Case Study: UnaBiz streamlines and secures fundraising due diligence with Merrill Corporation's DataSite

Why UnaBiz turned to Merrill DataSite

UnaBiz, an IoT solutions provider, faced a common startup challenge: once investors showed interest, the tedious but critical due diligence phase threatened to slow or derail fundraising. Limited manpower, disorganized documents and insecure sharing via email or basic cloud folders meant sensitive information was hard to control and deals risked stalling.

UnaBiz adopted Merrill DataSite to organize, secure and share its documents quickly—Lassagne reported it took about half a day to structure materials. The platform’s simple setup, granular access controls and real-time, page-level viewing audit trail streamlined due diligence, reduced disclosure risk and helped maintain investor momentum.

UnaBiz

Davy Lassagne

CFO