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Datasite Home
* Datasite Cloud®
Datasite Cloud®
Today’s data room, tomorrow’s deal platform. We know what you’ll need next
because we’ve already built it.
* Diligence
The premier sell-side data room
* Prepare
Accelerate transaction readiness
* Outreach
Effortlessly manage your deal marketing
* Acquire
The first data room built for acquisitions
* Pipeline
Advance your buy-side opportunities
* Archive
Preserve and protect your project data
* Intelligence
Get better results, faster with the AI engine that knows M&A
* More Apps
Streamline your workload with apps you can use anytime
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* New Features
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Exclusive analysis about M&A trends and best practices
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NEW FEATURES
LEARN ABOUT THE LATEST DATASITE INNOVATIONS AND ENHANCEMENTS
Request a demo
TOP FEATURES
* FULL DOCUMENT TRANSLATION
Cross-border deal? Reviewers based overseas? Now available in Datasite
Acquire and Diligence, Project Admins can translate files to and from a dozen
languages. Translated files appear at the bottom of the folder and can be
made available to Reviewers via the Permissions page.
App(s): Diligence, Acquire
* OPTIMIZE YOUR WORKFLOW IN ONE CENTRALIZED VIEW
Welcome to your new Datasite home! Unlock a new level of efficiency from your
dynamic home page. Enjoy one-click access to recent projects, recommended
apps, and new features. Follow fellow dealmakers, explore league tables, and
track the market with top M&A news.
App(s): Diligence, Prepare, Outreach, Acquire, Pipeline, Archive
* MOBILE DOCUMENT SCANNER, PERSONAL DOCUMENTS, AND MORE
Quickly and efficiently scan documents on the go with the new document
scanner on the Datasite mobile app. Easily access and manage your files in
Personal Documents, a safe and secure repository for all uploads. Along with
the addition of Document Scanner and Personal Documents, we have implemented
several client-requested features to help your deal progress while on the
move, including
* Access to your Datasite Inbox
* Rename documents and folders
* Set folder and file-level permissions
* Updates to filtering and sorting
* Add a folder
* Add a tracker row
App(s): Diligence, Acquire
ADDITIONAL NEW FEATURES
Release month
App
Capability
* October 2024
* September 2024
* August 2024
* July 2024
* June 2024
* May 2024
* April 2024
* March 2024
* January 2024
* December 2023
* November 2023
* October 2023
* September 2023
* August 2023
* July 2023
* June 2023
* May 2023
* April 2023
* March 2023
* February 2023
* January 2023
* December 2022
* November 2022
* October 2022
* September 2022
* August 2022
* July 2022
* May 2022
* April 2022
* March 2022
* February 2022
* Diligence
* Prepare
* Outreach
* Acquire
* Pipeline
* Archive
* Intelligence
* Forecaster
* Image to Excel
* MergerLinks
* PDF to Excel
* Project Visualizer
* Rapid Redact
* Watermarking
* Analytics
* Contacts
* Dashboard
* Documents
* Email Templates
* Findings
* Inbox
* Mobile
* Permissions
* Q&A
* Redaction
* Search / AI
* Subscription management
* Trackers
* Watermarking
* Clear filters
FILTER RETURNED NO RESULTS. RESULTS RETURNED:
* SPOT THE DIFFERENCE INSTANTLY
The Document Comparison app lets you compare any two files side-by-side -
such as alternate versions of the same document. Highlight differences
instantly, keep track of changes, and search a list of all changes to find
the ones you need. Achieve faster reviewing and reliable version control.
Find Document Comparison and other great features on the Apps page.
Try it now
* REDACTION AI KEY TERM UPDATE
We have increased the limit in key terms Admins can auto-redact from twenty
per fileroom to fifty. Enter the terms, and Redaction AI will automatically
find and mark those words or phrases for redaction.
App(s): Diligence
* HOME PAGE PERSONALIZATION
Enjoy personalized Datasite content on the home page. If you are a legal or
financial advisor, your home page default view will now display recommended
apps, league tables, and new features relevant to you! Keep your user profile
information up to date for a personalized experience.
App(s): Diligence, Prepare, Outreach, Acquire, Archive, Intelligence
* DOWNLOAD FILES FROM INDEX LIST
Admins and reviewers alike can now filter the index list and download files
from it their selection. Filter by file type, date added, and much more to
download what you need, when you need it.
App(s): Diligence, Prepare, Acquire
* MULTI-FACTOR AUTHENTICATION OPTION UPDATES
Two new verification options are now available for multi-factor
authentication (MFA), in addition to email.
* Text (SMS)
* Authenticator app (e.g., Microsoft Authenticator)
Enable the new options and manage your personal MFA settings within 'My
Profile.'
App(s): Diligence, Prepare, Acquire, Pipeline
* SEE SELL-SIDE TRENDS WITH FORECASTER LIVE
Predict the unpredictable with live sell-side dashboards based on Datasite's
proprietary, aggregated, and anonymized transaction data. Get a read on where
the sell-side market is heading by watching deal trends at their inception -
not their close. Compare new and historical sell-side trends to optimize
market timing.
App(s): Forecaster
* PUBLISH FROM PERMISSIONS
Never forget to publish files again! The Permissions page has new options to
publish and unpublish content without going back to the Documents page. Watch
the video to learn more.
App(s): Diligence, Acquire
* TURN PDF TABLES INTO USABLE SPREADSHEETS
Effortlessly convert PDF files into Excel spreadsheets with a simple
drag-and-drop, eliminating errors and boosting productivity. Save hours and
enhance accuracy with this seamless conversion solution. Check out our apps
offerings now on Datasite Apps!
App(s): PDF to Excel
* CONVERT TABLE IMAGES TO EXCEL INSTANTLY
Instantly convert image files into Excel spreadsheets with a simple
drag-and-drop, saving you time and eliminating errors. Focus on refining
formulas and building models instead of manual data entry. Check out our new
apps offerings now on Datasite Apps!
App(s): Image to Excel
* RENAMING YOUR PROJECT
Project Admins can now rename projects without the Datasite Assist team.
