Data Room Builder
Workstream structures

Give HR, commercial and tax diligence their own clean folder logic.

These workstreams are often where buyer questions multiply. A clear structure keeps people, customer and tax information reviewable without mixing sensitive data into generic folders.

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HR due diligence folder structurecommercial due diligence checklisttax due diligence checklistdue diligence folder structures

Copyable folder tree

Sample index

01 HR
01.01 Employee census
01.02 Employment contracts
01.03 Compensation and benefits
02 Commercial
02.01 Customer analysis
02.02 Pipeline and churn
02.03 Pricing and marketing
03 Tax
03.01 Tax returns
03.02 Audits and correspondence
03.03 VAT / sales tax / payroll tax
8 min readUpdated 2026-05-31Workstream folder search
Checklist

Use this checklist to build the room structure

  • Employee census, contracts, compensation and benefits.
  • Policies, disputes, retention and planned hires.
  • Customer revenue, concentration, churn and pipeline.
  • Pricing, sales process, marketing materials and competitor view.
  • Tax returns, tax audits, correspondence and current liabilities.
  • Payroll tax, VAT/sales tax and transfer pricing materials where relevant.

HR folder logic

HR folders should make it easy to review workforce composition, employment terms, compensation, benefits, disputes, policies and people-related liabilities.

Commercial folder logic

Commercial folders should support revenue quality analysis: customers, pipeline, pricing, retention, churn, market position and sales process.

Tax folder logic

Tax folders should keep returns, audits, correspondence and tax-type support separate. Depending on the business, payroll tax, VAT/sales tax, transfer pricing and permanent establishment issues may require distinct subfolders.

Convert this guide into folders

Create the folder structure instead of building it by hand.

Paste the checklist into Excel or start from the sample file, then use Data Room Builder to generate the hierarchy and export a clean ZIP skeleton.

Open the builder

FAQs

Should HR files be in the main data room?

Often yes, but sensitive personal data may require restricted access or anonymised summaries. Follow adviser and legal guidance for live processes.

What is included in commercial due diligence?

Common commercial diligence materials include customer analysis, revenue concentration, pipeline, churn, pricing, market research, competitive positioning and sales materials.

Why separate tax from financial diligence?

Tax can involve specialist review, sensitive correspondence and liabilities that deserve a dedicated structure even when linked to financial diligence.