--- title: Datasite Diligence Reviews meta_title: 'Datasite Diligence Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 417 reviews by the users' company size, role or industry to find out how Datasite Diligence works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 417 scale: '5' date_modified: '2026-07-17' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Datasite Diligence Reviews **Vendor:** Datasite **Category:** [Virtual Data Room Software](https://www.g2.com/categories/virtual-data-room-vdr) **Average Rating:** 4.5/5.0 **Total Reviews:** 417 ## About Datasite Diligence Datasite Diligence® is the trusted hub for conducting due diligence, offering advanced virtual data room technology and AI-powered deal intelligence to optimize every stage of deal-making. With Blueflame AI for secure interrogation of data room content and Datasite’s MCP for connecting your preferred AI tools directly to your deal environment, the platform delivers the speed, accuracy, and security that modern deals demand. With Datasite Diligence, you can accelerate deal closures and approach negotiations with confidence, freed from the administrative burden of due diligence. The Datasite platform streamlines the sell-side process, automating manual tasks involved in deal preparation. Upload and organize content effortlessly through simple drag-and-drop actions or direct email integration — or use Datasite’s MCP to connect Claude, ChatGPT, or Copilot directly to your deal room. Create projects, build industry-specific folder structures, upload and organize files, and manage user access, all from your preferred AI without leaving your existing workflow. Seamlessly manage request lists within the VDR and grant access to relevant documents for various workstreams. Set up workflows, roles, and categories swiftly with an integrated Q&A system. With Blueflame AI, draft responses to buyer questions grounded in your data room content — with cited sources — so your team reviews and approves instead of writing from scratch. Common Q&A can be elevated to FAQ for quick reference, with full Excel export. Enhance your redaction efforts with confidence using the platform's AI capabilities. Easily identify sensitive words or PII across the data room and efficiently mark or unmark text for redaction, with categorized reasons for each decision. Ensure accurate search results, regardless of document language, with the platform's OCR engine supporting 17+ languages — and go beyond keywords with AI-powered semantic search to surface exactly what you need, faster. Keep a close eye on engagement and behavior within the data room, even at the individual page level, with near real-time reporting, custom dashboards, and automated reporting schedules. Whatever your business, industry, purpose, or role, Datasite Diligence® combines the security of the world's most trusted deal environment with the AI capabilities your team already relies on — so every transaction moves faster, with greater confidence. ## Datasite Diligence Pros & Cons **What users like:** - Users appreciate the **ease of navigation** in Datasite Diligence, enhancing their overall experience with data management. (149 reviews) - Users value the **simple and reliable document organization** in Datasite Diligence, ensuring efficient navigation and access control. (63 reviews) - Users appreciate the **user-friendly interface** of Datasite Diligence, enabling efficient navigation and document retrieval. (59 reviews) - Users value the **intuitive user interface** of Datasite Diligence, enhancing efficiency and collaboration during projects. (58 reviews) - Users value the **intuitive navigation** of Datasite Diligence, allowing for quick and efficient document access and organization. (56 reviews) - Security (51 reviews) - Intuitive (50 reviews) - Users praise the **efficient customer support** of Datasite Diligence, highlighting its responsiveness and helpfulness during the process. (48 reviews) - Functionality (42 reviews) - Efficiency (41 reviews) **What users dislike:** - Users find the **pricing to be expensive** , especially with increases after the term concludes, complicating cost management. (44 reviews) - Users experience **slow file management** during large uploads and bulk downloads, hindering overall efficiency. (42 reviews) - Users experience **slow performance** during large file uploads and navigation, impacting the overall efficiency of Datasite Diligence. (41 reviews) - Users find the **learning difficulty** significant for new users due to the steep learning curve of advanced features. (35 reviews) - Users find **access control management convoluted** , suggesting improvements for smoother role and team setups. (23 reviews) - Users indicate that **improvement is needed** in onboarding, speed of large uploads, and customization options. (22 reviews) - Users find the **double row feature and tracker issues** in Datasite Diligence cluttered and unreliable, impacting usability. (20 reviews) - UX Improvements (19 reviews) - Users find **download issues** frustrating, especially with clunky processes and difficulties in managing file paths. (18 reviews) - Inadequate Search Functionality (18 reviews) ## Datasite Diligence Reviews ### 1. One Stop Solution for all M&A file sharing needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Datasite Diligence?** Datasite diligence is the best when it comes to versatile permissions by party / user type. Additionally, datasite prepare rooms allow for easy staging and file sharing ahead of a process. **What do you dislike about Datasite Diligence?