Use case
Private equity platform acquisition with debt financing and MEP
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 Deal Management | 01.01 Process letters and NDAs | — | Bid letters, exclusivity, clean-team terms |
| 02 Financial & QoE | 02.01 QoE and databook | — | QoE report, databook, monthly trading |
| 02 Financial & QoE | 02.02 Working capital and net debt | — | Targets, seasonality, debt-like items |
| 03 Legal | 03.01 Share and asset title | — | Cap table, title chain, encumbrances |
| 03 Legal | 03.02 Change of control | — | Consents required across material contracts |
| 04 Financing | 04.01 Lender pack | — | Model, structure paper, security package |
| 05 Management | 05.01 MEP and retention | — | Equity plan, service agreements, non-competes |
| 06 Insurance & W&I | 06.01 W&I underwriting | — | Policy drafts, underwriting call materials |
| 07 Integration | 07.01 100-day plan inputs | — | Synergies, carve-out needs, TSAs |
Implementation tips
- Mirror lender information requests in a dedicated folder so bank diligence never blocks signing.
- Keep MEP negotiations in a clean-team folder separate from company-wide HR data.
- Tag every change-of-control consent to its contract so the condition-precedent list writes itself.
FAQs
How does a platform room differ from a corporate M&A room?
Add financing, W&I and management-equity workstreams, and expect parallel lender and insurer diligence with their own request lists.
When should the 100-day plan folder open?
At exclusivity — integration planning materials rarely belong in the bidder phase.