* Go to the Settings page
* Go to Project Status
* Enter the new name
* Select whether to notify users
App(s): Diligence, Prepare, Acquire
* SUMMARIZE OPPORTUNITIES ON A SINGLE PAGE
Save time editing tear sheets in PowerPoint. Use new design options to create
a template, and export read-to-present slides.
App(s): Pipeline
* REPLACE AND RENAME IN ONE STEP
It's now faster and simpler than ever to replace a document and update its
name, all in one step. As the replacement file uploads, choose a new file
name if you wish. More details in the video!
App(s): Diligence, Prepare, Acquire
* BOOST YOUR WIN RATE WITH DATASITE INTELLIGENCE
Prospect new markets and boost your chances against larger competitors with
Intelligence.
App(s): Intelligence
* AMPLIFY YOUR SUCCESS WITH DATASITE INTELLIGENCE
Closed a great deal? Make sure all the right people are in the know with
Intelligence.
App(s): Intelligence
* TRACK NEW DEAL COMPS WITH DATASITE INTELLIGENCE
Feeling overwhelmed with information overload? Stay on point by finding out
quickly when there are new deal comps in Intelligence.
App(s): Intelligence
* POLISH YOUR PITCH WITH DATASITE INTELLIGENCE
You need your pitch to stand out. And nothing impresses more than a
non-obvious buyer or two. Leave no stone unturned with Datasite Intelligence.
App(s): Intelligence
* WORKSTREAMS ARE NOW TEAMS
To improve your experience, we now have one consistent name for workstreams
and analytics teams: Teams! Teams are a way to group users or permission
trackers. Updates will appear in Trackers, Users, and Analytics pages.
App(s): Diligence, Prepare, Acquire, Archive
* DISCOVER MERGERLINKS IN PREPARE
Expand your network, boost your profile, grow your career within the largest
community of verified M&A professionals. Now available directly within
Datasite Prepare, click 'discover' to explore the deal news and discover
expert dealmakers.
App(s): Prepare, MergerLinks
* SECURELY REDACT IN SECONDS
Redact sensitive content in a document swiftly and securely, with this
standalone tool to use anytime. Target specific words, phrases, images, and
data types, and review all suggested redactions before confirming. Reduce
risk and save hours - find it on the Apps page.
App(s): Rapid Redact
* DATASITE INTELLIGENCE
Find more buyers, faster. Generate more relevant lists of deal precedents and
potential buyers, saving weeks of detective work. Map new and niche markets
easily.
App(s): Intelligence
* IMPROVED REDACTION TOOLS
These updates make performing redactions even simpler.
* Redaction category colors correspond to redaction marks
* Even more right-click actions
* Cursor icon updates to make it more clear the types of redacting performed
* New shimmer effect as more items to redact are identified
* New column to indicate the types of redacting performed (AI, manual)
App(s): Diligence
* CALCULATE KEY METRICS WITH FORMULA COLUMNS
Conduct financial analysis right in Pipeline with formula columns. Easily
calculate EBITDA margin, EV, gross profit, and more.
App(s): Diligence, Prepare, Acquire, Pipeline
* NAVIGATE FILES WITH PROJECT VISUALIZER
Click through folders and subfolders in a new and immersive way with the
Project Visualizer app. Layers of folders emerge as you drill in to each
fileroom. Try it out today!
App(s): Diligence, Prepare, Acquire, Pipeline, Archive, Project Visualizer
* Q&A CORRESPONDENCE VIEW UPDATES
The threaded view has been tidied up, with better clarity and ease of use.
All actions are now grouped together in a collapsible right-hand pane.
Improved layout for summaries, details, and actions, allowing more space to
view and draft correspondences.
App(s): Diligence, Acquire
* TRACK M&A NEWS AND LEAGUE TABLES ON MOBILE
Now, within the Datasite Mobile app, you can get the deal news that matters
to you, and monitor the key players in those deals. While expanding your
network, raising your profile, and developing your dealmaking career inside
the largest community of verified M&A professionals - all brought to you by
MergerLinks.
App(s): Diligence, Acquire, MergerLinks
* STREAMLINED ARCHIVAL CREATION AND DATASITE ARCHIVE
Project Admins have a new 'Archives' tab in Diligence and Acquire projects,
dedicated for requesting and reviewing all archives.
* Easily compare your choices for archiving your project
* Intuitive archival and closure flow
Simplified and updated Datasite Archive makes it easier than ever to preserve
and protect your project data.
* Create a Datasite Archive in three quick steps
* Clear content summary to review before finalizing
* Improved Q&A audit display
Learn more about Archive
App(s): Diligence, Acquire, Archive
* FOLLOW SPECIFIC Q&A THREADS
Monitor specific Q&A items for future reference with ease. Add and manage one
at a time, or in bulk.
* New watched items column with bookmark icon
* New shortcuts menu with dedicated watched items section and other actions
App(s): Diligence, Acquire
* VIEW PIPELINE PROGRESS AND TRENDS OVER TIME
Evaluate pipeline performance and efficiencies, and detect gaps using the
History Bar Chart, available in your Dashboard. Visualize progress over time,
such as how long it takes to move an opportunity through each stage and
quality of deal leads.
App(s): Pipeline
* MULTI-FACTOR AUTHENTICATION UPDATES
We’ve made a few enhancements to multi-factor authentication (MFA),
improving the ease of use.
* Uniform, streamlined login and verification experience, even when you’re
on the go with the Datasite mobile app
* Easy for admins to self-manage with MFA configurations now within the
project and account subscription settings
App(s): Diligence, Prepare, Acquire, Pipeline
* EDIT DRAFTED INVITATIONS
Admins can now edit and update their saved, drafted user invitations. Within
the Users tab, filter for "draft" status, then modify the pending invitations
before sending.
App(s): Diligence
* FRONT OF THE LINE: SMART MOVES
Explore our Front of the Line technology showcases, available on demand. The
latest installment, Smart Moves, demonstrates new tools and app enhancements
to streamline processes and boost productivity. Watch demos of our latest
innovations:
* Powerful standalone tools you can use anytime, even between projects
* Templates – kick-start your setup with best-practice and custom project
templates
* Datasite Archive – the best way to preserve a legally defensible record of
your deal.
