M&A Data Room Manager
The ready-to-use structure for your virtual data room — prepare, manage buyer questions, review the tech.
M&A Data Room Manager
The ready-to-use structure for your virtual data room — prepare, manage buyer questions, review the tech.
- Ready data room index: 83 documents across 13 areas, status per document via dropdown
- Q&A tracker: every buyer question with priority, answer and reference to the data room document
- Tech due diligence: 52 review points on code quality, licences and open-source risks
- Automated dashboard for completion rate and answer rate
Who it is for.
The M&A Data Room Manager is built for owners preparing a sale, succession or investor entry, as well as for buyers and advisors — tax advisors, lawyers, M&A boutiques and search funds — who need to review a target company in a structured way.
The tech due diligence checklist is particularly useful for software and tech companies whose value lies in code, architecture and licences.
What you get.
An Excel workbook with five sheets — instructions, an automated overview dashboard, a data room index (83 documents across 13 areas from corporate law to ESG), a Q&A tracker for buyer questions and a tech due diligence checklist with 52 review points on code quality, open-source licences, security and dependencies.
Status dropdowns, traffic-light logic and formulas are pre-configured. You add content; the dashboard updates automatically.
Frequently asked questions.
In what format do I receive the Data Room Manager?
As an Excel workbook (.xlsx). The download starts immediately after payment; we also send you the workbook and invoice by email. The workbook works with Microsoft Excel, LibreOffice Calc and Google Sheets.
Is the workbook useful for sellers and for buyers?
Yes. Sellers use it to prepare their data room in a structured way; buyers and advisors use the same structure to review the target. The Q&A tracker keeps the question-and-answer process transparent for both sides.
Does the workbook replace professional due diligence or advisory?
No. The workbook brings structure, completeness and transparency upfront. It does not replace a guided commercial, financial, tax and legal review under an engagement.
Looking for individual support? See our services at Sell a company and Buy a company.