Site Loader
merrill logo

What is Merrill Data Room?

If your corporation needs a safe and reliable solution for data storage, a cloud isn’t enough to satisfy your demands. You need a specifically tailored technology, and that’s where a secure data room comes in. Merill complies with the strictest demands of the industry and offers comprehensive virtual data room services for secure storage, sharing, and editing of files. Besides, it serves as a convenient collaboration platform for business internal staff and third parties.

Merill datasite is available as a web-based and cloud option – there is no mobile application. Users admit it offers a simple and intuitive interface, and the range of functions provided makes it a highly flexible solution. It is a suitable data room for M&A and due diligence processes, deals, as well as audits and collaboration.

Main features of Merrill datasite

Merill data room stands out from the crowd of similar solutions because it may seem to be a solution tailored for big deals and collaboration only. There’s a grain of truth in it. However, the list of functions impresses:

  • Options for contract management and creation (drafting, templates);
  • Tracking of task completion;
  • Workflow approval;
  • Lifecycle management;
  • Search through document text.

The advantages and disadvantages of choosing virtual data room Merrill

Being a business-oriented virtual data room Merill focuses on financial operations and content management. However, it’s not equally suitable for all businesses – it lacks some crucial options. Let’s observe its pros and cons.

Can be integrated with the different software.No Android and iOS application – the content can only be accessed via a browser.
Support for MS Office files, PDF, and some graphic formats.Expensive – high starting price.
Best suited for M&A, fundraising, and many other business-oriented tasks.Lack of security features, such as digital signature, fence view, access expiry, virus scanning, SSAE 16 Certification, IP address limitation).
Granular access permission to the files stored in the data room.No training options, no online help center.
Data backup options.

In fact, virtual data room Merill lacks a lot of features provided by its competitors, such as iDeals or box. The biggest gap here is security: without virus scanning and encryption, you cannot be sure about the total safety of your files.

Merrill DataSite features:

Features Merrill DataSite

Industry Solutions

Biotech Licensing
Debt Financing
Distressed Real Estate
Document Repository
Due Diligence
Hedge Funds
IPO & Exits
M&A Buy Side
M&A Sell Side
Post Merger
Private Equity
Procurement Management
Board Portals
Clinical Studies

Files & Folders Management

File Formats Supported: PDF, MS Office, jpg, jpeg, jpe, gif, bmp, png, tif, tiff
Automatic Numerical Indexing of Files & Folders
Archives Upload & Extraction
Document Version Control
Drag & Drop Upload of Multiple Files and Folders
Desktop Synchronization
Export of Data Room Index to Excel
Multilingual Documents Index

File Protection & Digital Rights Management

Granular Document Permissions
View-Only Access
Prevention of Download, Print and Copy
Remote Shredding of Documents
Customizable Document Watermarks
256-Bit SSL/TLS Encryption
Data at Rest Encryption
Secure Fence View
Document Access Expiry

Data Hosting

99.9% Uptime Guarantee
ISO 27001 Certified
Data Backup
SOC 2 Certified
SSAE 16 Certified
Virus Scanning

Access Security

Two-Factor Authentications
Granular User Permissions
Permission Groups
Access Expiration
Mobile Device Management
Access Limitation by IP Address

Accessibility & Ease Of Use

No Plugins
Scroll-Through Web-Based Document Viewer
Web-Based Excel Spreadsheets Viewer
Mobile Device Interface
User Interface Languages: English
iOS Application
Android Application

Search, OCR & Filters

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

Collaboration Features

Basic Questions & Answers Module
New Document Email Notifications
Advanced Questions & Answers Module
Secure User Messaging
Files & Folders Notes

Activity Tracking & Reporting

Tracking of All User Activity
Real-Time Audit Trail
Graphic Reports
Exporting Reports to Excel
Tracking of Document Viewing Time
Scheduled Reports (Sending to Email)


Branded User Interface
Custom Login Page
Custom User Invitation Letter
Custom Domain
Custom Agreements for Accessing Data Room
Active Directory Integration
Single Sign-On Integration
Customer-Managed Encryption Keys
Integrations Through APIs
Custom Workflows and Features

Support & Services

Business Hours Support
24/7 Email Support
24/7 Phone & Email Support
Dedicated Project Manager
Data Room Archive on DVD or USB Drive
Translation Services
Support Languages: Arabic, Chinese, German, Dutch, English, Spanish, French, Italian, Japanese, Korean, Portuguese, Russian, Swedish.
Online Help Center
Live Trainings

Deployment Options

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

Trial & Pricing

Free Demo
Free Trial: no
Price: Negotiable

Company Info

Established: 1967
Employees: 3800
Clients: no data