Datasite Prepare

AI-powered deal preparation

Start your deal

Built for M&A. Ready in seconds. Get started for free.

Build your data room in seconds

Start your project the moment your deal is confirmed. Use Datasite to build your folder structure as you go. Tell us about your deal and we'll generate a complete, deal-specific data room in minutes. Less setup time means more time on the deal. Less busywork means more focus on winning it.

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AI-powered from day one

Create, build, and populate your room using Claude, ChatGPT, Copilot, or Blueflame AI. Prepare even organizes your content so you can work fast and stay focused. Let AI shorten setup and get you ready for due diligence.

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See your deal the way buyers do

Understand your content in detail before the first buyer question drops. Summarize documents, explain complex jargon, preview translations from foreign languages, and generate insights. Use AI to overcome information overload and prepare with confidence.

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Be on the same page

Track document requests and checklist progress in one place. Identify gaps and generate deal insights in real time. Keep your team aligned, monitor what's complete, and know your data room is ready before buyers arrive.

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Redact and relax

Start redacting ahead of deal launch to save critical time. Mark up text, images, and areas containing sensitive data or PII. When you're ready for diligence, let AI identify and protect anything you missed.

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Launch with confidence

Your structure, permissions, and AI insights move with the deal from preparation to diligence. When you're ready to launch, move directly into Datasite Diligence® and win with the most trusted data room.

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ISO/IEC 42001
First data room provider certified
4 of 5
Top global M&A deals
16k+
New transactions annually
1.8m+
Users since 2020

Everything you need, free for 90 days

Inbox

Email directly into your project

Search

Navigate projects with intelligent assistance

Trackers

Consolidate your Excel checklists

Download fact sheet
Redaction

Redact (and unredact) with confidence

Mobile

Keep things moving while on the go

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Ready to get started? Contact us

Experience the benefits of Datasite before committing

Built on the platform that dealmakers trust

Powered by the same secure, enterprise-grade foundation as Datasite Diligence®. Trusted by investment banks, private equity firms, and M&A advisors worldwide. Winning the deal starts here.

The faster, more controlled path to diligence

Manual uploads, folder builds, and document checks slow deals before they launch. Prepare reduces setup from days to minutes, without sacrificing the control and accuracy M&A teams require.

AI that removes the guesswork

Control the diligence narrative from the start. Structure your deal in seconds, surface gaps before they become red flags, and see the deal the way buyers do.

The space for M&A deal preparation

Prepare is built for how M&A teams ready a deal for launch. Every workflow, access control, and setup decision is designed around organizing the right content before diligence begins.

Trusted by those who close the world's most complex deals

  • I really appreciate how [Datasite's] specialized tools cater to users who prioritize efficiency and simplicity in managing complex M&A transactions.

    Michael M. Landman-Karny, M&A Consultant

  • We have been a Datasite client for over a decade now, and they have been a game-changer for our organization, especially in the M&A arena. Setting up our projects requires just a few clicks, and safely archiving our data online is just as instant and easy.

    Sebastian Wood, M&A Director, BT Group PLC - London, GB

  • Datasite has provided the security and functionality needed for our firm’s transactions in regulated industries. The usability of the platform and the resources so readily available for training and onboarding has made our process very, very easy.

    COO & General Counsel, Asset Management Firm

  • What I appreciate most about Datasite is its intuitive, user-friendly interface, which greatly simplifies navigation and document management. This straightforward design is a significant benefit, especially when handling complex M&A transactions, as it helps ensure efficiency and clarity.

    Incentivized review posted on 10/10/25 via G2

    Sabino Fortunato, M&A Analyst, Pirola Corporate Finance

When so much depends on your deal, depend on Datasite

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All this plus Datasite Assist®

Every project includes round-the-clock assistance at no extra cost. Find answers at your fingertips via the Datasite Assist portal, packed with FAQs, how-to guides, tutorial videos, articles and more. And call on 50+ years of dealmaking expertise, available 24/7/365 in 20+ languages. Just tap, type, or talk.

