Help
What is in LockRoom's M&A folder template?
The standard M&A template has 13 top level folders and 63 subfolders covering a full sell side diligence package: Business Overview, Corporate, Financial Information, Human Resources, Sales, Operations, Marketing, Product and Technology, Legal Contracts, Insurance, Intellectual Property, Dispute and Litigation, and Other Materials.
Step by step
- Apply the template when creating a room, then delete folders that do not apply to the deal.
- A 10 folder fundraising template is also included for capital raises.
- The same structure is available as a free PDF at lockroom.com/resources for planning before upload.
Related
How do I set up a data room in LockRoom? How do I upload files and large documents to LockRoom? See all questions at the LockRoom help index, or start a free 14 day trial at lockroom.com/pricing.