Search has a new look! There’s now a dedicated search button and search landing page, where you can access your recent and saved searches.
Why choose Datasite Prepare for your data room needs
Gain instant deal momentum, eliminate friction, and explore the benefits of Datasite before committing
All the tools you need
Inbox
Email directly into your project
Search / Artificial Intelligence (AI)
Transform data into actionable information
Trackers
Consolidate your Excel checklists
Redaction
Redact (and unredact) with confidence
Mobile
Keep things moving while on the go
Ready to get started? Contact us
What to look for in a deal preparation data room
You need more than just a way to exchange documents. You need a way to manage your checklists and task lists. You need smart tools such as Artificial Intelligence (AI)-enhanced redaction. You need it now - without a contract. You need Datasite Prepare.
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.
Why Datasite is a trusted partner
Discover how other dealmakers have succeeded with Datasite Prepare
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Being able to redact 40% faster with Datasite vs. our previous manual approach enabled us to hit our go-live deadlines.
Deputy Director of M&A, OTE Group
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We went from bid to close in 21 days, and could not have done it without the efficiency of Datasite Diligence.
Frank Rizza, Co-Head of Sales & Account Management, Aite-Novarica Group
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Datasite offers a high level of efficiency. You can track which documents investors are seeing and interacting with. The layout, design, and UI are very efficient. The investors’ feedback was that it was very easy to use.
Ned Phillips, Founder & CEO, Bambu
New features
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Search updates
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Documents tab updates
Recent improvements include:
- The right-hand details and actions panel has been removed, giving you more room to navigate
- Column settings and filters are simplified and easier to find
- Action buttons are now more responsive and appear when they’re most likely to be used
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Summarize and Explain This
With these two new features, understanding lengthy or complex documents becomes much faster and easier.
- Quickly review large volumes of documents and creating key insights
- Get clear, simplified explanations of complex content
- Improve decision-making with AI-driven clarity through summaries and explanations that help users focus on what matters most in a deal
Frequently asked questions
What is Datasite Prepare®?
Datasite Prepare is a Virtual Data Room (VDR) designed specifically for advisors to accelerate deal preparation. Datasite Prepare provides you ultimate commercial flexibility – no need to sign a statement of work. Have access to all the capabilities you love in Datasite Diligence to load, organize and prepare your deal. Then when your client is ready, convert to a Datasite Diligence project and turn your project live.
How does Datasite Prepare support my deal lifecycle?
Datasite Prepare lets you accelerate deal preparation. Start a Datasite Prepare data room before you have the mandate from your client. No need to sign a statement of work. Get everything ready in advance and once the client is ready to go – we can convert your data room to a Datasite Diligence project and your project is live!
Do I need training to use Datasite Prepare?
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.
What do I need to access Datasite Prepare?
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 deal moving using Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari. You can also download the Datasite mobile app and manage your deal on your iOS or Android device.
How do I start a new Datasite Prepare project?
Talk with your Datasite sales representative and we can setup a Datasite Prepare data room without need of a statement of work. Then, in a matter of minutes, you’ll be ready for initial document upload. Set permissions, invite users, and you’re away.
Streamline your workflow with Datasite
Market Intelligence
Know your world, completely
Datasite Pipeline
Capture opportunities in one place
Datasite Outreach
Optimize your deal marketing
Datasite Prepare
Be ready for any transaction
Datasite Diligence
Trust the premier data room
Datasite Acquire
Trust the premier buy-side data room
Datasite Archive
Preserve and protect your project data