Mergers and acquisitions files For corporate development, legal and finance teams
Every deal.
From NDA to integration.
FilePlan 365 gives every deal its own secure file inside SharePoint. NDAs, due diligence, agreements and completion papers are filed to the right deal, with the strongest protection, automatically.
Works inside SharePoint
Deal details from your deal pipeline
30-day free trial
1
Deal details
Deal code name, target, stage and deal lead, taken from your deal pipeline.
2
Document types
The same labelled folders for every deal, down the left.
3
The deal’s documents
Everything filed to that deal, in the wider panel on the right.
What is FilePlan 365?
A digital filing cabinet, built into SharePoint
Think of a filing cabinet with a drawer for every deal, and the same labelled folders inside each drawer. FilePlan 365 does exactly that inside SharePoint, the place your organisation already keeps its documents.
No new system to learn
Your team works in SharePoint and Microsoft 365, just as they do today. There is nothing extra to install on anyone’s computer.
Filed once, found in seconds
Every document goes into the right deal file and folder, so anyone with access can find it straight away.
Kept as long as it should be
Each document is protected and kept for the right length of time, without anyone having to remember the rules.
Connected to your deal pipeline
Deal details arrive automatically
You never retype a deal code name, target or adviser. FilePlan 365 picks up each deal’s details from your deal pipeline, so every new deal has a file ready the moment it enters the pipeline.
When a deal changes
A move to the next stage, a new adviser or a new deal team member is picked up automatically, so every file stays accurate.
When a deal completes or is dropped
The completion date flows across too, and the clock for how long the file is kept starts by itself.
For your IT team
A Power Automate flow keeps a SharePoint list of deals up to date from your deal pipeline. FilePlan 365 reads that list. No custom code, and it stays inside your Microsoft 365 tenant.
The deal file plan
Every deal organised the same way
Each deal file has the same six folders, so everyone knows where a document belongs and where to find it.
1
Origination
Teasers, NDAs, initial analysis
Kept for: 6 years after completion
2
Due diligence
Financial, legal, commercial and tax reports
Kept for: 12 years after completion
3
Valuation and approval
Models, investment papers, board approval
Kept for: 12 years after completion
4
Agreements
Heads of terms, SPA, disclosure letter
Kept for: 12 years after completion
5
Completion
Completion statement, funds flow, filings
Kept for: 12 years after completion
6
Integration
Integration plan, Day 1 checklist, warranties
Kept for: 12 years after completion
Retention periods are examples. You can match them to your own retention schedule.
Templates
Start with our Deal files template. Make it your own.
You don’t have to design a filing system from scratch. The ready-made Deal files template gives you the folders, document types and protection settings above in a few clicks. Then change anything you like.
1
Choose the Deal files template
Pick “Deal files” from the template gallery when you set up FilePlan 365.
2
Use it straight away
Your deal files, folders and document types are created for you, ready to start filing.
3
Make it your own
Rename folders, add your own document types, and set how long each is kept, to match your deal process and approvals.
Find a deal
Any deal file in seconds
Start typing and FilePlan 365 shows matching deals straight away. No more hunting through folders or asking a colleague where something was saved.
1
Type a few letters
Search by deal code name, target or adviser.
2
Narrow it down
Filter by stage, sector, deal lead or status if you need to.
3
Open the file
Click a deal to see everything filed to it.
People only ever see the deals and documents they are allowed to see.
Advanced search
Answer questions across every deal file
Tick a few options and FilePlan 365 finds every matching document across all your deals. Perfect for investment committees, warranty claims and post-deal reviews.
Investment committeeEvery valuation model and approval paper this year
Warranty claimAll disclosure and due diligence for one deal
Post-deal reviewEvery integration plan for completed deals
Compliance, without the jargon
Protected and kept for the right time, automatically
FilePlan 365 uses the security and retention tools already in your Microsoft 365, known as Microsoft Purview. You decide the rules once, and they’re applied to every document.
Kept for the right time
Deal files are kept for twelve years after completion, to cover warranty claims. Completion starts the clock automatically.
Only the right people can see it
Every deal document is marked Highly confidential and restricted to the deal team.
Deal details stay inside
Documents marked Highly confidential can’t be shared outside your organisation.
These are example settings. You choose the labels and timescales that match your own policies.
Why teams choose FilePlan 365
Less time hunting documents. More time doing deals.
One file per deal
NDAs, due diligence, agreements and completion, in one place.
Ready on entry
New deals arrive from your pipeline with their file set up.
Warranties covered
Find the disclosure letter for any deal in seconds.
Kept long enough
Twelve-year retention is applied automatically.
Every deal file.
Always in order.
Try the Deal files template free for 30 days, in your own Microsoft 365 tenant.
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