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Run the room that wins the next mandate

Handle the highest stakes all the way with AI that knows investment banking inside out – setup, Q&A, redaction, and more.

Lazard Fund Managers
Jefferies
Goldman Sachs
Houlihan Lokey
Win client trust – and the next deal

Win client trust – and the next deal

Catch every gap before going live, so there are no buyer questions that expose what the room didn’t have. Know who’s looking at what, by buyer, by document, by second. Coach your client before the other side does. When the process runs smoothly, you get the next mandate.

Focus on clients – not admin

Focus on clients – not admin

Remove pre-launch risks without reading every page, with AI that automatically identifies 120+ types of sensitive information. Manage Q&A at scale with AI that sources answers to every question, with exact citations. Less late nights and weekends. You can spend your time where it matters most – with clients and winning business.

Use AI assistants in your data room

Use AI assistants in your data room

AI can’t see deal data without moving files outside the secure environment, exposing your clients to risk. Datasite’s connector lets you deploy AI without deal data leaving the secure environment. Work safely on your data room using AI assistants – Claude, Copilot, or ChatGPT. All permissions are enforced. Trust in the first data room certified ISO/IEC 42001 for AI governance.

See the deal the way buyers will, before they do

Analyze your deal materials with Enhanced Insights to spot red flags, gaps, and inconsistencies before going live. Anticipate and fix issues on your terms. Control the diligence narrative from day one.

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Remove pre-launch risks – without reading every page

Redaction AI automatically flags 120+ types of sensitive information across your whole data room before anything reaches buyers. Your team just checks and approves what the AI surfaces – no need to read every page. Buyers see nothing they shouldn’t.

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Spot contract discrepancies in minutes

Compare contracts instantly with Document Comparison. Bring up the key information side-by-side so you spot any discrepancies right away. Save days, miss nothing, and never be caught off guard.

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Run cross-border deals without extra risk

Eliminate the additional risk of translating documents. Translate documents into 17+ languages directly inside Datasite. No third-party tools, no file exports, and no security risks.

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Find answers without reading the whole data room

In a 10,000-document deal room, manually reading to find the right clause isn’t a workflow – it’s a time sink. Datasite’s AI tools summarize documents, explain complex language in plain English, and retrieve the exact document that answers the question, in seconds. No more needles in haystacks – your team reads less, and covers more ground.

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“Datasite enables us to really spend more hours of the day on our day job – which is getting the best possible deal for our client.”

Analyst, Investment Banking

Spend your time where it really counts – advising and engaging with clients. Reclaim the hours once spent on room setup, Q&A management, and redaction review. AI does the repetitive work. You handle the deal. That's what wins the next mandate.

Your Results

Worldwide Impact

  • Top 10Financial advisors choose us
  • 2m+Users since 2020
  • Top 4Of the top 5 M&A deals in 2025
  • 4.5 of 5CSAT

Set the standard that wins the next mandate

Set up your whole deal room in hours. Handle 600 questions without losing a night. Close every gap before buyers find any. Earn your client’s trust – and your next mandate.