Esraa Z.
EZ
Esraa Z.
Personal Banker
Small-Business (50 or fewer emp.)
"Efficient and Secure Due Diligence Platform"
4/5
What do you like best about Datasite Diligence?

I use Datasite Diligence to organize and present financial information securely and well-structured. It transforms unstructured data into a professional format suitable for fundraising and debt financing. I appreciate its effectiveness in reducing process inefficiencies by centralizing and organizing documents into a clear, investor-ready format. I particularly appreciate the real-time analytics and tracking features, which provide insights into how investors or counterparties are interacting with the information. This allows me to prioritize and respond strategically, differentiate between serious and less-engaged investors, and manage time and client expectations efficiently. The platform's guided onboarding process and intuitive interface make it easy to upload documents, organize them into secure folders, and assign user permissions efficiently. It's highly effective for due diligence projects with strong real-time tracking and workflow management. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

One challenge is cost and accessibility. For freelancers or smaller clients, the platform can be relatively expensive compared to simpler alternatives like Google Drive or Dropbox. This can limit its use in early-stage engagements or smaller transactions, even when the functionality would add value. Review collected by and hosted on G2.com.

Response from Emily Ehlers of Datasite Diligence

Hi there, Esraa! Thank you so much for taking the time to share your feedback with us. Wow, the detail you included is fantastic. We're really glad you've gained efficiencies by using Datasite for fundraising and debt financing. We strive to release features that maximize your investment with us, and we appreciate that you noted the functionality we offer does add value. Again, we truly appreciate your candid feedback, and we look forward to supporting you on future projects. Warm regards, The Datasite Team

JV
john v.
Property Manager
Small-Business (50 or fewer emp.)
"Secure and Efficient Solution for Streamlined Due Diligencendly"
5/5
What do you like best about Datasite Diligence?

I like that Datasite Diligence is user-friendly while still offering the security and control needed for high-stakes transactions. The ability to quickly organize, search, review, and collaborate on documents makes the due diligence process much more efficient Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

The main drawback is that Datasite Diligence can take time for new users to fully learn, and some features may feel complex at first. It is a strong platform for large transactions, but smaller teams may find it more than they need. Review collected by and hosted on G2.com.

Response from Sydney Ashmore of Datasite Diligence

Hi John,

Thank you for sharing your feedback. We’re glad to hear that Datasite Diligence is helping you organize, search, review, and collaborate on documents efficiently while maintaining the security and control needed for important transactions.

We appreciate your note that the platform can take time for new users to learn, especially for smaller teams or simpler workflows. Datasite is designed to support due diligence needs of the full transactional spectrum, and we continue to be committed to making that experience as intuitive and valuable as possible. We would always love to hear more about how the platform could better support your work. Feel free to contact us using the link below to get some time with our Product team!

Thank you again for your trust in Datasite.

Best,

The Datasite Team

See how Datasite Diligence improved
HS
Hilary S.
Mid-Market (51-1000 emp.)
"Intuitive UI and Speedy Diligence"
4.5/5
What do you like best about Datasite Diligence?

I really appreciate how Datasite Diligence saves me time on tasks like uploading documents, redacting sensitive information, and tracking Q&A responses. The ease of use, compared to other VDR products, stands out with its intuitive UI and faster portal speed. It makes my life easier and helps my team complete diligence faster. I find the redaction tools, which allow me to redact multiple files at once, very effective. The built-in AI chat bot is a great feature for on-demand support, and all necessary settings and tools are easily accessible, requiring minimal onboarding. Fast customer service is a huge plus—having a designated rep and live support staff available anytime has been incredibly valuable. The initial setup was incredibly quick, only taking minutes. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

I think the redaction tool could be used to group more documents at once together and maybe using AI to better identify areas that should be redacted that you might have missed based on the types of information and detail you've already marked for redaction in that document or similar documents. The other is the Q&A function could be improved by allowing for removing incorrect responses. Review collected by and hosted on G2.com.

Response from Emily Ehlers of Datasite Diligence

Hi, Hilary! What a thoughtful review. We are so thankful you took the time to share your feedback with us. We're especially pleased you have found the Assist team (and Lana!) helpful and valuable. Good notes on Redaction AI & Q&A - I've just passed those along to our product team. Again, thank you so much for the detailed commentary. We look forward to supporting you and your team on future transactions. Warmly, The Datasite Team

tangier j.
TJ
tangier j.
Tax Associate
Mid-Market (51-1000 emp.)
"Efficient Document Management and Secure Sharing"
5/5
What do you like best about Datasite Diligence?

