Ansarada connector

Use your Ansarada data for reporting, automation and AI.

Data Panda brings your Ansarada data together with the data from the rest of your firm. From one place, we turn it into dashboards, automations, AI workflows and custom apps your deal team uses every day.

About Ansarada

The data room where the deal truly happens.

Ansarada is a Sydney-founded deal platform that started in 2005 with Sam Riley, Rachel Riley and Andrew Slavin. The product began as a virtual data room for sell-side M&A and grew into a full deal workflow with Q&A management, deal-readiness scoring, bidder analytics and a board portal. The company merged with thedocyard via a reverse listing on the ASX in December 2020 and traded as Ansarada Group Limited (ASX:AND) until Datasite (a CapVest portfolio company) completed the acquisition in August 2024 and took it private. Offices today sit in Sydney, London, Amsterdam, Chicago, Berlin, Johannesburg and Ho Chi Minh City.

The platform is where sensitive deal information lives during the most expensive weeks of a transaction. Every uploaded document, watermark policy, NDA, bidder login, question raised and answer published is recorded in an audit trail the seller, the legal team and the regulator can all defend. Ansarada's bidder engagement model, trained on more than 23,000 of its own deals, scores each bidder on 57 attributes by day seven so the sell-side team can spot the bidder who is going to drop out and the bidder who is going to bid up.

The reason to pull Ansarada into a warehouse is that the data room is a sealed box on purpose. Status updates leave it as PDF reports and screenshots in a Monday morning deal call. The bidder activity, the document completeness and the Q&A backlog are worth more sitting next to the CRM stage on the buy-side opportunity, the milestone in the deal-team Monday board, and the cash forecast on the finance side, where one team's status feeds the next team's decision.

What your Ansarada data is for

What you get once Ansarada is connected.

Deal status on one page

Bidder activity, Q&A backlog and document readiness joined to CRM stage and finance numbers.

Bidder engagement curve per party, with the cooling bidders flagged before the next steering call
Q&A backlog by topic and responder, ranked by age and bidder count
Document-checklist completeness per workstream, mapped onto the close-plan milestones

Deal-team automation

Let Ansarada activity drive the rest of the deal stack instead of weekly screenshot updates.

New bidder enters the room and a buy-side opportunity opens in the CRM with the same NDA scope
Q&A item open more than 48 hours posts a scoped Slack alert to the responsible workstream lead
Milestone hit in Ansarada (LOI, term sheet, SPA) writes back to the deal-team Monday board

AI workflows

Score deal risk and brief the team on the room's own activity instead of reading every audit log.

Bidder drop-off prediction trained on the room's own behaviour next to the CRM closed-deal history
Q&A clustering that groups duplicate questions across bidders so the answer team writes one response
Document gap detection on the close-plan checklist, surfaced before the next bidder asks

Custom apps on your data

Internal tools the deal team and the steerco ask for that the data room dashboard does not quite cover.

Steerco one-pager pulling bidder rank, Q&A burn-down and milestone status onto a single deck slide
Cross-deal portfolio view for advisors running five live mandates against one bench of analysts
Post-close audit pack tying every Ansarada document, NDA and answer to the SPA reps and warranties

Use cases

Use cases we deliver with Ansarada data.

A list of concrete reports, automations and AI features we have built on Ansarada data. Pick the one that matches your situation.

Bidder engagement curvePer-bidder login, document-view and download trend over the trailing four weeks of the room.

Q&A backlog by workstreamOpen questions by topic, age and responder, with the bidder count weighting which ones move first.

Document readinessClose-plan checklist completeness mapped onto the index, with gaps and stale uploads flagged.

Deal-readiness score trendHow the room's readiness score moved week over week, with the items pulling it down listed.

Bidder cooldown alertsBidders whose activity dropped two standard deviations below their own seven-day baseline.

Q&A SLA dashboardMedian answer time per workstream and per responder, ranked against the seller's promised SLA.

NDA and access rosterWho is in the room, under which NDA, with which permission level, and when their access expires.

Audit-log analysisEvery view, download and watermark event ready to defend in a regulatory or post-close review.

Sell-side steerco packOne slide with bidder rank, Q&A burn-down and milestone status that does not get rebuilt every week.

Cross-deal advisor viewLive mandates side by side for an M&A advisor running five rooms with one analyst bench.

Post-close warranty traceEvery uploaded document and published answer linked to the SPA reps and warranties they back.

Capital-raise heat mapFor an IPO or capital raise, bidder interest by geography and check size, joined to the cap-table model.

Real business questions

Answers you will finally get.

Which bidders are cooling, and how long before we lose them?

