Merrill DatasiteOne

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Similarly to Intralinks Merrill DatasiteOne prefers to collaborate with large enterprises and financial institutions. The company claims to be the “global leader” and assists lots of customers worldwide: their VDRs are mainly utilized for the execution of complex and cumbersome deals. Therefore, there is no wonder that prices for services are pretty high.

The VDR complements the other services of Merrill that provides consulting, content management, and financial services. Along with DataSiteOne, customers may enjoy such platforms as Bridge, Connect, and DPA. Their main task is to ensure smooth and productive internal and external interaction and teamwork. Considering the variety of options offered Merrill may successfully take a burden of information management of any enterprise. It means that the client can confidently delegate these tasks to Merrill and concentrate on more acute nuances of the company’s performance. Anyway, the VDR offered by Merrill abides by all the industry standards and provides customers with all the required options – secure file sharing, convenient storage, integration with software, intuitive navigation, multiple communication tools, etc. Nevertheless, it seems to be more logical to exploit the VDR by Merrill DataSiteOne in a case when other products of the company are being utilized too: the client would experience all the advantages if the services are used in a complex.

Features Checklist:

Company Info

(STR) Established 1967
(STR) Employees 3800
(STR) Clients no data

Trial & Pricing

Free Demo yes
(STR) Free Trial no
(STR) Price Negotiable/waiting for respond

Deployment Options

Cloud (Web-Based) yes
On-Premise (Installed) yes
Multiple Datacenter Locations yes

Support & Services

Business Hours Support yes
24/7 Email Support yes
24/7 Phone & Email Support yes
Online Help Center no
Live Trainings no
Dedicated Project Manager yes
Data Room Archive on DVD or USB Drive yes
Translation Services yes
(STR) Support Languages Arabic, Chinese, German, Dutch, English, Spanish, French, Italian, Japanese, Korean, Portuguese, Russian, Swedish.


Branded User Interface yes
Custom Domain no
Custom Login Page yes
Custom User Invitation Letter yes
Custom Agreements for Accessing Data Room no
Active Directory Integration no
Single Sign-On Integration no
Customer-Managed Encryption Keys no
Integrations Through APIs no
Custom Workflows and Features no

Activity Tracking & Reporting

Tracking of All User Activity yes
Real-Time Audit Trail yes
Graphic Reports yes
Exporting Reports to Excel yes
Tracking of Document Viewing Time yes
Scheduled Reports (Sending to Email) no

Collaboration Features

Basic Questions & Answers Module yes
Advanced Questions & Answers Module no
Secure User Messaging no
New Document Email Notifications yes
Files & Folders Notes no

Search, OCR & Filters

Search by Name yes
Search by Content (Full Text Search) yes
OCR (Optical Character Recognition) yes
Filtering by Parameters yes

Accessibility & Ease Of Use

No Plugins yes
Scroll-Through Web-Based Document Viewer yes
Web-Based Excel Spreadsheets Viewer yes
iOS Application no
Android Application no
Mobile Device Interface yes
(STR) User Interface Languages English

Access Security

Two-Factor Authentications yes
Mobile Device Management no
Granular User Permissions yes
Permission Groups yes
Access Expiration yes
Access Limitation by IP Address no

Data Hosting & Infrastructure Security

99.9% Uptime Guarantee yes
ISO 27001 Certified yes
SOC 2 Certified no
SSAE 16 Certified no
Data Backup yes
Virus Scanning no

File Protection & Digital Rights Management

Granular Document Permissions yes
View-Only Access yes
Prevention of Download, Print and Copy yes
Remote Shredding of Documents yes
Customizable Document Watermarks yes
Secure Fence View no
Document Access Expiry no
256-Bit SSL/TLS Encryption yes
Data at Rest Encryption yes

Files & Folders Management

(STR) File Formats Supported PDF, MS Office, jpg, jpeg, jpe, gif, bmp, png, tif, tiff
Automatic Numerical Indexing of Files & Folders yes
Drag & Drop Upload of Multiple Files and Folders no
Desktop Synchronization no
Archives Upload & Extraction yes
Export of Data Room Index to Excel no
Document Version Control yes
Multilingual Documents Index no

Industry Solutions

Bankruptcy yes
Biotech Licensing yes
Board Portals no
Clinical Studies no
Debt Financing yes
Distressed Real Estate yes
Document Repository yes
Due Diligence yes
Fundraising yes
Hedge Funds yes
IPO & Exits yes
Litigation yes
M&A Buy Side yes
M&A Sell Side yes
Post Merger yes
Private Equity yes
Procurement Management yes
Restructuring yes


  1. Clyde Clay

    I’m using this data room for M&A, and I find it sufficient and rather simple. However, I didn’t try using it for any other purposes so far.

  2. Anderson Boon
    Process Development Engineer

    Our company switched to Merrill virtual data room just recently, and we so far like this software. This provider performs better than the previous one, and we got used to Merrill quickly. It is easy to work with files in this data room, especially thanks to text recognition.

  3. Phil Spence
    Finance Executive

    We’re using Merrill VDR for M&A as a sell-side, and it works well for us. The interface looks to me somewhat outdated, but that’s not a big deal. It is easy to understand – that’s what is important. And our partners don’t seem to have any issues with this data room.

  4. Dustin Triggs
    Chief Development Officer

    We were using Merrill virtual data room for several years, and it fits our needs entirely. Sure, we had some inconveniences throughout our experience. But the support team is always very helpful. I believe that this provider will fix even those smallest drawbacks it has any time soon.

  5. Denholm Haynes
    Director of Legal Operations

    Merrill data room is very straightforward and pleasantly-looking, in my opinion. We are completely satisfied with all the features it offers. And over the time we’re using it – a couple of months – we’ve never experienced downtimes. However, maybe in the future, we will spot some flaws.

  6. Lola West
    Strategy and Marketing Advisor

    We find DataSite Merrill to be very simple in terms of the user experience. None of our team members or partners had any issues using this data room. However, we haven’t invited our clients to it yet. But I believe, they will find the interface intuitive, too.


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