** The frequency of password updating is not ideal, but I appreciate the security efforts behind it. **What problems is Datasite Diligence solving and how is that benefiting you?** Secure file sharing and bespoke M&A processes. **Official Response from Emily Ehlers:** > Greetings, and thank you so much for taking the time to leave us notes on your Datasite experience. We're delighted that you've been pleased with permissions. I must admit, changing passwords is something of a chore, but you're spot-on about the security effort! We take that very seriously around here. Thank you again for your thoughtful feedback, and we hope to work with you again soon. Best regards, The Datasite Team ### 2. Seamless Upload / Staging Process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Datasite Diligence?** Datasite is easier to use than its competitor platforms and it's also been easy to demonstrate to clients. The interface is clean, simple, and straightforward. **What do you dislike about Datasite Diligence?** I haven't found anything that I dislike very strongly about the platform. It follows the format of Microsoft products in terms of the interface which I appreciate and find easy to use. **What problems is Datasite Diligence solving and how is that benefiting you?** Datasite provides a secure, easy to use data room for both bankers and clients. Staging has been a pretty seamless experience for me so far and the platform is simple in a good way. **Official Response from Emily Ehlers:** > Hi there, and thank you on behalf of Datasite for your thoughtful review. M&A is complicated enough, so I'm glad Diligence is easy for you and your clients to use - that means a lot to us! If we can help you with your next deal, we'd love to support you. Give us a shout at info@datasite.com if we can assist you in any way. Thanks again for your note, and we hope to serve you again very soon! Warm regards, The Datasite Team ### 3. reps are great and product interface is the best one out there **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Datasite Diligence?** functionality of the website. easy to connect with customer service. **What do you dislike about Datasite Diligence?** logging into the website takes a lot of tries sometimes. sometime it works seamlessly. consistency there would be great **What problems is Datasite Diligence solving and how is that benefiting you?** secure file upload. easy to navigate. don't need to teach new users how to navigate through the website because it's very easy to use! **Official Response from Emily Ehlers:** > Hi there, and thank you for taking the time to review Datasite! We strive to create applications that are easy and secure to learn and use. I've shared your feedback about login difficulty with our product team, and I'm glad you mentioned it. We hope to work with you again soon. Best regards, The Datasite Team ### 4. Easy to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Datasite Diligence?** Ease of organizing documents, creating roles and specifying certain permissions amongst those roles **What do you dislike about Datasite Diligence?** At first a bit difficult to tell difference between roles and analytics teams **What problems is Datasite Diligence solving and how is that benefiting you?** Preparing VDR's ahead of an M&A process with ample amount of time to do so is very helpful. **Official Response from Emily Ehlers:** > Greetings, and thank you for taking the time to leave us your feedback about Datasite Diligence. I'm glad to hear that document organization, role creation, and permissions settings are intuitive for you. Your note about roles and teams is very helpful, and I just shared it with our product team. Thank you very much for your review, and we hope to work with you again soon. Best regards, The Datasite Team ### 5. Very clean, easy to use, and makes the sharing of documents a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Datasite Diligence?** Interface is easy to use. Love the sandbox/staging element. The "view as" is also a life saver for peace of mind. **What do you dislike about Datasite Diligence?** Nothing, we frequently use this platform over all others **What problems is Datasite Diligence solving and how is that benefiting you?** The efficient and safe sharing of confidential documents **Official Response from Emily Ehlers:** > Hi there! Thanks for your kind review of Datasite. We developed "View As" based on feedback from customers like you, and we're so glad it's proving to be useful to you. We hope you continue to choose Datasite and look forward to working with you again soon. Thank you! Best regards, The Datasite Team ### 6. Top choice for Deal VDRs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Datasite Diligence?** Datasite has an extremely intuitive, user friendly interface paired with best in breed functionality **What do you dislike about Datasite Diligence?** It is relatively more expensive compared to alternatives **What problems is Datasite Diligence solving and how is that benefiting you?