Keep tabs on every opportunity as it develops. Collaborate seamlessly, then roll into due diligence.
- Maintain one source of truth
Depend on a single source of information about your acquisition and investment opportunities – contacts, financial data, deal documents, meeting notes, and more.
- Report clearly and quickly
Optimize your deal dashboards and pipeline reporting. Tear sheets summarize targets. Saved views filter scope. Export it all with one click.
- Capture everything
Forward content by email directly into the project, or upload. Capture opportunities with the Outlook add-in. Stay connected via the mobile app and manage your pipeline wherever you are.
- Access & collaborate
Give your team constant access to the most current information. Easily create board updates, assess opportunities fast, and wargame different scenarios. Work together to build relationships with targets.
- Fine-tune all permissions
Centrally manage all user access, and control exactly who sees what. Limit access to dashboards, documents, trackers, even individual columns and rows. Keep your analyses confidential.
- Start your deal in moments
When your target is lined up, move directly into due diligence within the same, secure Datasite platform, carrying over the files you’ve already uploaded.
FAQs
What is Datasite Pipeline®? Datasite Pipeline is the leading buy-side deal pipeline software, to help you capture all opportunities in one place, along with target data, contacts, and documents.
How does Datasite Pipeline help with deal lifecycle management? You can manage your entire deal pipeline centrally, without spreadsheets. Your team can collaborate securely, and when your target is ready you can move into buy-side due diligence in minutes.
Does Datasite Pipeline include data on target companies? Yes, you can see company data and market intelligence on the targets you monitor in Datasite Pipeline. The intelligence is gathered by Grata and feeds into your pipeline automatically in real time – there’s no need for a separate subscription or API integration. You can sync companies in your tracker to verified market intelligence, and automatically populate key fields for firmographics, financials, and executive contacts, all within your existing workflow.
How do I start a new Datasite Pipeline project? Just sign a statement of work, and we’ll immediately assign you a Datasite project manager. You can start using Pipeline within minutes. Set permissions, invite users, and you’re away.
Security
- ISO 27001, 27017, 27018, 27701 & SOC 2 Type II
- ISO/IEC 42001 for AI security
- Encryption of data both at rest and in transit
- Option for single sign-on (SSO), multi-factor authentication (MFA), and information rights management (IRM)
