Free VDR Index Templates

Data Room Folder Structure Templates: Ready-to-Use VDR Index Guides

A well-structured virtual data room saves days of back-and-forth in due diligence. Use these professionally designed folder structure templates for M&A, IPO, fundraising, and other transactions — or apply them directly in eDataRooms with one click.

M&A Due Diligence Data Room Folder Structure

Standard structure used by investment banks and M&A advisors for sell-side and buy-side due diligence. Covers all major workstreams.

01. Corporate & Legal
Incorporation & Constitutional Docs
Certificate of Incorporation
Articles of Association
Shareholder Register
Board Resolutions & Minutes
Shareholder Agreements
Corporate Structure Chart
02. Financial Information
Audited Financial Statements
FY2023 Annual Report
FY2024 Annual Report
Management Accounts
Financial Projections & Model
Debt & Financing Documents
03. Tax
Tax Returns (3 Years)
Transfer Pricing Documentation
Tax Rulings & Correspondence
04. Commercial & Contracts
Customer Contracts (Top 20)
Supplier & Vendor Agreements
Distribution & Partnership Agreements
Lease & Real Estate Agreements
05. Intellectual Property
Patent & Trademark Register
IP Assignment Agreements
Software Licences
06. HR & People
Org Chart & Headcount
Key Employee Agreements
Pension & Benefits
Incentive Plans & Options
07. Regulatory & Compliance
Licences & Permits
Regulatory Correspondence
GDPR & Data Protection
08. Litigation & Disputes
Active Litigation Summary
Settled Claims

IPO Data Room Folder Structure

Designed for IPO preparation and underwriter due diligence. Covers prospectus workstreams, regulatory filings, and investor documentation.

01. Prospectus & Drafts
Draft Prospectus Versions
Red Herring Prospectus
Final Prospectus
Comfort Letters
02. Corporate Governance
Board Composition
Board Charter & Policies
Director Bios & CVs
Audit Committee Charter
03. Financial Disclosure
Audited Financials (3 Years)
Pro Forma Financials
Management Discussion & Analysis
04. Underwriting
Underwriting Agreement
Lock-Up Agreements
Road Show Materials
05. Legal
Legal Opinions
Material Contracts
IP Assignments
06. Regulatory
Exchange Filing Documents
Regulatory Approvals
SEC / FCA Correspondence
07. Cap Table & Shareholders
Pre-IPO Cap Table
Post-IPO Ownership Structure
Option & Warrant Schedule

Fundraising & Investor Data Room Folder Structure

Used for Series A–D and growth equity rounds. Designed to answer investor questions in a structured, secure virtual data room environment.

01. Company Overview
Pitch Deck
Executive Summary
Company History & Milestones
02. Product & Technology
Product Roadmap
Technology Architecture
IP & Patent Documentation
03. Financials
Historical P&L & Balance Sheet
Financial Model & Projections
Unit Economics Analysis
Cap Table
04. Market & Competitive Analysis
Market Size & TAM/SAM/SOM
Competitive Landscape
Customer Research
05. Go-to-Market
Sales & Marketing Strategy
Customer Pipeline & Contracts
Partnerships
06. Team & Operations
Org Chart
Key Employee Bios
Hiring Plan
07. Legal & Corporate
Certificate of Incorporation
Previous Financing Docs
Term Sheet (Current Round)

Why Data Room Folder Structure Matters

A disorganized data room wastes due diligence time, signals poor management quality, and creates security risks. A well-structured virtual data room does the opposite.

Faster due diligence

Investors and buyers can find documents without asking your team. Every day saved in due diligence reduces deal risk.

Professional impression

A clean, indexed data room signals operational maturity and attention to detail — key factors in buyer confidence.

Better access control

A logical folder hierarchy makes it easy to set granular permissions — give each buyer group access only to the documents they need.

Apply These Templates Instantly in eDataRooms

eDataRooms includes pre-built M&A, IPO, fundraising, and due diligence folder structure templates. Apply with one click and customize to your deal.