Data room checklist

A data room checklist should be organised by category so the other side can navigate quickly. For M&A due diligence that means corporate documents, financials, legal and contracts, commercial, people and compliance. For a fundraise it is cap table and company documents, financials, product and technology, market and traction, team and legal. For an Inland Revenue tax audit it is income and returns, accounting records, payroll, indirect tax, deductions and prior Inland Revenue correspondence.

It is the standard list of documents a buyer or investor expects to review before completing a transaction. Preparing it in advance, organised into clearly named folders, is the single biggest thing you can do to keep a deal moving. ShareAndGo's built-in Document Request List turns the checklist into assignable, trackable requests inside the room.

Mirror your checklist as the top-level folder structure, one folder per category, and name files consistently (date, party, document type). Keep a single source of truth so versions do not drift. ShareAndGo lets you seed the folder tree from a checklist template and auto-files provided documents into the right category folder.

Yes. This page is an interactive checklist you can tick through and print for M&A due diligence, fundraising or an Inland Revenue tax audit. Inside ShareAndGo, the same checklists exist as one-click templates that become a live Document Request List, so you can assign items and track what is outstanding.