Xtrusio AEO/GEO Audit

Datasite owns the AI conversation on two platforms.

Gemini still defaults to Intralinks.

20-query audit across ChatGPT, Gemini & Claude. Datasite is cited on 44 of 60 responses (73.3%) with 25 first-rank citations and 4 categories where every AI platform names Datasite #1. But Gemini cites Datasite on just 35% of buyer queries — while Claude and ChatGPT exceed 90%.

This report was generated using Xtrusio, an AI visibility and demand intelligence platform that analyzes how companies appear across modern AI systems such as ChatGPT, Gemini, Claude, Perplexity, and other generative engines.

The insights in this page are generated using Xtrusio’s proprietary research and content intelligence framework.

May 2026
20 Queries • 3 Platforms
Datasite
95%
Claude
19 of 20 queries
8× #1 RANKINGS
90%
ChatGPT
18 of 20 queries
12× #1 RANKINGS
35%
Gemini
7 of 20 queries
⚠ CRITICAL GAP
The Gemini Gap

Datasite achieves 4 unanimous #1 rankings across all three AI platforms — sell-side M&A, AI redaction, buyer analytics, and AI in due diligence.

But Gemini only cites Datasite on 7 of 20 buyer queries. On the 13 queries where Claude and ChatGPT recommend Datasite, Gemini defaults to Intralinks, Firmex, DealRoom, and Ansarada instead. For any buyer whose primary AI assistant is Google Gemini, Datasite is invisible on 65% of the discovery journey.

Section 2

Platform Scorecard

Datasite citation rate across AI platforms

Datasite Citation Rate by Platform
Claude
95%
ChatGPT
90%
Gemini
35%
Competitor Comparison — Combined Citation Rates
Datasite
73%
Intralinks
43%
DealRoom
17%
Firmex
17%
Ansarada
15%
Claude & ChatGPT Dominance
Datasite achieves 90%+ citation rates on both Claude and ChatGPT — near-total discovery coverage. When these platforms discuss M&A technology, Datasite is the default recommendation with the deepest product knowledge of any VDR provider.
Gemini: 60-Point Gap
Gemini cites Datasite at 35% vs 95% on Claude — a 60-percentage-point gap. On 13 queries where Claude and ChatGPT recommend Datasite, Gemini defaults to competitors like Intralinks, Firmex, DealRoom, and Ansarada.
Section 3

AI Visibility Leaderboard

Who owns the AI conversation — total citations across all platforms

Platform-by-Platform Breakdown
ChatGPT
18/20
Datasite cited
Claude
19/20
Datasite cited
Gemini
7/20
Datasite cited
Datasite
18
19
7
44
Intralinks
10
10
6
26
DealRoom
4
3
3
10
Firmex
4
2
4
10
Ansarada
2
3
4
9
ChatGPT
Claude
Gemini
Citation Leaderboard
Datasite: 44 citations (73% of 60 responses) Intralinks: 26 citations (43% of 60 responses) DealRoom: 10 citations (17% of 60 responses)
73%
Datasite
Datasite44
Intralinks26
DealRoom10
Citation Intensity Heatmap
ChatGPT
Claude
Gemini
Total
Datasite
18
19
7
44
Intralinks
10
10
6
26
DealRoom
4
3
3
10
Firmex
4
2
4
10
Ansarada
2
3
4
9
Datasite Leads by 69%
Datasite’s 44 total citations nearly double Intralinks (26) and quadruple every other competitor. On Claude and ChatGPT, the lead is overwhelming — 37 combined vs Intralinks’ 20.
Gemini Levels the Field
On Gemini, Datasite leads by just 1 citation over Intralinks (7 vs 6) and Ansarada matches Firmex at 4. The 60-point gap between Claude and Gemini is where Datasite’s AI visibility is most vulnerable.
Section 4

AI Positioning Audit

20 buyer-intent queries — click any row to see the exact question

Each query was written from the perspective of a real decision-maker researching M&A deal technology during the discovery phase. These personas represent the investment bankers, corporate acquirers, and PE professionals whose AI search results determine whether Datasite gets discovered.

