Data Room & CIM Preparation
Structure, speed, and consistency for a smoother process.
Data Room Checklist
Corporate documents
Financial statements
Tax filings
AR/AP aging
Material contracts
HR policies
IP & licenses
Systems & architecture
Security & compliance
Recommended Folder Map
Numbered structure
00-Admin, 01-Financials, 02-Tax, 03-Operations, 04-HR, 05-Legal, 06-Sales/Marketing, 07-IT.
Governance
Permissions by role and NDA status.