M&A
A comprehensive M&A data room template designed for both buy-side and sell-side due diligence processes. Streamline your merger or acquisition with organized documentation.
Explore M&A Data Room
Navigate through the complete data room structure and organization
How to Create Your M&A Data Room
Follow these 4 simple steps to create a professional data room like M&A
Bulk Upload Your Documents
Upload all your fundraising documents at once using drag and drop. Organize them into folders for easy navigation by investors.
Create Link to Share
Generate a secure, custom link for your data room. Add password protection and set expiration dates for enhanced security.
Use Granular Permissions
Control access to specific folders and documents. Progressively open sections as your fundraising round advances.
Share Custom Link
Share your branded data room link with investors. Track who views what and for how long with built-in analytics.
Secure Papermark Data Room for M&A
Key features that helped close their M&A Transactions round
Document-Level Permissions
Control access to sensitive materials during different phases of due diligence
Learn more →M&A Data Room Structure
Comprehensive organization that gave investors complete transparency
Executive Summary
Transaction overview and investment highlights
Corporate Structure & Governance
Corporate documents, board materials, and shareholder agreements
Financial Information
Historical financials, audited statements, management accounts, and projections
Legal & Compliance
Material contracts, litigation & disputes, regulatory compliance, permits & licenses
Intellectual Property
Patents & trademarks, licenses & assignments, and IP agreements
Contracts & Agreements
Customer contracts, supplier agreements, and partnership agreements
Human Resources
Employee list, employment agreements, benefits & compensation, and org chart
Tax Documents
Tax returns and tax assessments
Assets & Liabilities
Real estate, equipment & inventory, and debt & obligations
Insurance
Insurance policies and claims history
Related Data Room Examples
Explore similar data room structures for your use case
Real Estate
real estate
Comprehensive data room for property deals, development projects, and REITs
Legal
legal
Comprehensive legal data room for corporate transactions and compliance
Investment Banking
investment banking
Virtual data room for M&A transactions, IPOs, and debt offerings