* Efficient new features on the Datasite mobile app
* More power in Datasite Pipeline
App(s): Pipeline, Archive
* FOLLOW M&A LEADERS ON THE MERGERLINKS APP
Access a searchable global database of more than 250,000 verified dealmakers.
Use MergerLinks to expand your network, originate new business, and develop
your dealmaking career.
App(s): MergerLinks
* PUBLISH FILES FROM PERMISSIONS TAB
Create roles, set permissions, launch your project, and invite users. There's
a step missing that our Admins often forget: publishing the files! With this
enhancement, Project Admins can now publish files from within the Permissions
tab. No more need to navigate back to the Documents tab; simply select the
files, filter by Publish status, and publish your unpublished files in one
click.
App(s): Diligence, Prepare, Acquire
* REDACTION UPDATES
We've made a few updates to Redaction to improve ease of use.
1. Navigation is now condensed to the left side of the page.
2. Redaction AI "reasons" have been renamed to "categories."
3. Admins can now add notes to each Redaction category (Redaction AI only).
4. "Redact with information types" has been renamed to "bulk mark with AI."
App(s): Diligence
* SET UP DEALS FASTER WITH TEMPLATES
Minimize how much you need to build from scratch, and streamline your due
diligence process.
* Save and reuse trackers and folder structures
* Jumpstart projects with Datasite best-practice templates
* Share templates with other users on your deal team
App(s): Diligence, Prepare, Acquire
* MULTI-SELECT FILES IN PERMISSIONS
Permission more precisely with the new ability to multi-select files within
the Permissions tab. Filter folders and files by file type, document
disclaimer status, and more, then edit the permissions by role accordingly.
App(s): Diligence, Acquire
* NOW ON MOBILE: RECYCLE FILES AND MANAGE PIPELINE CONTACTS
Discover two new mobile app features:
1. Unwanted content in the file room? Just recycle, recover, or permanently
delete files with a tap.
2. In Datasite Pipeline, create new contacts, edit existing ones, and
associate specific contacts with a particular deal pipeline.
App(s): Pipeline
* TEXT COMPARISONS IN THE DOCUMENT VIEWER
With this powerful enhancement, reviewers and admins alike can scroll through
two documents at a time. The differences between the two are highlighted with
color coding - ideal for contract review. Watch the video to learn more.
App(s): Diligence, Prepare, Acquire
* LAUNCH ACQUIRE OR DILIGENCE PROJECTS FROM PIPELINE
Found your next target? Now seamlessly and securely move relevant deal
documents in your pipeline to due diligence. From your Pipeline Trackers,
conveniently launch a new Acquire or Diligence project with the option to
copy documents in seconds.
App(s): Pipeline
* EXPORT ACTIVITIES AND TASKS
Evaluate and share more details on your opportunity pipeline by exporting
more available data from Trackers. Now conveniently export your activities,
tasks, and contacts into Excel format.
App(s): Pipeline
* UPDATED INBOX PERMISSIONS SETTINGS
Use the Datasite Outlook add-in to manage your pipeline - even without view
access permissions to the Inbox tab. The updated Inbox permissions settings
enable more flexibility for users to forward emails, attachments, and
activities to the Inbox.
App(s): Pipeline
* EDIT YOUR TRACKERS ON MOBILE
Want to do more than just view? Now you can both track and update your deal
progress using the mobile app. Stay in control of your team's checklist of
tasks, even on the move, with mobile tracker editing.
App(s): Diligence, Prepare, Acquire, Pipeline
* LEFT NAVIGATION UPDATES
Collapse and expand the left-hand navigation to give yourself more working
room with this update. You will notice the change in Trackers, Analytics,
Dashboard, Q&A, and more.
App(s): Diligence, Prepare, Acquire, Pipeline, Archive
* NEW PIPELINE DASHBOARD TEMPLATES
Take the guesswork out of preparing your dashboard. Save time while more
clearly reporting your pipeline health with the enhanced Datasite Pipeline
dashboard. Choose convenient templates for your team, board meetings, or
investment committee.
App(s): Pipeline
* REDACTION DOWNLOAD OPTIONS
Project Admins and users with the appropriate access will now be presented
with options for downloading files that have confirmed redactions.
App(s): Diligence, Prepare
* SETTING PERMISSIONS IN THE DOCUMENTS TAB
By popular demand, Project Admins can now set permissions on files, folders,
and filerooms without navigating away from the Documents tab. Right click, or
use the top action bar, and adjust the permissions settings by role. Watch
the video for more details.
App(s): Diligence, Prepare, Acquire
* COMPARING FILES IN THE DATASITE VIEWER
Users can now compare two files side-by-side in the Datasite viewer. Select
two files, then pick select "Compare" in the right hand action menu. You can
also now open up to ten files at a time in a single tab, too. Watch the video
to learn more.
App(s): Diligence, Prepare, Acquire
* IMPROVED ROLE DELETION
It's now much easier to delete a role, should Project Admins create one in
error. Within Permissions and role management, select the role and delete it.
Users will no longer have access.
App(s): Diligence, Prepare, Acquire, Pipeline
* UNFINISHED UPLOAD WARNING
If your file uploads have not completed uploading, and you attempt to leave
the tab or close your browser window, you will now be notified that your
uploads may be interrupted.
App(s): Diligence, Prepare, Acquire
* NEW TIMELINE VIEW OF YOUR TRACKER
Visualize your tracker's data with the new timeline chart widget.
Configurable and filterable to include key details such as priority, status,
and more.
* Gain insights and visibility to important dates
* Anticipate what's coming up next and potential bottlenecks
* Shift tracker dates directly from the timeline without leaving the
dashboard
It's easy to add your existing dashboard; get started today with a new or
existing tracker. Ensure your tracker has both start and end dates.
App(s): Acquire
* TAGGING AND SAVING VIEWS FOR LAUNCHPAD
Use tags to group your related projects so they appear together, letting you
quickly and easily access the most important work from the Datasite
Launchpad.
App(s): Diligence, Prepare, Outreach, Acquire, Pipeline, Archive,
Intelligence
* ARCHIVE YOUR CLOSED PROJECTS
Access all your closed deals from the Launchpad with Datasite Archive. When
your project closes, request an online Archive to maintain project data
online. Watch to learn more.
