Datasite Prepare™

Accelerate transactional readiness

Why choose Datasite Prepare for your data room needs

Be deal ready the moment your client is ready to go
Load content easily

Drag and drop files or folders into Datasite. Enable select users to email files to the project via Inbox. Our bulk edit tools make it quick and easy to prepare your content.

Let Artificial Intelligence (AI) do the organizing

Proprietary machine learning model accelerates content organization. Trust categorization suggestions to speed document renaming and presentation.

Manage diligence checklists

Keep the deal in sync between deal teams and sellers with Trackers. Monitor the gathering of files, and ensure all relevant documents are there by project launch.

Preview and translate files

Unsure of file’s content? Hover over it and review the first page. Get a quick translation of over 20 languages to support cross-border / international deals.

Upgrade your redaction

Easily and confidently manage sensitive or Personal Identifiable Information (PII) disclosure concerns. Find all instances of a word across the data room. Un/Mark text or areas. Categorize redaction reasons.

Seamless deal flow

Move from marketing to managing deals with agility. Your playbook, your workflows - all ready to go in the premier sell-side data room - Datasite Diligence.

Essential capabilities of Datasite Prepare


Email directly into your project

Search / Artificial Intelligence (AI)

Transform data into actionable information


Consolidate your Excel checklists


Redact (and unredact) with confidence


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 capabilities such as Artificial Intelligence (AI)-enhanced redaction. You need it now - without a contract. You need Datasite Prepare.

Why Datasite is a trusted partner

Discover how other dealmakers have succeeded with Datasite Prepare
Goldman Sachs logo
Evercore logo
Baker Hughes logo
KKR logo

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

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

[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

  • Trackers feature for Datasite Diligence and Prepare
    Trackers for Datasite Diligence and Prepare

    July 06, 2022 | Blog

  • Shanghai China city aerial
    M&A Exit Planning with Our Ultimate Deal Readiness Checklist

    November 09, 2021 | Blog

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 Cloud

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