Best-in-class capabilities for private equity
Elevate pipeline management
Savvy yet simple tools to manage your acquisition targets and deal documents. Centrally organize all your contacts, Confidential Information Memoranda (CIMs), Non-Disclosure Agreements (NDAs), meeting notes, and more. Track, analyze and report progress effortlessly.
Take charge of due diligence
Import your due diligence checklist. Guide your sellers to easily upload documents. Conduct a risk assessment through Findings. Manage teams through custom dashboards.
Create scalable processes
Define and evolve your diligence request list. Standardize folder structures, workstreams, and task lists. Create and automatically distribute custom reports. Execute consistently.
Auditable portfolio management
Share term sheets, Private Placement Memoranda (PPMs), pitch books, Limited Partnership Agreements (LPAs) and other fund documents. Track engagement.
Save everything
Create an indexed and searchable archive directly from any Diligence or Acquire project. Datasite Archive provides a legally defensible snapshot of a project. Be ready for your next deal.
Premium service
SaaS should stand for “software AND service.” Experienced service professionals are available 24/7/365 at no additional charge and fluent in more than 20 languages.
Top 20
Global PE firms use Datasite
5 of 10
Top global M&A deals
14K+
Data rooms created annually
24/7/365
Support
Full spectrum of transactions
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Sell-side
The sell-side M&A process is more than just loading documents into a data room. Much more. The Datasite Cloud was designed to manage all of your challenges.
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Buy-side
Take control of the entire buy-side diligence process with Datasite Cloud. Make decisions faster and move past closure to integration quicker than ever.
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Financing
The Datasite Cloud is the ideal platform to facilitate private placements of equity and debt, public offerings, and secured and unsecured loan transactions.
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Secure Repository
The Datasite Cloud not only helps you prepare for diligence but manage the processes that surround that diligence. And hold that data securely afterwards.
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Initial Public Offering (IPO)
The Datasite Cloud enables fast and efficient drafting of SEC-required documentation while effectively managing a simultaneous sell-side process.
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Restructuring
Whether you are shedding a few assets or engaged in a more complex workout, the Datasite Cloud helps manage all aspects of your restructuring process.
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Fundraising
Streamline the process of fundraising with the Datasite Cloud. All within a single platform.
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Licensing
Companies are relying on the Datasite Cloud to save time, minimize risks, and gain more control over the licensing process.
Who chooses Datasite?
Using Datasite for exit readiness, we shrink by 20% the amount of time it would normally take using email, attached files and a folder system.
Vice President, Major Private Equity Group
The tracker tool was an absolute time saver – probably the most appreciated feature from the entire team. […] It really helped with structuring the flow of information.
Roman Zelinsky, Managing Partner, Paradigm Equity Partners
Using Datasite Acquire has translated into 30–40% time savings for us, our portfolio companies, and our sellers.
Associate, Private Equity Firm
The value of the platform is immense. Even with something as basic as searching, we can save upwards of 20% which adds up quickly.
Associate, Large Cap Private Equity Firm
