Mobile app QR Code

Datasite Mobile App

The deal's in your pocket

Top features

Upload to project
Upload to project
Q&A
Monitor status
Add users
Change permissions
Expand network

Upload to project

Quickly and efficiently scan or send new documents directly into your project while on the go.

Q&A while on the move

View, manage, and filter all project questions. Using your mobile device, responding is as easy as texting.

Monitor project status

Utilize Trackers, a central task checklist for your project. See the status of an outstanding task with the option to edit from your phone.

Add users and update roles

Invite users to your project. Set or adjust user roles and permissions anytime—control what users can do and see in your project from the palm of your hand.

Set and change permissions

Adjust permission settings from your mobile device at both the folder and document level within your project. 

Network and follow industry news

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.

Master your workload

Keep your deal moving even when you are. Put the world’s most trusted data room on your phone or mobile device.

Manage your due diligence

One centralized checklist, synced to your data room so you always have the most recent information.

Do M&A anywhere

Feeling deskbound? 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 much more. You can even run an entire project using just your phone.

Stay secure

Enjoy the same maximum protection you depend on, as you access your projects remotely. Security features include:

  • Biometric login
  • Multi-factor authentication
  • SSO available
  • TLS 1.2+ protocol (data in transit) and AES 256-bit encryption (data at rest)
  • Annual pen-testing
Santander logo
Hewlitt Packard logo
Datasite's secure data room client American Red Cross's logo
Avon logo

Keep the deal in your pocket with the Datasite mobile app

  • Datasite already offers a superior product compared to competitors, and this app puts them another step ahead. The ability to manage VDRs with confidence and security on the go provides a significant boost to deal teams' work-life balances.

    Vice President, Investment Firm

  • Great app, easy to manage projects and data rooms while on the go. Uploading docs, managing invites, and reviewing updates is a breeze.

    Principal, Centerview Partners

  • Absolutely essential for dealmaking on the go. The Datasite app is your professional survival kit in today's competitive financial landscape. With lightning-fast document access, military-grade security, and the ability to manage transactions anywhere, it's indispensable for optimizing client management.

    Associate, Cantor Fitzgerald

Frequently asked questions

How do I install the Datasite mobile app?

Find it easily on the App Store or Google Play by scanning this QR code.

 

On what devices can I use the Datasite mobile app?

You can use the app on an iPhone, iPad, or any phone or tablet with the Android OS.

Is the Datasite mobile app as secure as the main platform?

Yes, the mobile app has the same rigorous security that makes Datasite the world’s most trusted data room. You can learn all about our security here.

How much dealmaking can I do via the Datasite mobile app?

If necessary, you could run an entire deal from start to finish using only the mobile app. In most cases you’ll be using it in addition to the main platform, to handle individual tasks that need performing when you’re not at your desk. Such tasks may include setting up and managing projects, reviewing content, responding to buyer questions, running analytics, and much more.

Combining maximum security with the ultimate in convenience. View brochure