--- title: Data Room Examples & Free Templates: 8 Folder Structures | HelpRange url: https://www.helprange.com/data-room-examples --- Data room examples & templates # Data room examples: 8 folder structures that work A well-organized data room reads like a table of contents: numbered folders in the order a reviewer thinks, one or two clear documents per topic, and protection that fits the audience. Below are 8 free templates by use case – each with its folders, example documents and the settings we recommend. [Browse the templates](#examples) [Open the live demo room](https://www.helprange.com/demo) Free to copy. In HelpRange one click creates the room with these folders and settings – 7-day free trial, no card. **MR**Meridale Real Estate Secure data room Quayside Logistics Park – Sale A 42,000 m² logistics park, fully let. The rent roll in 03 Leases & rent roll is reconciled to the signed leases; the surveys are in 04 Technical & environmental. 12 documents · 6 folders Ask a question Folders All documents**12** 01 Property overview**2**02 Title & legal**2**03 Leases & rent roll**2**04 Technical & environmental**2**05 Planning & permits**2**06 Financials**2** PDF Investment memorandum 12 pages840 KB PDF Site and floor plans 2 pages330 KB PDF Land register extract 3 pages549 KB XLSX Rent roll reconciled to the leases 6 sheets843 KB **AF**Alder & Finch Foods Secure data room Project Cedar – Sale of Alder & Finch Foods Phase 1 for shortlisted bidders. The equity story is in 01 Company, the quality of earnings in 02 Financials. All questions through Q&A, please. 16 documents · 8 folders Ask a question Folders All documents**16** 01 Company**2**02 Financials**2**03 Legal**2**04 Tax**2**05 Commercial**2**06 Employees**2**07 IP & technology**2**08 Real estate & assets**2** PDF One-page company overview 1 page131 KB PDF Top 20 customer contracts 26 pages2.2 MB XLSX Revenue by customer and churn analysis 2 sheets450 KB XLSX Patent and trademark register 5 sheets593 KB **LR**Lumora Robotics Secure data room Lumora Robotics – Series A Start with the deck in 02 Pitch deck, then the model in 03 Financials. Questions? Use “Ask a question” – the founders answer within a day. 14 documents · 7 folders Ask a question Folders All documents**14** 01 Company**2**02 Pitch deck**2**03 Financials**2**04 Cap table**2**05 Legal**2**06 Team**2**07 Product & traction**2** PDF Pitch deck 18 pages3.4 MB 3:01 MP4 Product demo video or link 3:0128 MB XLSX Financial model with assumptions 3 sheets149 KB PDF KPI dashboard (ARR, growth, churn) 6 pages1.1 MB Watermarked Anna opened 02 Pitch deck ## What a well-organized data room looks like Whatever the deal, the rooms that get read quickly – and get fewer repeated questions – share five habits. ### A numbered index 01, 02, 03 in the order a reviewer reads. “See 03 Legal” then means the same in every e-mail. ### One level of folders Six to ten topic folders beat a maze of sub-folders. Clear file names do the rest. ### Final versions only PDFs of signed or final documents; the model as XLSX. Replace, don’t pile up drafts. ### Protection that fits NDA and blocked downloads for a sale; a lighter touch for investors you already know. ### One place for questions Q&A in the room instead of e-mail threads – answer once, publish for everyone. ## 8 data room examples by use case Each example is shown the way your guests will see it. Click a room to preview every folder and document; “Use this template” creates it in HelpRange with these folders and settings – rename, reorder and add folders afterwards. [**LR**Lumora Robotics Secure data room Lumora Robotics – Series A Start with the deck in 02 Pitch deck, then the model in 03 Financials. Questions? Use “Ask a question” – the founders answer within a day. 14 documents · 7 folders Ask a question Folders All documents**14** 01 Company**2**02 Pitch deck**2**03 Financials**2**04 Cap table**2**05 Legal**2**06 Team**2**07 Product & traction**2** PDF Pitch deck 18 pages3.4 MB 3:01 MP4 Product demo video or link 3:0128 MB XLSX Financial model with assumptions 3 sheets149 KB PDF KPI dashboard (ARR, growth, churn) 6 pages1.1 MB Preview all 14 documents](#room-fundraising) ### Startup fundraising (seed / Series A) The room you send after the first meeting: deck, model, cap table and the legal basics, opened in layers as investors get serious. **Who it’s for** Founders raising a pre-seed, seed or Series A round, and the VCs and angels reviewing