I use Datasite Diligence to keep track of all my files, making it easier to locate them. I like that I can locate all my files in one location and it's easier to read. It helps me close transactions more efficiently and share documents safely. Initial setup was easy with virtual instructions on how to set it up. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

The VDR platform can be improved. Because data is stored there, it should be more security measures which can make it easier to access. Review collected by and hosted on G2.com.

Response from Sydney Ashmore of Datasite Diligence

Hi Tangier,

Thank you for sharing your feedback. We’re glad to hear that Datasite Diligence helps you keep files organized, locate documents quickly, close transactions more efficiently, and share information safely.

We also appreciate your comments on the virtual data room experience and security. Security is primary to Datasite's mission, with infrastructure designed to protect sensitive transaction content, including secure access management, granular document permissions, activity tracking, and protected sharing. If you have specific security feedback or access-related suggestions, we’d welcome hearing more from you. We've also included the link to our security standards for your reference.

Thank you again for choosing Datasite. We look forward to supporting your next deal.

Best,

The Datasite Team

See how Datasite Diligence improved
Abhigyan R.
AR
Abhigyan R.
Associate Legal Counsel
Small-Business (50 or fewer emp.)
"Optimizes Legal Workflows, Needs Better Query Tools"
3/5
What do you like best about Datasite Diligence?

I like how Datasite Diligence helps me conduct due diligence effectively with its advanced data room technologies, which refines the deal-making process. The visual presentation of the data really helps improve my decision-making. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

I don't wish to have multiple micro bifurcation. If I am reviewing some data about contracts, I don't need a filter which refines and defines the currency that whether the contract value is in GBP or pound or INR. That filter really doesn't matter. What I would be most concerned about is having a filter that can help me differentiate on list all queries, like listing all the contracts which have a limitation of liability clause of two x. Simple function and queries, which kinda be irrelevant. Review collected by and hosted on G2.com.

Response from Emily Ehlers of Datasite Diligence

Hi, Abhigyan! Thanks so much for your feedback on Datasite Diligence. We're really glad you've enjoyed the Analytics graphics available. Good feedback on filtering to review content, especially when it comes to contracts. The detail you provided was useful, and I've already passed it along to our Product partners. Thanks for taking the time to share with us, and we look forward to working with you again soon. Warmly, The Datasite Team

Akshitha A.
AA
Akshitha A.
IT Professional
Mid-Market (51-1000 emp.)
"Reliable, Secure Due Diligence Management with Strong Controls"
4/5
What do you like best about Datasite Diligence?

What I like most about Datasite Diligence is how reliable and well-structured it is for managing due diligence processes. The platform makes it straightforward to organize, review, and securely share large volumes of documents, which is especially important during time-sensitive transactions. Features like access controls, audit trails, and versioning give me confidence that sensitive information is handled appropriately, and the interface is intuitive enough for both internal teams and external parties to collaborate efficiently. Overall, it helps keep due diligence workstreams on track while significantly reducing administrative overhead. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

One drawback of Datasite Diligence is that it can feel complex and a bit heavy for more casual or first-time users. Although it’s very powerful, the interface and overall feature set come with a learning curve, especially for external stakeholders who only access the data room occasionally. In larger transactions, managing permissions and notifications can also become time-consuming, and performance may feel slower when working with very large document sets. From an admin and support perspective, it would benefit from more streamlined workflows and clearer, more accessible guidance for end users. Review collected by and hosted on G2.com.

Response from Brit Boorman of Datasite Diligence

Hi Akshitha, and thank you for reviewing your experience with us.

We're always glad to hear from users like you, and how Diligence helps with sensitive information for a time-sensitive transaction.

We've made sure your comments reached the Product teams who can elevate this further.

We appreciate you being part of the Datasite community.

Best,

The Datasite Team

Verified User in Accounting
CA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Robust VDR Features That Make Diligence Easier"
5/5
What do you like best about Datasite Diligence?

Datasite has the most robust feature set of any VDR I’ve worked with during diligence. It supports bulk downloads, lets you trim exported file names to comply with Microsoft limitations, and includes a helpful VDR visualizer. One feature I saw used recently and liked a lot is the “Q&A” tool, which lets you ask individual questions directly through the VDR and track what’s still outstanding, rather than exchanging emails with lists or attachments. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

Nothing-- it is the best VDR that I've seen on the market. As a service provider, we're not responsible for picking or choosing VDR's so I can't comment on the cost vs other VDR's but as far as capabilities, I'm always happy to see Datasite chosen. Review collected by and hosted on G2.com.

