Why choose Datasite?

Datasite is your trusted partner for dealmaking solutions

Overview
Expertise
Service
Security
Technology

Because we know what you need

Expertise
  • 50 years of capital transactions experience.
  • More than 100,000 aggregate transactions.
  • 3 million+ users, across more than 170 countries.
Security
  • ISO 27001, 27002, 27017, & 27018. SOC2 Type II.
  • Single sign-on (SSO) & multi-factor authentication (MFA).
  • Information rights management (IRM).
Service
  • Award-winning, differentiated service.
  • Driven by a global team dedicated to your success.
  • Real people. In your language. 24/7/365.
Technology
  • State-of-the-art technology stack.
  • Extensible and reusable microservices architecture.
  • Machine learning infrastructure designed for M&A.
  • Unparalleled reliability and fault-tolerance. 
M&A premium expertise

M&A process expertise drives everything we do - from our innovative technology to our approach to service. Datasite puts 50 years of dealmaking experience in your corner.

A platform built by experience

Every application, every capability, every feature in the Datasite Cloud was built from observing more than 100,000 past engagements. Realized for your benefit. Committed to your future success.

Commitment to excellence

Award-winning company, leaders, teams and products - all focused on your needs and goals. Consistent and leading NPS scores. And best-in-class response times.

Premium service

SaaS should stand for "software AND service." Experienced service professionals are available 24/7/365 at no additional charge. Have questions? Need assistance? Just ask.

Experts who speak your language

The Datasite service team is truly global. We speak more than 20 languages, plus the most important language - the language of M&A. Trust us. We’ll understand.

Real people. Real insights

The Datasite service team is an extension of your team - we just happen to be versed in all things Datasite. Leverage our expertise. Augment your experience with ours.

Tap. Type. Talk.

Find knowledge articles, best practices, and how-to videos through our easy-to-use support portal. Send us an email request. Or, simply call our dedicated team of experts. We’re here to help.

Committed to your success

The Datasite service team is with you from the start. Tell us your goals. Your concerns. Your special requirements. Describe what success looks like. We'll help you bring that vision to life.

Recognized impact

Recognized by the Stevie Awards for Sales & Customer Service for excellence in customer service, contact center, business development, and sales professionals.

Maintaining global standards

Datasite products are ISO 27001 certified since 2007 are also ISO 27017 and 27018 certified. Our infrastructure provider is 27001 and SOC 2 Type II compliant. SSAE 16 SOC2 Type 2 attestation.

Committed to data privacy

Datasite enforces strict policies for our employees and contractors pertaining to the collection, use, retention, transfer, disclosure and destruction of any personal data belonging to a Datasite user, employee or customer.

Data / Content security

High encryption of data both at rest and in transit. Purging of files 30 days after project close.

Platform security

User information, application data and logs all stored separately. Perimeter defenses include reverse proxy and a proactive multi-layer network.

Physical security

A perimeter of multiple security controls are in place for all data centers and service locations which include multiple required authentication methods in order to gain access.

Vulnerability assessment

Regular code scans, vulnerability assessments and penetration testing conducted by industry-recognized third party.

Frequently asked questions

Security Culture

Our company-wide organizational security policies and procedures include:

  • Regular and mandatory training for all employees in security awareness and data privacy.
  • All employees must adhere to Datasite's Code of Conduct and Confidentiality Agreements, and affirm these annually.
  • Software Engineering staff must also complete annual training in secure coding.
  • Annual testing of our security incident response. This includes external and internal notifications, escalation procedures and communications criteria.
  • Program to allow security researchers to find and inform us of vulnerabilities.
  • An Access Management Standard, based on roles and responsibilities, requires quarterly review and documented approval. In the event of termination, access is removed within 24 hours.
  • Infrastructure and application penetration testing conducted by an industry-recognized third party.
Physical Security
  • Datasite runs securely on Microsoft Azure.
  • Microsoft Azure has built-in data redundancy (i.e. multiple backups in multiple locations).
  • All Datasite locations are secured with key card access. Critical infrastructure components are additionally segregated.
  • Suppliers must be registered for access to office premises. Suppliers are always accompanied by Datasite personnel when on the premises.
Platform Security
  • User information, app data, and logs are stored and maintained separately.
  • Passwords are encrypted.
  • Events are captured, monitored, and actioned in real time.
  • Infrastructure penetration testing done by industry-recognized third party.
  • File destruction begins at 30 days post project closure and meets NIST 800-88 guidelines.
  • Platform data secured in transit using TLS 1.2 encryption.
  • Data at rest secured with AES 256 encryption.
  • Vulnerability scans conducted regularly.
Application Security

