Datasite Prepare®

The deal’s in your pocket​

• Master your workload: Keep your deal moving even when you are​
• Mange your due diligence: One centralized checklist, synced to your data room so you always have the most recent information​
• Do M&A anywhere: Never worry again about what you might be missing. Just tap the app to set up and manage projects, find and review content, respond to buyer questions, run analytics, and more​
• Stay secure: SOC 2 Type II attestation; ISO 27001, 27017, 27018, 27701 certified; EU and UK GDPR, CPRA, and APP regulatory compliant; data secured in-transit and at rest​

Redaction for strategic transactions​

• Do it all in the data room: Perform all redactions inside Diligence. No more switching between filerooms or external tools. Stay fully secure while saving hours​
• Auto-redact: Redact in bulk to ensure compliance, fast. Our AI engine automatically detects many types of PII.​
• Unredact at any level: As buyers emerge, you can start to unredact content. Do it in second with redaction reasons​
• Keep track of progress: Monitor and track your entire redaction process with our analytics​

Simplify deal prep with trackers

• Set up projects faster: Build your project index in minutes from any tracker, with each row linked to its corresponding folder. Create a tracker from your existing Excel worksheet, or use one of our templates.​
• Keep your team aligned: Maintain diligence momentum with seamless collaboration. Assign priorities and ownership, discuss requests in comments, and mark threads as resolved – all within your tracker.​
• Stay focused on your tasks: Upload files directly from the tracker without losing your place. Attach documents to the correct index location as you updated statuses – no need to switch tabs. Use filters to zero in on what needs your attention and keep work moving.​
• Control permissions at every level: Control who sees what. Restrict access to specific rows, or the entire tracker. Hide certain columns and filter information to create different views. Apply permissions to specific users of entire teams.​