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Datasite Diligence Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

Datasite Diligence Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Datasite Diligence, and what problem is it built to solve?

Datasite Diligence is a virtual data room within a transaction platform for managing high-value deals, including M&A, fundraising, and restructuring. It is built to give deal participants a central place for transaction work and confidential information, with assistance available throughout the process.

What languages does Datasite Diligence support?

Datasite Diligence supports 17 languages, including English, French, German, Spanish, Chinese (Simplified), and others.

What company sizes and industries is Datasite Diligence the best fit for?

Positive experiences are represented across small businesses, mid-market organizations, and enterprises, with financial, legal, and advisory work among the prominent industries. The clearest segments are:
  • Company size — Mid-market organizations (51–1,000 employees)
  • Company size — Enterprises (more than 1,000 employees)
  • Company size — Small businesses (50 or fewer employees)
  • Industry — Financial services and investment banking
  • Industry — Law practice and legal services
  • Industry — Accounting and consulting

How long does it take to implement Datasite Diligence across a team?

Implementation can be quick when a team has its room structure and materials ready, though some teams take longer to configure and onboard. The reported go-live ranges break down as follows:
Time to go live Relative frequency
Under 1 day Most common
Under 1 month Also reported frequently
1–3 months Reported less often
3–6 months Reported less often

What customer support options does Datasite Diligence provide, and how do users find the overall support experience?

Datasite Diligence provides support through channels including email and help desk, phone, and chat, with 24/7 live-representative support. The support experience is often described as responsive and helpful, particularly for urgent deal questions or setup guidance, though response speed can vary and some users find automated assistance less useful than speaking with a person.

What is the experience like for teams switching to Datasite Diligence from another tool?

Switching to Datasite Diligence has often meant moving from another VDR, particularly Intralinks, to a workflow users find easier to navigate and manage. Users describe improvements in document organization and search, upload speed, permission controls, Q&A, and support; transitions from tools such as Ansarada, OneDrive, and Google Drive also emphasize more controlled sharing and clearer activity tracking. The transition itself can still require time for teams and external participants to learn the platform’s settings and workflows.

What features or capabilities could make Datasite Diligence even more useful?

The most useful improvements would focus on making complex, high-volume work smoother and easier to manage. Recurring requests include:
  • Improve search and navigation, with more precise results and easier movement through large data rooms.
  • Make large-file and bulk upload, download, and processing workflows faster and more reliable.
  • Simplify permission, role, and user administration, especially for new or occasional users.
  • Refine Q&A tracking and notifications so questions, responses, and new uploads are easier to follow.
  • Expand workflow and reporting customization to better accommodate different deal processes.

How useful do Datasite Diligence users find its AI features in everyday use?

AI features can help with first-pass review and discovery, but users still value checking results against source documents because accuracy can vary. In daily workflows, users describe AI support in areas such as:
  • Document discovery — AI-assisted search and identifying relevant information across files.
  • Review and summarization — Summarizing documents and helping teams triage lengthy materials.
  • Redaction and organization — Identifying sensitive information for redaction and supporting document categorization or indexing.
These tools can save time on initial review and information retrieval, while human verification remains important for sensitive or consequential decisions.

Is Datasite Diligence considered safe and secure for handling data?

Datasite Diligence is used to manage sensitive transaction documents, and users frequently value its detailed access permissions and visibility into document activity. They also describe controls such as audit trails, watermarking, redaction, and authentication as helpful for protecting and monitoring information. The experience is not uniformly reassuring on every point, so teams should assess how the available controls fit their own security requirements and workflows.

Datasite Diligence Reviews (454)

Reviews

Datasite Diligence Reviews (454)

4.5
454 reviews

What do users say?

Generated using AI from real user reviews

Pros & Cons

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Verified User in Legal Services
AL
Verified User in Legal Services
Mid-Market (51-1000 emp.)
"Effortless to Use with Outstanding Support and Handy Features"
5/5
What do you like best about Datasite Diligence?

The platform is easy to use, and the customer support team is very efficient—you can usually get assistance quite quickly. Additionally, the data room includes useful features like a redact tool, which helps make work more efficient. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

Occasionally, I find that I have to log in twice when using Datasite. Since I use it almost every day, this can be a bit frustrating. However, it's a minor inconvenience—just something that's a little annoying. Review collected by and hosted on G2.com.

