Start due diligence with the structure already built
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Five ready-made templates built on due diligence best practice
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Move, rename or remove folders before the data room goes live
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A fully structured data room in under an hour, no technical support needed
Use ready-made templates based on due diligence best practice
Most deals begin the same way, with someone recreating a folder structure from memory or from the last transaction. Due diligence templates hand you a structure that already matches the way buyers review, so the first upload can start straight away.
Faster to open
Choose a template, adjust it, and the data room is ready for documents in minutes rather than days.
Yours to change
Every template is a starting point: move, add, rename or delete folders until the structure fits the deal in front of you.
Consistent across deals
Teams running several processes at once work from the same index every time, so nothing is filed differently from one data room to the next.
Easier for buyers
A numbered index in a familiar due diligence order means bidders find documents themselves instead of asking where things are.
DUE DILIGENCE TEMPLATES
From an empty data room to an indexed structure
Choose
Open a new data room and pick one of five templates, or start from an empty structure.
Adapt
Move, add, rename or delete folders until the tree matches the transaction, with guidance in the wizard panel.
Index
Apply numbering to the finished structure so every folder and document carries a clear reference.
Upload
Confirm, and the structure is created in the data room, ready for the first documents to go up.
rEADY-MADE STructures
Five templates built on how deals are actually organised
These are not generic filing trees. They follow the way deal teams use the data room in live transactions, so the categories a buyer expects are in place before anything is uploaded.
- Five templates covering common due diligence structures
- Start from an empty structure when a deal is unusual
- An information panel in the wizard explains each step
Already have a folder structure?
Zip it, upload it, and extract the contents. The folders and their documents are recreated in the data room in the background, so your team can keep working while it finishes.
Structure control
Shape the tree before a buyer sees it
A template is a starting point, not a constraint. Everything can be moved, renamed, added or removed inside the wizard, so the data room that opens is the one this deal needs.
- Move, add, rename and delete folders in place
- Settle the structure before the data room is created
- Drag and drop uploads that keep the hierarchy intact
iNDEX AND reFERENCES
A numbered index every party can quote
Indexing numbers the structure at the point you finish it. Advisers, buyers and lawyers can then point to a document by its number instead of describing where it sits.
- Number the whole structure in one step
- Clear references for Q&A and correspondence
- The same navigation for every buyer group
SECURITY & COMPLIANCE
Ready for your security review
Confidential due diligence material is protected by certified, EU-based infrastructure, independently audited and documented, so your security and IT teams can sign off with confidence.
ISO 27001:2022
Information security, independently checked
GDPR compliant
Meets EU data-protection standards by design
AES 256-bit
Bank-level encryption.
European data residency
Hosted & processed entirely in the EEA
SOC 2 Type II
Independent audit of controls in operation
FAQ
Most teams have a fully structured data room in under an hour using a template and the wizard. No technical support is needed, and documents can start going up as soon as the structure is confirmed.
Yes. Build the structure yourself in the wizard by starting from an empty data room, or send your request list in Excel or Word to your client manager, who will have the data room populated for you.
Every folder can be moved, renamed, added or deleted before the data room is created, and you can start from an empty structure instead. The templates cover the common cases; they are not a fixed structure.
Data is hosted in Europe under GDPR, encrypted with AES 256-bit at rest and TLS 1.3 in transit, under ISO/IEC 27001:2022 certification and SOC 2 Type II. Permissions are set per user and per folder from the moment the structure exists.