them. **Typical timeline** Open before the first meetings; confirmatory due diligence after the term sheet usually takes 3–6 weeks. Recommended settings · 7 folders, 14 example documents NDA before access off Watermark with the viewer's e-mail Pro Download & print blocked Pro Screenshot protection off Q&A for guests Max E-mail me when guests open documents Room expiry date Pro [Use this template](https://www.helprange.com/data-room-examples/use/fundraising) [Preview the room](#room-fundraising) [See it live](https://www.helprange.com/demo) More: [Fundraising data room](https://www.helprange.com/fundraising-data-room) · [Startup due diligence checklist](https://www.helprange.com/due-diligence-checklist/startup-fundraising) · [Pitch deck examples](https://www.helprange.com/pitch-deck-examples) [**AF**Alder & Finch Foods Secure data room Project Cedar – Sale of Alder & Finch Foods Phase 1 for shortlisted bidders. The equity story is in 01 Company, the quality of earnings in 02 Financials. All questions through Q&A, please. 16 documents · 8 folders Ask a question Folders All documents**16** 01 Company**2**02 Financials**2**03 Legal**2**04 Tax**2**05 Commercial**2**06 Employees**2**07 IP & technology**2**08 Real estate & assets**2** PDF One-page company overview 1 page131 KB PDF Top 20 customer contracts 26 pages2.2 MB XLSX Revenue by customer and churn analysis 2 sheets450 KB XLSX Patent and trademark register 5 sheets593 KB Preview all 16 documents](#room-ma) ### M&A sell-side A seller’s room for several bidders: the full company picture, an NDA before the first document and one Q&A channel for every question. **Who it’s for** Owners selling a company and their M&A advisers or lawyers; buyers, their lawyers and accountants. **Typical timeline** A sale process often runs 3–6 months; due diligence itself commonly 4–12 weeks after the LOI. Recommended settings · 8 folders, 16 example documents NDA before access Max Watermark with the viewer's e-mail Pro Download & print blocked Pro Screenshot protection off Q&A for guests Max E-mail me when guests open documents Due diligence request list Max Room expiry date Pro Freeze & archive at close Max [Use this template](https://www.helprange.com/data-room-examples/use/ma) [Preview the room](#room-ma) More: [Virtual data room for M&A](https://www.helprange.com/virtual-data-room-for-ma) · [M&A due diligence checklist](https://www.helprange.com/due-diligence-checklist/m-and-a) · [Deal Room Pass – one deal, paid once](https://www.helprange.com/deal-room-pass) [**KB**Kestrel Bay Partners Secure data room Project Atlas – Due diligence Upload against the request list – each item shows Open, Provided or Not applicable. Start with 01 Corporate and 02 Financials. 16 documents · 8 folders Ask a question Folders All documents**16** 01 Corporate**2**02 Financials**2**03 Tax**2**04 Contracts**2**05 Employees**2**06 IP & IT**2**07 Compliance**2**08 Insurance & litigation**2** XLSX Shareholder register and group chart 8 sheets656 KB PDF Board minutes (last 3 years) 15 pages1.5 MB XLSX Financial model with assumptions 3 sheets149 KB PDF Licences and permits 2 pages128 KB Preview all 16 documents](#room-due-diligence) ### Due diligence (buy-side request) The buyer’s side: a request list the target answers by uploading into numbered folders, with every open item visible. **Who it’s for** Acquirers, investors and their advisers collecting documents from a target company. **Typical timeline** First request list in week one, follow-up rounds for 4–12 weeks until signing. Recommended settings · 8 folders, 16 example documents NDA before access Max Watermark with the viewer's e-mail Pro Download & print blocked Pro Screenshot protection off Q&A for guests Max E-mail me when guests open documents Due diligence request list Max Guest uploads (file requests) Max Freeze & archive at close Max [Use this template](https://www.helprange.com/data-room-examples/use/due_diligence) [Preview the room](#room-due-diligence) More: [Data room due diligence guide](https://www.helprange.com/blog/data-room-due-diligence) · [Free due diligence checklist (CSV)](https://www.helprange.com/tools/due-diligence-checklist) · [AI data room index generator](https://www.helprange.com/tools/data-room-index-generator) [**MR**Meridale Real Estate Secure data room Quayside Logistics Park – Sale A 42,000 m² logistics park, fully let. The rent roll in 03 Leases & rent roll is reconciled to the signed leases; the surveys are in 04 Technical & environmental. 