Excel · 40 items
Sell-Side Data Room Checklist
Eight folders. Forty documents. Zero scramble.
The same skeleton our advisors hand to sellers on day one. Folder structure, document register, owner, status, notes — with a live completion tracker baked into the formulas.
What's inside
- →Eight core folders covering corporate, financial, commercial, product, technology, legal, HR, insurance & tax, and ESG
- →Forty pre-populated document rows with owner and status columns
- →Built-in COUNTIF formulas that surface % complete in real time
- →Designed to drop straight into your VDR's import flow
Best for
- · Founders preparing for a sell-side process
- · Corp dev teams running a buy-side request list
- · Advisors managing seller readiness in the 4–8 weeks before launch
Read alongside
The companion guide →More templates