Manage LPs and Investors
Support IR relationship building with LP / prospective investor contact information. Collaborate effectively among IR team members, advisors and placement agencies.
Drag and drop files or folders into Datasite. Enable select users to email files to the project via Inbox. Locate similar files in a click - our AI sorts them automatically.
Every message customized, watermarked and password protected. Build them all in moments from your template. Minimize human errors and save days of work.
Lean on AI-enabled auto-categorization, document previews, and in-app document translation. Miss nothing with OCR search down to the character level.
Keep an audit trail of every action - down to the individual page. Review activity by document, user, or team. Schedule and send reports automatically.
Create an indexed and searchable archive directly from any Diligence or Acquire project. Datasite Archive provides a legally defensible snapshot of a project. Be ready for your next deal.
SaaS should stand for “software AND service.” Experienced service professionals are available 24/7/365 at no additional charge and fluent in more than 20 languages.
Your Results
Support IR relationship building with LP / prospective investor contact information. Collaborate effectively among IR team members, advisors and placement agencies.
Automatically alert LPs as regular reporting and future ad-hoc file sharing appears. And keep your deal team informed about LP readership during the life of the fund with comprehensive analytics.
Gain insights to support your LP / prospective investor discussions. Measure and track investor interest with advanced visibility into readership, file downloads and even Q&A activity.
Master pre-marketing, fund marketing, and ongoing LP reporting. Create email and attach term sheets, PPMs, pitchbooks, LPAs - all logged for compliance and reporting.