Datasite Prepare®

Be ready for any transaction

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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

Email directly into your project

Search / Artificial Intelligence (AI)

Transform data into actionable information

Download fact sheet
Trackers

Consolidate your Excel checklists

Download fact sheet
[manual/free] Redaction

Redact (and unredact) with confidence

Download brochure
Mobile

Keep things moving while on the go

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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.

Download brochure
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.

Learn more
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

  • New features image for the mobile app v3.13 release
    Similar questions, viewable Grata data, and more

    Our recent mobile app update includes:

    • Q&A's similar questions feature helps the Answer Team quickly identify like questions and copy previous responses
    • Upload documents directly within Q&A to quickly share relevant deal materials from anywhere.
    • Invite users in bulk and include custom messages to streamline project onboarding and communication.
    • View Grata data in Pipeline trackers to keep key deal and opportunity insights accessible anytime and anywhere.

    Update your Datasite mobile app to access these improvements and more.

  • New Features post for Explain This and Pipeline features on the mobile app
    Explain This and Pipeline tasks now on mobile
    • Quickly get AI-powered explanations of technical terms or sections of deal documents right within the Datasite mobile app - no need to leave the data room.
    • View, create, edit, and complete Pipeline tasks on any opportunity while on the go. Assign tasks, set due dates and statuses, add notes, and stay synced in real time with Pipeline on the web.

    Update your app to access these features and more.

  • New Features image of our platforms dark mode
    Dark mode

    Choose the view that works best for you. Switch between light and dark views for a more comfortable, focused experience that fits your environment.

More new features

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.

More FAQs

Streamline your workflow with Datasite

Market Intelligence

Know your world, completely
Datasite Pipeline

Capture opportunities in one place
Data room platform for deal marketing, Datasite Outreach™
Datasite Outreach

Optimize your deal marketing
Datasite Prepare

Be ready for any transaction
Premier sell-side data room, Datasite Diligence™
Datasite Diligence

Trust the premier data room
Buy-side M&A data room platform, Datasite Acquire®
Datasite Acquire

Trust the premier buy-side data room
Secure data room platform, Datasite Archive™
Datasite Archive

Preserve and protect your project data

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