Datasite Outreach™

Effortlessly manage your deal marketing

Why choose Datasite Outreach for your deal marketing needs

Get to market faster and stronger – with a rich supply of insights for your next deal
Import buyers in seconds

Drag and drop spreadsheets of contacts. Quickly and easily update existing companies and contacts. Track engagement from opportunity to opportunity.

Accelerate marketing

Every message customized, watermarked and password protected. Build them all in moments from your template. Minimize human errors and save days of work.

Track buyer progression

Get real-time updates on deal milestones and buyer engagement. Manage reporting under one source of truth. Export up-to-the-minute data with one click.

Leadership insights

Leverage data that lets you track every potential buyer, across every project. Understand buyer behavior, deal probability and market dynamics as never before.

Unleash your Customer Relationship Management (CRM) system

Integrate with your Customer Relationship Management (CRM) system. Use an application designed for deal marketing. Maximize your Customer Relationship Management (CRM) system investment.

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.

All the tools you need

Analytics

Track deal progress from every angle

Inbox

Email directly into your project

Trackers

Consolidate your Excel checklists

Watermarking

Custom watermarks for each potential buyer

Email Templates

Minimize errors, maximize productivity

Contacts

Keep all contacts in one place

Ready to get started? Contact us

What to look for in a deal marketing application

You need more than how it’s always been done. You need bulk email and watermarking. You need tools that reduce manual work and repetitive tasks. You need a central hub to track all your buyers. You need Datasite Outreach.

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 Outreach
  • Using the Datasite Outreach tool, it saved our senior bankers between 1-5 hours, depending on the project. This is time that they can use to pick up the phone and call people who might be very strategic buyers.

    Associate, Sonenshine Partners, Investment Banking

  • Datasite has made the process a lot more efficient. When you have to send out 200 CIMs and you need to watermark each email - you can basically do it in one click.

    Hilary Morrison, Vice President, Capstone Partners

  • This is absolutely fantastic – I can’t understand why we haven’t used it on all engagements so far. It’s not hours, it will save days of work.

    Manager, Major Multinational Advisor

  • Technology plus humanity: How Datasite enabled IPO, CRA, and debentures processes

    October 19, 2023 | Case Study

  • Deal Spotlight: Microsoft acquisition of Nuance Communications for $19.7bn

    June 27, 2023 | Case Study

  • Case Study: Tracking due diligence progress in real-time

    June 27, 2023 | Case Study

Frequently asked questions

What is Datasite Outreach?

Datasite Outreach is a deal marketing platform. Before you launch your deal, you’ll need to market your deal. Most people use Excel. With Datasite Outreach, you’re already ahead of the game. Capitalize on the latest technology to make the best deals possible. Save time and prevent human error with automated bulk email and watermarking tools. Track all your buyers in one centralized tracker. Find the best buyer, faster. When you’re ready to start due diligence, simply invite your buyers to the dataroom. 

How does Datasite Outreach Support my deal lifecycle?

Accelerate and automate deal marketing with Datasite Outreach.  Take your time back. Generate insights easily.  Free up time with bulk email and watermarking done in minutes.  All information on your deal is captures in one centralized tracker.  See buyer engagement in your deal easily.  

Do I need training to use Datasite Outreach?

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 Outreach?

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. You can keep your deal moving using Google Chrome, Mozilla FireFox, Microsoft Edge, or Safari.

How do I start a new Datasite Outreach project?

Sign a statement of work and we’ll assign a Datasite product support specialist to your project right away. 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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