Portfolio Management

The portfolio management tools you need to secure your sensitive documents and ensure you’re always prepared for capital raising events and other opportunities.

Gain efficiencies and a clear market advantage with Merrill DatasiteOne. Whether you’re fundraising, distributing capital calls and K-1s to investors, or selling or acquiring a company. Merrill DatasiteOne is the industry’s number-one virtual data room (VDR), delivering a proven, secure due diligence solution that enables instant access and seamless collaboration amongst deal investors, portfolio companies and third parties.

Features & Benefits

Provide fast and secure access to information for potential buyers and third-party participants worldwide with Merrill DatasiteOne, the award-winning portfolio management solution.

  • Faster, extended reach

    Store an unlimited number of native files so that you can securely reach a larger group of prospective 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 on our file sharing site and other portfolio management tools, 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 with our secure file sharing system.

  • More efficient acquisitions

    Merrill DatasiteOne's online storage system 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

    An integrated Q&A platform allows you to track and respond to logged investor inquiries using DatasiteOne’s portfolio management tools. Queries and responses are available for immediate reporting and download.

Merrill Technology

Merrill DatasiteOne

The only SaaS application for due diligence

Merrill DatasiteOne provides significant benefits and advanced functionality across multiple transaction types that require highly secure document sharing and collaboration.

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