Template library
All templates in one place
Search and filter every folder structure, request list and diligence checklist. Last refreshed 2026-05-31.
M&A
3
Fundraising
2
Template library
1
Legal diligence
1
Financial diligence
2
SaaS
1
Real estate
1
Healthcare
1
Debt financing
1
Buy-side diligence
1
PE & buyouts
2
Debt & lenders
1
Tax diligence
1
Commercial diligence
1
HR diligence
1
ESG diligence
1
Sector packs
7
- M&A
M&A folder structure
A copy-ready folder index for sell-side M&A processes, mapped to the diligence categories buyers normally request.
9 rows | 7 top-level foldersSelling a business or preparing buyer due diligence - M&A
Due diligence request list
A practical request-list structure for collecting documents before converting them into a buyer-facing data room.
8 rows | 6 top-level foldersPreparing a request list before folder creation - Fundraising
Investor data room
A fundraising-focused data room template for pitch materials, cap table, financial model, KPIs, product, customers and governance.
8 rows | 6 top-level foldersStartup or growth-company fundraising - Template library
Data room index Excel
A spreadsheet-ready index template for numbering folders, mapping request-list rows and generating a clean ZIP skeleton.
6 rows | 6 top-level foldersTurning an Excel or CSV index into folders - Legal diligence
Legal due diligence
A legal diligence folder structure for corporate records, contracts, litigation, compliance, IP, employment and property documents.
7 rows | 7 top-level foldersLegal advisor or seller-side document collection - Financial diligence
Financial diligence
A financial diligence checklist for historical accounts, management reporting, revenue, gross margin, working capital, debt and forecasts.
7 rows | 6 top-level foldersPreparing finance folders for buyers, investors or lenders - SaaS
SaaS data room
A SaaS-focused data room checklist covering ARR/MRR, cohorts, churn, product, security, customer contracts, cap table and financial model.
7 rows | 6 top-level foldersPreparing SaaS fundraising, growth investment or acquisition diligence - Real estate
Real estate data room
A real-estate transaction data room checklist for title, leases, rent roll, capex, planning, environmental, insurance and financing documents.
7 rows | 6 top-level foldersProperty sale, real-estate financing or asset-level diligence - Healthcare
Healthcare data room
A healthcare diligence checklist for licences, providers, payors, compliance, clinical operations, HR, contracts and financial documents.
7 rows | 7 top-level foldersHealthcare services, clinics, providers or regulated healthcare business diligence - Debt financing
Debt financing data room
A lender-focused data room checklist for financials, debt schedule, collateral, cash flow, forecasts, covenants, contracts and corporate documents.
7 rows | 7 top-level foldersBank, private credit or lender due diligence - Buy-side diligence
Buy-side diligence
A buy-side diligence checklist for acquirers and advisers organising financial, legal, commercial, tax, HR, IT and operational review workstreams.
7 rows | 7 top-level foldersAcquirer or adviser managing diligence workstreams - Financial diligence
QoE request list
A quality-of-earnings request list for revenue, costs, EBITDA adjustments, working capital, debt-like items, cash and forecast support.
7 rows | 7 top-level foldersQuality of earnings or financial due diligence preparation - M&A
Vendor DD pack
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.
9 rows | 6 top-level foldersPreparing a seller-commissioned VDD report before launch - PE & buyouts
PE platform deal
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.
9 rows | 7 top-level foldersPrivate equity platform acquisition with debt financing and MEP - PE & buyouts
Bolt-on deal
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.
7 rows | 7 top-level foldersPortfolio company acquiring a smaller add-on target - Fundraising
Growth equity raise
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.
8 rows | 7 top-level foldersSeries B+ / growth round with institutional investors - Debt & lenders
Lender diligence
The pack credit committees actually read: facilities, security, covenant history and the trading evidence behind the base case.
8 rows | 6 top-level foldersRefinancing, annual lender review or new facility diligence - Tax diligence
Tax DD request list
A tax workstream index covering filings, audits, structuring and the employment-tax exposures that surface late and reprice deals.
8 rows | 6 top-level foldersBuy-side or sell-side tax diligence workstream - Commercial diligence
Commercial DD pack
The evidence base a CDD team needs to test market, competition and revenue durability claims — organised for analysts, not archivists.
8 rows | 7 top-level foldersCDD provider or investor commercial workstream - HR diligence
HR DD checklist
Everything the people workstream reviews: contracts, incentives, compliance and the key-person risks that shape retention planning.
8 rows | 7 top-level foldersPeople workstream in M&A or investment diligence - ESG diligence
ESG DD pack
An ESG evidence pack that survives scrutiny: policies mapped to practice, metrics with sources, and the incidents register nobody enjoys sharing.
8 rows | 6 top-level foldersESG workstream for investors, lenders or acquirers - Sector packs
Manufacturing pack
A sector-tuned index for manufacturing deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
7 rows | 7 top-level foldersManufacturing transaction or investment diligence - Sector packs
Energy pack
A sector-tuned index for energy & renewables deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
7 rows | 7 top-level foldersEnergy & Renewables transaction or investment diligence - Sector packs
FS pack
A sector-tuned index for financial services deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
7 rows | 7 top-level foldersFinancial Services transaction or investment diligence - Sector packs
Logistics pack
A sector-tuned index for logistics & transport deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
7 rows | 7 top-level foldersLogistics & Transport transaction or investment diligence - Sector packs
Hospitality pack
A sector-tuned index for hospitality deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
7 rows | 7 top-level foldersHospitality transaction or investment diligence - Sector packs
ProfServ pack
A sector-tuned index for professional services deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
7 rows | 7 top-level foldersProfessional Services transaction or investment diligence - Sector packs
Consumer pack
A sector-tuned index for consumer & retail deals: the industry-specific folders diligence teams expect alongside the standard corporate stack.
7 rows | 7 top-level foldersConsumer & Retail transaction or investment diligence