** Datasite is used as both an internal staging tool with clients and an external file sharing platform with counterparties. **Official Response from Emily Ehlers:** > Hello there, and thank you for taking the time to share your feedback with us. We strive to build features and applications that are easy to use, and we're constantly working to improve functionality, so we're glad to hear you're finding Datasite to be so user-friendly. Datasite has a lot to offer, and we'd love to work with you to maximize value on your next deal. Send us a note at info@datasite.com when your next deal arises so we can make sure you're getting the most out of your data room. We look forward to hearing from you, and thank you again for your review. Best regards, The Datasite Team ### 7. Good product with helpful customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Datasite Diligence?** Intuitive to use, very helpful customer service. **What do you dislike about Datasite Diligence?** Would like to have a convert from ppt to pdf feature. **What problems is Datasite Diligence solving and how is that benefiting you?** Most clients and counterparts are used to using Datasite VDR and it is hence usually the best option. **Official Response from Emily Ehlers:** > Greetings! Thanks for taking the time to leave your review of Datasite Diligence. I'm glad to hear that you are finding our application easy to use. Your feedback on PowerPoint to PDF conversion is very insightful, and I'm sharing it with our product team. Again, thank you for sharing your thoughts. We look forward to working with you again soon. Best regards, The Datasite Team ### 8. Good Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Datasite Diligence?** My rep (Share Long) is quite helpful . Turnaround time is always very quick. **What do you dislike about Datasite Diligence?** Can't watermark in prepare mode. Difficult to easily see file size within platform **What problems is Datasite Diligence solving and how is that benefiting you?** Sharing files between the client and ourselves / buyers **Official Response from Emily Ehlers:** > Hi there, and thank you for your helpful review! Shane is great, and we're glad you have enjoyed working with him. Your feedback about watermarks and file size is good to know, and I'm sharing it with our Product team. In fact, if you can explain more about your watermarking preferences, we'd love to learn more - send us a note to info@datasite.com so we can work to resolve this. Again, thank you very much for your time, and for choosing Datasite. We look forward to working with you again very soon. Best regards, The Datasite Team ### 9. IB Associate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Datasite Diligence?** Easy to use and intuitive software that makes life easier. **What do you dislike about Datasite Diligence?** There is nothing I can think of that needs to change. **What problems is Datasite Diligence solving and how is that benefiting you?** It allows you to share documents with different permissions on a very simple platform. **Official Response from Emily Ehlers:** > Hi there! Thanks for taking the time to review Datasite Diligence. We work hard to build capabilities that are easy to use, so we're glad to hear you're finding that to be the case. We value your feedback, and we hope to work with you again soon. If we can be of any service to you, don't hesitate to drop us a note: info@datasite.com Best regards, The Datasite Team ### 10. Preferred Provider **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Datasite Diligence?** Ease of use to handle complex matters and data transfers **What do you dislike about Datasite Diligence?** Need to vary access between rooms in similar or same datasite project **What problems is Datasite Diligence solving and how is that benefiting you?** Easy access for third parties to share information **Official Response from Emily Ehlers:** > Hello, and thanks for leaving us a review! We are glad to hear Datasite helps make M&A a little easier. With regard to your note about varying permissions and access, we have a few ideas and suggestions. When your next transaction arises, make sure to talk to us about your permissions needs so we can help you set up the access your deal requires. Datasite allows for several ways to restrict access, and you can read more about it in the article I've linked below. Thank you again for taking the time to share your thoughts with us, and we look forward to working with you again soon. If we can help in any way, contact us at info@datasite.com . Best regards, The Datasite Team ### 11. Ease of use, customer service and reliability **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Datasite Diligence?** Integrated Q&A feature with workflow streamlines Q&A on projects and makes the review process ahead of sharing with counterparties significantly easier **What do you dislike about Datasite Diligence?** No issues on my end - use the redaction features less than others **What problems is Datasite Diligence solving and how is that benefiting you?** Streamlining the due diligence process, specifically around Q&A where we spend significant amounts of time **Official Response from Emily Ehlers:** > Greetings, and thank you for taking the time to leave us such a thoughtful review. Your feedback is extremely valuable. We're delighted to hear that Q&A is working well for your needs - it's a game changer! When you're ready to use redaction, be sure to send us a note (info@datasite.com) so we can guide you through it and set you up for success. Like Q&A, it saves a lot of precious time. Thank you again for your feedback, and let us know if we can help you with your next deal. Warm regards, The Datasite Team ### 12. I have found Datasite to be a logical tool in the M&A process. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Datasite Diligence?