Data Room Setup & Index
A due-diligence-ready data room, structured right.
A complete virtual data room folder structure and index tailored to your deal type, so diligence runs smoothly.
Pilot — free during testing
Output formats
Excel
What's included
Data room index + folder template + guidance
What you provide
Deal type, company basics
What you’ll get — tailored to your business
- Data room index + folder template + guidance — built from your numbers
- A transparent view of every input and assumption you gave us
- A plain-language explanation of what it means for your business
- Practical next steps for your team
Inside the deliverable
A typical structure — yours is built from your numbers.
Data Room Setup & Index — what it covers
- 1Executive summary
- 2Key assumptions
- 3Core analysis
- 4Scenarios and sensitivities
- 5Recommendation and next steps
See it live at launch — every deliverable is generated from your own inputs.
Built from your numbers, guided step by step.
You provide the inputs (or upload the files you have), the engine builds your data room setup & index from them, and you get the deliverable plus a plain-language explanation of what it means.
- Step 1
You provide your inputs
Answer guided questions or upload the files you already have — rough numbers are fine.
- Step 2
The engine builds it from your numbers
Our expert engine works through your figures, market and goals using proven methods.
- Step 3
You get the deliverable, explained
A finished document tailored to your business, plus a plain-language summary of what it means.
New to this? We'll walk you through it. Every question comes with a plain-English explanation, sensible starting points, and no jargon — you'll be guided step by step.
How far should we take it for you?
Keep it updated
Add maintenance for $0/mo and we refresh your output as your numbers change.
What you’ll need
- Deal type
- Company basics
Ratings & reviews
Reviews come from customers who have completed an order for this solution — one review each, editable any time.
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Questions, answered
Built for founders, finance leads and advisors who need a credible data room setup & index without waiting weeks for a consultant.
Built by humans, for humans — with AI doing the heavy lifting. Every deliverable is generated by our expert engine from the inputs you provide, following methods designed and reviewed by experienced practitioners.
New to this? We'll walk you through it. Every question comes with a plain-English explanation, sensible starting points, and no jargon — you'll be guided step by step.
Data Room Setup & Index · Professional
Pilot — free during testing