Learn more
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New features

  • New Feature webpage images for MCP and Datasite with Blueflame AI
    The data room you trust + the AI you love

    Manage your Datasite project directly in Claude, ChatGPT, or other AI tools you already use. Datasite is the first data room provider with multi-LLM access through Model Context Protocol (MCP) - enabling the secure, direct connection between your data room and your AI. 

    • Get your data room ready in minutes, not hours
    • Browse folders, check updates, and spot gaps before buyers log in
    • View buyer questions, organize them, and keep diligence moving
    No need to switch between your LLMs and your data room. They work together as one to help you advance your deal.
  • Track your deal's progress at every stage

    The Dashboard tab now gives you a dynamic, real-time view of your deal, from pre-launch readiness to live buyer engagement. A customizable layout lets you reorder and toggle widgets to match how your team works.

  • New Features page image for Mobile App 4.1 release
    Datasite mobile app v4.1 enhancements

    Update your Datasite mobile app to access these improvements and more:

    • Updated Project Overview: Now with a customizable high-level project view
    • Data room categories: Get a fast snapshot of your data room with an organized category breakdown
    • Q&A: Move between Q&A threads with a simple swipe and improved visibility to similar questions
    • Copy documents: Easily duplicate documents to ensure all relevant content appears anywhere it is needed

More new features

Your next deal starts with Prepare

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    Try Datasite today

    Start a new project and try Datasite free for up to 90 days.

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    Talk to an AI expert

    No matter where you are on your journey, Datasite is here to help.

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Frequently asked questions

What is Datasite Prepare®?

Datasite Prepare is the AI-powered deal preparation platform built for M&A advisors, corporate development teams, and private equity firms. Structure, organize, and prepare for success with Datasite's core deal management capabilities. Start your deal now, at no cost. Work at your own pace before your engagement or mandate is confirmed. When you are ready to launch, convert to a live Datasite Diligence project instantly, with no re-uploading, no rebuilding, and no delays.

How does Datasite Prepare support my deal lifecycle?

Datasite Prepare supports the full pre-launch phase of your deal, from building and organizing your data room before a mandate is confirmed to managing document collection requests. When you are ready to open your deal to buyers, convert to a live Datasite Diligence project instantly.

What is the difference between Datasite Prepare and Datasite Diligence?

Datasite Prepare is designed for the pre-launch phase of a deal. It gives deal professionals access to Datasite's core preparation capabilities, including Datasite AI for indexing and document summarization, trackers, redaction, and translation preview, with no contract required. Datasite Diligence is the live deal execution platform, used once buyer access is granted, and includes the full suite of advanced Datasite capabilities. A Prepare project converts directly to Diligence with no duplication of work.

Do I need training to use Datasite Prepare?

No. Datasite Prepare is designed for easy and immediate use without formal onboarding. Start by uploading your own folder structure or let Datasite AI create an index specific to your deal. Remove the manual setup that typically requires training on other platforms. If you need assistance, the Datasite Assist® is here to help 24/7 via phone, email, and live chat.

What do I need to access Datasite Prepare?

Only an internet connection and a supported browser. Datasite Prepare is a secure, web-based platform that requires no software installation and works on Windows or macOS via Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari.
The Datasite mobile app is available for iOS and Android with biometric security, including fingerprint and facial recognition, keeping confidential deal data protected wherever you work.

How do I start a new Datasite Prepare project?

Create a free Datasite account to start preparing your deal in minutes. Build a custom index using Datasite AI, invite your deal team, and upload documents with drag‑and‑drop or the Inbox feature. You can also create and manage a Prepare project from within supported AI tools, as well as from the Datasite mobile app on iOS or Android. When you’re ready to open your deal to buyers, convert your project to a live Diligence room in a single step.

How does Datasite Prepare keep my data safe?

Datasite is built on enterprise-grade security infrastructure trusted by M&A professionals worldwide. Our platform is ISO/IEC 27001, 27017, 27018, 27701, and 42001 certified, and maintains SOC 2 Type II attestation and full GDPR compliance. Granular access controls, multi-factor authentication, and end-to-end encryption ensure that only the right people see the right information — at every stage of your transaction. Datasite's dedicated security organization conducts regular incident response and disaster recovery testing so your deal data is always protected.

More FAQs

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