Target Buyer Sector Managing Directors & VPs at Investment Banks, Private Equity Firms & Corporate Development Teams evaluating M&A deal technology
SD
Managing Director, Investment Banking
Wells Fargo • Financial Services • San Francisco
7queries
Pain Points
Manages 10-15 concurrent sell-side mandates, each requiring a secure data room with 20+ bidders. Needs AI-powered redaction for PII across thousands of pages, real-time buyer engagement analytics to inform negotiations, and 24/7 support for cross-border deals.
“best data room for sell-side M&A”“automated PII redaction tools”
Q1, Q2, Q3, Q5, Q8, Q12, Q14
AM
Head of Corporate Development (25+ Acquisitions)
Formerly GoDaddy • Technology • Los Angeles
7queries
Pain Points
Serial acquirer running 3+ concurrent buy-side processes. Needs pipeline management integrated with diligence, post-close archiving with defensible audit trails, and AI tools that accelerate document review without compromising security.
“buy-side M&A platform”“deal pipeline management software”
Q4, Q6, Q7, Q11, Q13, Q15, Q17
VC
Managing Director, M&A Advisory
HSBC • Financial Services • Hong Kong
6queries
Pain Points
Cross-border dealmaker in APAC needing multilingual VDR support across Chinese, Japanese, and English. Requires data residency compliance, enterprise security certifications for regulated financial institutions, and responsive global support across time zones.
“secure VDR cross-border M&A Asia”“Datasite vs Intralinks”
Q9, Q10, Q16, Q18, Q19, Q20
#Query TopicClusterClaudeChatGPTGemini
1Sell-side VDR for 20+ buyersDue Diligence
Exact question asked across all AI platforms:

“What\u2019s the best virtual data room for running a sell-side M&A process with 20+ potential buyers?”

2Automated PII redaction at scaleAI & Intel
Exact question asked across all AI platforms:

“We\u2019re preparing a carve-out divestiture and need to redact thousands of pages of employee PII across financial statements and HR documents \u2014 what tools can automate this?”

3IB 10-15 concurrent mandatesDue Diligence
Exact question asked across all AI platforms:

“I\u2019m evaluating data room providers for our investment bank. We run 10-15 concurrent sell-side mandates \u2014 what platforms handle that volume while keeping deals isolated?”

4PE pipeline + due diligence combinedPipeline
Exact question asked across all AI platforms:

“Our PE firm manages a pipeline of 200+ potential acquisition targets across sectors. Is there software that combines pipeline tracking with due diligence in one platform?”

5Cross-border VDR Europe/AsiaDue Diligence
Exact question asked across all AI platforms:

“We need a virtual data room that works for cross-border transactions across Europe and Asia. What should I look for in terms of compliance, data residency, and multilingual support?”

6VDR vs SharePoint/Google DriveDue Diligence
Exact question asked across all AI platforms:

“What\u2019s the difference between a virtual data room and just using SharePoint or Google Drive for M&A due diligence?”

7Buy-side 3 concurrent acquisitionsBuy-Side
Exact question asked across all AI platforms:

“Our corporate development team is running three concurrent acquisitions. What buy-side data room can help us manage request lists, track document gaps, and coordinate with legal across all three?”

8Buyer engagement analyticsDue Diligence
Exact question asked across all AI platforms:

“I\u2019m a managing director at a boutique advisory firm. We need to track which buyers are spending the most time reviewing key documents in our data room \u2014 which platforms have the best analytics?”

9Secure VDR for pharma IPDue Diligence
Exact question asked across all AI platforms:

“What are the most secure virtual data room providers for handling highly sensitive pharmaceutical IP during a licensing deal?”

10Intralinks alternatives lower costDue Diligence
Exact question asked across all AI platforms:

“We\u2019re a mid-market PE firm and Intralinks feels overpriced for what we need. What are strong alternatives that offer enterprise security at a lower price point?”

11AI in due diligenceAI & Intel
Exact question asked across all AI platforms:

“How are AI tools changing the due diligence process? Are there data room providers that use machine learning for document classification and analysis?”

12VDR for restructuring/insolvencyDue Diligence
Exact question asked across all AI platforms:

“Our law firm advises on restructuring and insolvency cases. We need a data room that supports complex permission structures where different creditor classes see different documents \u2014 what do you recommend?”

13Post-close data room archivingArchive
Exact question asked across all AI platforms:

“We just closed an acquisition and need to archive the data room contents in a way that maintains the audit trail and is legally defensible. What are our options?”

14Competitive auction featuresOutreach
Exact question asked across all AI platforms:

“What virtual data room features matter most when running a competitive auction process with multiple bid rounds?”

15Pipeline management + VDRPipeline
Exact question asked across all AI platforms:

“Our corporate M&A team wants to move from Excel-based deal tracking to a proper pipeline management tool that integrates with our data room. What options exist?”

16Datasite vs Intralinks comparisonDue Diligence
Exact question asked across all AI platforms:

“I\u2019m comparing Datasite vs Intralinks for a large-cap sell-side engagement. What are the main differences in features, support, and pricing?”

