Organize Portfolio Company Artifacts

Ensure speed, security and accuracy when managing file sharing between portfolio companies and deal teams. Spend less time chasing financial and operational information, and more time deal-making.

Focus on improvement initiatives, while Datasite streamlines portfolio company reporting.

Speed


Set-up file sharing in minutes. Permission Portfolio Company users quickly. Upload files and search in no time. 

Security


ISO/IEC 27001, SOC 2 Type II, on-shore hosting and PII/GDPR compliant. EMEA hosting available. 

Expertise


Decades of experience, supporting more than 9,000 projects a year. 

Simplicity


Drag and drop uploads. Then permission users in three clicks. 

Service


Dedicated experts. 24/7/365 support. 18 languages. Three rings or fewer. 

Modern Architecture


SaaS-based app. Microservices architecture. Mobile support. 

Ready to Get Started?

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Datasite provides secure software solutions for managing the full spectrum of financial transactions — including M&A, restructuring & administration, and capital raising. Our intuitive platform offers ironclad security enabling file sharing and collaboration within and across organizations. More than a virtual data room (VDR), Datasite supports advisors and their clients across the entire deal lifecycle with secure collaborative software that shortens timelines for buy-side and sell-side teams from deal sourcing and deal preparation to post-merger integration (PMI) while meeting regulatory compliance — including GDPR and CCPA requirements. As the premiere virtual data room for M&A due diligence globally, Datasite is consistently recognized for breakthrough technologies like our AI/ML-enabled capabilities and automated redaction tools. Beyond due diligence, Datasite provides transaction and document management solutions for investment banks, corporate development, private equity, and law firms across industries.

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