Data Room Builder
Sector packs template

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.

Download Excel template Download CSV Generate this structure in the builder

Spreadsheet preview

Folder index rows

01 Assets / 01.01 Project portfolio
02 Permits / 02.01 Consents and grid
03 Revenue / 03.01 Offtake and subsidies
04 Technical / 04.01 Performance data
05 Contracts / 05.01 EPC and O&M
06 Financing / 06.01 Project debt
07 Land / 07.01 Leases and easements

Use case

Energy & Renewables 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 Assets01.01 Project portfolio—SPVs, capacity, COD dates
02 Permits02.01 Consents and grid—Planning, grid connection, land rights
03 Revenue03.01 Offtake and subsidies—PPAs, CfDs/FiTs, merchant exposure
04 Technical04.01 Performance data—Yield, availability, curtailment history
05 Contracts05.01 EPC and O&M—Warranties, LDs, service terms
06 Financing06.01 Project debt—Facilities, DSRA, security
07 Land07.01 Leases and easements—Terms, renewals, decommissioning bonds

Implementation tips

  • Start from this sector pack, then merge the standard M&A folders your process needs.
  • Track P50/P90 yield assumptions beside actuals — lenders reprice on that gap.
  • Number folders to mirror the buyer request list so tracing stays one-to-one.

FAQs

What drives value in renewables diligence?

Contracted revenue quality (PPA/subsidy terms) and actual-vs-P50 production history.

How are multi-SPV portfolios organised?

Keep portfolio-level folders for structure and financing, with per-SPV subfolders for permits, land and technical files.