12 documents · 6 folders Ask a question Folders All documents**12** 01 Property overview**2**02 Title & legal**2**03 Leases & rent roll**2**04 Technical & environmental**2**05 Planning & permits**2**06 Financials**2** PDF Investment memorandum 12 pages840 KB PDF Site and floor plans 2 pages330 KB PDF Land register extract 3 pages549 KB XLSX Rent roll reconciled to the leases 6 sheets843 KB Preview all 12 documents](#room-real-estate) ### Real estate transaction A property sale or financing: title, leases and the rent roll, building reports and the income behind the price. **Who it’s for** Property owners, brokers and lenders; buyers’ lawyers, surveyors and valuers. **Typical timeline** Commonly 4–8 weeks for a standing commercial asset; longer for portfolios and development sites. Recommended settings · 6 folders, 12 example documents NDA before access Max Watermark with the viewer's e-mail Pro Download & print blocked Pro Screenshot protection off Q&A for guests Max E-mail me when guests open documents Room expiry date Pro Freeze & archive at close Max [Use this template](https://www.helprange.com/data-room-examples/use/real_estate) [Preview the room](#room-real-estate) More: [Real estate data room](https://www.helprange.com/real-estate-data-room) · [Real estate due diligence checklist](https://www.helprange.com/due-diligence-checklist/real-estate) [**FH**Fernlow Health Secure data room Fernlow Health – Investor reporting The Q3 update is in 01 Updates; the numbers behind it in 03 KPIs. Tax statements for this year are in 06 Tax documents. 12 documents · 6 folders Ask a question Folders All documents**12** 01 Updates**2**02 Financial statements**2**03 KPIs**2**04 Cap table & ownership**2**05 Board materials**2**06 Tax documents**2** PDF Monthly or quarterly investor update 19 pages1.5 MB CSV KPI dashboard export 566 rows34 KB PDF Budget vs actual 4 pages452 KB PDF Board deck 12 pages1.6 MB Preview all 12 documents](#room-investor-updates) ### Investor updates / LP reporting One place for existing investors: every update, the numbers behind it and the documents they need for tax season. **Who it’s for** Startups after a round, fund managers reporting to LPs, family offices and holding companies. **Typical timeline** Ongoing – a new update every month or quarter, tax documents once a year. Recommended settings · 6 folders, 12 example documents NDA before access off Watermark with the viewer's e-mail Pro Download allowed Screenshot protection off Q&A for guests Max E-mail me when guests open documents [Use this template](https://www.helprange.com/data-room-examples/use/investor_updates) [Preview the room](#room-investor-updates) More: [Free investor update generator](https://www.helprange.com/tools/investor-update-generator) · [Fund data room](https://www.helprange.com/fund-data-room) [**TW**Tidewell Software Secure data room Tidewell × Orbita Retail – Proposal Hi Orbita team – the proposal and pricing are in 01 Proposal & pricing, the security pack for IT in 04 Security & compliance. 12 documents · 6 folders Ask a question Folders All documents**12** 01 Proposal & pricing**2**02 Product overview**2**03 Case studies & references**2**04 Security & compliance**2**05 Contract**2**06 Implementation**2** PDF Proposal 10 pages1.2 MB XLSX Price list and order form 6 sheets492 KB PDF Product deck 12 pages2.2 MB 2:16 MP4 Demo recording 2:1661 MB Preview all 12 documents](#room-sales) ### Sales deal room Everything a buying committee needs in one link – and alerts that tell you who is reading the proposal and the price. **Who it’s for** Account executives and founders selling to companies with several decision-makers. **Typical timeline** Open with the proposal; a mid-market B2B deal typically closes in 1–3 months. Recommended settings · 6 folders, 12 example documents NDA before access off Watermark with the viewer's e-mail off Download allowed Screenshot protection off Q&A for guests Max E-mail me when guests open documents Room expiry date Pro [Use this template](https://www.helprange.com/data-room-examples/use/sales) [Preview the room](#room-sales) More: [Proposal tracking](https://www.helprange.com/proposal-tracking) · [Sales engagement analytics](https://www.helprange.com/sales-engagement) [**CG**Calder Grid Energy Secure data room Calder Grid Energy – Board of Directors The pack for the 4 December meeting is in 01 Next meeting. Approved minutes move to 02 Minutes & resolutions after each meeting. 