Build your M&A portfolio
Bring every opportunity into view, track progress, and deal with confidence.
Target data enrichment – Qualify targets on real information from private market data powered by Grata.
Trackers – Build your pipeline tracker around how your team works, whether that's by thesis, sector, or stage.
Dashboard – Prioritize your work with a customizable view for every target opportunity, stage, and owner.
Contacts – Tie every conversation, owner, and activity to your relationship history with the target company.
Outlook add-in – Send target details straight to the opportunity record from your email or Outlook add-in.
Datasite Pipeline is a buy-side deal sourcing and pipeline management platform built for M&A teams. It replaces spreadsheets and disconnected tools by helping deal teams organize targets, track activity and relationships, and keep deal context ready for internal reviews and investment committee discussions. When a deal advances, Pipeline is designed to support continuity into due diligence on Datasite.
Yes. Datasite Pipeline is designed to replace spreadsheet-based deal tracking with structured, searchable, and secure tracking for targets, contacts, interactions, and documents. It helps teams reduce version control issues, manual updates, and visibility gaps that can come with Excel, especially when multiple users are involved. The result is cleaner pipeline reporting and more consistent internal updates as deal volume grows.
Datasite Pipeline includes customizable dashboards, tear sheets, and views that stay synced with your pipeline data. Deal teams can review pipeline health, activity, and progress in one place, supporting team reviews and investment committee discussions. When needed, teams can export pipeline data, dashboard reports, and tear sheets using the latest information in Pipeline.
Yes. Datasite Pipeline keeps a centralized record of past deal targets, including historical communications, documents, and notes, so teams retain context over time. This makes it easy to revisit companies, understand prior decisions, and avoid duplicating work if team members or strategies change.
Datasite Pipeline stands out by combining key capabilities buy-side teams often manage across spreadsheets and add-ons: Built-in company enrichment (Grata): Enrich targets with Grata’s AI-native market intelligence, built on an AI-driven research foundation. No separate API work or additional subscription is required. With automatic data updates, teams spend less time on manual research and maintenance as information changes. Dashboards for buy-side reporting: Dashboards turn pipeline activity and status into consistent views for leadership and internal reviews, so teams can run weekly reporting without rebuilding spreadsheets or slides. Simple path into execution: When a deal advances, teams can securely launch a Datasite Diligence or Datasite Acquire virtual data room from Pipeline, carrying over selected files from earlier in the process. Enterprise M&A platform backing: Datasite brings enterprise-grade security and global M&A expertise for teams managing sensitive deal activity at scale, with a platform built for M&A workflows.
Datasite Pipeline supports role-based permissions and controlled access to help safeguard sensitive deal information. Teams can control access to dashboards, documents, and trackers, including granular permissions down to individual rows and columns. Pipeline also maintains a change history so teams can review updates over time.
Yes. Datasite Pipeline includes built-in access to enriched company data, powered by Grata’s AI-powered market intelligence. There’s no need for a separate subscription or API integration. You can link companies in your tracker to live market intelligence and automatically populate key fields, from firmographics and financials to ownership and executive contacts, all within your existing workflow.
Datasite
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