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Financial Institutions

Succeeding in today’s financial space means seizing every advantage. Countless competitors are chasing the same fintech assets, and only the most agile, responsive and confident will win.

Datasite provides the edge. Our all-in-one deal platform has been pivotal in some of the most strategic recent FIG transactions. AI-enhanced technology streamlines your workload, minimizes risks, offers unsurpassed levels of insight, and lets you move swiftly and decisively.

Transact with Confidence

25+ Years

Supporting the Financial Community



ISO/IEC 27001




Ultimate Protection

The safety of intellectual property and customer financial data is paramount for any transaction. Datasite leverages the strictest global security standards including SSAE 16 SOC 2 Type II attestation and complies with GDPR & CCPA.

Document Preparation in a Data Room

Navigating Uncertainty

The rapidly evolving regulatory environment can impact capital requirements and valuations. Screen for potential policy implications with OCR search, smart tools and other sophisticated capabilities.

Working Capital Finance PDF

Advancing Fintech with Tech

Banks, Insurance Providers, and Asset Managers alike are driving innovation throughout financial services. We’re keeping pace, having evolved our web and mobile application through over 2,000 customer interviews.

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Take More Control

Managing a competitive auction for a large financial asset? We have the tools to help you. Check out Datasite Outreach to accelerate buyer engagement and drive more confidence in your deal marketing process.

Buyer Tracking Menu

Approved by Purchasing

We have done business with 25 of the 25 largest banks in the world, and many FI's purchasing departments already approve Datasite. However, for those who are new, we will work with your team every step of the way to get you started fast!

M & A Professionals Viewing a Data Room on Tablet PC

Who We Serve...

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Goldman Sachs
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Hear What They're Saying...

The responsive and helpful customer service is a crucial reason for why I'd use Datasite vs. other providers.

Senior Vice President
Corporate Finance

So easy to use and works the way you would anticipate.

FIG Analyst

Ready to Get Started with Datasite?

Tools for the Entire M&A Lifecycle

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