Datasite Diligence Features

Provides granular user permission options related to document viewing and editing

Offers user access across mobile platforms

Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning

Has secure file sharing capabilities for internal or external sharing

Allows users to quickly revoke document access even after download

Automatically generates watermarks on documents when it is downloaded, viewed or printed

Provides metrics around user history, such as document views and edits

Allows users to upload several files at once

Find content or files using keywords, metadata, tags, etc.

Allows users to upload documents to the platform in a drag-and-drop format.

Attaches watermarks to documents uploaded and moved from the platform.

Allows administrators to set permissions for document access within the platform.

Creates and stores sales playbooks within the platform.

Allows users to scout potential sales within the platform.

Users can track success metrics after a merger or acquisition.

Allows users to create and delegate detailed tasks.

Allows users to create high-level project plans and overviews.

Allows users to communicate via comments or instant messaging within the platform.

Allows users to track the progress of projects or tasks.

Allows users to scout potential sales within the platform.

Manages M&A opportunities to identify the best options to pursue

Provides a marketplace where users can find M&A opportunities

Defines scoring methods that allow users to compare M&A deals

Tracks the status of active M&A deals and related tasks

Ensure compliance with regulations and internal policies for M&As

Users can track success metrics after a merger or acquisition.

Helps the parties involved agree on a purchase and sell contract to close the deal

Assists the parties with the process of merging the two companies

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives