M&A
M&A Data Room Folder Structure Template
A copy-ready folder index for sell-side M&A processes, mapped to the diligence categories buyers normally request.
M&A data room templatedata room folder structure template
Free CSV templates for data rooms
Data room template library for folder structures, request lists and due diligence checklists.
Download practical CSV templates, open them in Excel, customise the folder names, then upload the file to Data Room Builder to generate a clean ZIP skeleton.
Template categories
Built for high-intent searches
M&AFundraisingFinancial diligenceLegal diligenceHR diligenceTax diligenceCommercial diligenceSME sale prepPE & buyoutsDebt & lendersESG diligenceSector packs
Downloadable templates
Start from the template closest to your deal.
Each template is original, spreadsheet-ready and designed to map into a numbered folder tree. It is a starting point, not legal, tax or investment advice.
M&A
Due Diligence Request List Template
A practical request-list structure for collecting documents before converting them into a buyer-facing data room.
due diligence request list templatebuyer diligence request list
Fundraising
Investor Data Room Template for Fundraising
A fundraising-focused data room template for pitch materials, cap table, financial model, KPIs, product, customers and governance.
investor data room templatefundraising data room checklist
Template library
Data Room Index Excel Template
A spreadsheet-ready index template for numbering folders, mapping request-list rows and generating a clean ZIP skeleton.
data room index templatedata room Excel template
Legal diligence
Legal Due Diligence Data Room Template
A legal diligence folder structure for corporate records, contracts, litigation, compliance, IP, employment and property documents.
legal due diligence checklistlegal data room template
Financial diligence
Financial Due Diligence Checklist Template
A financial diligence checklist for historical accounts, management reporting, revenue, gross margin, working capital, debt and forecasts.
financial due diligence checklistfinance data room checklist
SaaS
SaaS Data Room Checklist Template
A SaaS-focused data room checklist covering ARR/MRR, cohorts, churn, product, security, customer contracts, cap table and financial model.
SaaS data room checklistSaaS due diligence checklist
Real estate
Real Estate Data Room Checklist Template
A real-estate transaction data room checklist for title, leases, rent roll, capex, planning, environmental, insurance and financing documents.
real estate data room checklistproperty due diligence checklist
Healthcare
Healthcare Data Room Checklist Template
A healthcare diligence checklist for licences, providers, payors, compliance, clinical operations, HR, contracts and financial documents.
healthcare data room checklisthealthcare due diligence checklist
Debt financing
Debt Financing Data Room Checklist Template
A lender-focused data room checklist for financials, debt schedule, collateral, cash flow, forecasts, covenants, contracts and corporate documents.
debt financing data room checklistlender due diligence checklist
Buy-side diligence
Buy-Side Due Diligence Checklist Template
A buy-side diligence checklist for acquirers and advisers organising financial, legal, commercial, tax, HR, IT and operational review workstreams.
buy-side due diligence checklistacquisition due diligence checklist
Financial diligence
QoE Financial Diligence Request List Template
A quality-of-earnings request list for revenue, costs, EBITDA adjustments, working capital, debt-like items, cash and forecast support.
QoE request listquality of earnings checklist
M&A
Vendor Due Diligence (VDD) Data Room Template
Structure the room a VDD provider needs: audited numbers, normalisations, legal corpus and the commercial evidence that supports the equity story before buyers ever arrive.
vendor due diligence templateVDD data room checklist
PE & buyouts
PE Platform Acquisition Data Room Template
A buyout-grade index covering the diligence a sponsor, its lenders and counsel run in parallel — from QoE through W&I, financing and the management equity plan.
PE platform acquisition checklistbuyout data room template
PE & buyouts
Bolt-On Acquisition Data Room Checklist
A right-sized index for add-on deals: the essentials a portfolio company and its sponsor need without drowning a small target in enterprise process.
bolt-on acquisition checklistadd-on deal data room
Fundraising
Growth Equity Fundraise Data Room Template
Organise a growth round the way funds diligence it: metrics that prove durable growth, a clean legal stack and the plan the new money funds.
growth equity data roomseries B diligence checklist
Debt & lenders
Lender & Refinancing Diligence Data Room Template
The pack credit committees actually read: facilities, security, covenant history and the trading evidence behind the base case.
lender diligence checklistrefinancing data room
Tax diligence
Tax Due Diligence Request List Template
A tax workstream index covering filings, audits, structuring and the employment-tax exposures that surface late and reprice deals.
tax due diligence checklisttax DD request list
Commercial diligence
Commercial Due Diligence Data Pack Template
The evidence base a CDD team needs to test market, competition and revenue durability claims — organised for analysts, not archivists.
commercial due diligence templateCDD data pack
HR diligence
HR Due Diligence Data Room Checklist
Everything the people workstream reviews: contracts, incentives, compliance and the key-person risks that shape retention planning.