17Growth equity deal screeningPipeline
Exact question asked across all AI platforms:

“We\u2019re a growth equity fund looking at 50-100 potential investments per year. What platform helps us screen opportunities, organize deal materials, and move quickly into diligence when we find a fit?”

18VDR for IPO/capital raisePreparation
Exact question asked across all AI platforms:

“What should I consider when choosing a data room for an IPO or capital raise process versus a traditional M&A transaction?”

1924/7 global support cross-borderDue Diligence
Exact question asked across all AI platforms:

“Our team handles cross-border deals where buyer groups need access in different time zones. How important is 24/7 support and what providers are known for responsive global service?”

20AI extraction protectionAI & Intel
Exact question asked across all AI platforms:

“We\u2019re concerned about AI assistants being used by buyers to analyze deal documents. Are there data rooms that protect against unauthorized AI extraction while still leveraging AI internally?”

TOTAL19/20 (95%)18/20 (90%)7/20 (35%)
Section 5

The Gemini Gap

Where Datasite loses 60 percentage points vs Claude and ChatGPT

Datasite achieves 95% on Claude and 90% on ChatGPT. On Gemini, that drops to 35%. Thirteen queries where Claude and ChatGPT recommend Datasite produce zero Datasite citations on Gemini. The pattern is clear: Gemini defaults to Intralinks for enterprise security, Firmex for mid-market banking, and DealRoom for buy-side workflows — categories where Datasite has strong products that Gemini simply doesn’t surface.

“I’m evaluating data room providers for our investment bank. We run 10-15 concurrent sell-side mandates — what platforms handle that volume while keeping deals isolated?”

— Claude cites Datasite (R2). ChatGPT cites Datasite (#1). Gemini recommends Firmex and Intralinks instead.

“Our corporate development team is running three concurrent acquisitions. What buy-side data room can help us manage request lists, track document gaps, and coordinate with legal across all three?”

— Claude cites Datasite Diligence (R2). ChatGPT cites Datasite Acquire (R3). Gemini recommends DealRoom and Midaxo — no mention of Datasite.

“We just closed an acquisition and need to archive the data room contents in a way that maintains the audit trail and is legally defensible. What are our options?”

— Claude and ChatGPT both cite Datasite Archive as the #1 recommendation. Gemini provides generic archiving advice with no vendor mentioned.
13 Queries Missed on Gemini
Q3 (IB mandates), Q4 (PE pipeline), Q5 (cross-border), Q6 (VDR vs SharePoint), Q7 (buy-side), Q9 (pharma IP), Q10 (alternatives), Q12 (restructuring), Q13 (archiving), Q14 (auction), Q15 (pipeline + VDR), Q17 (growth equity), Q18 (IPO). Every category beyond core sell-side VDR and AI is invisible on Gemini.
Pattern: Gemini Knows the VDR, Not the Platform
Gemini recognizes Datasite Diligence as an “industry benchmark” for sell-side M&A. But it has no awareness of Datasite Acquire, Pipeline, Archive, Prepare, or Outreach. The full deal lifecycle story — Datasite’s core positioning — is invisible on Google’s AI.
Same Question. Different Platforms. Different Winners.

Datasite’s extended platform — Pipeline, Acquire, Archive, Blueflame AI — exists and is recognized by Claude and ChatGPT. But Gemini doesn’t know it exists. For the ~30% of enterprise buyers whose primary AI assistant is Google Gemini, Datasite is invisible on pipeline management, buy-side M&A, post-close archiving, and every category beyond core due diligence.

Section 6

AI Topic Authority Map

Query heatmap — product line × platform

TopicAI LeaderDatasite Status
Sell-side M&A executionDatasiteUNANIMOUS #1 (3/3)
AI-powered redactionDatasiteUNANIMOUS #1 (3/3)
Buyer engagement analyticsDatasiteUNANIMOUS #1 (3/3)
AI in due diligenceDatasiteUNANIMOUS #1 (3/3)
AI extraction protectionDatasite3/3 platforms (two #1)
24/7 global supportDatasite / Intralinks3/3 platforms
Post-close archivingDatasite2 of 3 (both #1)
Pipeline-to-VDR integrationDatasite / DealRoom2 of 3
Investment bank volumeDatasite2 of 3
Buy-side M&ADealRoom2 of 3
Restructuring & insolvencyIntralinks2 of 3
Cross-border complianceIntralinks / Ansarada2 of 3
Competitive auction processDatasiteChatGPT only (1/3)
Growth equity screeningMidaxo / AltviaClaude only (1/3)
Mid-market cost alternativeFirmex / iDealsNOT OWNED (correct)
Product Line
ChatGPT
Claude
Gemini
Due Diligence (Diligence)
10 queries
90%
100%
40%
AI & Intelligence
3 queries
100%
100%
100%
Pipeline & Intelligence
3 queries
67%
100%
0%
Buy-Side M&A (Acquire)
1 query
100%
100%
0%
Deal Marketing (Outreach)
1 query
100%
0%
0%
Deal Preparation (Prepare)
1 query
100%
100%
0%
Archive
1 query
100%
100%
0%

