Excel / CSV request lists
Start from the IRL format teams already use. Level columns become a controlled hierarchy instead of manual folder work.
Features built around real diligence workflows
From request list to clean data-room architecture.
DataRoomBuilder is not trying to be another generic file tool. The product starts with the IRL, turns it into structure, and builds toward the workflow layer deal teams actually need.
Feature flow
IRL → room skeleton
1Upload adviser request list
2Generate folder architecture
3Review and clean hierarchy
4Export ZIP skeleton
5Move upstream into portal workflow
Input
Excel / CSV
Output
ZIP skeleton
Next
Portal
Live product
Everything needed to turn a messy index into a clean room structure.
Visual folder-tree preview
Review the room structure before export, spot awkward sections and keep numbering clean.
Edit before download
Rename, reorder and refine the output in-browser so the final ZIP skeleton feels adviser-ready.
Template-led setup
Use a sample template today, then standardise future M&A, FDD, legal and debt request workflows.
Builder experience
Preview before export. Clean before delivery.
The workflow is intentionally simple: upload the index, inspect the generated hierarchy, make changes while the structure is still flexible, then export a clean ZIP skeleton that deal teams can actually use.
No manual folder clicking
Controlled structure before files arrive
Prepared for future client uploads
Designed for review loops
Roadmap clarity
Clear separation between live features and what comes next.
Live now
Index-to-folder builder
Upload a request list, preview the structure and export a clean ZIP skeleton.
Coming next
Client onboarding portal
Issue IRLs as a guided client workspace with owners, deadlines, uploads and review status.
Roadmap
BYO-cloud VDR + AI diligence
Connect existing cloud storage, present a professional VDR layer and ask source-linked diligence questions.
Open the live builder