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Data Room Diagnostic — Intake Form
Section 1 — Transaction Context
Transaction type
*
Transaction type
A
Fundraising
B
M&A sale
C
Debt financing
D
Public tender
E
Other
Target close/submission date
*
Stage of process
*
Stage of process
A
Early prep
B
Active discussions
C
LOI signed
D
Deadline < 30 days
What has your investor/buyer asked for so far?
*
Section 2 — Current Data Room Status
Where is your data room hosted?
*
Where is your data room hosted?
A
Google Drive
B
Notion
C
Datasite
D
SharePoint
E
Nothing yet
F
Other
Document checklist
*
Document checklist
Articles of incorporation
Audited financials
Last 3 years P&L
Employment contracts
IP assignments
Customer contracts
Insurance
Bank statements
Other
How many documents do you currently have ready?
*
How many documents do you currently have ready?
A
1–10
11–30
31–50
50+
What's your biggest concern about your data room?
*
Share a link or describe your data room access
*
Preferred language for the report
*
Preferred language for the report
A
EN
FR
Best email to receive your report
*
Section 4 — Company Info
Company name and your name
*
Submit