Pipeline™ - Deal Sourcing

Build tomorrow's deals today - all in one place.

In M&A your pipeline is your lifeline. It's time to excel beyond Excel to better manage deal opportunities that are knocking. Get out of basic spreadsheets. Get into smarter strategizing.

Evaluate opportunities, manage contacts and documents, track and report progress, and communicate effortlessly. One trusted place to strategize, source, and secure deals - faster.

End-to-End Pipeline Management

Set your pipeline up for success inside a central platform that connects data, contacts, and conversations.
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    One source of truth

    Abandon tedious spreadsheets and endless emails. Centrally organize all your contacts, CIMs, NDAs, meeting notes, and more. Use sortable and exportable trackers to manage all activity about your targets.

  • Advanced analytics

    No more shuffling raw data or toggling between programs. Run powerful analytics from the dashboard, where your deal team has central visibility of your pipeline health. Quickly create visuals displaying a variety of inputs to compare targets’ EBITDA, revenue, and opportunity stage. Export to PowerPoint with one click. Your pipeline meetings just got easier.

  • Collaboration in one place

    With the Outlook add-in, create emails and calendar reminders from inside the platform. Add notes to remember details about a conversation, and keep the information locatable for the entire team.

  • Click and capture

    Don’t duplicate your efforts. Move emails and important files from your inbox to a central place - with one click. Simply forward emails right to the platform to capture communications and documents from your targets.

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    Trusted security and permissions

    Protect your most confidential pursuits. Upload sensitive documents with confidence. Decide who sees what. Set permission controls for your dashboards and trackers, down to each row of information.

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    Seamless deal flow

    Move from sourcing to securing deals with agility. Preparing for buy-side due diligence is a breeze. Your playbook, your workflows - all ready to go in a buyer-led data room.

Why an M&A platform?

One source of truth - deals transition seamlessly from one stage to another. Whether you are running a buy-side or sell-side process – all your deal information stays in one secure platform. So you can track your next potential target while executing due diligence on the current opportunity in one place. Gain greater efficiencies by reusing index structures, trackers, workstreams, and more so your deal is up in minutes instead of hours or days. Then you have greater insight across all your deals – so you can focus on getting the next deal. And getting the next deal is what Datasite Pipeline is all about. A centralized location for the important pre-LOI files, contacts, and communications that you have on your buy-side journey.

What to look for in a pipeline platform

Take the complexity out of your buy-side deals. Trust a single, secure platform for your critical acquisition strategies. Start your acquisition journey with these simple yet savvy tools that pave a winning pipeline.

Why Datasite is a trusted partner

Don't just take our word for it. Discover for yourself how other dealmakers have succeeded with Datasite.

More capabilities of M&A Cloud

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