Data Room Builder
Sector packs template

Hospitality Data Room Checklist Template

A sector-tuned index for hospitality 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 Properties / 01.01 Leases and titles
02 Trading / 02.01 Site-level P&L
03 Brand / 03.01 Franchise/management
04 Licensing / 04.01 Premises licences
05 Workforce / 05.01 Rotas and compliance
06 Supply / 06.01 F&B contracts
07 Bookings / 07.01 Channels

Use case

Hospitality 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 Properties01.01 Leases and titles—Head leases, rent reviews, guarantees
02 Trading02.01 Site-level P&L—RevPAR/covers by site, seasonality
03 Brand03.01 Franchise/management—Brand agreements, fees, standards audits
04 Licensing04.01 Premises licences—Alcohol/entertainment licences, conditions
05 Workforce05.01 Rotas and compliance—Tips policy, working time, right-to-work
06 Supply06.01 F&B contracts—Purchasing terms, rebates, exclusivity
07 Bookings07.01 Channels—OTA terms, direct mix, forward bookings

Implementation tips

  • Start from this sector pack, then merge the standard M&A folders your process needs.
  • Site-level P&L with rent as reported is the hospitality QoE — group averages hide the tail.
  • Number folders to mirror the buyer request list so tracing stays one-to-one.

FAQs

What kills hospitality deals late?

Lease covenants and licensing conditions discovered per-site — front-load them by property.

How should multi-brand groups file?

By site within brand, keeping brand agreements at portfolio level.