Portfolio Management

Identify opportunities before they’re missed while building and enhancing your team’s portfolio management discipline.

Whether fundraising, distributing capital calls and K-1s to investors, or selling or acquiring a company, gain efficiencies and a clear market advantage with Merrill DataSite. The industry’s number-one virtual data room (VDR) delivers a proven, secure solution to enable instant access to deal information with seamless collaboration among your investors, portfolio companies and third parties.

Features & Benefits

Provide fast and secure access to information for potential buyers and third-party participants worldwide with award-winning Merrill DataSite.

  • Faster, extended reach

    Store an unlimited number of native files so that you can securely reach a much larger group of potential investors, faster and with greater efficiency.

  • Streamlined fundraising

    Expedite the capital-raising process by providing prospective investors with your offering memorandum and due diligence documents online, and promptly responding to questions.

  • Primed for opportunity

    By regularly uploading and updating vital information, you can always be “asset ready” and maximize ROI when presented with an opportunity to divest an asset.

  • Instant document access

    Give your investors real-time access to reports, K-1s, capital calls and other time-sensitive and critical information.

  • More efficient acquisitions

    Merrill DataSite is optimized for comprehensive, timely and cost-effective due diligence on portfolio company candidates.

  • Enhanced portfolio management

    Our intuitive index structure allows portfolio company data to be easily updated with regular content submissions, enabling effective benchmarking and goal execution.

  • Real-time investor visibility

    User tracking and reports show what's been viewed, downloaded or printed—down to the page and fraction of a second—helping prove disclosure and gauge investor interest.

  • Better investor engagement

    Our integrated Q&A platform allows you to track and respond to logged investor enquiries. Queries and responses are available for immediate reporting and download.

Merrill Technology

Merrill Datasite

Seize any opportunity to gain a competitive edge by securely providing instant access to deal information with Merrill.

Enhance the value of your assets by conducting secure due diligence, participating in Q&A forums and assessing potential investors based on their activity, all on Merrill DataSite, an intuitive, fully searchable, content collaboration platform.

  • All portfolio structures loaded in less than 30 minutes, using any of 3,000 existing or customized indexes
  • Admin tools to control access, set up new users, content, structure, reporting and questions
  • Fully indexed documents with robust search, user tracking and real-time reporting

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