Pick the deal type, untick what does not apply and download a numbered folder index (CSV for Excel or Google Sheets). No e-mail required.
Opens in Excel, Numbers or Google Sheets (File → Import). A practical starting point – adapt it with your advisers.
Create the folders in a HelpRange data room, invite buyers or investors with an e-mail code, require your NDA, and see which documents each party reads.
A data room index is the numbered table of contents of a due diligence data room: 1. Corporate, 2. Financial, 3. Tax, 4. Legal… Buyers and investors expect it, and it keeps questions organised.
No – it is a practical starting point used by advisers; adapt it to your deal with your lawyers.
Yes – the numbering matches a folder structure you can recreate in any data room, including HelpRange.
No. The checklist runs in your browser.