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."
How to use
- 1Add it in ChatGPT
Open Datasite in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Datasite, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Skills 8
- Bulk Q&A Answers
Draft buyer Q&A answers grounded in Datasite room content.
- Document Quality Check
Audit Datasite room documents for quality and readiness issues.
- Gap Analysis
Find missing diligence materials in a Datasite room.
- IRL Tracker
Map information request lists to available Datasite documents.
- Launch Readiness Orchestrator
Coordinate Datasite room checks before buyer launch.
- Risk Analysis Audit
Surface deal risks from Datasite room documents.
- Smart File Renaming
Standardize Datasite document names before buyer release.
- VDR Index Setup
Design a Datasite VDR folder structure for a new deal.
Things to ask
- “Create a Datasite project. Ask for the name, deal type, industry, location, and folder structure.”
- “Find financial information in a Datasite project. Ask which project, then summarize findings with source documents.”
- “Review a Datasite project for diligence red flags. Ask which project, then cite supporting documents.”