Datasite Diligence Reviews & Product Details

I like the features, and I think it’s easy to conduct due diligence using Datasite Diligence. However, VDR management feels too complicated and difficult to handle. Overall performance is good. It can also be quite expensive at times. The AI tools works fine, and it’s great that, for example, Legora is integrated, although I unfortunately haven’t had the time to try that out yet. Support is excellent, and I really appreciate the chat. Review collected by and hosted on G2.com.

I find VDR management quite difficult, for example when trying to assign the correct roles to the right people. I think this part should be simplified. Additionally, I’d like to see some UI features refreshed or updated. You also removed the feature where, by hovering the mouse over a document, you could see a small preview image of it which i absolutely loved. Overall, I don’t have any major or material complaints. Review collected by and hosted on G2.com.

As an M&A lawyer on mid-market private deals, I like how much time Datasite saves. It's intuitive, so clients and counterparties pick it up quickly. Permissions and watermarking are simple to manage, and bulk upload means the data room fills up fast. The Q&A module keeps buyer questions organised, and the audit trail gives a clear record of what was disclosed. The AI tools are a real bonus too, especially the search, contract summaries and redaction. Review collected by and hosted on G2.com.

My main gripe is speed. With large document sets the platform can feel sluggish, which is frustrating when you're up against a signing deadline. There's also a lot packed in, so some features take time to learn and navigation isn't always intuitive. Setting up a new room can mean juggling folder permissions and admin approvals, and with no direct link to cloud storage, everything has to be uploaded and kept in sync by hand. Cost can also be hard to justify on smaller deals. Review collected by and hosted on G2.com.

Datasite Diligence is genuinely intuitive. Everything is laid out where you’d expect it to be, and the platform’s speed makes the whole experience feel seamless. People on my team can jump in and use it without needing a tutorial, which really shows how easy it is to navigate and get started. Review collected by and hosted on G2.com.

The only feature I’ve found difficult is viewing large Excel files in the online viewer. They can take a while to load, which is frustrating when I just want to check something quickly instead of having to download the file. Review collected by and hosted on G2.com.

What I like most about Datasite Diligence is its user-friendly interface and how it simplifies managing and sharing documents throughout the due diligence process. The platform feels well organized and secure, and it makes it easier for teams to collaborate efficiently. I also appreciate how convenient the document search, permission controls, and overall workflow are, especially when I’m working with a large volume of sensitive documents. Review collected by and hosted on G2.com.

One area that could be improved is the platform’s overall speed and responsiveness when working with a large number of documents. Some features can also take a bit of time to get used to, especially for new users. A more intuitive navigation experience, along with additional customization options, would make the platform even easier and more comfortable to use. Review collected by and hosted on G2.com.

What I like best is the combination of strong security and intuitive organization — granular permission controls make it easy to restrict access by group or individual, redaction and watermarking keep sensitive documents protected, and the folder structure/search make it simple to navigate large volumes of documents quickly. The Q&A workflow also keeps communication with counterparties organized, and the platform stays stable and responsive even with heavy document volume Review collected by and hosted on G2.com.

My main frustrations are around cost and a few workflow rough edges. Pricing is expensive relative to other data room providers, and the per-page/duration-based charges aren't always transparent, especially if a deal runs past its original timeline. On the usability side, bulk uploads and searches can be slower than expected with large volumes of documents, the Q&A tool can feel clunky (questions get buried and there's no clean way to hide resolved ones), and access controls don't fully solve the problem of documents already downloaded before access was revoked. Permissions and folder restrictions can also be confusing for users who are new to the platform. Review collected by and hosted on G2.com.

What I like most about Datasite Diligence is that it’s a secure platform that’s easy to use, and it provides KPIs that help guide me throughout the deal process. Review collected by and hosted on G2.com.

I often work with small mom & pop companies that aren’t used to using these data rooms, and I frequently need to walk them through how to navigate everything. In situations like this, having a tutorial available could really help. Review collected by and hosted on G2.com.

What I like best about Datasite Diligence is its user-friendly interface, secure document management, and smooth collaboration features. It makes organizing, sharing, and reviewing large volumes of documents much easier, while providing a professional and reliable experience throughout the due diligence process. Review collected by and hosted on G2.com.

The main area for improvement is the overall speed and responsiveness when working with large document sets. Some features can also take a little time to learn, and navigation could be more intuitive in certain areas. A simpler interface and faster performance would make the experience even better. Review collected by and hosted on G2.com.

I appreciate how Datasite Diligence organizes all the documents into a readable structure by theme with AI embedded, making it easier to determine whether a file is useful or to transform it into Excel. I also like that everything is easy to trace; even if I download a file, I can quickly refer to a specific file path and identify the document. The documents each having a file path helps me refer to a specific file location, making it identifiable by all parties when analyzing a downloaded document from Datasite. The initial setup was super simple, and it's my favorite interface. Review collected by and hosted on G2.com.

The prepare download feature could be improved, as I sometimes encounter the 'file path is too long' issue when extracting the zip folder it creates. It would help if there was a limit on how deep a file can be stored, as it makes downloading harder. Also, it's not clear when permissions are not available for downloading a specific file, so providing a clear indication would allow us to quickly raise hands and request proper access. Review collected by and hosted on G2.com.

Standard VDR, with all the features normally offered by market operators in the sector. Excellent customer service: available 24/7, every day of the year, and able to respond to customer needs very quickly. Review collected by and hosted on G2.com.

The tracker, included by default in all VDRs, is not very useful for our operations and ends up making the user interface more cumbersome. Additionally, by default, the VDR does not automatically publish documents uploaded to folders: as a result, many files are uploaded but remain invisible to users unless settings are manually changed. Review collected by and hosted on G2.com.

What I like best about Datasite Diligence is its intuitive interface, efficient document organization, and powerful search functionality. It makes it easy to navigate large data rooms, quickly locate relevant documents, and collaborate with deal teams during fast-paced M&A transactions. The ability to manage permissions and track diligence activity also helps keep the process organized, secure, and efficient. Review collected by and hosted on G2.com.

Some features could be more intuitive, particularly when navigating large data rooms or performing complex searches. Document loading and previewing can occasionally be slow, and refining search results or managing large volumes of documents could be more streamlined. Overall, improving search precision, navigation, and responsiveness would make the diligence process even more efficient. Review collected by and hosted on G2.com.