Every Datasite product is built around ironclad security. You can execute deals end-to-end without leaving the security and comfort of the project environment. Key features include:

  • One secure environment for all deal activity, including sourcing, marketing, preparation, due diligence, negotiation, closing, PMI and value capture. Data never leaves the secure space.
  • Application Code is regularly scanned through the deployment process to ensure any vulnerabilities are found.
  • Securely manage every phase of due diligence, including Q&A, analytics and redaction.
  • Give project subject-matter experts limited admin rights to upload and publish documents.
  • Protect documents from unauthorized copying with advanced watermarking.
  • Control access to content down to the word-level with embedded redaction.
  • Turn on, turn off, and update granular user permissions.
  • Set and verify permissions prior to inviting users to your project.
  • Manage permissions—whether real time or staged— by user, group, or document.
  • Utilize biometric security on mobile devices.
  • Change permissions for your users from your mobile device.
  • Control the content of your project access disclaimers, as well as how often they’re accepted.
  • Elect to set up single sign on (SSO) at an organization level to streamline and secure access to projects.
  • Opt for Multifactor Authentication (MFA) as an additional layer of identity verification to increase security.
  • Share content with reviewers securely, while maintaining full control over it via Information Rights Management (IRM).
Data Privacy Statement

Datasite is committed to conducting its business in accordance with all applicable Data Protection laws and regulations and in line with the highest standards of ethical conduct. Datasite maintains policies that establish expected behaviors of its employees and contractors in relation to the collection, use, retention, transfer, disclosure and destruction of any personal data belonging to a Datasite user, employee or customer.

Information on how Datasite processes personal data can be reviewed here.

Global Privacy
Compliance
  • Datasite products are ISO 27001 certified since 2007.
  • Datasite products are also ISO 27017 and 27018 certified.
  • Our infrastructure provider is ISO 27001 and SOC2 Type II compliant.
  • Datasite products obtain a SOC 2 Type II attestation on an annual basis.
Microservices Platform

Designed to allow continuous updates and feature additions. Elastic scaling adjusts automatically based on demand. The platform ensures security, fault tolerance, and reliability.

Platform container and micro front end capabilities

Ensures all components run quickly and reliably across all systems. Facilitates customized, reusable, and extensible solutions.

Design Language System

Increased efficiency and speed to market. Guides every step of development, from prototyping to final product. Enables the next new thing you already know.

Automated CI/CD pipeline

Continuous Integration / Continuous Deployment (CI/CD) pipeline automates software delivery. Enables daily updates and resolves issues in hours instead of days or weeks.

Mobile-first design principles

Watch, phone, tablet, laptop, or desktop. Web browser or mobile app. The Datasite Cloud is designed to work how you want, so you can work where you want.

AI/ML tech stack

Tools for model development, data visualization, and annotation are integrated in the Datasite Cloud AI/ML foundation, delivering smarter, better  applications for you.

50+ Years

Capital transaction experience

100,000+

Aggregate transactions

3+ Million

Unique users

170+

Countries served

Essential capabilities of Datasite Cloud

Analytics

Track deal progress from every angle

Search / AI

Transform data into actionable information

Trackers

Consolidate your Excel checklists

Redaction

Redact (and unredact) with confidence

Q&A

Bring order to a cumbersome process

Mobile

Keep things moving while on the go

Ready to get started? Contact us

Who chooses Datasite?

Datasite has made the process a lot more efficient. When you have to send out 200 CIMs and you need to watermark each email - you can basically do it in one click.

Hilary Morrison, Vice President, Capstone Partners

Using Datasite for exit readiness, we shrink by 20% the amount of time it would normally take using email, attached files and a folder system.

Vice President, Major Private Equity Firm

It’s great to have one platform where we can all go, which has connectivity between deals, and connectivity with our data room.

Sam Sonenshine, Associate, Sonenshine Partners

One of our main considerations is security, and we saw a lot of benefit in engaging Datasite as professionals who are experts in this field.

Michelle Gilmour, Co-Founder and Director of Communications, Gilmour Space

Want to see why so many leading companies have used Datasite? Request a conversation

Datasite. Where deals are made.

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