App(s): Diligence, Archive
* LINKING FOLDERS TO NEW TRACKER ROWS
Linking additional tracker rows to synced fileroom folders is now easier than
ever. Quickly link the folder of your choice directly to the new tracker row
within the tracker cell.
App(s): Diligence, Prepare, Acquire
* BLOCK ANNOTATIONS ON DOWNLOADED WATERMARKED FILES
Project Admins can now choose whether to allow users with download privileges
to annotate watermarked files they have downloaded from Datasite projects.
Available in the settings tab, via toggle.
App(s): Diligence, Prepare, Acquire
* SMASH IT WITH MOBILE UPLOAD
Away from your desk when files come in? Volley them straight into the data
room. With the new instant upload feature on the Datasite mobile app, you can
keep the deal moving – and never drop the ball.
App(s): Diligence, Prepare, Acquire, Pipeline
* EXPANDED RIGHT-CLICK OPTIONS
Use right click and save time. Available in Documents, Trackers, Users,
search results, Pipeline Contacts, and Acquire findings.
App(s): Diligence, Prepare, Acquire, Pipeline
* FRONT OF THE LINE WEBINAR
Change the way you work with groundbreaking apps and tools. Learn how they
can enhance your dealmaking whether you're in PE, banking, corp dev or legal.
PLUS: An exclusive first look at Datasite Intelligence™ – the revolutionary
AI search engine for M&A.
Watch replay
App(s): Diligence, Prepare, Acquire, Pipeline, Intelligence
* DATASITE OUTLOOK ADD-IN
Centrally capture data on your M&A opportunities – without leaving
Outlook. When items hit your email inbox, put them straight into your
Datasite Pipeline projects.
* Add opportunities, documents, contacts, reminders, and more
* No switching back-and-forth between software, so you boost productivity
* Capture all target data and communications in one place
App(s): Pipeline
* PII REDACTION FOR GREEK
We have expanded our Redaction AI service to support the Greek language.
Personally identifiable information can now be found using Redaction. Save
days of work with the power of artificial intelligence.
App(s): Diligence
* SAVED VIEWS IN YOUR PIPELINE
Invite stakeholders to view only what they need about your pipeline activity.
Now you can conveniently and confidently permission access to a saved view of
your pipeline while restricting access to the rest of your pipeline trackers
and dashboard.
App(s): Pipeline
* ACCESS YOUR ARCHIVE PROJECTS ANYWHERE
Don’t let your archives gather dust. Tap the app to open Datasite Archive and
review your stored project data on the move. You can search and review
content from your phone or tablet, and even invite new users.
App(s): Archive
* TRACKERS FOR ARCHIVE
Now reviewing archived projects is more efficient than ever. You can view all
your Trackers directly within your Datasite Archive project. This also means
you can quickly find anything on a tracker by using the view, sort, and
filter functionality still available to users.
App(s): Archive
* CHANGE HISTORY FOR TRACKERS
Project Admins can now easily review recent changes made to their tracker
with a filterable history. Whether it’s for the entire tracker or for a
specific row, the who, what, where, and when is at your fingertips.
Changes will be captured for projects created on or after April 15, 2023.
App(s): Diligence, Prepare, Acquire, Pipeline
* DOCUMENT LINKS EMAIL OPTION
Capture email addresses of those who open deal document attachments. By
requiring the recipient of the deal docs to enter their email to view the
document, you can see who is opening the deal docs. Track engagement and open
up new contacts for deal marketing.
App(s): Outreach
* OUTREACH CUSTOM ANALYTICS
Create and deliver custom reports to display how the outreach process is
going. Keep internal stakeholders and clients in the loop with reports
customized to your needs. No need to email out reports manually; you can set
it and forget it with scheduled email delivery.
App(s): Outreach
* PUBLISH DRAFTED PERMISSIONS BY ROLE
Drafting permissions requires an eye for detail, and the bigger your project
gets, the more intricate the permissions can be for each role. With this
enhancement, Project Admins can opt to publish drafted permissions for just
one role at a time, instead of publishing all drafts at once. Learn more in
the video above.
App(s): Diligence, Acquire
* VIEW ACTIVITY IN YOUR PIPELINE
Quickly identify and display which opportunities in your pipeline have
activity using the Activity Report widget in the Dashboard tab.
* View opportunities with activity based on emails, stage, reminders,
documents, or contacts added
* Track the last 7, 30, or 60 days, or enter a custom date range
* Add conditions to filter opportunities as needed
Get visibility into both active and inactive targets, so you can prioritize
follow-ups as needed.
App(s): Pipeline
* DON'T WAIT FOR PERMISSIONS - USE YOUR MOBILE APP
Now you can adjust any document's permissions from your Datasite mobile app.
Need to ensure some roles can't see it? Or let another role see it, but not
print or download it? Want to allow some roles to edit it? Set any
document-level permissions in a few taps.
App(s): Diligence, Prepare, Acquire, Pipeline
* DISPLAY PERMISSIONS FOR MOVING AND COPYING FILES
It can be difficult to remember what the destination permissions settings are
while you're moving and copying files in your data room. Now, before
confirming your moves and copies, you can see what access each role will have
to the files once they are published to their new location.
App(s): Diligence, Prepare, Acquire
* SAVED SEARCH
Got a few words you search for repeatedly? Save them to a quick list, and
save time. Populate your list, then quickly re-search as new files are loaded
to the data room. Save time and energy, and let Datasite remember your
important search items.
App(s): Diligence, Prepare, Acquire
* MANAGE YOUR SUBSCRIPTION IN ONE PLACE
Everything you need to manage your Datasite Cloud susbscription is in one
central location. Using the admin console, Account Admins can now
* View all projects in one display
* See details like project phase, status, last project activity, and
launch/close date
* Conveniently request to add new projects or close projects
* PASSWORD-PROTECTED FILES UPDATE
Uploading password-protected files to Datasite? No problem. This update will
alert you to an incorrect password instantly, saving you time and letting you
know right away when you need to locate the correct password.