Response from Emily Ehlers of Datasite Diligence

Hi there, and thanks for your super-detailed review of Datasite Diligence! We are so glad to hear the support team has been helpful, and also that you've enjoyed the Q&A and redaction tools. If you ever need to do redactions outside of an active deal, we do have a free redaction tool in our Apps Marketplace - I'll put a link below. Comes in handy. We appreciate your note about logging in twice, and we've shared that with the Product team. We are so pleased that Datasite is helping you and your teams with workflow management, and serving as that single source of truth. We would be delighted and honored to support you again on future deals. Warmly, The Datasite Team

See how Datasite Diligence improved
KH
Katie H.
"Shaped for Speed: Effortless Due Diligence"
5/5
What do you like best about Datasite Diligence?

I find Datasite Diligence Virtual Data Room very easy to use for both lawyers and clients, which is crucial in fast-paced deal environments. The AI integration is particularly helpful as it provides summaries of documents, streamlining the diligence process and making it faster. It's also convenient because it allows clients to upload large numbers of documents that can be reviewed on the side and easily marked as reviewed. Additionally, setting up is easy when a clear structure is pre-prepared. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

Allocation of documents could be possible within the tool. For example, I should be able to mark the documents I intend to / have reviewed. It should be possible to both allocate and see who has been allocated documents on the site. Review collected by and hosted on G2.com.

Response from Brit Boorman of Datasite Diligence

Hello Katie,

We value your input and are glad you reached out. We love hearing praise for our AI tools! As for allocation and reviewing of content, trackers can do exactly this. Check out a high-level summary here: https://www.datasite.com/en/products/diligence We've also have document tagging as well.

You can always contact our Datasite Assist team for more assistance - available 24/7/365. Our help portal also has articles with detailed information:

https://datasite.my.site.com/datasiteassist/s/article/Trackers

https://datasite.my.site.com/datasiteassist/s/article/Document-tagging

We're grateful for your feedback and your time.

Best,

The Datasite Team

TS
Thomas S.
"Intuitive Platform with Stellar Support"
5/5
What do you like best about Datasite Diligence?

I really like that Datasite Diligence Virtual Data Room has a very good user interface and excellent customer service. Anytime I get stuck on something or have a question, customer service is there to help and they are super helpful. I also think it's a very complete platform with Q&A tools and redaction tools that have been improved with AI. It's very intuitive and makes it easy to categorize confidential information securely, with the ability to create subgroups and have selective review access, which is super powerful. The platform is also very easy to use and the setup involves just a few steps. If needed, a quick call to customer service gets things sorted out super quickly for me. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

Sometimes when you try and download files, the file path is too long, and so it doesn't work. It's an issue rather on the Windows side of things, but when you create a lot of folders and subfolders and then the title of the document is long, you can't download the file. And it can be a bit annoying, so if that issue could be solved, that would be super good. Review collected by and hosted on G2.com.

Response from Emily Ehlers of Datasite Diligence

Hi there, Thomas! Thank you so much for your detailed review. We are so pleased you've had helpful interactions with the support team, and that you're using Q&A and redaction, too. I love that you're trying some of those AI-enhanced features we offer! Your note on file path limitations is a pain point for us, too. You're correct that it's a Windows thing, but we understand your pain and will pass it along to our Product team. Again, thanks so much for your lovely review. It was a pleasure to read! We wish you a happy new year and we look forward to supporting you and your teams again in 2026. Warmly, The Datasite Team

CA Rohan G.
CG
CA Rohan G.
Private Equity | Senior Fund Accountant
"Secure and Efficient, But Needs Better Navigation"
4.5/5
What do you like best about Datasite Diligence?