12 documents · 6 folders Ask a question Folders All documents**12** 01 Next meeting**2**02 Minutes & resolutions**2**03 Financial reports**2**04 Strategy & budget**2**05 Committees**2**06 Governance**2** PDF Agenda and board pack 15 pages2.5 MB PDF Approved minutes 4 pages472 KB XLSX Monthly management accounts 4 sheets382 KB PDF Cash forecast 7 pages532 KB Preview all 12 documents](#room-board) ### Board portal A secure home for board packs and minutes that a small, known group reads again and again. **Who it’s for** Company secretaries, CEOs and CFOs sharing papers with directors, observers and advisers. **Typical timeline** Ongoing – packs go up about a week before each meeting. Recommended settings · 6 folders, 12 example documents NDA before access off Watermark with the viewer's e-mail Pro Download & print blocked Pro Screenshot protection off Q&A for guests Max E-mail me when guests open documents IP allow-list Max [Use this template](https://www.helprange.com/data-room-examples/use/board) [Preview the room](#room-board) More: [Protect board documents](https://www.helprange.com/protect-board-documents) [**GP**Granite Peak Partners Secure data room Granite Peak Fund III – LP data room Start with the PPM in 01 Fund overview and the track record in 02 Track record. The DDQ is in 06 Operations & compliance. 14 documents · 7 folders Ask a question Folders All documents**14** 01 Fund overview**2**02 Track record**2**03 Team**2**04 Fund terms**2**05 Portfolio**2**06 Operations & compliance**2**07 Subscription**2** PDF Private placement memorandum (PPM) 22 pages3.6 MB PDF Fund presentation 11 pages1.6 MB PDF Prior fund performance 3 pages492 KB PDF Limited partnership agreement (LPA) 3 pages267 KB Preview all 14 documents](#room-fund) ### Fund (GP) data room What LPs review before they commit: the PPM, track record, terms and the operational due diligence pack. **Who it’s for** General partners raising a fund and the LPs, consultants and fund-of-funds reviewing it. **Typical timeline** A fund raise often takes 6–18 months; LP due diligence 4–12 weeks per investor. Recommended settings · 7 folders, 14 example documents NDA before access Max Watermark with the viewer's e-mail Pro Download & print blocked Pro Screenshot protection off Q&A for guests Max E-mail me when guests open documents IP allow-list Max Room expiry date Pro [Use this template](https://www.helprange.com/data-room-examples/use/fund) [Preview the room](#room-fund) More: [Fund data room](https://www.helprange.com/fund-data-room) · [NDA before data room access](https://www.helprange.com/data-room-nda) Template preview – what your guests see**Startup fundraising (seed / Series A)** [Use this template](https://www.helprange.com/data-room-examples/use/fundraising) [Open the live demo](https://www.helprange.com/demo) **LR**Lumora Robotics Secure data room Lumora Robotics – Series A Start with the deck in 02 Pitch deck, then the model in 03 Financials. Questions? Use “Ask a question” – the founders answer within a day. 14 documents · 7 folders Ask a question Search in this room Folders All documents**14** 01 Company**2**02 Pitch deck**2**03 Financials**2**04 Cap table**2**05 Legal**2**06 Team**2**07 Product & traction**2** Room settings NDA before access*Watermark with the viewer's e-mail*Download & print blocked*Screenshot protection*Q&A for guests*E-mail me when guests open documents*Room expiry date* 01 Company 2 PDF One-page company overview 1 page131 KB PDF Certificate of incorporation and articles 1 page145 KB 02 Pitch deck 2 PDF Pitch deck 18 pages3.4 MB 3:01 MP4 Product demo video or link 3:0128 MB 03 Financials 2 XLSX Financial model with assumptions 3 sheets149 KB XLSX Monthly P&L and burn for the last 12 months 6 sheets401 KB 04 Cap table 2 XLSX Fully diluted cap table 2 sheets623 KB PDF SAFEs, notes and previous round documents 6 pages552 KB 05 Legal 2 PDF Founder IP assignment agreements 8 pages976 KB PDF Material customer contracts 29 pages3.3 MB 06 Team 2 PDF Founder bios and org chart 15 pages1.5 MB XLSX ESOP plan and grant register 3 sheets902 KB 07 Product & traction 2 PDF KPI dashboard (ARR, growth, churn) 6 pages1.1 MB PDF Customer case studies and references 15 pages1.4 MB **Who it’s for**Founders raising a pre-seed, seed or Series A round, and the VCs and angels reviewing them. **Typical timeline**Open before the first meetings; confirmatory due diligence after the term sheet usually takes 3–6 weeks. **Tip**Many investors will not sign an NDA for a first look – keep the NDA off and rely on the watermark and per-page analytics. Turn the NDA on for the lead investor’s lawyers. Template preview – what your guests see**M&A sell-side** [Use this template](https://www.helprange.com/data-room-examples/use/ma) **AF**Alder & Finch Foods Secure data room Project Cedar – Sale of Alder & Finch Foods Phase 1 for shortlisted bidders. The equity story is in 01 Company, the quality of earnings in 02 Financials. All questions through Q&A, please. 