Admins can now add, edit, and delete their own custom tags for the Documents tab.
Why choose Datasite Prepare for your data room needs
Gain instant deal momentum, eliminate friction, and explore the benefits of Datasite before committing
All the tools you need
Inbox
Email directly into your project
Search / Artificial Intelligence (AI)
Transform data into actionable information
Trackers
Consolidate your Excel checklists
Redaction
Redact (and unredact) with confidence
Mobile
Keep things moving while on the go
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.
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 Prepare
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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
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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
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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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Custom document tagging
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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!
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Curate your news and recommended apps
Is your Datasite profile up to date? Confirm or update your details for a more personalized dealmaking experience. See content based on your profile and activity.
- Confirm your details by clicking My Profile under your name.
- See M&A daily news tailored to your location.
- The more you explore, the more you’ll see. Engage with app recommendations—like the Datasite mobile app—to refine your home page experience.
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.
Streamline your workflow with Datasite
Datasite Intelligence
Find more buyers faster
Datasite Pipeline
Capture opportunities in one place
Datasite Outreach
Optimize your deal marketing
Datasite Prepare
Be ready for any transaction
Datasite Diligence
Trust the premier data room
Datasite Acquire
Trust the premier buy-side data room
Datasite Archive
Preserve and protect your project data