Best Ease of Use

2026
Awarded by Capterra based on customer satisfaction ratings.

Best Ease of Use
2026
Awarded by Capterra based on customer satisfaction ratings.
Helping you seize your success. Half a century of dealmaking expertise – at no extra cost

Why choose Diligence
Datasite Assist is an always-on support service that combines expert guidance and self-serve resources to keep deals moving without disruption.
Datasite Diligence is trusted by leading financial institutions, ensuring your deal isn't disrupted by undelivered documents
Datasite Diligence combines rigorous security, trusted AI enablement, and governance with a seamless experience.
Datasite Diligence supports every stage of the diligence process in one connected environment.
Datasite Diligence unlocks secure, coordinated collaboration across internal teams, advisors, buyers, and stakeholders.
Datasite provides expert support and transaction expertise throughout the
Diligence lifecycle.
Datasite provides expert support and transaction expertise throughout the
Diligence lifecycle.
Providing answers. Solving problems. Checking up on progress. Expect all this and more from the expert always looking out for you: Your Project Pro.
Your Project Pro is the individual expert assigned to work proactively on your behalf, to ensure you have all that you need.

Datasite Assistant
We work proactively to help you deliver your project. Discover what your Project Pro can provide for you.
Receive an invite to your project.
Research and prep to better understand your needs.
Expect a call from your Project Pro within 24 hours of opening your project.
Schedule an onboarding call to ensure you can take advantage of all features at your disposal.
Conduct additional calls and trainings as needed to support you throughout your deal.
An expert consultant from our Elite team will take a hands-on role as your strategic partner.
Depend on Elite, your premium plan from
Datasite Assist, to drive active growth.

AWARDS

2026
Awarded by Capterra based on customer satisfaction ratings.

2026
Awarded by Capterra based on customer satisfaction ratings.

2025
Awarded by TrustRadius in the Information Technology category based on customer satisfaction ratings.

2025
Awarded by TrustRadius in the Information Technology category based on customer satisfaction ratings.
Financial Service

2026
Recognized by the Business Intelligence Group (BIG) for excellence in bringing AI to life and applying it to solve real problems.

Financial Service
2026
Recognized by the Business Intelligence Group (BIG) for excellence in bringing AI to life and applying it to solve real problems.
Financial Service

2026
Seramount's annual list recognizes organizations that set the standard for workplace culture, employee well-being, and support for working parents.

Financial Service
2026
Seramount's annual list recognizes organizations that set the standard for workplace culture, employee well-being, and support for working parents.

“Datasite has provided the security and functionality needed for our firm’s transactions in regulated industries.…”
COO & General Counsel, Asset Management Firm
There’s a great team of experts here to help you – Datasite Assist. It has a 4.5 CSAT score and over 50,000 hours saved on projects.

Whether you need deal expertise, workflow assistance, or tech support, our global team is available 24/7/365 in 20+ languages.



