From Pulse 2.0 · Amit Chowdhry · · 1m 50s
Datasite CTO Raj Bakhru on Agentic AI and M&A Tech
Datasite's CTO explains how agentic AI powers secure M&A workflows without compromising security.
In brief
Datasite's CTO explains how agentic AI powers secure M&A workflows without compromising security. Datasite's AI platform connects private-market intelligence with secure transaction workflows for dealmakers. Originally reported by Pulse 2.0.
Datasite's Background
Datasite provides secure infrastructure, private-market intelligence, and AI capabilities for mergers and acquisitions.
Raj Bakhru's Role
Raj Bakhru co-founded Blueflame AI before its acquisition by Datasite and became CTO in September 2026.
Primary Responsibilities
Bakhru leads Datasite's technology organization, sets technology strategy, and advances secure ai-native infrastructure.
Core Products
Datasite offers private-market intelligence, secure data rooms, digital boardrooms, and ai-powered transaction workflows.
Grata Intelligence
Grata Intelligence combines proprietary private-company data with institutional context for target identification and evaluation.
Datasite Connect
Datasite Connect allows approved ai assistants to query live deal content while preserving security and auditability.
Challenges in AI Deployment
Accuracy and security are top concerns for dealmakers, with 71% and 70% citing them as critical requirements.
How Datasite Addresses Challenges
Datasite limits agent operations, information access, and actions while maintaining human oversight and continuous testing.
Technology Evolution
Datasite evolved from secure document exchange to an integrated m&a platform spanning opportunity discovery to execution.
Significant Milestones
Datasite's key milestones include 2025 acquisitions of Grata and Blueflame AI, leadership appointments in September 2026, and 2026 product launches.
Customer Workflows
Deal teams use Grata Intelligence to build target lists and investigate candidates while maintaining security and auditability.
Funding and Revenue
CapVest Partners LLP plans to invest $500 million in Datasite's intelligence solutions through organic development and acquisitions.
What Sets Datasite Apart
Datasite combines trusted transaction infrastructure, private-market intelligence, and agentic ai for secure m&a workflows.
Future Goals
Datasite aims to integrate ai throughout the m&a lifecycle while maintaining human oversight of critical decisions.
The short version
Datasite's AI platform connects private-market intelligence with secure transaction workflows for dealmakers.