App(s): Diligence, Prepare, Acquire
* VIEW TRACKERS BY ROW
Review and update a tracker row in a focused form view. Click on the 'expand'
arrow on the left side to see everything in a centralized view, making it
easier to update multiple fields for one item. Quickly advance to the next or
previous row, even when filters are applied.
App(s): Diligence, Prepare, Acquire, Pipeline
* SEE PERMISSIONS WHEN MOVING FILES BY MOBILE
You’re moving a file using the mobile app. But should it inherit the
destination folder’s permissions? Good news: you can now see permissions at
the document level. It means even more convenience – and fewer mistakes.
App(s): Diligence, Prepare, Acquire
* CHANGE CATEGORY FOR THREADED Q&A
Keep your Q&A on topic when follow-up questions change direction. The answer
team can now update the question category when new questions are submitted on
a previously answered thread, keeping the best SMEs in your designated
workflow.
App(s): Diligence, Acquire
* PERSONALIZE YOUR PROJECT NOTIFICATIONS
Stay in the know at the frequency you choose. Adjust your notification
settings within your profile, mixing one at a time or matching in bulk by
project and by type. Stay close with instant alerts for urgent deal tasks,
while consolidating other items into a daily summary.
App(s): Diligence, Prepare, Acquire, Pipeline
* MOBILIZE YOUR BUY-SIDE OPPORTUNITIES
Target your next deal from wherever you are. With Pipeline on the Datasite
mobile app, you can keep all your leads iin hand. Review target information,
manage documents, reach out to contacts, and get to due diligence faster.
Read more
App(s): Pipeline
* PREVIEW FOLDERS AND UPLOAD CONTENT WITHIN TRACKERS
Know which tracker rows have documents and how many from a top level. Drill
down to see which files exist in a given folder, and upload files quickly
within your tracker without navigating to the Documents tab and losing your
place. Enjoy this top-level view by adding new column type "Documents" to
your new and existing trackers.
App(s): Diligence, Prepare, Acquire, Pipeline
* NEW LOOK
Some highlights of the new look of Datasite:
* Find your projects faster: Your launchpad screen refreshes when you log in
– letting you get straight to work
* View more onscreen: The new left-hand navigation bar frees up space for
your data
* Streamline your due diligence process: A redesigned Documents tab makes
things so much easier
* Move around effortlessly: Go places in one click, using the breadcrumbs in
the global navigation bar
Read more
App(s): Diligence, Prepare, Outreach, Acquire
* INTRODUCING DATASITE PIPELINE
Advance your buy-side opportunities with Datasite Pipeline, and capture and
manage all opportunities in one place.
* One source of truth
* Custom dashboards
* Access and collaborate
* Capture everything
* Trusted permissioning
* Seamless deal flow
Read more
App(s): Pipeline
* INTRODUCING DATASITE ARCHIVE
Preserve and protect your project data with Datasite Archive. It's easily
accessible, legally defensible, and completely searchable.
Read more
App(s): Archive
* INTRODUCING DATASITE CLOUD
Manage the entire dealmaking process in one place with Datasite Cloud, a
purpose-built platform for every deal type, and every deal phase. Keep all
your activities in one secure space with connected applications, and build
your success from one project to the next.
Read more
* SECURE AND EFFICIENT DOCUMENT DISPATCH WITH WATERMARKING TOOL
Boost document security and dispatch speed with our Watermarking tool.
Generate unique, custom watermarks for each recipient, ensuring traceability
and efficiency. Quickly add the correct watermark to each document with just
a few clicks, saving you time and minimizing the risk of errors. Check out
our new apps offerings now, on Datasite Apps!
App(s): Watermarking
* MOBILE ANALYTICS VIA INDEX
Sort the serious bidders from the browsers. Just use Analytics via Index on
your mobile app. Tap a document to see who has viewed or downloaded it. Know
which users and roles are truly engaged.
* SAVE ATTACHMENTS IN EMAIL TEMPLATES
Save your deal document attachments, document links, and watermark settings
in your bulk email templates. This way, you won't need to adjust them every
time you return to bulk email, and you can enjoy a smooth, efficient, and
repeatable bulk emailing process.
App(s): Outreach
* COPY (MORE) FROM A PROJECT
Dashboards are now included in our 'copy from a project' feature. Rinse and
repeat your go-to existing dashboards from another Acquire project, carrying
over the naming, sizing, formatting, and layout into your new deal.
App(s): Acquire
* EXPORT TABLES TO EXCEL
Minimize hours and errors by exporting table data right from the document
viewer. Quickly and conveniently export tables from PDFs, scanned files,
JPGs, and more.
* Start the export with one click of a button
* Identified table data is extracted from a file, available to download as
an Excel file from your browser
* Available to users with download access to content
App(s): Acquire
* ADVANCED SEARCH
Easily perform advanced searches with our keyboard shortcuts and templates.
* Hit the / key to bring up a basic search
* Hit the Command or Control key, then the / key to bring up advanced
search
Our advanced search template lets you easily add conditions like "any,"
"all," and "none" to your queries, making it faster than ever to find what
you need in the data room.
App(s): Diligence, Prepare, Acquire
* RIGHT AND LEFT WATERMARKS
Enjoy greater flexibility and customization in watermarking your deal
documents. With right and left watermarking, you can now add a watermark on
the left or right-hand side of your marketing files in addition to top,
bottom, and center.
App(s): Outreach
* MOVE FILES ON THE MOVE
Fresh content in the sandbox, but you're not in the office? Just file and
publish it with the mobile app. Select the destination, set the permissions -
and everything's sorted.
App(s): Diligence, Acquire
* VIEW USERS IN A ROLE FROM PERMISSIONS
Roles are groups of users with the same permissions access. But whilst
editing permissions by role, it's hard to remember which specific people are
assigned to each role. Here's a solution - quickly see which users are
assigned to a given role without leaving the permissions tab.
* Go to Permissions
* Click the menu to the right of a role
* Click view assigned users
App(s): Diligence, Prepare, Acquire
* NEW ANALYTICS NAVIGATION
It's easier than ever to navigate our Analytics tab. The dashboard navigation
is now accessible via a dropdown menu in the top left. Select the dashboard
you wish to view, and filter for the detail you need.