16 documents · 8 folders Ask a question Search in this room Folders All documents**16** 01 Company**2**02 Financials**2**03 Legal**2**04 Tax**2**05 Commercial**2**06 Employees**2**07 IP & technology**2**08 Real estate & assets**2** Room settings NDA before access*Watermark with the viewer's e-mail*Download & print blocked*Screenshot protection*Q&A for guests*E-mail me when guests open documents*Due diligence request list*Room expiry date*Freeze & archive at close* 01 Company 2 PDF One-page company overview 1 page131 KB PDF Certificate of incorporation and articles 1 page145 KB 02 Financials 2 XLSX Financial model with assumptions 3 sheets149 KB XLSX Monthly P&L and burn for the last 12 months 6 sheets401 KB 03 Legal 2 PDF Founder IP assignment agreements 8 pages976 KB PDF Material customer contracts 29 pages3.3 MB 04 Tax 2 PDF Corporate tax returns (last 3 years) 7 pages1.0 MB PDF Tax audits and correspondence 25 pages2.8 MB 05 Commercial 2 PDF Top 20 customer contracts 26 pages2.2 MB XLSX Revenue by customer and churn analysis 2 sheets450 KB 06 Employees 2 XLSX Headcount and payroll summary 3 sheets888 KB PDF Key employment contracts 2 pages176 KB 07 IP & technology 2 XLSX Patent and trademark register 5 sheets593 KB PDF Open source usage report 8 pages976 KB 08 Real estate & assets 2 PDF Leases and property titles 1 page184 KB XLSX Fixed asset register 2 sheets768 KB **Who it’s for**Owners selling a company and their M&A advisers or lawyers; buyers, their lawyers and accountants. **Typical timeline**A sale process often runs 3–6 months; due diligence itself commonly 4–12 weeks after the LOI. **Tip**Put each bidder in its own guest group so they never see each other, and hold back customer names and salaries until the final bidder. Template preview – what your guests see**Due diligence (buy-side request)** [Use this template](https://www.helprange.com/data-room-examples/use/due_diligence) **KB**Kestrel Bay Partners Secure data room Project Atlas – Due diligence Upload against the request list – each item shows Open, Provided or Not applicable. Start with 01 Corporate and 02 Financials. 16 documents · 8 folders Ask a question Search in this room Folders All documents**16** 01 Corporate**2**02 Financials**2**03 Tax**2**04 Contracts**2**05 Employees**2**06 IP & IT**2**07 Compliance**2**08 Insurance & litigation**2** Room settings NDA before access*Watermark with the viewer's e-mail*Download & print blocked*Screenshot protection*Q&A for guests*E-mail me when guests open documents*Due diligence request list*Guest uploads (file requests)*Freeze & archive at close* 01 Corporate 2 XLSX Shareholder register and group chart 8 sheets656 KB PDF Board minutes (last 3 years) 15 pages1.5 MB 02 Financials 2 XLSX Financial model with assumptions 3 sheets149 KB XLSX Monthly P&L and burn for the last 12 months 6 sheets401 KB 03 Tax 2 PDF Corporate tax returns (last 3 years) 7 pages1.0 MB PDF Tax audits and correspondence 25 pages2.8 MB 04 Contracts 2 XLSX Material contracts register 2 sheets611 KB PDF Change-of-control clauses summary 27 pages4.6 MB 05 Employees 2 XLSX Headcount and payroll summary 3 sheets888 KB PDF Key employment contracts 2 pages176 KB 06 IP & IT 2 PDF IP assignments from staff and contractors 16 pages2.1 MB PDF IT security policies (ISO 27001 / SOC 2) 8 pages1.4 MB 07 Compliance 2 PDF GDPR records of processing 10 pages680 KB PDF Licences and permits 2 pages128 KB 08 Insurance & litigation 2 PDF Insurance policies and claims history 4 pages584 KB PDF Pending litigation with counsel’s view 22 pages3.6 MB **Who it’s for**Acquirers, investors and their advisers collecting documents from a target company. **Typical timeline**First request list in week one, follow-up rounds for 4–12 weeks until signing. **Tip**Import the request list from our free checklist (CSV) and let the target upload straight into the room – each item shows Open, Provided or Not applicable. Template preview – what your guests see**Real estate transaction** [Use this template](https://www.helprange.com/data-room-examples/use/real_estate) **MR**Meridale Real Estate Secure data room Quayside Logistics Park – Sale A 42,000 m² logistics park, fully let. The rent roll in 03 Leases & rent roll is reconciled to the signed leases; the surveys are in 04 Technical & environmental. 