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How it works
Connect ChatGPT to your Datasite virtual data room - the secure workspace where thousands of M&A deals are facilitated annually. Set up folder structures, invite users, search documents, track buyer Q&A, and audit data room readiness, all through natural language. No workflow interruptions. No security trade-offs. Built for advisors, bankers, and corporate development teams - backed by the enterprise security and permissioning every transaction demands. 1. Set up a deal room - "Create a new Datasite Prepare data room for Project Alpha, set up a standard M&A folder index, and invite sarah@advisorfirm.com as an admin." 2. Search documents semantically - "Search the data room for any documents related to pending litigation or regulatory risk." 3. Track buyer Q&A - "Show me all open Q&A questions in the data room and draft responses where we have supporting documents." 4. Audit deal room readiness - "Check the data room for empty folders, missing documents, and any files flagged as password-protected or blank before we go live." 5. Manage user access - "Create a buyer role with view-only permissions and create draft invitations for the following five contacts from Acme Capital."
What else can you do?
Audit diligence readiness
Datasite Review this Datasite project's readiness. Identify empty folders, missing documents, and files flagged as unreadable, and prioritize the gaps to address.
Prepare a diligence brief
Datasite Search this deal room for documents relevant to the diligence questions in my brief. Summarize findings and unanswered questions with source references.
Review buyer questions
Datasite Review open buyer Q&A for this project. Draft answers where supporting documents exist, cite them, and flag questions that need an expert response.
What’s included
App
Datasite
Skills
- Bulk Q&A Answers
- Document Quality Check
- Gap Analysis
- IRL Tracker
- Launch Readiness Orchestrator
- Risk Analysis Audit
- Smart File Renaming
- VDR Index Setup
Resources
Add the Datasite plugin in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
