Free template
Data Room Index Template
The standard due-diligence folder structure as a ready-to-use spreadsheet: 8 numbered folders, 30+ document checklist rows, owner and status tracking with dropdowns, and access-level guidance for staging sensitive files. No email gate.
| Index | Folder | Includes |
|---|---|---|
| 01 | Corporate & Governance | Charter, bylaws, cap table, board minutes, org chart |
| 02 | Financials | Annual statements, management accounts, model, revenue detail, debt |
| 03 | Legal & Contracts | Material contracts, supplier agreements, litigation, regulatory |
| 04 | Commercial | Pipeline, pricing policy, customer references |
| 05 | Product, Technology & IP | IP register, roadmap, architecture, OSS licenses, assignments |
| 06 | People & HR | Census, agreement templates, option plan, key-person terms |
| 07 | Compliance & Security | SOC 2 / ISO 27001, data protection, insurance |
| 08 | Tax | Returns, registrations, correspondence |
FAQ
What is a data room index?
A data room index is the numbered folder structure and document checklist for a due diligence room — the table of contents buyers and investors navigate by. A predictable index (01 Corporate, 02 Financials, …) cuts Q&A volume because reviewers find documents where they expect them.
What should a data room folder structure include?
Eight folders cover most processes: corporate & governance, financials, legal & contracts, commercial, product/technology/IP, people & HR, compliance & security, and tax. Add industry-specific folders (clinical, real estate assets, regulatory) as needed.
Is this template really free?
Yes — no email gate, no signup. Download the xlsx, adapt it, and recreate the structure in whichever data room you use.