** The best part about Datasite is the ease of use for the product. When encountering issues, the team is always there to help. The Q&A function has been great. **What do you dislike about Datasite Diligence?** Sometimes the views can be hard to navigate on when looking at longer titles. **What problems is Datasite Diligence solving and how is that benefiting you?** Data aggregation, data sharing, Q&A tracking **Official Response from Emily Ehlers:** > Greetings! Thank you so much for your thoughtful review. We're happy to hear that Q&A and our Service team have been helpful, and that you've found our application easy to use. Your note about long titles is super helpful, and I've shared it with our product team. Thanks again for your feedback, and we look forward to working with you again! Warm regards, the Datasite Team ### 13. Great tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca B. | Manager Financial Planning and Analysis, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2020 **What do you like best about Datasite Diligence?** I really like how easy DatasiteOne is to use. You can search for documents and it will even do text recognition which is extremely helpful. They have a great customer service team that has been extremely helpful with anything I’ve needed help with. We have been able to share a variety of documents internally and externally with ease. It’s been helpful with a variety of projects and M&A work. I think that we are really utilizing this valuable product in many ways across various departments in our organization. **What do you dislike about Datasite Diligence?** I can’t think of anything I dislike about the DatasiteOne. It has been able to handle all of my needs and more! **Recommendations to others considering Datasite Diligence:** I would highly recommend this product. It is so easy to use and the support is outstanding. I can’t ask for more out of this product. The price is good and the quality of the site is great.i would recommend this product if you need to share files of all sizes to internal and external customers. **What problems is Datasite Diligence solving and how is that benefiting you?** One of the most beneficial things is that we are able to share specific files with internal and external users with ease. You don’t have to worry about trying to email files and the size being too big. Uploading documents is so easy and painless. If we add new users, we really don’t have to do any training because it’s pretty self explanatory which is a time saver for everyone. It has really helped our company become much more efficient. **Official Response from Emily Ehlers:** > Hi, Rebecca! Thanks for leaving us your review. We're definitely glad to hear that Datasite has been easy to use, and easy for your teams to learn. Three years later, we're still hard at work building M&A solutions that make life easier. I hope we've had the chance to serve you since your review in 2020, but if we haven't, please reach out to info@datasite.com. We'd love to show you around. Again, thank you very much for your kind review, and we look forward to a continued partnership. Best regards, The Datasite Team ### 14. A platform with capabilities. **Rating:** 5.0/5.0 stars **Reviewed by:** Alana G. | Financial Services Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2019 **What do you like best about Datasite Diligence?** It has an excellent customer service that is always attentive to the inconveniences we may have. He has no problems after using it, everything is very easy. **What do you dislike about Datasite Diligence?** It does the necessary work as it should, without any complications in the future. **Recommendations to others considering Datasite Diligence:** We share files and data for all workers who need it within the company, it also has daily updates for new documents. **What problems is Datasite Diligence solving and how is that benefiting you?** A software that is implemented quickly with options to share necessary content throughout the organization. **Official Response from Emily Ehlers:** > Hi Alana! Thank you for taking the time to leave us this review. We're really glad to hear you were able to take advantage of our customer service team; we're pretty proud of them. It's been a few years since you left us your feedback, and we sincerely hope that since then we've been able to support your deals. If not, please reach out (info@datasite.com) to let us know how we can be of service. Again, thanks for sharing your feedback with us! Warm regards, The Datasite Team ### 15. A very good tool for us, at a great price and super easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Jimmy H. | Middle Management, Automotive, Mid-Market (51-1000 emp.) **Reviewed Date:** March 22, 2019 **What do you like best about Datasite Diligence?** DataSite is very easy to use and implement, one of the best things is your customer service and technical support, they have always been very attentive with live support 24 hours a day with specialists in the software who know how to fix your problems and without any additional cost **What do you dislike about Datasite Diligence?** There is no problem or bad things with DataSite, in the short time that I have used it, it has done a great job for me **Recommendations to others considering Datasite Diligence:** As you could read in my review, DataSite is very easy to use and will not cause you almost any problem, you can try it without any doubt, It works very well, for a great price and will help you a lot in your work **What problems is Datasite Diligence solving and how is that benefiting you?