I like Datasite Diligence Virtual Data Room for its robust security combined with intuitive deal-focused features. The granular permission controls give me the confidence to share sensitive documents securely. I find the built-in Q&A workflow and activity tracking streamline communication and visibility greatly. Its structured folder organization and quick search functionality make it fast and far less chaotic to navigate large volumes of due-diligence materials. I also appreciate that the platform offers strong security features, like multi-factor authentication and detailed activity logs. It simplifies collaboration by allowing reviewers to ask questions directly on documents and organizing responses. Additionally, the dashboard and logs enhance transparency and efficiency. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

Some features in Datasite Diligence can feel overwhelming for new users, and the learning curve is a bit steep. Navigation slows down when dealing with very large document sets. At times, the platform experiences minor performance lags. More transparent pricing or tiered plans would also be helpful. Navigation becomes challenging when deals contain thousands of documents, as folder structures load slowly and the search function isn’t always precise. It would help to have smarter filters, dynamic tagging, or AI-based document suggestions. At peak usage, there are occasional performance lags when opening or indexing large files. Review collected by and hosted on G2.com.

Response from Emily Ehlers of Datasite Diligence

Hi there! Thanks so much for your highly detailed review of Datasite Diligence. We are very glad that permissions, Q&A, MFA, and reporting have been useful to you and your teams. It definitely sounds like you've mastered the platform, but I can definitely see that it's a lot of functionality to a newcomer. We do offer 24/7 customer support and on-demand training - so anyone new to Datasite can reach out for help, night or day. Your suggestions on how we can improve are greatly appreciated, and thoughtful. I've shared them all with our Product teams! We so appreciate that you took the time to share all your thoughts with us. And we look forward to a continued partnership in the years to come. Warm regards, The Datasite Team

Lévy L.
LL
Lévy L.
Transaction Services Analyst
Enterprise (> 1000 emp.)
Originally submitted 11/17/2025
"Efficient Navigation, Needs Improved Login Speed"
3.5/5
What do you like best about Datasite Diligence?

I appreciate the ease of navigation that Datasite Diligence Virtual Data Room offers. The interface is intuitive, making it straightforward to manage and access a wide range of documents, which is crucial for navigating through transaction data rooms. Additionally, the 'recent documents' feature is especially valuable as it allows me to quickly locate the latest uploaded documents without any hassle. These aspects contribute significantly to my productivity and ensure that sensitive information remains secure and accessible only to authorized parties. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

The speed of logging into Datasite Diligence Virtual Data Room is quite bad, which can cause frustration and delays. Additionally, the Q&A part is not as intuitive as I would like, making it cumbersome to section questions and answers effectively and filter among different question themes. Review collected by and hosted on G2.com.

Response from Emily Ehlers of Datasite Diligence

Hi, Lévy! Thanks so much for sharing your feedback with us. We are so glad you've found the recent documents feature helpful - that's an area we've worked to improve in recent years. Your notes on login speed and Q&A are also helpful to us, and I've passed your comments along to the product team to investigate. We really appreciate you taking the time to share your honest feedback, and we look forward to working with you again soon. Warmly, the Datasite Team

Marcus K.
MK
Marcus K.
Mid-Market (51-1000 emp.)
"Best-in-Class Platform for M&A Diligence"
4.5/5
What do you like best about Datasite Diligence?

I like the great interface of Datasite Diligence; it's really easy to use and has good reporting features. The platform's flexibility is also a big plus for me. It's powerful for sellside M&A and is considered the best in class, the gold standard for diligence. The initial setup was very easy and intuitive, which I really appreciated. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

Managing a clean team process with a clean room for strategics and a normal VDR for sponsors is very clunky as all files need to be duplicated. Review collected by and hosted on G2.com.

Nick M.
NM
Nick M.
"Intuitive, Efficient, But Needs Better Reliability"
5/5
What do you like best about Datasite Diligence?

I love how Datasite Diligence allows me to easily and quickly find the documents I'm looking for. The great search function really helps with that. I appreciate the speed and intuitive organization and layout of the website. These aspects make the diligence process more efficient and save me time. The initial setup was very easy. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

The service could be a little more reliable. There have been crucial times when the site has been down. Review collected by and hosted on G2.com.