App(s): Diligence, Acquire
* TRACKER EXPORTS WITH ENHANCED FORMATTING
Review and share with ease the sharp and polished look of your exported
checklists. All exported trackers will now include a bold header, listing the
tracker name and the export date. When exporting a single tracker, custom
colors will carry over to the export’s row when using group-by column
functionality.
App(s): Diligence, Acquire
* Q&A SETTINGS UPDATE
Whether setting up Q&A for the first time or making changes, navigate quickly
through teams, categories, and workflows with our improved design. Same
functionality you depend on, but now with a cleaner design, centralized
buttons, clearer messaging and warnings, and improved color contrast.
App(s): Diligence, Acquire
* Q&A GROUPING
Group your deal's question list and FAQ for a spreadsheet-styled display
directly within your project. Drag a column header to the top row or within
the column sidebar to organize and review with ease.
* Group data by status, category, workflow level, and more
* Group one or multiple columns
* Easily edit or revert grouping
App(s): Diligence, Acquire
* FINDINGS INTERFACE REFRESH
Our findings interface has been updated for a more cohensive experience, with
the same functionality for assessing risks.
App(s): Acquire
* IN-CONTEXT ANALYTICS
Get quick insights into document engagement without leaving the Documents
tab.
* Select a file
* Navigate to details and actions
* Select view document history
App(s): Diligence, Acquire
* VIDEO VIEWER UPDATES
Upload video files to Datasite and reap the benefits of OCR-powered search
and detailed analytics. Watch the video to learn more.
App(s): Diligence, Prepare, Acquire
* SEND DEAL DOCUMENTS AS LINKS
Send deal documents from Outreach as links instead of attachments. Gauge
buyers' level of interest by seeing which links were opened and how many
times they were opened. Watch the video to learn more.
App(s): Outreach
* COLUMN CONFIGURATION FOR Q&A
Both question and answer team users can adjust their personal view of the
question list and FAQ. Choose which columns you want to see - and in which
order - by clicking on filters or columns in the right-hand pane within the
Q&A tab.
* Bulk filter and search quickly with a simple reset button
* Reorder columns with drag and drop
* Select and deselect columns to display or hide
* Save your preferred display for future use
App(s): Diligence, Acquire
* TAP TO CONNECT IN THE APP
Reach contacts straight from the mobile app. Just tap any phone number to
call it, or an email address to send mail.
App(s): Diligence, Acquire
* ADDITIONAL CONTEXT WHEN SETTING PERMISSIONS
Know more information about your content when setting permissions without
leaving the Permissions tab. By clicking on 'column' in the right-hand
navigation pane, choose to display additional information, including specific
settings enabled:
* Publish status
* File type
* Native file download
* Document disclaimer
App(s): Diligence, Acquire
* DOCUMENT LEVEL DISCLAIMERS
Boost security with custom, file-level disclaimers. Project Admins can add a
disclaimer to a file from within details and actions, and track disclaimer
acceptance history. Watch the video to learn more.
App(s): Diligence, Prepare, Acquire
* COPY, MOVE, AND RENAME FROM SEARCH
Action your search results with familiar tools like copy, move, and rename.
No need to leave the page - perform the tasks you need from the search
results screen.
App(s): Diligence, Prepare, Acquire
* TRACK EVERYTHING, EVERYWHERE
* Track all deal setup tasks on mobile where you are
* See read-only checklists for both buy-side and sell-side
* Monitor all updates to your questions list
App(s): Diligence, Prepare, Acquire
* CHAT IN ACQUIRE
Connect with us faster with one click. Live chat is now available directly
within your Acquire project.
App(s): Acquire
* SMART CATEGORIES FOR SEARCH RESULTS
Filter your search results by their associated smart categories and quickly
zero in on the files you need.
App(s): Diligence, Prepare, Acquire
* CREATING YOUR FIRST TRACKER
If you haven't created a tracker yet, getting started is even easier than
before. The updated interface displays the four ways to quickly build your
interactive deal checklist.
App(s): Diligence, Prepare, Acquire
* FLICK-THROUGH Q&A ON MOBILE
Handling buyers' questions is smoother than ever. Simply swipe on your phone
or tablet from one question to the next - and back again. With no need to
return to your main question list, you can save precious moments and stay
focused on providing each answer.
All that recovered time adds up, helping you speed to the end of the Q&A
process - even when away from your desk.
App(s): Diligence, Acquire
* REDACTION PII
Eliminate redaction roadblocks with our latest Redaction AI innovation.
* Achieve around 80% time savings on the redaction process. Our powerful AI
automatically detects personally-identifiable information.
* Trust the best in the industry. Our tools were built with the feedback and
experience of dealmakers.
* Customize for your process. Select redaction reasons so you can unredact
in bulk when the time comes. Select which folders and filerooms to
redact.
App(s): Diligence
* ACQUIRE TRACKERS FOR MOBILE
Acquire Trackers are now available via your mobile device. Download the
Datasite app for iOS or Android, and take your to-do list anywhere. Just tap
the app to access your read-only trackers in Acquire, and link to the
documents you need to review.
App(s): Acquire
* EXPAND COMPANIES AND CONTACTS
View all available information on a buyer or contact within the Companies and
Contacts page of Outreach. Type in your company notes and description, and
you're done.
App(s): Outreach
* ENHANCED, CUSTOMIZABLE DASHBOARD
View your deal’s progress in a dash with more robust information
* No more static displays – enjoy flexibility to create multiple dashboards
* 10+ widget options to add, delete, name, size, rearrange, and configure
* Enhanced security to restrict individual dashboards by user or workstreams
App(s): Acquire
* PERMISSIONS EDITING HISTORY
Quickly see who has last made changes to the Permissions settings on your
Datasite project without navigating away from Permissions.
App(s): Diligence, Prepare, Acquire
* EXPORT SEARCH RESULTS
Search Datasite for keywords, then download the search results to Excel to
keep as a working list.
App(s): Diligence, Prepare, Acquire
* SEARCH INTERFACE UPDATE
Our search interface has been updated for a more cohesive experience within
our applications.
App(s): Diligence, Prepare, Acquire
* CUSTOM ALERTS FOR DATASITE OUTREACH
Keep the deal moving forward by setting custom alerts for inactive buyers.
