Anslut
Datasite Connect

Your AI.
Your deals.
Connected.

Use the AI your team already trusts, across every deal.
Claude
ChatGPT
Copilot

How Datasite Connect works

Work in your approved AI, with permission-aware access built into every interaction. Powered by Datasite’s MCP and available account-wide for your whole team.

One predictable subscription
Stay in your workflows
Permission-aware access
Governance built in
Centralized admin control
STEP 1

Connect your AI

Authenticate with Datasite and connect the projects you’re permitted to access from your approved AI environment.

STEP 2

Find what matters

Ask like you would a colleague. Connect searches the deal content you’re permitted to access and cites its sources.

STEP 3

Manage usage in one place

Usage, credits, and access roll up into one admin dashboard that scales with deal activity.

Put deal intelligence to work

Search across projects
Draft Q&A responses
Check for gaps
Review access
Summarize projects
Ask inside your assistant

Find all contracts with change-of-control clauses across my active projects and summarize the key terms.

Falcon and Meridian, two of your seven active projects, have change-of-control clauses that would trigger on this transaction. Both require counterparty consent within 30 days of signing.

Cited: Merger_Agreement_v4.pdf p.41, Falcon · Shareholder_Rights.pdf p.12, Meridian

Ask across your projects…

Bring your own assistant

Connect works inside the assistant your team already uses.

Claude

Search, draft Q&A, and run workflows across your projects, right inside Claude.

Connect in Claude

ChatGPT

Ask ChatGPT to search your data rooms and draft answers with citations.

Connect in ChatGPT

Copilot

Ta in Datasite-sökning och Q&A-utkast i Microsoft Copilot.

Connect in Copilot
Prissättning

Predictable, usage-based pricing

One annual subscription fee per team, billed monthly along with optional prepaid credits metered per query. Inkluderar åtkomst till Blueflame AI-assistenten i varje datarum på Datasite som du har behörighet till.

Enterprise grade security

Your permissions, unchanged

Connect söker endast i det som dina befintliga Datasite-behörigheter redan ger åtkomst till och kan inte kringgå eller utöka dem.

MFA-protected projects stay protected

MFA-protected projects are excluded from assistant search entirely.

Standard, audited authorization

Every action is captured in the same complete audit trail that governs your entire data room.

Documents stay inside the data room

Full deal documents never leave the secure data room. Your assistant sees only what it needs to answer your query, and nothing is stored or used for training.

Certified security standards

Data encrypted at rest and in transit, ISO/IEC 42001 certified (the first data room provider to earn it), plus ISO/IEC 27001, SOC 2 Type II, and GDPR compliance.

Vanliga frågor

Corporate development and M&A teams at large enterprises whose organization has already approved an AI assistant for deal work — analysts, associates, VPs, and the person who owns your firm’s AI or tooling program.

Corporate development
Investment banking
Private equity
M&A advisory

The free MCP connector gives you basic, limited access to Datasite projects from your AI assistant. Datasite Connect extends that account-wide under one annual subscription plan, built to scale for teams working across multiple transactions. Your whole deal team gets consistent AI access across every authorized project and the ability to turn insight into supported Datasite actions, not just search. Additionally, your usage, your credit package (optional), and access are managed centrally by your admin.

Other VDR platforms limit you to the AI built into their own ecosystem. Standalone AI assistants are disconnected from your permissioned deal content, so teams end up copying documents out of the data room to use them. General content platforms like SharePoint or Box can connect to AI, but don’t carry your data room’s permissions and roles into that experience. Connect does, without you ever leaving your assistant.

Yes. Due to regulatory restrictions, users connecting from Hong Kong, China, or Brazil are not permitted to use the document search and interrogation capabilities through Datasite Connect.

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