Guides

Virtual Data Room and Due Diligence Guides

Plain answers to the questions people ask before they choose a data room or start due diligence. Each guide teaches first, then shows where DiligensHub fits.

Getting Started

What Is a Virtual Data Room?
What a VDR is, who uses one, the features that matter, security, pricing and how to choose.
How to Set Up a Virtual Data Room
Eight steps from planning access to inviting the first bidder, and the mistakes to avoid.

Running Due Diligence

M&A Due Diligence Checklist
87 requests in eleven areas, free to download as Excel or CSV.
How to Structure a Data Room Index
A sample numbered folder structure, file naming rules, and when to renumber.

Choosing a Data Room

Virtual Data Room vs. Google Drive, Dropbox and SharePoint
What file sharing tools can and can't do for a deal, from each vendor's own help pages.
How AI Is Changing Due Diligence
What AI review does well, where people must still check, and what to ask vendors.

Look Up a Term

The M&A and Data Room Glossary defines the terms these guides use, from CIM to working capital.

Run Your Next Deal in DiligensHub

Tell us about the deal, and we'll walk you through a room set up like yours.