Abandon spreadsheets and emails. Centrally organize all your contacts, Confidential Information Memoranda (CIMs), Non-Disclosure Agreements (NDAs), meeting notes, and more. Sortable and exportable trackers manage all activity.
Quickly create visuals based on how you track and manage opportunities. Export to PowerPoint with one click.
Create email and calendar reminders directly from Pipeline. Add notes to remember details about conversations, and keep the information accessible to the entire team.
Forward emails and important files right into the project inbox. Attach documents, notes, contacts, and tasks to every opportunity.
Upload sensitive documents with confidence. Set permission controls for your dashboards, documents and trackers down to the row.
Move from sourcing to securing deals with agility. Your playbook, your workflows - all ready to go in the first data room built for acquisitions - Datasite Acquire.
You need more than just a shared spreadsheet. You need a way to compare and prioritize potential targets, organize all your target contacts and documents, and track touchpoints. You need one source of truth. You need Datasite Pipeline.
March 26, 2023 | Report
October 10, 2022 | Blog
September 27, 2022 | Blog
Datasite Pipeline is where you advance your next buy-side deal. It is a centralized pipeline management application to help dealmakers identify and seize more buy-side opportunities. Capture every lead in one clear channel, so you can react faster. Compare and prioritize potential targets, manage contacts and documents, track touchpoints, and visualize progress all in one place.
With Datasite Pipeline, break free of spreadsheets and discover smarter, simpler strategizing to target your next opportunity. Manage everything centrally to eliminate friction. Then when you’ve found your target, move into buy-side due diligence in a matter of minutes to accelerate your deal flow. All your deal needs are in one M&A platform.
Not at all. Treat yourself to a seamless user experience and an intuitive interface unlike other M&A platforms. You’ll be uploading and organizing your opportunities, contacts, communications, and documents 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.
In today’s M&A landscape, you need to 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. Keep your opportunities moving using Google Chrome, Mozilla FireFox, Microsoft Edge, or Safari.
Sign a statement of work, and we’ll assign a Datasite project manager to your project right away. In a matter of minutes, you’ll be ready to access the most trusted M&A platform for all your deal lifecycle needs. Set permissions, invite users, and you’re away.