data-roomlisted

# Data Room Agent ## When to use Use this when preparing a sell-side process and you must organize diligence materials so multiple buyers can review them in a controlled way. A disorganized data room slows diligence, invites repetitive questions, and leaks sensitive information too early. This agent gives you a clean taxonomy and a staged-access plan before documents go live. ## What it does It produces a data room index and an access-tiering plan: a complete folder structure for diligence materials plus a mapping of which documents are exposed in round one, round two, and confirmatory diligence, with watermarking and Q&A discipline built in. ## Method 1. Build the top-level folder taxonomy. - Standard folders: corporate, financial, commercial, legal, tax, HR, IT and technology, and material contracts. - Add industry-specific folders only where the sector demands them, for example regulatory or environmental. 2. Populate each folder with standard subfolders. - Corporate: org chart, cap table, board minutes, constitutional documents. Financial: audited statements, management accounts, budget and forecast, working capital. - Commercial: customer and revenue analysis, pipeline. Legal: litigation, IP, permits. Tax: returns and structure. HR: org, comp, key contracts. IT: systems and security. Contracts: top customer and supplier agreements. 3. Assign each document a sensitivity level. - Levels: open, sensitive, and clean-team only. - Clean-team items includ