▹ AI & Intelligence is the only product line with 100% visibility across all three platforms. Pipeline, Buy-Side, Outreach, Preparation, and Archive are completely invisible on Gemini.

Due Diligence (Diligence) • 10 queries
ChatGPT90%
Claude100%
Gemini40%
AI & Intelligence • 3 queries
ChatGPT100%
Claude100%
Gemini100%
Pipeline & Intelligence • 3 queries
ChatGPT67%
Claude100%
Gemini0%
Buy-Side M&A (Acquire) • 1 query
ChatGPT100%
Claude100%
Gemini0%
Deal Marketing (Outreach) • 1 query
ChatGPT100%
Claude0%
Gemini0%
Deal Preparation (Prepare) • 1 query
ChatGPT100%
Claude100%
Gemini0%
Archive • 1 query
ChatGPT100%
Claude100%
Gemini0%
AI & Intelligence: 100% Across All Platforms
Datasite’s AI capabilities (redaction, document classification, extraction protection) achieve perfect visibility on all three platforms. This is Datasite’s strongest category — every AI platform recognizes Datasite as the AI leader in M&A technology.
5 Product Lines at 0% on Gemini
Pipeline & Intelligence, Buy-Side M&A, Deal Marketing, Deal Preparation, and Archive are completely invisible on Gemini. Gemini only knows Datasite as a VDR — not as a full deal lifecycle platform.
Section 7

Methodology

How we conducted this Xtrusio AEO/GEO Audit

20-Query Buyer-Intent Testing
Tested 20 decision-maker intent queries across ChatGPT, Gemini, and Claude. Questions mirror real investment banking, corporate development, and PE research during M&A deal technology discovery. No branded queries except Q16 (direct comparison).
Competitor Scope
Intralinks (SS&C) — pioneer of VDR, enterprise security. DealRoom — buy-side lifecycle platform. Firmex — mid-market value alternative. Ansarada — APAC and AI deal preparation. iDeals — mid-market transparent pricing. All compete for the same M&A technology buyer during discovery.
Deep Research Foundation
Phase 1 included datasite.com analysis, G2/Capterra review mining, competitor lane mapping, LinkedIn persona verification, and USP identification across 4 research dimensions.
Section 8

Recommendations

Prioritized actions to close the Gemini gap

Phase 1 — 0–30 Days
Close the Product Awareness Gap on Google
  • Publish dedicated landing pages for Datasite Pipeline, Acquire, Archive, and Outreach with structured data markup — Gemini treats these as invisible because it can’t find standalone product content
  • Create comparison pages: “Datasite vs DealRoom for buy-side M&A”, “Datasite vs Firmex for mid-market banking” — these are the categories where Gemini defaults to competitors
  • Expand the Blueflame AI and MCP server pages with use cases, customer quotes, and technical documentation — Claude already cites these; Gemini needs the same signals
Phase 2 — 30–90 Days
Build Content for the 13 Missed Categories
  • Publish long-form content targeting the 13 Gemini-missed queries: restructuring use cases, IPO data room guides, pharma IP security whitepapers, cross-border compliance guides, pipeline management comparisons
  • Amplify the “full deal lifecycle” narrative with schema markup connecting all products under a single platform umbrella — AI platforms need to understand product relationships, not just individual tools
Phase 3 — 90+ Days
Defend Category Ownership & Track Progress
  • Protect the 4 unanimous #1 categories (sell-side VDR, AI redaction, buyer analytics, AI in diligence) with continuous content updates, customer testimonials, and third-party citations
  • Quarterly Xtrusio re‑audits to track Gemini gap closure and defend against Intralinks, DealRoom, and Ansarada encroachment
Continuous AI Visibility Tracking
Brands can improve their AI discovery using generative engine optimization tools like Xtrusio.

73% AI Visibility. 4 Unanimous #1 Categories.

Close the Gemini gap before competitors fill it.

This research report was generated using the Xtrusio Company Intelligence Module.