** We can access to the documents and share them in a faster way, we have improved the functions of transactions and purchases **Official Response from Emily Ehlers:** > Greetings, Jimmy! I'm thanking you a little late for this great review, but thank you indeed! I hope you've had a chance to use Datasite since 2019, but if you haven't, please check out our recently updated website. Lots of exciting innovation here. Send us a note : Info@datasite.com if there's anything we can do to support you and your teams. Warm regards, The Datasite Team ### 16. Great Datasite **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2019 **What do you like best about Datasite Diligence?** Merrill Datasite seems to have most of the important things figured out. It does text recognition on files, let's you do full text searching on everything that has been uploaded, and provides daily updates of new documents. **What do you dislike about Datasite Diligence?** There is nothing about Merrill Datasite that I dislike. **What problems is Datasite Diligence solving and how is that benefiting you?** Access to documents in connection with mergers and acquisitions transactions. **Official Response from Emily Ehlers:** > Hello there, and thank you for taking the time to leave us a review a few years ago. I hope you've had the chance to work with us again since 2019, because we're constantly working to make the M&A process (and beyond) as efficient and simple as possible. We'd be happy to give you a tour around our updates; just contact us at info@datasite.com and we'll show you around. Thank you again for taking the time to review Datasite, and we look forward to continuing to support you and your teams. Best regards, The Datasite Team ### 17. Great new platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2018 **What do you like best about Datasite Diligence?** Merrills new platform is fast and extremely user friendly **What do you dislike about Datasite Diligence?** Since my firm transitioned to Merrill's new platform I honestly can't think of anything I dislike. The old platform certainly had its issues though. **Recommendations to others considering Datasite Diligence:** From a users perspective I highly recommend datasite over their competitors **What problems is Datasite Diligence solving and how is that benefiting you?** We use datasite as a dataroom for our sell side M&A processes we run. **Official Response from Emily Ehlers:** > Hi there, and thanks for taking the time to leave us a review a few years back. We remember that old platform; we've come a long way! We think you'll still find Datasite easy to use. If we haven't worked with you since your review, give us a shout (info@datasite.com). We'd love to support your next deal. Again, thank you for your review. Best regards, The Datasite Team ## Datasite Diligence Discussions - [What features should I look for in a secure data room for M&A?](https://www.g2.com/discussions/what-features-should-i-look-for-in-a-secure-data-room-for-m-a) - 2 comments, 3 upvotes - [What features should I look for in a secure data room for collaboration with legal teams?](https://www.g2.com/discussions/what-features-should-i-look-for-in-a-secure-data-room-for-collaboration-with-legal-teams) - 2 comments, 2 upvotes - [Please list out key security & access control features from Datasite. I’m evaluating their solution.](https://www.g2.com/discussions/please-list-out-key-security-access-control-features-from-datasite-i-m-evaluating-their-solution) - 1 comment, 2 upvotes - [View Datasite Diligence pricing details and edition comparison](https://www.g2.com/products/datasite-diligence/reviews?page=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-17+19%3A12%3A09+-0500&secure%5Bsession_id%5D=abde0d29-f941-42ac-91a1-776593948266&secure%5Btoken%5D=046b8e27e901f3a6f8f064a3a0662bbb627ecdeeceb43c156f3408a505f1f707&format=llm_user) ## Datasite Diligence Integrations - [Amazon Virtual Private Cloud (Amazon VPC)](https://www.g2.com/products/amazon-virtual-private-cloud-amazon-vpc/reviews) - [BlueFlame AI](https://www.g2.com/products/blueflame-ai/reviews) - [Datasite Outreach](https://www.g2.com/products/datasite-outreach/reviews) - [Sabre Aircentre](https://www.g2.com/products/sabre-aircentre/reviews) - [Sital Technology](https://www.g2.com/products/sital-technology/reviews) ## Datasite Diligence Features **Platform Additional Functionality** - Remote Shred - Watermarks **Virtual Data Room** - Drag-and-drop Document Collection - Watermarking - Permissions **Platform Basics** - Document Permissions - Mobile - Document Security **Deal Management** - Playbooks - Deal Sourcing - Post-Merger Integration **Platform Content** - File Sharing **Collaboration** - Task Management - Project Management - In-Platform Communication - Progress Tracking **Platform Data** - Reporting **Sourcing** - Deal Sourcing - Pipeline Management - Marketplace **Platform Performance** - Bulk Upload - Full Text Search **Evaluation** - Scoring - Monitoring - Due Dilligence **Delivery - M&A Software** - Post-Merger Integration - Deal Closing - Implementation **Agentic AI - M&A Software** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Datasite Diligence Alternatives - [DealRoom](https://www.g2.com/products/dealroom/reviews) - 4.3/5.0 (66 reviews) - [Ideals Virtual Data Room](https://www.g2.com/products/ideals-virtual-data-room/reviews) - 4.7/5.0 (845 reviews) - [Ansarada](https://www.g2.com/products/ansarada/reviews) - 4.5/5.0 (238 reviews)