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
2
Fundraising
1
Template library
1
Legal diligence
1
Financial diligence
2
SaaS
1
Real estate
1
Healthcare
1
Debt financing
1
Buy-side diligence
1
- 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