12 documents · 6 folders Ask a question Search in this room Folders All documents**12** 01 Property overview**2**02 Title & legal**2**03 Leases & rent roll**2**04 Technical & environmental**2**05 Planning & permits**2**06 Financials**2** Room settings NDA before access*Watermark with the viewer's e-mail*Download & print blocked*Screenshot protection*Q&A for guests*E-mail me when guests open documents*Room expiry date*Freeze & archive at close* 01 Property overview 2 PDF Investment memorandum 12 pages840 KB PDF Site and floor plans 2 pages330 KB 02 Title & legal 2 PDF Land register extract 3 pages549 KB PDF Easements and encumbrances 18 pages2.9 MB 03 Leases & rent roll 2 XLSX Rent roll reconciled to the leases 6 sheets843 KB PDF Lease agreements and side letters 4 pages360 KB 04 Technical & environmental 2 PDF Building condition report 29 pages3.3 MB PDF Environmental Phase I report 19 pages2.0 MB 05 Planning & permits 2 PDF Building permits and completion certificates 3 pages303 KB PDF Zoning and permitted use 6 pages864 KB 06 Financials 2 XLSX Operating statements (last 3 years) 3 sheets540 KB XLSX Capex plan and service charge budget 8 sheets836 KB **Who it’s for**Property owners, brokers and lenders; buyers’ lawyers, surveyors and valuers. **Typical timeline**Commonly 4–8 weeks for a standing commercial asset; longer for portfolios and development sites. **Tip**Reconcile the rent roll to the signed leases before you invite anyone – it is the first thing buyers check. Template preview – what your guests see**Investor updates / LP reporting** [Use this template](https://www.helprange.com/data-room-examples/use/investor_updates) **FH**Fernlow Health Secure data room Fernlow Health – Investor reporting The Q3 update is in 01 Updates; the numbers behind it in 03 KPIs. Tax statements for this year are in 06 Tax documents. 12 documents · 6 folders Ask a question Search in this room Folders All documents**12** 01 Updates**2**02 Financial statements**2**03 KPIs**2**04 Cap table & ownership**2**05 Board materials**2**06 Tax documents**2** Room settings NDA before access*Watermark with the viewer's e-mail*Download allowed*Screenshot protection*Q&A for guests*E-mail me when guests open documents* 01 Updates 2 PDF Monthly or quarterly investor update 19 pages1.5 MB PDF Annual letter 16 pages2.5 MB 02 Financial statements 2 PDF Quarterly financial statements 14 pages1.0 MB PDF Audited annual accounts 27 pages4.6 MB 03 KPIs 2 CSV KPI dashboard export 566 rows34 KB PDF Budget vs actual 4 pages452 KB 04 Cap table & ownership 2 XLSX Current cap table 3 sheets299 KB PDF Shareholder resolutions 3 pages519 KB 05 Board materials 2 PDF Board deck 12 pages1.6 MB PDF Approved minutes 4 pages472 KB 06 Tax documents 2 PDF Tax statements for investors (e.g. K-1s) 20 pages1.6 MB PDF Withholding forms 22 pages1.8 MB **Who it’s for**Startups after a round, fund managers reporting to LPs, family offices and holding companies. **Typical timeline**Ongoing – a new update every month or quarter, tax documents once a year. **Tip**Leave downloads on for statements investors must file, and watch who reads the updates – silence from a large investor is a signal. Template preview – what your guests see**Sales deal room** [Use this template](https://www.helprange.com/data-room-examples/use/sales) **TW**Tidewell Software Secure data room Tidewell × Orbita Retail – Proposal Hi Orbita team – the proposal and pricing are in 01 Proposal & pricing, the security pack for IT in 04 Security & compliance. 