Click to learn more.
App(s): Outreach
* PERMISSIONS REFRESH
Same functionality you love, refreshed look. The new look makes it even
easier to set permissions by role. Click to learn more.
App(s): Diligence, Prepare, Acquire
* Q&A REFRESH
Our Q&A tab has a refreshed new look. Users will notice easier-to-use
filtering and sorting options and a cleaner correspondence modal. Click to
learn more.
App(s): Diligence, Acquire
* VIEW AS PERMISSIONS
Project Admins can now impersonate any role on their Datasite project. Select
the role, then click "view as" for the ultimate assurance that your roles and
content are permissioned and published to your liking.
App(s): Diligence, Prepare, Acquire
* MOBILE PUBLISHER
Publish or unpublish documents in moments from your mobile device - from
individual files to bulk content.
App(s): Diligence, Acquire
* LOGIN DURATION REPORT
Compare which roles stay logged in the longest with this new report.
App(s): Diligence
* ANALYTICS METHOD OF ACCESS REPORT
* Report on how users are accessing files on your project.
* Bulk Download, Download, Print, View, and Preview.
App(s): Diligence
* CUSTOM EMAILS
Send customized emails to users on your project. Save your favorite emails as
templates to reuse again if needed.
App(s): Diligence, Prepare, Acquire
* ANALYTICS UPDATE
The look and feel of the Analytics tab has changed. You will notice a sleeker
interface.
App(s): Diligence, Acquire
* OUTREACH ANALYTICS
Outreach project analytics gives you visibility on how your deal is going.
* View the conversion funnel, declines by reason, and declines by stage
* Track your projects directly in Outreach
* If your Outreach project is linked to a Diligence project, you will see
also data room engagement analytics
Learn more
App(s): Outreach
* NEW LOGIN PAGE
Our global login page has a refreshed look.
* Smoother login experience
* More intuitive password reset process
* Same best-in-class data room security
More on Pipeline
App(s): Diligence, Prepare, Outreach, Acquire
* CUSTOM COLOR DROPDOWNS FOR TRACKERS
Trackers have become more sophisticated with the addition of color to help
you quickly identify key data when reviewing.
* Status and priority columns include set colors with their values
* Choose from 20 colors for your custom dropdown and multi-select columns
* All dropdown and multi-select values display with a wrap text option
App(s): Diligence, Prepare, Acquire
* TRACKERS FOR DATA ROOM SETUP
Accelerate your data room setup and get to due diligence sooner. Trackers is
your built-in interactive checklist. Analysts, deal teams and clients can
collaborate seamlessly, working from one central request list that links
straight to your index. No more emails or multiple versions. Save hours –
just import your existing checklists from Excel, then set permissions for
different users. Monitor progress in real time, and know when your deal is
ready for lift-off. Available in Diligence, Prepare, and Acquire.
App(s): Diligence, Prepare
* CROSS PROJECT COPY
Project Admins can re-use existing project assets like folders, trackers, and
users. Copy from your other open projects and save hours of project setup
time. Watch the video to learn more.
App(s): Diligence, Prepare, Acquire
* NEW LOOK FOR USERS TAB
* Our Users Tabs got a new look
* All invitations are now in one screen - expired, active, and more
* Advanced filter options and bulk actions available from the top and right
action bars
App(s): Diligence, Prepare, Acquire
* DOCUMENT EXPIRY FOR REVOKE ACCESS CONTROL
* Decide how long reviewers keep access to content they download.
* Set a date, or revoke access immediately.
* Contact service@datasite.com to enable IRM today.
App(s): Diligence
* BID HISTORY REPORTING
Collecting information and evaluating all the bids you received for your
asset is an important part of finding the best buyer in a broad asset sale.
Customize the Bids tab and align it to your marketing process. Capture the
information unique to your deal, so you can better evaluate all the bids you
received.
App(s): Outreach
* SHARE ANALYTICS DASHBOARDS FOR DATASITE MOBILE
You're running data rooms 24/7, and all of your stakeholders want to know how
their deals are coming along. And you certainly don't have the time to fumble
around on email trying to connect everyone with what they need, when they
need it. Now, you can share your analytics dashboards with a tap of a finger.
It's never been faster or easier to keep your team apprised of data room
activity and progress. Download the app today!
App(s): Diligence, Prepare
* OUTREACH VDR ANALYTICS
Access Analytics from your linked Datasite Diligence project right within
Datasite Outreach. When your Outreach buyers make it to due diligence, you
can quickly see which buyers are most engaged and which documents are being
accessed most.
App(s): Outreach
* DRAG AND DROP FOR DATASITE OUTREACH
* Upload hundreds of companies and contacts to your Datasite Outreach
project in minutes.
* It's easy and streamlined, so you can do it on your own. Save time, so you
can get straight to finding buyers.
* Quickly update existing companies and contacts with copy and paste. A
simple way to keep your contacts up to date.
App(s): Outreach
* CUSTOMIZED PROJECT INVITATIONS
Customize the invitation emails users receive when they are added to a
Datasite project. Tailor the invites to suit your project's needs by
including links, contact information, and instructions - whatever details you
need to get your deal off to the right start.
App(s): Diligence, Prepare, Acquire
* DEAL HISTORY FOR DATASITE OUTREACH
Want to add buyers to a Datasite Outreach project from a past deal? No
problem! No more hunting down old Excel trackers. The new Deal History field
in Companies & Contacts lets you see all past deals any buyer was in. Just
filter by Deal History and select the buyers to add.
App(s): Outreach
* Q&A FOR DATASITE ACQUIRE
The buyside leads Q&A thanks to a recent update to Q&A for Datasite Acquire.
Buyers are admins and belong to question teams simultaneously. This allows
buyside admins to run the transaction and ask the seller questions.
App(s): Outreach
* ACQUIRE TRACKER TEMPLATES
Got a tracker template that you use over and over again? Save valuable time.
Datasite Acquire makes it easy to import a tracker from one of your open
projects. Check out the video to learn more.
