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About

Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry.

About

Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trained on an extensive repository of over three million documents, you gain a competitive edge in your transactions. With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite platform streamlines the sell-side process, automating various manual tasks involved in deal preparation. Whatever your business, industry, purpose, or role, Datasite Diligence empowers you with a host of features to conduct due diligence more efficiently and confidently. From automated content management and integrated Q&A to upgraded redaction capabilities, multi-language search, and detailed engagement tracking, the data room platform is designed to facilitate smoother and faster transactions.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Dealmakers searching for a relationship intelligence platform that helps find the best path to the introduction that will create an opportunity or close a deal

Audience

Full spectrum of businesses including corporates, investment banking, law firms, and private equity.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Datasite pricing is customized for every transaction. Because each deal is unique, we tailor project quotes to match the specific scope, requirements, and timeline of your project.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.7 / 5
ease 4.5 / 5
features 4.6 / 5
design 4.6 / 5
support 4.7 / 5

Pros from Real Users

Pros

  • Datasite provides a user-friendly and intuitive virtual data room experience. The platform is easy to navigate, making it straightforward to upload, organize, and review documents, even during complex diligence processes involving multiple parties. Features such as robust search functionality, clear folder structures, granular permission settings, and detailed activity tracking help improve efficiency and transparency throughout a transaction. Overall, Datasite is a reliable and functional VDR solution that supports a smooth due diligence process while minimizing administrative burden for both sell-side teams and buy-side counterparties.
  • Team Datasite helped us move quickly, providing a contract and training session on short notice. The platform was intuitive, allowing us to set up a small data room and go live within two days. Permission settings were highly customizable for both internal and external teams.
  • relatively easy to setup, good customer support who is quick to respond. getting users setup is very easy and can do it with a mobile phone.
  • Easy to use, like that everything is date stamped so easier to find newly uploaded items. The search function works well too.
  • Datasite allows us to efficiently manage and coordinate the diligence process, from gathering info from our clients, to quickly reviewing within the site and packaging up go share. Easiest process to manage permissions and buyer capabilities within the site.
  • How easy it was to download files. I was fearful that I could not download, but it was simple and intuitive to do so.
  • Easy to search.
  • I use the Datasite platform a lot. I find that it is user friendly and very easy to navigate through the folders and documents. I like that it has a folder for "new" documents and another for "downloads", which makes it easier to find what you need in a timely manner.
  • I love the notifications / updates and how you can track what has been recently loaded by the seller (other data rooms do not have that functionality). I also like the sleek design (there are other VDRs out there that look 10+ years older than Datasite)
  • Super fast and easy to use; love that it opens files in separate browser windows; downloads are easy and I like the option for different file name formats

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Affinity
Founded: 2014
United States
www.affinity.co

Company Information

Datasite
Founded: 1968
United States
www.datasite.com

Alternatives

Alternatives

Categories

CRM Supported
Deal Sourcing Supported
Investment Banking Supported
Private Equity Supported
Sales Tracking Supported

Categories

Data Governance Supported
Due Diligence Supported
Entity Management Supported
File Sharing Supported
Investment Banking Supported
M&A Supported
Private Equity Supported
Virtual Data Room Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Data Governance Features

Access Control Supported
Data Discovery Supported
Data Mapping Supported
Data Profiling Supported
Deletion Management Supported
Email Management Supported
Policy Management Supported
Process Management Supported
Roles Management Supported
Storage Management Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Not Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Not Supported
Encryption Supported
File Synchronization Not Supported
Search Supported
User Management Supported
Version Control Not Supported
Workflow Management Not Supported

Virtual Data Room Features

Anonymity Management Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Supported
Project Management Supported
Role-Based Permissions Supported
Secure Preview Supported

Integrations

Arbortext Supported
Bloks Supported
Box Supported
ChatGPT Supported
Datasite Prepare Not Supported
Ema Supported
Eventbrite Supported
FontAgent Supported
Lighthouse Supported
Mesh Supported
Microsoft Teams Supported
Nango Supported
Nucla Supported
PTC Implementer Supported
Salesforce Supported
Scout Supported
Slack Supported
Typeform Supported
Unified.to Supported
Vessel Supported

Integrations

Arbortext Not Supported
Bloks Not Supported
Box Not Supported
ChatGPT Not Supported
Datasite Prepare Supported
Ema Not Supported
Eventbrite Not Supported
FontAgent Not Supported
Lighthouse Not Supported
Mesh Not Supported
Microsoft Teams Not Supported
Nango Not Supported
Nucla Not Supported
PTC Implementer Not Supported
Salesforce Not Supported
Scout Not Supported
Slack Not Supported
Typeform Not Supported
Unified.to Not Supported
Vessel Not Supported
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