How do you organize the sellside dataroom?
I'm curious to hear how people are organizing your dataroom and how do you bucket each item?
Trending Content - Investment Banking Forum
| +69 | Wealthy Parents / Jaded | 22 | 17h |
| +48 | How are hours rn for SA (interns) | 29 | 5h |
| +45 | Venezuela Debt Restructuring - LAZ vs CVP | 20 | 4h |
| +40 | Background check issue IB Full Time | 23 | 17h |
| +36 | A COMPLETE GUIDE TO SUMMER INTERNSHIP RECRUITING | 8 | 1h |
| +30 | Boutique firm wants access to my LinkedIn? | 13 | 9h |
| +27 | Investment Banking in Mexico | 7 | 1d |
| +25 | MM bottom bucket bonus | 9 | 2d |
| +24 | UBS GIG, LevFin, FSG Interns working Sundays and 85 hour weeks their first week? | 12 | 13h |
| +21 | Excel macros for QOL formatting | 0 | 2d |
Career Resources
Grouping is pretty self explanatory, just off the dome
1. Gen/corporate -> organizational docs, financing docs, etc
2. Financial -> audited FINS, sell side model, quality of earnings, etc
3. Ops -> KPIs mgmt tracks, vendor agreements
4. Employees -> census data, employment agreements, sample offer letters
5. IT -> IT stuff
6. Insurance -> insurance agreements
7. tax -> income tax returns, step up analysis, etc
8. Transaction docs - SPA, skeleton disclosure schedules, etc?
Depends, is this an H.I.G. sellside or are you working for a normal sponsor?
iykyk
Et eum soluta repellendus. Aliquid totam omnis sequi atque vero dolore qui. Impedit sint eos possimus a sapiente provident minima. Eveniet ut harum est sint eaque ut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...