App(s): Acquire
* ANALYTICS FOR DATASITE MOBILE
Do you know which buyers are most active in your data room? Thanks to
Datasite Mobile, you can quickly access two dashboards to see who is logging
in and accessing permissioned content. Watch the video for a quick overview.
App(s): Diligence
Show more
ADDITIONAL NEW FEATURES
2024
2024
2023
2022
September:
* Streamlined access to new Archives
* Welcome messaging – Archive
* Watermarking app improvements – Apps
* Public roadmap – Apps
* Various updates - MergerLinks
* Creation updates – Archive
* Navigation updates – Home page
* MergerLinks updates for Mobile
* Sandbox permissions updates – Acquire, Diligence, Prepare
August:
* Tear Sheet 2.0 – Pipeline
* Deal submission update – MergerLinks
* Pitchbook update - Intelligence
July:
* Page layout updates – Apps
* Create projects from subscriptions – Apps
* Q&A answer column update – Acquire, Diligence
* Excel viewer update – Acquire, Archive, Diligence, Pipeline, Prepare
* Replacing and renaming files update – Acquire, Diligence, Pipeline, Prepare
* Inbox updates – Acquire, Diligence, Prepare
* Permissions page getting started video – Acquire, Diligence, Prepare
* Documents page shortcut titles and descriptions – Acquire, Diligence,
Pipeline, Prepare
June:
* Breadcrumbs in document viewer – Acquire, Diligence, Prepare
* Live edit permissions button update – Acquire, Diligence, Prepare
* Export harmonization – Pipeline
* Mobile user search update – Acquire, Diligence, Pipeline, Prepare
* Next and previous document button - Acquire, Diligence, Prepare
May:
* Next and previous button for document viewer – Acquire, Diligence, Prepare
* MergerLinks transaction page update – Apps
* Redaction highlight update – Diligence
* Granular documents notifications – Acquire, Diligence, Prepare
* Redaction language change from ‘confirmed’ to ‘redacted’ – Diligence
* Waterfall chart – Pipeline
* Task widget by tracker - Pipeline
April:
* New Redaction Icons – Diligence
* Right-click Trackers enhancements – Acquire, Diligence, Pipeline, Prepare
* Feedback option from Help menu - All
* Trackers recycle bin improvements – Acquire, Diligence, Pipeline, Prepare
* Open files from permissions tab – Acquire, Diligence, Pipeline, Prepare
March:
* Additional Currencies for Trackers – Acquire, Diligence, Pipeline, Prepare,
Archive, Mobile
* Uploader Improvements – Diligence, Acquire, Pipeline, Prepare
February:
* Row details dialog and filter/sort timeline widget for trackers – Acquire
* Excel watermark enhancements – Diligence, Prepare, Acquire
* Expanded number of numeric columns, trackers – Acquire, Diligence, Prepare,
Pipeline
* Q&A push notifications update – Q&A, mobile
* In-app feedback via help menu - All
January:
* Outage Notifications Update – All Apps
* Mobile Upgrade Update – Mobile
* Page layout updates – All
* Scroll bars for timeline widget - Acquire
* Single click to edit - Acquire
* New documents section update
* In-app help update - All
December:
* Auto-publish uploads - Acquire
November:
* Change history for activities and tasks - Pipeline
* Incremental enhancements - Pipeline
* Trackers, single-click editing - Acquire, Prepare, Diligence, Pipeline
* Various enhancements - Cloud
* Open files while processing - Acquire, Diligence, Pipeline, Prepare
* Document preview in redaction tab – Diligence, Prepare
* Mobile upload enhancements – Acquire, Diligence, Prepare, Pipeline
October:
* Left drawer navigation update (Prepare, Diligence, Acquire, Archive,
Pipeline)
* Task modal redesign (Pipeline)
* Notifications update (all applications)
* Admin Console new tab for Account Info (Cloud)
September:
* Deactivated users hidden by default (Prepare, Diligence, Acquire)
August:
* Set preferred tracker views (Outreach)
* Updated contacts modal (Pipeline)
* Additional right click functionality (all applications)
July:
* Document links analytics update (Outreach)
* Activity modal redesign (Pipeline)
* Filters, rows, and cells updates
* Comfort letter enhancements (Archive)
* Upload history enhancements (Diligence, Acquire, Prepare)
June:
* Decline Metrics (Outreach)
May:
* Trackers Column Configurations Persist (Acquire, Diligence, Prepare)
* Counterparty ID (Outreach)
* Export Internal & External Notes (Outreach)
* Custom Logo for Export (Outreach)
* Permissions export enhancements (Acquire, Diligence, Prepare)
April:
* Findings widget updates for dashboards (Acquire)
* Rename Archive projects (Archive)
* Search within a folder (Acquire, Diligence, Prepare)
* Left/right watermarks (Acquire, Diligence, Prepare)
* Watermark shadow outline (Acquire, Diligence, Prepare)
March:
* Preview files via search bar (Acquire, Diligence, Prepare)
* Enhanced permissions filters (Acquire, DIligence, Prepare)
* Exporting widgets to PowerPoint (Acquire)
* Search by Document ID (Diligence, Acquire, Prepare)
February:
* Faceted filters for search (Diligence, Acquire, Prepare)
* Left and right watermarking (Outreach)
December:
* Updated password reset experience (Diligence, Acquire, Prepare)
November:
* Chat (Acquire)
* Single Sign On Log-out Page Refresh (Diligence, Prepare, Acquire)
* Mobile update for swiping within Q&A (Diligence, Acquire)
August:
* Search Enhancements (Diligence, Prepare, Acquire)
July:
* Dutch Language support (Diligence, Prepare, Acquire)
March:
* Mobile Video Viewer (Diligence, Prepare)
February:
* Analytics for Mobile (Diligence)
January:
* Link documents within Mobile (Diligence, Prepare)
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financial transactions — including M&A, restructuring and administration, and
capital raising. Our intuitive platform offers rigorous security enabling file
sharing and collaboration within and across organizations. More than a virtual
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deal lifecycle with secure collaborative software that shortens timelines for
buy-side and sell-side teams from deal sourcing and deal preparation to
post-merger integration (PMI) while meeting regulatory compliance — including
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diligence globally, Datasite is consistently recognized for breakthrough
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