Datasite is a leading SaaS platform purpose-built for complex, high-value business transactions including mergers and acquisitions, capital markets, and strategic advisory work.

As a platform trusted by financial and legal professionals worldwide, Datasite operates in an environment where security, privacy, and compliance are foundational — not optional. To meet the expectations of its global customer base, Datasite has built a multi-framework compliance program spanning information security, cloud security, privacy, and AI governance. For more than five years, A-LIGN has served as their trusted audit partner across this growing portfolio.

The challenge

As Datasite’s compliance program expanded, so did the complexity of managing it. The organization found itself navigating a growing number of audit frameworks, each with its own evidence requirements, timelines, and stakeholder demands. Coordinating these activities across multiple teams and systems introduced significant operational burden and risk of redundancy.

Datasite needed more than just an auditor – it needed a partner who could understand its environment in depth, work efficiently across multiple standards, and help reduce the friction that often accompanies large-scale compliance programs.

Flexibility was equally critical in the audit selection process. Audit artifacts at Datasite come from a wide range of business areas and systems, in a variety of formats. Any audit partner would need to accommodate that reality without creating unnecessary friction for internal teams.

“As our compliance program expanded, we needed an audit partner that could understand our environment, work efficiently with our team, and support a coordinated approach across certifications and attestations. A-LIGN was the right partner for us to achieve these goals.”
-Paulo Kniep, Compliance Analyst

Why A-LIGN

Datasite selected A-LIGN based on the firm’s breadth of expertise across security, privacy, and cloud assurance frameworks, as well as its reputation for delivering a practical, collaborative audit experience. Over the course of the partnership — now spanning more than five years — that decision has been validated time and again.

Datasite found A-LIGN to stand out for their consistency, responsiveness, and flexibility. A-LIGN’s team demonstrated a strong understanding of Datasite’s business and control environment, working in a way that was thorough without being disruptive.

A key advantage of working with A-LIGN has been the ability to consolidate all audit activity under a single partner. This approach has created consistency across the audit lifecycle, reduced duplication of effort, and allowed Datasite’s internal teams to better align timelines and harmonize evidence across frameworks.

A-LIGN’s audit management platform, A-SCEND, has further supported this consolidation by providing a centralized environment for managing evidence, tracking requests, and maintaining visibility into audit progress. The platform’s ability to accommodate evidence in multiple formats has been particularly valuable for a compliance team working across diverse systems and business units.

“Working with a single auditor creates consistency, efficiency, and better continuity across the audit lifecycle. A-LIGN has built familiarity with our environment, processes, and control structure, which helps reduce duplication and improves the overall audit experience.”
-Paulo Kniep, Compliance Analyst

Results

Today, Datasite holds certifications and attestations across seven frameworks: ISO 27001, ISO 27017, ISO 27018, ISO 27701, ISO 42001, SOC 2 Type II, and SOC 3. This portfolio reflects a comprehensive commitment to information security, cloud security, privacy protection, AI governance, and customer assurance – and it continues to grow.

The business impact of this partnership extends beyond the certifications themselves. By consolidating audits through A-LIGN, Datasite has reduced redundant work, increased efficiency in the audit process, and achieved more predictable audit timelines. Equally important, maintaining this breadth of SOC and ISO compliance frameworks strengthens Datasite’s credibility with customers who rely on the platform for sensitive, high-stakes transactions.

Datasite found that working with A-LIGN led to improved audit efficiency and stronger support for customer assurance.

Datasite has also made meaningful progress in harmonizing its compliance efforts. By aligning common controls and shared evidence across frameworks where possible, the team has been able to reduce audit fatigue and keep internal focus on maintaining strong controls rather than managing repetitive requests.

“Choosing an auditor with broad expertise and a platform that supports centralized evidence management can make a significant difference. A-LIGN has helped our team reduce audit fatigue, improve consistency, and focus more on maintaining strong controls rather than managing repetitive audit requests.”
-Paulo Kniep, Compliance Analyst

Looking ahead, Datasite plans to continue maturing its program in alignment with evolving customer expectations, regulatory developments, and emerging risk areas — including AI governance, cloud assurance, and operational resilience. A-LIGN remains a central part of that roadmap.

About Datasite

Datasite provides the secure workflow infrastructure that enables information flow across private-market transactions, with purpose-built tools designed to improve deal outcomes. Its product portfolio spans sell-side virtual data rooms, private-market intelligence through Grata, agentic AI workflows through Blueflame AI, board and executive meeting governance through Sherpany, and a secure data connectivity layer for live deal content and AI-enabled workflows. Together, these capabilities support execution across the investment lifecycle while generating proprietary data insights for investors, advisors, and deal professionals worldwide. Trusted by leading private equity and law firms, investment banks, and consultancies, Datasite is built on 26 years of enterprise-grade security, compliance, and reliability.