HR due diligence checklistpeople diligence template
ESG diligence
ESG Due Diligence Data Room Template
An ESG evidence pack that survives scrutiny: policies mapped to practice, metrics with sources, and the incidents register nobody enjoys sharing.
ESG due diligence templateESG data room checklist
Sector packs
Manufacturing Data Room Checklist Template
A sector-tuned index for manufacturing deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
manufacturing data roomindustrial diligence checklist
Sector packs
Energy & Renewables Data Room Checklist Template
A sector-tuned index for energy & renewables deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
renewables data roomenergy M&A checklist
Sector packs
Financial Services Data Room Checklist Template
A sector-tuned index for financial services deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
financial services data roomfintech diligence checklist
Sector packs
Logistics & Transport Data Room Checklist Template
A sector-tuned index for logistics & transport deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
logistics data roomtransport M&A checklist
Sector packs
Hospitality Data Room Checklist Template
A sector-tuned index for hospitality deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
hospitality data roomhotel restaurant M&A checklist
Sector packs
Professional Services Data Room Checklist Template
A sector-tuned index for professional services deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
professional services data roomconsultancy M&A checklist
Sector packs
Consumer & Retail Data Room Checklist Template
A sector-tuned index for consumer & retail deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
consumer retail data roombrand M&A checklist
Pair templates with the matching guide
Every template links to a long-form guide that explains how to use it.
The downloadable file gives you the spreadsheet starting point. The matching guide explains the folder logic, what each section is for and how to map a buyer or investor request list into the structure. Read the guide first if the structure is unfamiliar, then download the template.
M&A folder structure → data room folder structure guide
Due diligence request list → M&A due diligence checklist
Investor data room → investor data room checklist
Data room index → data room index template guide
Folder vs VDR decision → folder structure vs VDR software
M&A or fundraising room → M&A data room vs investor data room
Excel index workflow → Excel data room index vs VDR index
FAQs
Data room template questions, answered
What format are the data room templates in?
Every template ships as both an Excel (.xlsx) workbook and a plain CSV. Both formats use the same Level 1 / Level 2 / Level 3 / Notes column layout so they map directly into Data Room Builder's folder generator.
Do I need a virtual data room (VDR) to use these templates?
No. The templates are folder-structure starting points. You can use them to create folders in any cloud drive, file share or VDR. Data Room Builder converts the template into a ZIP skeleton you can then upload anywhere.
Can I edit a template before generating folders?
Yes. Open the file in Excel, Google Sheets or Numbers, change folder names, add or remove rows, then upload the saved file to Data Room Builder. The generator follows the rows in the order you provide them.
Are these templates legal, tax or investment advice?
No. They are organisation tools designed to make diligence folders consistent. Confirm scope with your transaction counsel, accountants or advisers before applying them to a live process.
Important data room terms
Vocabulary the templates rely on, defined in plain English.
Every template above maps to a numbered folder structure, an index spreadsheet and a request-list workflow. The glossary explains each term in practice and points to the guides and templates that use it.
Open the data room glossary- Data room indexThe table of contents that lists every folder and subfolder in a data room before documents arrive.Read the definition
- Request listThe buyer's list of documents and information they need to review during diligence.Read the definition
- Folder structureThe numbered hierarchy of categories and subcategories that organises a data room.Read the definition
- ZIP skeletonAn empty folder hierarchy exported as a ZIP file, ready to be filled with documents.Read the definition
- Cap tableThe record of who owns the company and the terms attached to each ownership instrument.Read the definition
- Debt scheduleThe structured list of every loan, facility and lease in the capital structure, with key terms.Read the definition