Guides and templates
Data room templates, folder structures and due diligence checklists.
Original resources for people creating M&A data rooms, investor data rooms, due diligence request lists and numbered folder indexes.
Commercial / template search
Data room folder structure
Create a clean data room folder structure with a practical numbered template for M&A, fundraising, investor diligence and sell-side preparation.
Bottom-funnel checklist search
M&A due diligence checklist
A practical M&A due diligence checklist covering financial, legal, tax, HR, commercial, IT and operational documents buyers commonly request.
Fundraising checklist search
Investor data room checklist
Prepare a fundraising data room with a practical investor checklist covering pitch materials, financial model, cap table, legal, product, customers and KPIs.
Template / Excel search
Data room index template
Learn how to create a numbered data room index template that is easy to scan, expand and convert into folders for due diligence.
Setup / process search
Virtual data room setup
A practical guide to setting up a virtual data room for a business sale, including folder structure, permissions, staging and buyer-ready preparation.
Seller preparation search
Sell-side data room preparation
Prepare a sell-side data room before launching a sale process with a practical checklist for sellers, founders and advisers.
Workstream checklist search
Legal due diligence checklist
Create a legal due diligence folder structure for corporate records, material contracts, litigation, IP, compliance and regulatory documents.
Finance workstream search
Financial diligence checklist
A financial due diligence data room checklist covering historical accounts, management reporting, KPIs, debt, working capital, forecasts and tax links.
Workstream folder search
HR, commercial and tax structures
Practical folder structures for HR, commercial and tax due diligence workstreams inside an M&A or fundraising data room.
Business sale preparation
Prepare a sale data room
A practical guide to preparing a sell-side data room before launching a business sale process, including folders, owners, request lists and red flags.
Comparison / education
Folder structure vs VDR software
Understand the difference between a data room folder structure, a VDR platform and a folder-index generator before choosing your deal workflow.
SME sale / practical template
SME data room structure
A focused data room structure for SMEs preparing for a sale, fundraising process or lender review without overbuilding an enterprise VDR.
Advisor workflow / authority
Advisor diligence files
How M&A, legal, financial diligence and fundraising advisers organise source documents, workstreams, issue lists and buyer-facing folders.