Drag and drop spreadsheets of contacts. Quickly and easily update existing companies and contacts. Track engagement from opportunity to opportunity.
Every message customized, watermarked and password protected. Build them all in moments from your template. Minimize human errors and save days of work.
Get real-time updates on deal milestones and buyer engagement. Manage reporting under one source of truth. Export up-to-the-minute data with one click.
Leverage data that lets you track every potential buyer, across every project. Understand buyer behavior, deal probability and market dynamics as never before.
Integrate with your Customer Relationship Management (CRM) system. Use an application designed for deal marketing. Maximize your Customer Relationship Management (CRM) system investment.
Move from marketing to managing deals with agility. Your playbook, your workflows - all ready to go in the premier sell-side data room - Datasite Diligence.
Track deal progress from every angle
Email directly into your project
Consolidate your Excel checklists
Custom watermarks for each potential buyer
Minimize errors, maximize productivity
Keep all contacts in one place
You need more than how it’s always been done. You need bulk email and watermarking. You need tools that reduce manual work and repetitive tasks. You need a central hub to track all your buyers. You need Datasite Outreach.
Using the Datasite Outreach tool, it saved our senior bankers between 1-5 hours, depending on the project. This is time that they can use to pick up the phone and call people who might be very strategic buyers.
Associate, Sonenshine Partners, Investment Banking
Datasite has made the process a lot more efficient. When you have to send out 200 CIMs and you need to watermark each email – you can basically do it in one click.”
VP, Capstone Partners, Investment Banking
This is absolutely fantastic – I can’t understand why we haven’t used it on all engagements so far. It’s not hours, it will save days of work.”
Manager, Major Multinational Advisor
December 09, 2022 | Case Study
November 10, 2022 | Case Study
October 28, 2022 | Case Study
Datasite Outreach is a deal marketing platform. Before you launch your deal, you’ll need to market your deal. Most people use Excel. With Datasite Outreach, you’re already ahead of the game. Capitalize on the latest technology to make the best deals possible. Save time and prevent human error with automated bulk email and watermarking tools. Track all your buyers in one centralized tracker. Find the best buyer, faster. When you’re ready to start due diligence, simply invite your buyers to the dataroom.
Accelerate and automate deal marketing with Datasite Outreach. Take your time back. Generate insights easily. Free up time with bulk email and watermarking done in minutes. All information on your deal is captures in one centralized tracker. See buyer engagement in your deal easily.
Not at all. Treat yourself to a seamless user experience, and an intuitive interface. You’ll be uploading and organizing files in no time – even if you’re a first-time user. Should you hit any problems, reach out to our expert product support specialists. They’ll get you back on track straight away.
Make deals wherever you like. Datasite is device and browser agnostic. It’s a secure web-based app that works on Windows machines or on a Mac. You can keep your deal moving using Google Chrome, Mozilla FireFox, Microsoft Edge, or Safari.
Sign a statement of work and we’ll assign a Datasite product support specialist to your project right away. In a matter of minutes, you’ll be ready for initial document upload. Set permissions, invite users, and you’re away.