This Private Equity Due Diligence Index helps sellers and their advisers structure a comprehensive, transaction-ready data room so bidders can assess the opportunity, quantify risks and reach decisions with confidence. It is designed specifically for buyout and growth investments and brings together the information that underpins the investment thesis, value creation planning and financing decisions in one central place.
We provide a free Excel template as well as the suggested folder structure in a downloadable .zip file, so you can get started immediately and avoid rebuilding the folder structure from scratch. The index is organised into seven core areas covering: introduction and deal materials, business and value creation, legal and governance, financials and capital structure, human capital and incentives, post-acquisition performance and PE initiatives, and a highly confidential red room.
Use this index to create a clear, investor-friendly data room that speeds up due diligence, reduces follow-up requests and keeps your deal team aligned from day one. Upload and manage files efficiently in Drooms, then tailor the structure to your sector, transaction type and diligence scope if needed. Download the index now and set up a due diligence-ready data room without delays.
