Datasite Prepare

Datasite Prepare is the AI-powered deal preparation platform built for M&A advisors, corporate development teams, and private equity firms. Structure, organize, and prepare for success with Datasite's core deal management capabilities. Start your deal now, at no cost. Work at your own pace before your engagement or mandate is confirmed. When you are ready to launch, convert to a live Datasite Diligence project instantly, with no re-uploading, no rebuilding, and no delays.

Datasite Prepare supports the full pre-launch phase of your deal, from building and organizing your data room before a mandate is confirmed to managing document collection requests. When you are ready to open your deal to buyers, convert to a live Datasite Diligence project instantly.

Datasite Prepare is designed for the pre-launch phase of a deal. It gives deal professionals access to Datasite's core preparation capabilities, including Datasite AI for indexing and document summarization, trackers, redaction, and translation preview, with no contract required. Datasite Diligence is the live deal execution platform, used once buyer access is granted, and includes the full suite of advanced Datasite capabilities. A Prepare project converts directly to Diligence with no duplication of work.

No. Datasite Prepare is designed for easy and immediate use without formal onboarding. Start by uploading your own folder structure or let Datasite AI create an index specific to your deal. Remove the manual setup that typically requires training on other platforms. If you need assistance, the Datasite Assist® is here to help 24/7 via phone, email, and live chat.

Only an internet connection and a supported browser. Datasite Prepare is a secure, web-based platform that requires no software installation and works on Windows or macOS via Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari. The Datasite mobile app is available for iOS and Android with biometric security, including fingerprint and facial recognition, keeping confidential deal data protected wherever you work.

Create a free Datasite account to start preparing your deal in minutes. Build a custom index using Datasite AI, invite your deal team, and upload documents with drag‑and‑drop or the Inbox feature. You can also create and manage a Prepare project from within supported AI tools, as well as from the Datasite mobile app on iOS or Android. When you’re ready to open your deal to buyers, convert your project to a live Diligence room in a single step.

Datasite is built on enterprise-grade security infrastructure trusted by M&A professionals worldwide. Our platform is ISO/IEC 27001, 27017, 27018, 27701, and 42001 certified, and maintains SOC 2 Type II attestation and full GDPR compliance. Granular access controls, multi-factor authentication, and end-to-end encryption ensure that only the right people see the right information — at every stage of your transaction. Datasite's dedicated security organization conducts regular incident response and disaster recovery testing so your deal data is always protected.