Capture opportunities in one place

Why choose Datasite Pipeline for your opportunity management needs

Oversee all buy-side opportunities and enjoy seamless collaboration.

One source of truth Manage all crucial details about your opportunities - contacts, financial data, deal documents, meeting notes, and more. Focused reviews Dashboards visualize your pipeline. Tear sheets summarize targets. Saved views filter scope. Export it all with one click. Access & collaborate Keep the latest details accessible to the team. Real-time updates ensure everyone stays current with accurate information. Capture everything Forward content straight to the project inbox. Create contacts on the go with the mobile app. Add opportunities using the Outlook add-in. Fine-tuned permissioning Protect confidential analysis. Control access to dashboards, documents, and trackers. Limit any column or row. Seamless deal flow Keep the momentum and glide into the next stage with Datasite Diligence or Acquire, bringing the files you’ve already uploaded. 

All the tools you need

Dashboard Track opportunities from every angle Trackers Consolidate your Excel spreadsheets Inbox Email directly into your project Contacts Keep all contacts in one place Documents Retain every record for all your opportunities

What to look for in a pipeline management application

You need more than just a shared spreadsheet. You need a way to compare and prioritize potential targets, organize all your target contacts and documents, and track touchpoints.​ You need one source of truth. You need Datasite Pipeline.

Seize success with Datasite Assist Elite

Call on expert support to help you chase strategic goals. Your Elite partner will analyze how you use Pipeline and your Datasite subscription, to draw maximum value from it. All in addition to practical help throughout your deals via Datasite Assist, available 24/7/365 in 20+ languages.