Make diligence onboarding feel premium.
Today, turn messy Excel indexes into clean data-room structures. Next, replace spreadsheet IRLs and email chasing with a client onboarding portal that collects requests, tracks status, and builds the data room as files arrive.
Live preview
IRL index → data room
Today
Excel / CSV builder
Next
Client IRL portal
Later
AI diligence agent
Designed for teams who want client onboarding to feel controlled and professional — from the first IRL request through to a clean, diligence-ready room.
Purpose-built for deal teams
Data rooms are the output. Client onboarding is the workflow.
Start with the live Excel-to-folder builder, then move upstream into IRL collection, client uploads, review tracking, and eventually AI-powered diligence navigation.
Excel-to-folder automation
Map Level 1–5 columns into a diligence-ready hierarchy without creating folders one by one.
Visual hierarchy preview
See the full tree before export so duplicate names, missing levels, and awkward sections are easy to catch.
Drag, rename, and clean up
Adjust the folder structure in the browser before downloading the final ZIP.
Reusable IRL template
Start from a structured request list today, then standardise future onboarding around one consistent diligence format.
Client onboarding portal — coming next
Replace Excel trackers with a guided client checklist for owners, deadlines, uploads, comments, and review status.
AI diligence assistant — roadmap
Once documents are uploaded and indexed, ask questions and jump to the exact file, page, table, or clause behind the answer.
Templates module
Banker-grade structures before the room exists.
Use downloadable sample structures today to standardise the first cut of a data room. The template marketplace and managed IRL workflows are planned product layers, not claimed as live marketplace functionality.
Sample library
Transaction templates
Sell-side M&A
CIM support, corporate, financials, tax, commercial, legal, HR
Buy-side diligence
Q&A intake, management sessions, findings log, workstream folders
Fundraising
Investor materials, KPI packs, governance, subscription docs
Debt financing
Credit pack, security docs, covenant model, bank Q&A
Legal diligence
Corporate records, material contracts, disputes, regulatory
FDD / QoE
Trial balance, revenue bridge, EBITDA adjustments, NWC
Real estate
Title, leases, rent roll, capex, environmental, insurance
SaaS metrics
ARR bridge, cohorts, churn, CAC, pipeline, product usage
Healthcare
Licensing, payor mix, physician contracts, compliance
Manufacturing / Industrials
Plants, inventory, suppliers, EHS, capex, quality
Free data room guides
Need help creating the folder structure? Start with the guide that matches your process.
Original templates for data room folder structures, M&A due diligence checklists, investor data rooms, sell-side preparation and numbered folder indexes.
Data room folder structure
Create a clean data room folder structure with a practical numbered template for M&A, fundraising, investor diligence and sell-side preparation.
M&A due diligence checklist
A practical M&A due diligence checklist covering financial, legal, tax, HR, commercial, IT and operational documents buyers commonly request.
Investor data room checklist
Prepare a fundraising data room with a practical investor checklist covering pitch materials, financial model, cap table, legal, product, customers and KPIs.
Data room index template
Learn how to create a numbered data room index template that is easy to scan, expand and convert into folders for due diligence.
Virtual data room setup
A practical guide to setting up a virtual data room for a business sale, including folder structure, permissions, staging and buyer-ready preparation.
Sell-side data room preparation
Prepare a sell-side data room before launching a sale process with a practical checklist for sellers, founders and advisers.
Targeted resources for searches like “create a data room folder structure”, “M&A due diligence checklist”, “data room index template”, “fundraising data room template” and “secure virtual data room setup”.
Upcoming workflow layer
Replace Excel IRLs and email chasing with a portal clients can actually follow.
The next product layer moves upstream: advisers create the information request list, clients get a guided workspace, reviewers track completeness, and the data room builds from approved submissions.
Advisor creates IRL
Start from an M&A, FDD, legal, debt, or sector request list.
Client portal opens
Clients see a guided checklist instead of a raw spreadsheet.
Files land against requests
Uploads, owners, due dates, and gaps stay tied to each IRL line.
Review loop is captured
Comments, status, and accepted / rejected items stay visible.
Room auto-builds
Approved files shape the data-room folder skeleton and export path.
Product path
Honest roadmap
Live now
Index-to-folder ZIP builder
Excel/CSV in. Clean hierarchy preview, browser edits, ZIP skeleton out.
Coming next
Client onboarding + IRL portal
Advisor issues the request list; client submits files against tasks with status and review.
Roadmap
BYO-cloud VDR + AI diligence agent
Connect the live room, ask diligence questions, and cite exact source files, pages, tables, and clauses.
Professional client experience
A controlled submission flow instead of ad hoc email attachments.
Faster diligence readiness
Spot missing owners, overdue requests, and review bottlenecks earlier.
Cleaner rooms by default
Every accepted file already knows which section it belongs in.
How it works
From IRL request to diligence-ready room.
The current product removes the manual folder-building work. The roadmap turns the same workflow into a professional client onboarding and diligence collection system.
Live now: build from an index
Upload an Excel/CSV request list or folder index with Level 1–5 columns and convert it into a clean data-room structure.
Coming next: onboard the client
Issue IRLs through a branded portal so clients see tasks, owners, due dates, comments, and upload status instead of another spreadsheet.
Roadmap: diligence intelligence
As files arrive, the room becomes searchable and AI-ready — with answers tied back to the exact source documents and references.
Product walkthrough
Live builder today. Client onboarding next.
Testimonials
What customers say