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 prep
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.
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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.
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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.
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Legal diligence
Legal Due Diligence Data Room Template
A legal diligence folder structure for corporate records, contracts, litigation, compliance, IP, employment and property documents.
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Financial diligence
Financial Due Diligence Checklist Template
A financial diligence checklist for historical accounts, management reporting, revenue, gross margin, working capital, debt and forecasts.
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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.
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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.
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Healthcare
Healthcare Data Room Checklist Template
A healthcare diligence checklist for licences, providers, payors, compliance, clinical operations, HR, contracts and financial documents.
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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.
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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.
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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