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Datasite Prepare®

Be ready for any transaction

Why choose Datasite Prepare for your data room needs

Gain instant deal momentum, eliminate friction, and explore the benefits of Datasite before committing
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

Categorize, index, and translate content using AI. The AI suggests the best place for every file, even nested three levels down. Use preview in translation to check that content is correctly filed.

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 redactions. Find all instances of a word across the data room. Let Artificial Intelligence (AI) find all Personal Identifiable Information (PII) for you. 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.

All the tools you need

Inbox
Search / Artificial Intelligence (AI)
Trackers
Redaction
Mobile

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.

Virtual data room app, Datasite Prepare™'s "Files & Folders" feature

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.

Datasite virtual data room user accessing Datasite Assist at his desk via a desktop computer

Why Datasite is a trusted partner

Discover how other dealmakers have succeeded with Datasite Prepare
Datasite's virtual data room client Baker Hughes' logo
Datasite's investment banking data room client Evercore's logo
Datasite's data room for investment banking client Goldman Sachs' 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

New features

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    Customize watermarks for a single file

    Our powerful project-level watermarks are now available to apply to select documents. Admins can include custom text, such as "For Legal Review Only" for extra peace of mind.

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    Custom document tagging

    Admins can now add, edit, and delete their own custom tags for the Documents tab.

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    Save users in Templates

    Templates are the best way to reduce project setup time. Joining folder structures and trackers, we now support saving user information! Perfect for the people you often invite to your deals, you can now save users from existing projects and add them to new ones. Try it today!

Frequently asked questions

What is Datasite Prepare®?
How does Datasite Prepare support my deal lifecycle?
Do I need training to use Datasite Prepare?
What do I need to access Datasite Prepare?
How do I start a new Datasite Prepare project?

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