Datasite Pipeline

Advance your buy-side opportunities

Why choose Datasite Pipeline for your opportunity management needs

Capture and manage all opportunities in one place
One source of truth

Abandon spreadsheets and emails. Centrally organize all your contacts, CIMs, NDAs, meeting notes, and more. Sortable and exportable trackers manage all activity.

Custom dashboards

Quickly create visuals based on how you track and manage opportunities. Export to PowerPoint with one click.

Access & collaborate

Create email and calendar reminders directly form Pipeline. Add notes to remember details about conversations, and keep the information accessible to the entire team.

Capture everything

Forward emails and important files right into the project inbox. Attach documents, notes, contacts, and tasks to every opportunity.

Trusted permissioning

Upload sensitive documents with confidence. Set permission controls for your dashboards, documents and trackers down to the row.

Seamless deal flow

Move from sourcing to securing deals with agility. Your playbook, your workflows - all ready to go in the first data room built for acquisitions - Datasite Acquire.

Essential capabilities of Datasite Pipeline

Dashboard

Track opportunities from every angle

Trackers

Consolidate your Excel checklists

Inbox

Email directly into your project

Contacts

Keep all contacts in one place

Documents

Retain every record for all your opportunities

Ready to get started? Contact us

What to look for in a pipeline management application

You need more than just a shared spreadsheet. You need a way to compare and prioritize potential targets, organize all your target contacts and documents, and track touchpoints.​ You need one source of truth. You need Datasite Pipeline.

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Frequently asked questions

What is Datasite Pipeline?

Datasite Pipeline is where you advance your next buy-side deal. It is a centralized pipeline management application to help dealmakers identify and seize more buy-side opportunities. Capture every lead in one clear channel, so you can react faster. Compare and prioritize potential targets, manage contacts and documents, track touchpoints, and visualize progress all in one place.

How does Datasite Pipeline support my deal lifecycle?

With Datasite Pipeline, break free of spreadsheets and discover smarter, simpler strategizing to target your next opportunity. Manage everything centrally to eliminate friction. Then when you’ve found your target, move into buy-side due diligence in a matter of minutes to accelerate your deal flow. All your deal needs are in one M&A platform.

Do I need training to use Datasite Pipeline?

Not at all. Treat yourself to a seamless user experience and an intuitive interface unlike other M&A platforms. You’ll be uploading and organizing your opportunities, contacts, communications, and documents in no time – even if you’re a first-time user. Should you hit any problems, reach out to our expert product support specialists. They’ll get you back on track straight away.

What do I need to access Datasite Pipeline?

In today’s M&A landscape, you need to make deals wherever you like. Datasite is device and browser agnostic. It’s a secure web-based app that works on Windows machines or on a Mac. Keep your opportunities moving using Google Chrome, Mozilla FireFox, Microsoft Edge, or Safari.

How do I start a new Datasite Pipeline project?

Sign a statement of work, and we’ll assign a Datasite project manager to your project right away. In a matter of minutes, you’ll be ready to access the most trusted M&A platform for all your deal lifecycle needs. Set permissions, invite users, and you’re away.

Streamline your workflow with Datasite Cloud

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