Bidder logins, document views and downloads against each bidder's own seven-day baseline, with a cooldown flag when activity drops two standard deviations below it. The sell-side team gets a short list of bidders worth a phone call this week, instead of finding out the cooling bidder has already walked when the second-round bids come in.

Where is the Q&A backlog slowing the deal down?

Open questions per workstream and per responder, ranked by age and by how many bidders raised the same topic. The deal lead sees that legal has nine questions older than three days touching four bidders, and that finance has none, so the next steerco talks about the workstream that is moving the close date instead of the loudest voice in the room.

Are we ready to close, or is the readiness score hiding gaps?

The Ansarada deal-readiness score next to the close-plan checklist completeness per workstream, with the documents and answers that are still missing listed by name. The seller stops trusting a single percentage on a dashboard and starts working off the actual list of items between today and signing.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Cash forecast and working-capital model lined up with the actual deal milestones in Ansarada, instead of an email update from the deal team. The CFO sees the bidder activity, the Q&A burn-down and the document gaps that move the closing date, so the cash plan around close gets refreshed on facts.

For sales leaders

Buy-side teams using the seller's room get the bidder activity stitched onto the CRM opportunity, so account managers see how engaged their own organisation looks next to the rest of the field. The deal champion stops chasing the M&A team for status and reads it on the same record as every other deal.

For operations

User access, NDA scope and watermark policy on one operations dashboard, with expiring access flagged before the bidder loses the room mid-diligence. The deal-ops lead runs the room as a workflow instead of as a tab they keep open in a browser.

Ideas

What you can automate with Ansarada.

Pair with Salesforce

Tie Ansarada bidder activity to Salesforce buy-side opportunities

When a bidder enters the Ansarada room, the matching Salesforce opportunity is updated with bidder status, NDA scope and engagement score. Account managers and deal champions see whether their own organisation is the most active bidder or the least, on the same record they already use to forecast, so the next conversation with the seller is informed instead of guessed.

Pair with HubSpot

Push Ansarada deal milestones into HubSpot deal stages

Milestone events from Ansarada (NDA signed, first document accessed, Q&A opened, LOI submitted) move the matching HubSpot deal through its pipeline stages. Sales leaders looking at HubSpot pipeline reporting see deal-room reality instead of a stage that lags two weeks behind, and the marketing team learns which campaigns produced the bidders that entered diligence.

Pair with Slack

Fire scoped Slack alerts on Q&A backlog and bidder cooldown

Q&A items open more than 48 hours, bidders whose activity dropped below their own baseline, and milestone events in Ansarada push targeted Slack messages to the responsible workstream lead or deal-team channel. The deal-ops lead stops emailing screenshots after every steerco and the team sees the item that needs attention this afternoon, not next Monday.

Pair with monday.com

Sync Ansarada milestones with the deal-team monday.com board

Ansarada milestones (LOI, term sheet, SPA, signing) and document-readiness changes update the deal-team monday.com board, and tasks completed on monday.com check off the matching items in the close-plan checklist. The board the deal lead runs Monday morning shows what happened in the room over the weekend instead of last week's snapshot.

Pair with Exact Online

Feed Ansarada milestones into the Exact Online cash forecast

Ansarada deal milestones and signing-date shifts feed the cash forecast in Exact Online, so the working-capital plan around closing reflects the actual deal rather than the original timetable. The CFO of a company being sold or raising capital sees the cash impact of a slipping LOI on the same screen as accounts payable, instead of in a separate spreadsheet the M&A advisor mails over.

Pair with MS Dynamics 365 CRM

Bring Ansarada bidder activity into MS Dynamics 365 CRM

Bidder access events, NDA status and engagement score from Ansarada land on the matching account and opportunity in MS Dynamics 365 CRM. Sales and account teams running buy-side coverage see which bidder in their book is actively in the seller's room and where each one ranks, so coverage prioritisation works off the actual diligence signal instead of a forwarded email.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Ansarada data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From Ansarada to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

Ansarada connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Do you pull the bidder engagement score and the underlying activity, or only the documents?

Both. Bidder access events, document views, downloads, watermarked-print events, Q&A questions, answers and the engagement score Ansarada calculates per bidder all land as first-class tables. The score is useful on a steerco slide; the underlying events are what let you build your own bidder-cooldown logic and join the activity onto a CRM opportunity or a deal-team board.

What about confidentiality, NDAs and per-bidder permissions?

Per-bidder permission scope, NDA status and access expiry land alongside the activity, so reporting respects the same boundaries the data room enforces. A bidder who only has access to the commercial folders only shows commercial activity in the warehouse, and the audit log of who saw what is preserved for a regulatory or post-close review.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your Ansarada setup and the systems around it. Together we pick the first thing worth building.

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