Plan the perfect project and start your deal running. Pre-load your data room, lay the groundwork for your teams, and launch due diligence as soon as you’re ready.

• Start building your data room - Model how you want your data room to be. Upload files in bulk, then organize and structure content fast. Use a host of deal preparation tools to build momentum before you go live.
• Keep track of tasks - Break free of manual due diligence checklists and manage all setup tasks with trackers. Let all teams collaborate in real time from one central checklist synced to your index, with every task linked to its underlying documents.
• Redact in moments - Automatically identify personally identifiable information (PII) and other sensitive data, across your whole data room. Redact content in multiple categories depending on reason, then un-redact in stages as needed.
• Preview in translation - If you have documents in foreign languages, just hover over the file to preview the first page in your preferred language – so you can make sure everything’s filed correctly. Perfect for cross-border deals.
• Flip from staging to launch - As soon as you have a green light, move your project seamlessly into Datasite Diligence – the world’s leading data room and M&A document management platform. Now due diligence can begin instantly.

FAQs

What is Datasite Prepare? Datasite Prepare is an M&A staging room that lets you set up the structure of your data room in advance and organize deal materials before going live. It gives advisors and deal teams the ability to work ahead, test workflows, and be ready when the mandate arrives.

How much does Datasite Prepare cost? Datasite Prepare is free to use.

Can I see a demo? We’d be delighted to arrange with you a Datasite Prepare demo so you can see how it simplifies deal staging and accelerates preparation.

How does Datasite Prepare fit into the deal process? Without Datasite Prepare, you would only be able to set up your data room (also known as a VDR) after you get the go-ahead. You can use Prepare to save a lot of time by doing some or all of this work in advance. Then, when you’re ready to launch, just flip the project into your live data room (Datasite Diligence).

Is training required? You can use Datasite Prepare with no training at all – it’s intuitive and easy to use. If you ever do need help, our expert support team Datasite Assist is available 24/7.

What devices does it work on? You can run Datasite Prepare through all major browsers (Chrome, Firefox, Safari, Edge) and also via the Datasite mobile apps for iOS and Android.

M&A-grade security

Trust your data is always protected with:

• ISO 27001, 27017, 27018, 27701 & SOC 2 Type II certifications
• AES-256 encryption at rest and in transit
• Single sign-on (SSO), multi-factor authentication (MFA), and rights management (IRM)