Speed data room setup

Streamline pre-diligence collaboration with one source of truth. Import your Excel checklist and do everything in the data room.

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Have your data room ready for action with Datasite Prepare

Ready for the next one

Get closer to close from the start. With your data room set up in advance, it’s next stop due diligence. No more late nights gathering, collating, indexing and categorizing. It’s done.

Setup takes moments. Uploads are effortless. AI does the hard work. And you gain the confidence to take on your next deal.

Be Deal Ready, Every Time

Synchronize at Speed with Trackers

Fast-track your due diligence checklist. Start your deal sooner and keep it on track. Just use the new trackers feature to handle your due diligence request list – all in one place.

Say goodbye to endless emails and multiple software tools that don’t connect up. Trackers keeps everyone on the same page – both your client and your deal team. Just link your tracker to your index for a single source of truth – two clicks that’ll save you many hours.

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Trackers feature for Datasite Diligence and Prepare

Smart Categorization

Accelerate deal preparation using Datasite’s machine learning engine trained on over 3 million documents. Obtain categorization suggestions. Find associated documents.

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Document Category in Diligence

AI Indexing

Unsure of where a PDF, DOCX. or PPT belongs in the Index? Run the document through OCR and our AI will allocate it to the appropriate folder even if its nested 3 levels down.

Prepare indexing emails example

Document Preview

Unsure of where a document belongs? Simply hover over it, learn what the first page says and confirm it belongs to the due diligence preparation cycle.

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Prepare Document Preview in a Data Room

Intelligent Redaction

Deal preparedness is incomplete without GDPR compliance, removal of sensitive information and PII security considerations. Auto-redaction has you covered. Un/Mark texts or areas with a powerful OCR engine. Get to due diligence faster.

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Document with Redacted information

Built into the VDR

As soon as you are ready to launch your due diligence cycle. Open the VDR. Permission users. Activate project success. All in one ironclad secure cloud platform.

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Diligence Ironclad Security Features

Prepare Your Data Room Without Stress

When you use Datasite Prepare, you get to market faster. Then, when you’re ready, click and your due diligence VDR is ready. No more duplication, it’s up and running. Organized. Categorized. Indexed and even redacted. Unredact once or many times, according to your needs in a couple of clicks. Including pictures!

Ready to Get Started?