Datasite Pipeline by Datasite

Oversee potential deals systematically and enjoy seamless collaboration without spreadsheets.

One source of truth Manage all crucial details about your opportunities - contacts, financial data, deal documents, meeting notes, and more.
Focused reviews Dashboards visualize your pipeline. Tear sheets summarize targets. Saved views filter scope. Export it all with one click.
Capture everything Forward content straight to the project inbox. Create contacts on the go with the mobile app. Add opportunities using the Outlook add-in.
Access & collaborate Keep the latest details accessible to the team. Real-time updates ensure everyone stays current with accurate information.
Fine-tuned permissioning Protect confidential analysis. Control access to dashboards, documents, and trackers. Limit any column or row.
Seamless deal flow Keep the momentum and glide into the next stage with Datasite Diligence® or Datasite Acquire®, bringing the files you’ve already uploaded.

One source of truth Manage all crucial details about your opportunities - contacts, financial data, deal documents, meeting notes, and more.
Focused reviews Dashboards visualize your pipeline. Tear sheets summarize targets. Saved views filter scope. Export it all with one click.
Capture everything Forward content straight to the project inbox. Create contacts on the go with the mobile app. Add opportunities using the Outlook add-in.
Access & collaborate Keep the latest details accessible to the team. Real-time updates ensure everyone stays current with accurate information.
Fine-tuned permissioning Protect confidential analysis. Control access to dashboards, documents, and trackers. Limit any column or row.
Seamless deal flow Keep the momentum and glide into the next stage with Datasite Diligence® or Datasite Acquire®, bringing the files you’ve already uploaded.