12 documents · 6 folders Ask a question Search in this room Folders All documents**12** 01 Proposal & pricing**2**02 Product overview**2**03 Case studies & references**2**04 Security & compliance**2**05 Contract**2**06 Implementation**2** Room settings NDA before access*Watermark with the viewer's e-mail*Download allowed*Screenshot protection*Q&A for guests*E-mail me when guests open documents*Room expiry date* 01 Proposal & pricing 2 PDF Proposal 10 pages1.2 MB XLSX Price list and order form 6 sheets492 KB 02 Product overview 2 PDF Product deck 12 pages2.2 MB 2:16 MP4 Demo recording 2:1661 MB 03 Case studies & references 2 PDF Case study from a similar customer 20 pages1.6 MB PDF Reference contacts 2 pages232 KB 04 Security & compliance 2 PDF Security overview / SOC 2 summary 15 pages2.4 MB PDF Data processing agreement 26 pages2.9 MB 05 Contract 2 DOCX Master service agreement draft 18 pages2.9 MB PDF Order form for signature 27 pages5.3 MB 06 Implementation 2 PDF Onboarding plan and timeline 16 pages1.2 MB DOCX Mutual action plan 25 pages4.2 MB **Who it’s for**Account executives and founders selling to companies with several decision-makers. **Typical timeline**Open with the proposal; a mid-market B2B deal typically closes in 1–3 months. **Tip**Set an expiry date that matches the offer’s validity, and follow up when the CFO opens the pricing. Template preview – what your guests see**Board portal** [Use this template](https://www.helprange.com/data-room-examples/use/board) **CG**Calder Grid Energy Secure data room Calder Grid Energy – Board of Directors The pack for the 4 December meeting is in 01 Next meeting. Approved minutes move to 02 Minutes & resolutions after each meeting. 12 documents · 6 folders Ask a question Search in this room Folders All documents**12** 01 Next meeting**2**02 Minutes & resolutions**2**03 Financial reports**2**04 Strategy & budget**2**05 Committees**2**06 Governance**2** Room settings NDA before access*Watermark with the viewer's e-mail*Download & print blocked*Screenshot protection*Q&A for guests*E-mail me when guests open documents*IP allow-list* 01 Next meeting 2 PDF Agenda and board pack 15 pages2.5 MB PDF Management report 18 pages3.3 MB 02 Minutes & resolutions 2 PDF Approved minutes 4 pages472 KB PDF Written resolutions 21 pages1.7 MB 03 Financial reports 2 XLSX Monthly management accounts 4 sheets382 KB PDF Cash forecast 7 pages532 KB 04 Strategy & budget 2 XLSX Annual budget 4 sheets899 KB PDF Strategic plan 10 pages600 KB 05 Committees 2 PDF Audit committee papers 2 pages344 KB PDF Remuneration committee papers 27 pages2.3 MB 06 Governance 2 PDF Articles and board rules 13 pages1.3 MB XLSX Conflict of interest register 6 sheets766 KB **Who it’s for**Company secretaries, CEOs and CFOs sharing papers with directors, observers and advisers. **Typical timeline**Ongoing – packs go up about a week before each meeting. **Tip**Keep one folder for the next meeting and move its papers to the archive folders after the minutes are approved. Template preview – what your guests see**Fund (GP) data room** [Use this template](https://www.helprange.com/data-room-examples/use/fund) **GP**Granite Peak Partners Secure data room Granite Peak Fund III – LP data room Start with the PPM in 01 Fund overview and the track record in 02 Track record. The DDQ is in 06 Operations & compliance. 14 documents · 7 folders Ask a question Search in this room Folders All documents**14** 01 Fund overview**2**02 Track record**2**03 Team**2**04 Fund terms**2**05 Portfolio**2**06 Operations & compliance**2**07 Subscription**2** Room settings NDA before access*Watermark with the viewer's e-mail*Download & print blocked*Screenshot protection*Q&A for guests*E-mail me when guests open documents*IP allow-list*Room expiry date* 01 Fund overview 2 PDF Private placement memorandum (PPM) 22 pages3.6 MB PDF Fund presentation 11 pages1.6 MB 02 Track record 2 PDF Prior fund performance 3 pages492 KB PDF Attribution by deal 5 pages880 KB 03 Team 2 PDF Investment team bios 18 pages2.7 MB PDF Organisation chart 14 pages2.0 MB 04 Fund terms 2 PDF Limited partnership agreement (LPA) 3 pages267 KB DOCX Side letter template 6 pages888 KB 05 Portfolio 2 PDF Portfolio company case studies 17 pages1.4 MB PDF Valuation policy 2 pages344 KB 06 Operations & compliance 2 DOCX Due diligence questionnaire (DDQ) 11 pages1.1 MB PDF ESG and compliance policies 15 pages2.8 MB 07 Subscription 2 PDF Subscription agreement 4 pages696 KB PDF KYC / AML forms 26 pages3.6 MB **Who it’s for**General partners raising a fund and the LPs, consultants and fund-of-funds reviewing it. **Typical timeline**A fund raise often takes 6–18 months; LP due diligence 4–12 weeks per investor. **Tip**Answer the DDQ once in the room’s Q&A and publish it for every LP instead of answering the same questions by e-mail. Plan badges: the setting is part of that plan and higher; the 7-day trial and the Deal Room Pass include all of them. Timelines are typical