Datasite Slays the Deal Preparation Challenge

By Stephan Millard, Product Marketing

The Deal Preparation Challenge

As deal professionals you have the herculean task of getting the deal room ready in days.  You have hundreds or thousands of documents to upload, review, index, categorize and redact before the data room can go live.  While important this work is mind-numbingly manual and slow.  But it must all be done correctly, or the deal can be delayed or worse. 

Datasite Knows all about M&A

Datasite knows M&A.  We have helped the world’s M&A professionals successfully execute over nine thousand deals in 2019. This means professionals like you appreciate working with software that can organize large volumes of data to prepare and get deals done faster.  So knowing what it takes to optimize deal preparation is at our core.  Let’s talk about three common scenarios and see how Datasite can help.

• First more complex deals;
• Second comparatively simpler deals;
• Third helping with restructuring transactions.

NEW Product - Datasite Prepare

First, for larger or more complex deals, we are excited to announce our newest product and a dedicated deal preparation tool, Datasite Prepare.  Designed to help get all your docs in a row for deals that are larger or more complex.  This app enables you to upload, review, index, categorize, and redact every document in minutes or hours when it used to take days or weeks.  Loaded up with game changing technology like artificial intelligence (AI) features to save you time and the industry’s best embedded redaction, this product will remove a huge burden from analysts and let you start due diligence faster.

Prepare Right in the VDR

For many less complex deals it’s best to just use a “staging” data room.  Then load the documents you need into it, set permissions up and launch the VDR.  Datasite has you covered!  Our market-leading product, Datasite Diligence, includes a “sandbox” which will let you set up your index load all the deal artifacts and start due diligence with only a few clicks.  Even better, this product includes most of the features of Datasite Prepare – so you get the best of both worlds.

Handling Restructuring Preparation

Finally, today, many organizations are having to undergo restructuring.  This often means you are running a dual path process: renegotiating with creditors and running an asset sale to generate liquidity.  In this scenario the app you need is Datasite Outreach. This app includes all the tools you need to do bidder or creditor engagement at scale.  Build buyer lists, send out teasers, track responses, negotiate NDA’s, send CIM’s AND stage your VDR. One-click and you are in Datasite Prepare so you complete getting the deal ready and move forward with due diligence. 

Learn more about Datasite Outreach from my colleague Brandon Mavleos’ blog “NEW Feature: Enabling Deal Marketing in a Remote-working World.”

Learn more about how Datasite can help you more quickly and effectively execute deal preparation. 

• To find out how we can help prepare for a restructuring process:
  • Register for our Webinar: "Prepare Your Transaction: Refinancing. Restructuring. Rebuilding."
•  To find out more about our game-changing AI capabilities:
  •    Read my colleague Axel Kirstetter’s blog "NEW Feature: Smart Categories and Document Preview."