisition targets and visualize their deal flow. Before the first training, they shared their target list with us—over 3,500 companies, more than double what we typically see.

Rather than having them upload it themselves, our Assist team stepped in and handled it for them. That alone saved them days of tedious work and immediately showed what we mean when we say we are an extension of your deal team. We manage the most time-consuming tasks so you don’t have to.

With our help, their Pipeline was fully set up before training began, so they could start working right away. I tailor each training session to their specific needs—hands-on and practical, with no generic walkthroughs—just what makes a difference for their workflow.

As they got more comfortable, I introduced new features when they were ready, like Findings in Acquire, the buy-side data room that lets teams flag and track risks during document review. Because I provided context and best practices, they were able to start using it effectively from day one.

By getting them set up before day one, taking on the heavy lifting with their target list, and introducing the right tools at the right time, we helped them hit the ground running. That early momentum led to faster execution, less time spent on setup, and more time focused on what matters—getting deals done. Since then, they’ve already opened six additional projects this year, and the impact speaks for itself: smoother launches, faster results, and a more streamlined way to work on deals.