ranges, not guarantees. Companies, people and documents in the previews are fictional. ## Recommended settings at a glance The more people outside your circle see the room, the more protection it needs. Every setting can be changed per room at any time. | Setting | Startup fundraising (seed / Series A) | M&A sell-side | Due diligence (buy-side request) | Real estate transaction | Investor updates / LP reporting | Sales deal room | Board portal | Fund (GP) data room | |---|---|---|---|---|---|---|---|---| | NDA before access | – | ✓ | ✓ | ✓ | – | – | – | ✓ | | Watermark with the viewer's e-mail | ✓ | ✓ | ✓ | ✓ | ✓ | – | ✓ | ✓ | | Download blocked | ✓ | ✓ | ✓ | ✓ | – | – | ✓ | ✓ | | Screenshot protection | – | – | – | – | – | – | – | – | | Q&A for guests | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ## How to use a data room template ### Pick the closest example Click “Use this template”. The room is created with the numbered folders and the settings above. ### Fill it from your checklist Drop documents into the folders, or import your old room as a ZIP. Use the [due diligence checklists](https://www.helprange.com/due-diligence-checklist) to see what is missing. ### Invite and follow Invite guests by e-mail, answer questions in Q&A and see who read which page – then freeze and archive the room at close. Need a structure for an unusual deal? The free [AI data room index generator](https://www.helprange.com/tools/data-room-index-generator) builds one from a one-sentence description. ## Data room templates – questions What should a data room include? The documents the other side needs to make a decision, in numbered folders they can navigate without help: company and corporate records, financials, legal and contracts, people, and the folders specific to the deal – the cap table for a fundraising, leases and the rent roll for a property, the PPM and track record for a fund. How should data room folders be numbered? Number the folders in the order a reviewer reads them – 01 Company, 02 Financials, 03 Legal – and keep the numbers when you add documents, so “see 03 Legal” means the same thing in every e-mail and question. HelpRange numbers folders and documents automatically and keeps the index in order. Are these data room templates free? Yes. The folder structures on this page are free to copy. In HelpRange, “Use this template” creates the room with the folders and settings in one click; data rooms are part of Pro, Max, Unlimited, the Deal Room Pass and the 7-day free trial. Can I change the folders after the room is created? Yes. Rename, reorder, add or remove folders at any time – the index numbers follow the new order. You can also describe your deal in one sentence and let AI suggest the folders instead of a template. Which settings should every data room have? For confidential deals: an NDA before access, a watermark with the viewer’s e-mail, download blocked and e-mail alerts. Add Q&A when many people will ask questions, and freeze the room with an archive when the deal closes. Rooms for existing investors or customers usually need less – the examples show what we recommend per use case. What is the difference between a template and the due diligence checklist? A template is the room’s structure – the folders. The due diligence checklist is the list of documents a buyer or investor will ask for in each folder; you can import it into a room as a request list and track every item. ## Keep reading - [Virtual data room features](https://www.helprange.com/feature-virtual-data-room) - [Data room pricing report 2026](https://www.helprange.com/data-room-pricing-report) - [Due diligence checklists by deal type](https://www.helprange.com/due-diligence-checklist) - [How to run due diligence in a data room](https://www.helprange.com/blog/data-room-due-diligence) - [AI data room index generator](https://www.helprange.com/tools/data-room-index-generator) - [How to set up a data room](https://www.helprange.com/blog/setting-up-a-data-room) - [Deal Room Pass – one deal, paid once](https://www.helprange.com/deal-room-pass) - [Pricing](https://www.helprange.com/pricing) ## Start from a template, not a blank page Folders, NDA, watermark and Q&A set up in one click. One flat price per team – or the [Deal Room Pass](https://www.helprange.com/deal-room-pass) for a single deal. [Create a data room free](https://www.helprange.com/#signUpSection) [See pricing](https://www.helprange.com/pricing) Updated 2026-11-15