Use case
Manufacturing 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 1 | Level 2 | Level 3 | Notes |
|---|---|---|---|
| 01 Operations | 01.01 Sites and capacity | — | Plant list, utilisation, capex history |
| 02 Supply Chain | 02.01 Suppliers | — | Key supplier terms, single-source exposure |
| 03 Quality | 03.01 Certifications | — | ISO certificates, audit results, recalls |
| 04 Assets | 04.01 Plant and equipment | — | Registers, maintenance, leases |
| 05 EHS | 05.01 Environmental and safety | — | Permits, incidents, remediation |
| 06 Commercial | 06.01 Order book | — | Backlog, framework agreements, pricing |
| 07 Workforce | 07.01 Shift and union | — | Agreements, works councils, safety training |
Implementation tips
- Start from this sector pack, then merge the standard M&A folders your process needs.
- Capex and maintenance history is the manufacturing QoE — keep it complete by site.
- Number folders to mirror the buyer request list so tracing stays one-to-one.
FAQs
What is unique about manufacturing diligence?
Asset condition and EHS liabilities carry the value risk, so site-level capex, maintenance and permit files lead the pack.
How should multi-site groups organise the room?
One subfolder per site inside each topic beats one folder per site — workstreams read horizontally.