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Datasite

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525 reviews
  • 9 profiles
  • 7 categories
Average star rating
4.5
#1 in 4 categories
Grid® leader
Serving customers since
1968

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Datasite Diligence

426 reviews

Datasite® is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud®, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorten deal times and boost success rates.

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Firmex Virtual Data Room

93 reviews

Firmex Virtual Data Room is one of the most widely used virtual data rooms (VDR). With more than 20,000 new rooms opened every year, we support more deals than anyone. Our simple and secure data rooms, along with our award-winning customer service, give you confidence and control over your critical documents.

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Sherpany

5 reviews

Sherpany provides digital boardroom solutions.

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Datasite Outreach

1 review

Datasite® is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud®, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorten deal times and boost success rates.

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Datasite Archive

0 reviews

Datasite® is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud®, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorten deal times and boost success rates.

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Datasite Pipeline

0 reviews

Datasite® is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud®, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorten deal times and boost success rates.

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Datasite Prepare

0 reviews

Datasite® is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud®, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorten deal times and boost success rates.

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Datasite Acquire

0 reviews

Datasite® is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud®, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorten deal times and boost success rates.

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Valu8

0 reviews

Valu8 is an intelligent business application tool that aggregates comprehensive sources of company information in order for the users to effectively screen and analyse relevant private company and ownership data.

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Datasite Reviews

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Star Rating
364
150
8
1
2
DC
Danielle C.
07/02/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Superb, Secure VDR for Monthly Deals

I absolutely love Datasite Diligence. It’s superb. We do deals every month and utilize it on a recurring basis. It is the best VDR for a number of reasons: compliance and security, easily able to add folks and users, file naming and organization and ability to easily upload and download files for review.
Verified User in Investment Management
GI
Verified User in Investment Management
06/27/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Robust Security and Workflow Optimization for Due Diligence

What I appreciate most about Datasite Diligence is its enterprise-grade data security paired with structured document organization, which fits our heavily regulated investment management work perfectly. The role-based access control is outstanding. I can split confidential fund documents into different groups, restrict download rights, and only open specific files to individual team members. This keeps sensitive asset data protected and helps our firm stay compliant with financial industry privacy requirements. I also value its smart document processing features. When I upload dozens of prospectuses, performance reports and risk audit files for new investment products, the system automatically sorts materials and marks critical clauses and data anomalies. This drastically cuts down the time I spend manually organizing paperwork. I can quickly pull verified due diligence results and pair them with investor feedback collected from Pointerpro to analyze market sentiment. The complete activity audit trail is another major highlight. Every view, download, and edit is permanently logged. When I compile research records for internal reviews, I can easily track the whole due diligence progress without reconstructing files manually. It makes our market research fully traceable. Finally, the unified cloud workspace keeps our remote investment team working from the same set of updated files. There are no conflicting document versions floating around over email. Everything stays centralized inside the data room. For a small wealth management team without extra compliance staff, this combination of tight security, automated sorting and full activity tracking makes Datasite Diligence far more reliable than ordinary cloud storage. It lets me focus more on analyzing investor experience and market trends instead of managing messy confidential files.
Verified User in Consulting
GC
Verified User in Consulting
06/27/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Secure Yet Challenging for Bulk Document Processing

I appreciate most about Datasite Diligence the combination of granular access permissions and the centralized Q&A module tailored strictly for confidential consulting and M&A diligence work. The role-based permission settings are incredibly robust, allowing me to split document access precisely for different parties, ensuring client data is fully secure throughout every consulting engagement. The dedicated Q&A workflow tied directly to each document impresses me, as it keeps project communication organized without extra manual note-taking. The automated folder structure for due diligence saves me countless hours, allowing me to focus more time on analyzing business performance and building client roadmaps instead of sorting paperwork. For our small consulting team without dedicated IT security staff, these built-in transaction-focused features make Datasite Diligence far more reliable than generic document storage tools.

About

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HQ Location:
Minneapolis, MN

Social

@DatasiteGlobal

What is Datasite?

Datasite® is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. We provide a complete platform for M&A and other high-value transactions, including fundraising and restructuring. Projects become seamless in Datasite Cloud®, built around the world’s most trusted data room. Our unique combination of technology and always-on assistance empowers investment banks, corporates, private equity, and law firms to shorten deal times and boost success rates.

Details

Year Founded
1968
Website
datasite.com