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 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.
Access & collaborate – Give your team constant access to the most current information. Collaborate 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.
The leading buy-side deal pipeline software to help you capture all opportunities in one place, along with target data, contacts, and documents.
Manage your entire deal pipeline centrally without spreadsheets. When your target is ready, move into buy-side due diligence in minutes.
Yes. Company data and market intelligence from Grata feeds into your pipeline automatically in real time - no separate subscription or API integration needed.
Sign a statement of work, and we’ll immediately assign you a Datasite project manager. You can start within minutes.
Research, capture, and manage all buy-side opportunities in one secure platform
Datasite
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