--- title: "Datasite Prepare Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Datasite Prepare Software - reviews, pricing plans, popular comparisons to other Virtual Data Room products and more." source_url: "https://www.capterra.com/p/250441/Datasite-Prepare/" page_type: "product" language: "en" --- # Datasite Prepare Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Datasite Prepare ## What is Datasite Prepare? Be ready for any transaction with Datasite Prepare®. Gain instant deal momentum, eliminate friction, and explore the benefits of Datasite before committing to any decisions or costs. Enable all teams to collaborate in one secure space. Quickly upload, categorize, redact, and set permissions. Then start due diligence the moment your client is ready. ## What is Datasite Prepare used for? [Virtual Data Room](https://www.capterra.com/virtual-data-room-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Datasite Prepare?[Manage this product listing](https://www.g2.com/products/datasite-prepare/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Datasite Prepare 0.0 VS. [4.7 (145)](https://www.capterra.com/p/130910/Datasite-Diligence/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (28,497) Value For Money 0.0 (0) Value For Money 4.1 (20,622) Customer Service 0.0 (0) Customer Service 4.7 (18,613) ## Datasite Prepare alternatives Highest Rated [4.8 (324)](https://www.capterra.com/p/130909/iDeals-Virtual-Data-Room/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (115)](https://www.capterra.com/p/130904/Ansarada/reviews/) Starting price $399.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.8 (179)](https://www.capterra.com/p/158671/Digify/reviews/) Starting price $140.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars ## FAQs about Datasite Prepare Overview ### What company size and specific industries is Datasite Prepare built for? Datasite Prepare is designed for M&A professionals and investment bankers, which makes it best suited to mid-market and enterprise financial services teams involved in mergers, acquisitions, and deal preparation. It is aimed at organizations that manage transaction workflows and need support for preparing materials for complex financial deals. Features and Usability ### What are the key features of Datasite Prepare? Datasite Prepare offers document management, document review, and file storage, plus access controls, role-based permissions, and user management for security. It also includes audit trail and audit management, Q&A management, version control, bulk uploading, data import/export, full text search, reporting and analytics, and watermarking. Getting Started and Support ### What training and onboarding options does Datasite Prepare offer? Datasite Prepare provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars cover structured overviews, documentation offers written reference material, and videos provide on-demand learning for common tasks and product features. Getting Started and Support ### What customer support options does Datasite Prepare offer? Datasite Prepare provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback about support is available, so support quality, response times, and common frustrations cannot be described from user experience data. ## Features AI summary Based on 1,400 Virtual Data Room reviews Capterra data shows that buyers of virtual data room software rank the following features as their top priorities: - **Data Security** (**74%** of reviewers rated this feature as critical) - **Access Controls/Permissions** (**54%**) - **Bulk Uploading** (**44%**) Datasite Prepare supports all three of the features reviewers value most: **Data Security**, **Access Controls/Permissions**, and **Bulk Uploading**. Together, these capabilities help businesses protect sensitive documents, manage who can view or edit information, and upload large volumes of files more efficiently, allowing teams to maintain control and move due diligence work forward with confidence. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Trail A record of all activities within the system, including user access, changes made, etc. Authentication Verify the identity of users/devices to enable secure access Automatic Backup Data is backed up automatically to prevent data loss Datasite Prepare 39 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Authentication: Verify the identity of users/devices to enable secure access - Automatic Backup: Data is backed up automatically to prevent data loss - Bulk Uploading: Upload multiple documents at once - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Customizable Branding: Add customized logos and colors to align with company branding - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Storage Management: Manage and store data in a database - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - File Management: Create, save, and store files - File Upload by Email: Send documents directly to data room from email - Full Text Search: Search for specific words or phrases within a document or database - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Indexing: Compile and organize data into specific metrics - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Factor Authentication: Request two or more credentials to prove user's identity before granting access to systems - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Q&A Management: Allow users to collaborate and ask questions regarding folders and/or documents within the system - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure File Viewer: Secure online viewing of sensitive documents - Single Sign On: Allow users to access multiple services after entering their login credentials once - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Watermarking: Add a digital mark to show ownership of an image, video, document, etc. --- ## Pricing ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.