Locating past deals is now easier than ever with My Archives – a dedicated space to view Datasite Archives and USBs associated with your projects, all in one organized location.
We've refreshed trackers with a cleaner, smarter layout to help you tackle your daily tasks and manage your pipeline opportunities with ease.
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.
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Our powerful project-level watermarks are now available to apply to select documents. Admins can include custom text, such as "For Legal Review Only" for extra peace of mind.
With this update to search, users can access quick actions for documents in the search results dropdown, including the ability to show the parent folder, rename, copy, move, and download the file.
A new dashboard widget centralizes your tracker comments, so you never miss an important mention. Easily see where your attention is needed without searching through multiple trackers.
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!
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.
This improvement, which appears as users access the search bar, shows the five most recently accessed files, folders, and the five most recently searched terms.
Admins can now add, edit, and delete their own custom tags for the Documents tab.
Admins can now create color palettes to customize dashboards and trackers. Personalize your projects for a cohesive look, whether you're sharing your screen or exporting for a presentation.
When you're searching for buyers on Intelligence, but don't know details like deal financials or location, Datasite Intelligence will estimate it for you. Just turn on the autofill toggle and get straight to finding buyers faster.
Stop worrying about inconsistent responses and manually looking for duplicate questions. Q&A's similar questions feature helps the Answer Team quickly identify like questions and copy previous responses, saving time and ensuring uniform answers.
In additional to sharing links to individual files, Datasite users can now right-click and get shareable links to folders and filerooms. Paste the link into an email or message, and alert your team to areas of the data room that require attention or review.
We've relocated our search bar so it's easier for you to find and use. Same great and powerful search, just more easily accessible.
Ever started drafting an invitation, and then realized you will need a new role? Now you can create a role directly from the invitations flow, without losing your work and navigating away to the Permissions tab. Check out the GIF to see how it works.
Renaming files has never been simpler or smoother. Use the 'edit' icon to access AI-powered document name suggestions, choose the one that suits, and save the new file name. Try it today!
By popular demand, we have added an index list filter for the 'new' shortcut in the Documents page. Filter and sort by date added and more. See it happen in the GIF.
Do more without tab-switching. Project Admins can now send invitations to Reviewers with manage rights directly from the Permissions page. No more clicking back-and-forth from Permissions to Users! Watch the GIF to see how.
Import your Excel into trackers - now easier than ever! Transforming Excel files into dynamic, integrated due diligence lists is a snap with the recent updates to our trackers smart importer, making it faster than before:
Guided setup is here! Follow our easy steps to load your tracker and fileroom. Choose from over a dozen tracker templates, sorted by industry.
Explore the complete structure and contents of your filerooms at a glance with the Project Visualizer. Identify content types by color-coding and efficiently drill down through folders to find what you need with only a few clicks. Gain a new perspective on your project. Try it out today!
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.
Forget digging through emails and DMs to find that one conversation. Tracker's new dedicated comments column eliminates the need for offline discussions or scattered communications.
Your team can seamlessly manage conversations and keep everyone aligned without leaving the project.
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.
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.
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.
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.
Two new verification options are now available for multi-factor authentication (MFA), in addition to email.
Enable the new options and manage your personal MFA settings within 'My Profile.'
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.
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.
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!
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!
Project Admins can now rename projects without the Datasite Assist team.
Save time editing tear sheets in PowerPoint. Use new design options to create a template, and export read-to-present slides.
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
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!
Prospect new markets and boost your chances against larger competitors with Intelligence.
Closed a great deal? Make sure all the right people are in the know with Intelligence.
Feeling overwhelmed with information overload? Stay on point by finding out quickly when there are new deal comps in 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.
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.
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.
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.
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.
These updates make performing redactions even simpler.
Conduct financial analysis right in Pipeline with formula columns. Easily calculate EBITDA margin, EV, gross profit, and more.
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!
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.
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.
Project Admins have a new 'Archives' tab in Diligence and Acquire projects, dedicated for requesting and reviewing all archives.
Simplified and updated Datasite Archive makes it easier than ever to preserve and protect your project data.
Monitor specific Q&A items for future reference with ease. Add and manage one at a time, or in bulk.
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.
We’ve made a few enhancements to multi-factor authentication (MFA), improving the ease of use.
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.
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:
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.
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.
We've made a few updates to Redaction to improve ease of use.
Minimize how much you need to build from scratch, and streamline your due diligence process.
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.
Discover two new mobile app features:
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.
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.
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.
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.
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.
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.
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.
Project Admins and users with the appropriate access will now be presented with options for downloading files that have confirmed redactions.
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.
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.
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.
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.
Visualize your tracker's data with the new timeline chart widget. Configurable and filterable to include key details such as priority, status, and more.
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.
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.
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.
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.
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.
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.
Use right click and save time. Available in Documents, Trackers, Users, search results, Pipeline Contacts, and Acquire findings.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Quickly identify and display which opportunities in your pipeline have activity using the Activity Report widget in the Dashboard tab.
Get visibility into both active and inactive targets, so you can prioritize follow-ups as needed.
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.
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.
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.
Everything you need to manage your Datasite Cloud susbscription is in one central location. Using the admin console, Account Admins can now
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.
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.
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.
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.
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.
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.
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.
Some highlights of the new look of Datasite:
Advance your buy-side opportunities with Datasite Pipeline, and capture and manage all opportunities in one place.
Preserve and protect your project data with Datasite Archive. It's easily accessible, legally defensible, and completely searchable.
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.
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!
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 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.
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.
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.
Easily perform advanced searches with our keyboard shortcuts and templates.
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.
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.
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.
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.
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.
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.
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.
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.
Our findings interface has been updated for a more cohensive experience, with the same functionality for assessing risks.
Get quick insights into document engagement without leaving the Documents tab.
Upload video files to Datasite and reap the benefits of OCR-powered search and detailed analytics. Watch the video to learn more.
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.
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.
Reach contacts straight from the mobile app. Just tap any phone number to call it, or an email address to send mail.
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:
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.
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.
Connect with us faster with one click. Live chat is now available directly within your Acquire project.
Filter your search results by their associated smart categories and quickly zero in on the files you need.
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.
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.
Eliminate redaction roadblocks with our latest Redaction AI innovation.
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.
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.
View your deal’s progress in a dash with more robust information
Quickly see who has last made changes to the Permissions settings on your Datasite project without navigating away from Permissions.
Search Datasite for keywords, then download the search results to Excel to keep as a working list.
Our search interface has been updated for a more cohesive experience within our applications.
Keep the deal moving forward by setting custom alerts for inactive buyers. Click to learn more.
Same functionality you love, refreshed look. The new look makes it even easier to set permissions by role. Click to learn more.
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.
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.
Publish or unpublish documents in moments from your mobile device - from individual files to bulk content.
Compare which roles stay logged in the longest with this new report.
Send customized emails to users on your project. Save your favorite emails as templates to reuse again if needed.
The look and feel of the Analytics tab has changed. You will notice a sleeker interface.
Outreach project analytics gives you visibility on how your deal is going.
Our global login page has a refreshed look.
Trackers have become more sophisticated with the addition of color to help you quickly identify key data when reviewing.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
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Learn more about all the new features available to you now.
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