Company Research Report: Datasite



Company Overview



Name


Datasite

Mission of the Company


Datasite's mission is to empower the dealmaking community to work smarter and faster by providing secure software solutions that enable users to maximize their potential and focus on the next deal.

Founded


No information is available.

Founders


No information is available.

Key People


  • Rusty Wiley - President and Chief Executive Officer

  • Todd Albright - Worldwide Chief Revenue Officer

  • Doug Cullen - Chief Product and Strategy Officer

  • Patricia Elias - General Counsel and Secretary

  • Tobias Häckermann - Co-Founder and Chief Executive Officer, Sherpany

  • Deborah LaMere - Chief Human Resources Officer

  • James Lehnhoff - Chief Technology Officer

  • Deven Lindemann - Chief Customer Success Officer

  • Anjali Motiani - Chief Financial Officer

  • Jennifer Percy - Senior Vice President of Finance and Treasury

  • Merlin Piscitelli - Chief Revenue Officer, Europe, Middle East and Africa

  • Tamara (Tammy) Schuette - Executive Vice President, Technology and Operations

  • Kevin Shea - Chief Marketing Officer

  • Mark Williams - Chief Revenue Officer, Americas

  • Mark Wright - General Manager, Firmex

  • Dan Hostetter - Managing Director, Global Head of Strategic Accounts


Headquarters


No information is available.

Number of Employees


No information is available.

Revenue


No information is available.

Company Notability


Datasite is recognized as a premier provider of secure software solutions for managing the full spectrum of financial transactions—including M&A, restructuring, administration, and capital raising. The company is known for its breakthrough technologies in AI/ML, secure file sharing, collaboration, and compliance with GDPR and CCPA.

Products



Overview of Products


Datasite offers a suite of products designed to support the entire M&A lifecycle with some key products being Datasite Diligence, Datasite Acquire, Datasite Prepare, Datasite Archive, and Datasite Outreach.

Datasite Diligence


A premier sell-side data room solution that ensures rigorous security and allows streamlined due diligence processes.
  • Key Features: Machine learning-enabled tools, automated redaction, advanced document management, and robust analytics.


Datasite Acquire


Built specifically for acquisitions, enabling buy-side teams to manage all aspects of a transaction within a secure and collaborative platform.
  • Key Features: Project management, secure document storage, advanced search capabilities, granular user permissions, and integration with AI tools.


Datasite Prepare


Focuses on transaction readiness, facilitating faster and more efficient preparation of deal-related documents.
  • Key Features: AI-powered document organization, drag-and-drop interface, template libraries, and automated indexing.


Datasite Archive


Designed to preserve and protect project data post-transaction.
  • Key Features: Secure archival solutions, easy archival and closure workflow, and enhanced Q&A audit displays.


Datasite Outreach


Simplifies and automates the deal marketing process for M&A advisors and clients.
  • Key Features: Email marketing automation, tracker consolidation, and AI-enabled outreach management.


Recent Developments



New Products Launched


  • Datasite Cloud: Recognized as M&A Technology of the Year; brings multiple dealmaking tools into a single platform.

  • Archives 2.0: An enhanced archival solution with intuitive archival flows and improved data protection.


New Features and Enhancements


  • PDF to Excel: Converts PDF tables into Excel files, streamlining data processing.

  • Image to Excel: Converts image files of tables into Excel spreadsheets for better data handling.

  • Custom Watermarking: Enables bulk creation of custom watermarks for deal marketing.

  • MergerLinks Integration: Allows users to discover expert dealmakers directly within Datasite Prepare.

  • Permissions Management: New options to publish and unpublish content directly from the Permissions page.

  • Mobile Enhancements: Includes document scanner and improved document management features on the go.


New Partnerships


No information is available.

Awards and Recognition



  • 2024 M&A Technology of the Year by The M&A Advisor

  • Innovation in Technology Development - Financial Service by the APAC Stevie Awards

  • Fintech Solution by the American Business Awards

  • EDGE Certification for Gender Equality

  • Stevie Awards for Sales & Customer Service: Including recognitions for Customer Service Department, Global Sales Team, Senior Sales Executive, Customer Service Leader, and Sales Operations Team.





This concludes the available data for the Datasite company research report. All fields that had missing data are indicated accordingly.