Data Room Builder
Sector packs template

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.

Download Excel template Download CSV Generate this structure in the builder

Spreadsheet preview

Folder index rows

01 Brand / 01.01 IP and registrations
02 Sales / 02.01 Channel P&L
03 Stores / 03.01 Estate
04 Supply / 04.01 Sourcing
05 Inventory / 05.01 Stock health
06 Digital / 06.01 Ecommerce stack
07 Regulatory / 07.01 Product compliance

Use case

Consumer & Retail transaction or investment diligence

Download the CSV, open it in Excel or Google Sheets, customise the rows, then upload the finished index to Data Room Builder. The columns are intentionally simple: Level 1, Level 2, Level 3 and Notes.

Level 1Level 2Level 3Notes
01 Brand01.01 IP and registrations—Trademarks, domains, disputes
02 Sales02.01 Channel P&L—DTC/retail/marketplace split, promotions
03 Stores03.01 Estate—Leases, turnover rents, break options
04 Supply04.01 Sourcing—Factories, ethical audits, incoterms
05 Inventory05.01 Stock health—Ageing, markdown history, returns rates
06 Digital06.01 Ecommerce stack—Platform terms, data/CRM, subscriptions
07 Regulatory07.01 Product compliance—Safety testing, labelling, recalls

Implementation tips

  • Start from this sector pack, then merge the standard M&A folders your process needs.
  • Channel-level contribution (after promo and returns) is the number bidders rebuild first.
  • Number folders to mirror the buyer request list so tracing stays one-to-one.

FAQs

What surprises buyers in consumer deals?

Markdown-driven margin erosion and store-lease breaks — both need clean history in the room.

How much customer data goes in the room?

Aggregated CRM/cohort analysis only; raw personal data stays out on privacy grounds.