Response from Emily Ehlers of Datasite Diligence

Hi there, Nick! Thanks for sharing your feedback. We're very pleased Search has proven useful to you, and that you've found efficiency and time savings by using Datasite Diligence. We appreciate your note on downtime, and we take that very seriously. Again, thank you so much for your review. We look forward to serving you again in the near future. Warmly, The Datasite Team

kalid A.
KA
kalid A.
"Reliable Security with Room for Improvement"
3.5/5
What do you like best about Datasite Diligence?

I appreciate Datasite Diligence Virtual Data Room for its robust security frameworks that ensure the protection of confidential documents in accordance with compliance standards. The platform provides full protection against unauthorized access, securing sensitive data efficiently. I also value its accessibility and affordability, which makes it a preferable choice for my needs. The initial setup was remarkably swift, taking only a couple of minutes, which I find very convenient. Overall, these features contribute to a seamless and secure data management experience. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

I believe the security settings require improvement, specifically the process for adjusting security passes. It would be beneficial if the system allowed these settings to be more easily edited by the main admin to streamline access control, ensuring that only those who need to access certain information can do so. Review collected by and hosted on G2.com.

Response from Sydney Ashmore of Datasite Diligence

Hello Kalid, and thank you for sharing your experience with Datasite Diligence. We are glad to hear that the platform’s security foundation, quick setup, and overall accessibility are supporting your confidential document management. Delivering a seamless and highly protected environment for sensitive information is central to our mission, and it is great to know these elements are resonating with you.

We also appreciate your note on refining security and access controls. Datasite is built with best-in-class protection standards and granular permission settings that give teams precise control over who can view, download, or interact with documents. If you are open to it, our team would welcome the chance to learn more about your specific access control needs so we can better support your workflow. You can reach us using the link below!

Thank you again for choosing Datasite and for taking the time to provide thoughtful feedback. We look forward to supporting your future projects.

Best,

The Datasite Team

See how Datasite Diligence improved
DH
Declan H.
Enterprise (> 1000 emp.)
"Effortless Document Management with Great Analytics"
4/5
What do you like best about Datasite Diligence?

I like that Datasite Diligence has good analytics. It really helps me understand which documents have and have not been viewed. The ability to allow appropriate archiving is great, and it's very user-friendly. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

No major issues. Can be overcomplicated for simple deals. Review collected by and hosted on G2.com.

Response from Sydney Ashmore of Datasite Diligence

Hi Declan,

Thank you for taking the time to share your feedback. We’re glad to hear that Datasite Diligence is helping you manage documents with ease, use analytics to understand engagement, and support organized archiving throughout your process.

We also appreciate your note that the platform can feel more robust than needed for simpler deals. We work to balance powerful capabilities with a user-friendly experience, so feedback like this is valuable as we continue to deliver the best experiences tailored to the unique needs of every transaction.

Thank you again for your trust in Datasite.

Best,

The Datasite Team

PW
Patrick W.
"Clear, fast data management"
5/5
What do you like best about Datasite Diligence?

I find the clarity of Datasite Diligence Virtual Data Room great. You quickly get an overview of which data has been newly uploaded, what is new in the Q&A section, and that is very advantageous and practical. It is simply structured compared to other data room providers, which makes it easier to add and remove new data. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

Yes, I mean, it probably can't be changed on a data protection basis, but it's always necessary to renew your password, which can be a bit annoying from time to time. But otherwise, yes, maybe what could be improved is to display the Q-and-A process faster, showing what has been resolved, which Q-and-As have been fully answered, and which have not. Review collected by and hosted on G2.com.

Response from Brit Boorman of Datasite Diligence

Greetings Patrick!

Thank you for your honest review; we genuinely value your perspective. We love hearing how the overview of data is helpful for you, particularly new content. We take your feedback seriously and have passed it on to the product teams that oversee logins and Q&A.

Once again, thank you for taking the time to share your thoughts.

Best,

The Datasite Team

Questions about Datasite Diligence? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

Hayata N.
HN
Hayata Nakamura
•
Last activity 6 months ago

What features should I look for in a secure data room for M&A?

3 Upvotes
2
Join the conversation
Hayata N.
HN
Hayata Nakamura
•
Last activity 6 months ago

What features should I look for in a secure data room for collaboration with legal teams?

2 Upvotes
2
Join the conversation

Pricing Insights

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

6 months

Average Discount

8%

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