June 12, 2020

Datasite Slays the Deal Preparation Challenge

By Stephan Millard, Product Marketing

The Deal Preparation Challenge

As deal professionals you have the herculean task of getting the deal room ready in days.  You have hundreds or thousands of documents to upload, review, index, categorize and redact before the data room can go live.  While important this work is mind-numbingly manual and slow.  But it must all be done correctly, or the deal can be delayed or worse. 

Datasite Knows all about M&A

Datasite knows M&A.  We have helped the world’s M&A professionals successfully execute over nine thousand deals in 2019. This means professionals like you appreciate working with software that can organize large volumes of data to prepare and get deals done faster.  So knowing what it takes to optimize deal preparation is at our core.  Let’s talk about three common scenarios and see how Datasite can help.

  • First more complex deals;
  • Second comparatively simpler deals;
  • Third helping with restructuring transactions.
NEW Product - Datasite Prepare

First, for larger or more complex deals, we are excited to announce our newest product and a dedicated deal preparation tool, Datasite Prepare.  Designed to help get all your docs in a row for deals that are larger or more complex.  This app enables you to upload, review, index, categorize, and redact every document in minutes or hours when it used to take days or weeks.  Loaded up with game changing technology like artificial intelligence (AI) features to save you time and the industry’s best embedded redaction, this product will remove a huge burden from analysts and let you start due diligence faster.

Prepare Right in the VDR

For many less complex deals it’s best to just use a “staging” data room.  Then load the documents you need into it, set permissions up and launch the VDR.  Datasite has you covered!  Our market-leading product, Datasite Diligence, includes a “sandbox” which will let you set up your index load all the deal artifacts and start due diligence with only a few clicks.  Even better, this product includes most of the features of Datasite Prepare – so you get the best of both worlds.

Handling Restructuring Preparation

Finally, today, many organizations are having to undergo restructuring.  This often means you are running a dual path process: renegotiating with creditors and running an asset sale to generate liquidity.  In this scenario the app you need is Datasite Outreach. This app includes all the tools you need to do bidder or creditor engagement at scale.  Build buyer lists, send out teasers, track responses, negotiate NDA’s, send CIM’s AND stage your VDR. One-click and you are in Datasite Prepare so you complete getting the deal ready and move forward with due diligence. 

Learn more about Datasite Outreach from my colleague Brandon Mavleos’ blog “NEW Feature: Enabling Deal Marketing in a Remote-working World.”

Learn more about how Datasite can help you more quickly and effectively execute deal preparation. 

Learn More About Datasite Prepare

Learn how Datasite Prepare can help you speed deal preparation on your next deal.

Download Brochure

Join the Dealmaker's Circle

It’s your forum to be known and to get to know dealmakers. To solve problems. Make improvements. Share experiences and expertise. Make a difference and network at all levels.

Join Now

Ready to Get Started?

You may also like:

Trackers for Datasite Diligence and Prepare

Trackers is one of the must-have features of Datasite. It provides a single, central checklist, used by all involved. When one user makes a change, everyone sees it who needs to see it. There’s no more confusion. There’s no more back-and-forth. No more multiple versions of the list, no more emails, no more Excel. And because everything happens on the Datasite platform, there’s no more switching between any other software at all.

M & A Professional Working on a Data Room
Market Spotlight: Distressed Deals in EMEA – Will History Repeat Itself?

Events in Europe are already affecting the successes enjoyed by dealmakers in 2021. Is the current situation similar to the 2007-08 crisis? Will restructuring and distressed M&A increase in EMEA in the coming months?

Market Spotlight: Keeping up with LATAM's Fintech Boom

Latin America may not spring to mind as an obvious venture capital hub. But the volatile political and economic history that has often deterred investors, has an upside. Potential is vast, innovation is buzzing, and now growth is flourishing as money floods into the region.