Response from Brit Boorman of Datasite Diligence

Hi, and thank you for reviewing your experience with us.

We appreciate you giving us a window into your workflow, and taking the time to call out specific features & tools and how they help you. Thank you for being part of the Datasite community.

Best,

The Datasite Team

Ashutosh P.
AP
Ashutosh P.
Credit Analyst
Small-Business (50 or fewer emp.)
"Fast Uploads, Secure Permissions, and 24/7 Support You Can Rely On"
4/5
What do you like best about Datasite Diligence?

- No matter where the deal team is, uploads are always fast.

- The Q&A feature saves us from drowning in bidder emails.

- I can share the sensitive stuff without worrying—the permissions are that tight.

- It’s intuitive enough that even the occasional users don’t need a tutorial.

- Knowing their support team is there 24/7 is a huge weight off my shoulders. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

- It works great, but the pricing feels like it’s built for Fortune 500 budgets only.

- Why does it take five clicks just to see who has viewed a document?

- The indexing is powerful, but setting it up feels like you need a degree in library science.

- For a platform this expensive, the mobile app still feels like an afterthought.

- Uploading a folder structure is fine until it randomly decides to flatten your subfolders.

- Watermarking is great, but sometimes it’s so aggressive you can barely read the document behind it. Review collected by and hosted on G2.com.

Response from Brit Boorman of Datasite Diligence

Hi Ashutosh,

Thanks for reaching out with your feedback! We love hearing how great our 24/7/365 Datasite Assist team, and the peace of mind they provide in addition to our tools.

Thank you for taking the time to articulate where and how we can improve. We've relayed all of your feedback to the relevant Product teams. As for user engagement for a file, you can view both the user and change history of a document directly within the Documents tab by simply selecting the file with a check mark, and then selecting "Document History" without needing to be in the Analytics tab.

The Settings tab also allows adjustments to the size and opacity for watermarks. We're also continuing to enhance the Datasite mobile app - refer to the included link to stay up to date with each new version.

We're grateful for your insights and support.

Best,

The Datasite Team

See how Datasite Diligence improved
Verified User in Accounting
CA
Verified User in Accounting
Enterprise (> 1000 emp.)
"Datasite: Intuitive, Easy-to-Use VDR with Clear Upload Tracking"
5/5
What do you like best about Datasite Diligence?

Dataside is my favourite data room platform as it is easy to use with an intuitive interface and clearly marked dates/times documents were uploaded for easy tracking Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

literally nothing, Datasite is the best VDR platform. However, I am not sure how expensive it is relative to competitors which may be a deterrent, as I've noticed other sites being used more frequently recently Review collected by and hosted on G2.com.

Response from Brit Boorman of Datasite Diligence

Hello and thank you for taking the time to share your experience.

We're thrilled to hear we're your favorite data room - we appreciate the shoutout!

We're grateful for your feedback and time. Don't hesitate to reach out again as we're always here to listen.

Thanks for being part of the Datasite community.

Best,

The Datasite Team

Shilpi v.
SV
Shilpi v.
Sr.Executive-Business Development
Enterprise (> 1000 emp.)
"Turns Weeks of M&A Due Diligence Into Hours With AI-Powered speed & Security"
4.5/5
What do you like best about Datasite Diligence?

Strong security and auditability make it well-suited for sensitive transactions. The document comparison feature saves time on repetitive reviews, and its workflow efficiency is great. Review collected by and hosted on G2.com.

What do you dislike about Datasite Diligence?

Datasite Diligence seems designed for heavy, complex, high-value diligence work, so it doesn’t feel like the best fit if your process is fairly simple. The pricing can be confusing to me at times, and it also sometimes feels higher than I expect. Review collected by and hosted on G2.com.

Response from Brit Boorman of Datasite Diligence

Hello Shilpi,

We appreciate you stopping by to share your thoughts. It's really helpful to hear how Datasite Diligence solves for your needs, such as strong security, audit trail, and our AI functionality. Thank you for your feedback how our robust platform could do better for simpler processes, we've relayed this to the appropriate product teams.

Thanks for helping us continue to improve the experience.

Best,

The Datasite Team