Data Room Index Summary



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Data Room Index Summary

|Section | |Contents |

|1 | |Organization – Corporate Records of the Company |

|2 | |Management Documents |

|3 | |Facilities, Real Estate, Leases, and Tangible Personal Property |

|4 | |Operations |

|5 | |Patents, Trademarks, Copyrights and Technology |

|6 | |Material Contracts and Agreements |

|7 | |Information Regarding Customers and Distributors |

|8 | |Employee Matters |

|9 | |Financial and Accounting |

|10 | |Taxes |

|11 | |Litigation |

|12 | |Insurance, Risk Management, and Health and Safety |

|13 | |Environmental |

|14 | |Other Information |

1. ORGANIZATION – CORPORATE RECORDS OF THE COMPANY

| |Documentation/Information Supplied |Copy |

| | |(Y/N) |

|1.01 |Organizational chart listing all legal entities which are part of QRS Corporation (“the Company”) including ownership | |

| |structures. | |

|1.02 |Articles of incorporation, including all amendments thereto. By-Laws, including all amendments thereto. | |

|1.03 |Minutes of meetings of (or written consents in lieu of meetings): | |

| |Board of Directors; | |

| |All committees of the BoD; and | |

| |Stockholders. | |

|1.04 |List of jurisdictions in which the Company is qualified or has applied for qualification to do business, as well as | |

| |evidence of such qualification or application. | |

|1.05 |List of jurisdictions where the Company has substantial contacts (e.g. real or personal property, owned or leased, | |

| |employees, etc.). | |

|1.06 |Description of equity ownership and copies of any agreements relating to equity ownership or voting. | |

|1.07 |Ledger of all issued warrants, warrant agreements, options, option agreements and other rights to subscribe for | |

| |securities. | |

|1.08 |Voting agreements, voting trusts, shareholder agreements, registration rights agreements, and/or other similar | |

| |agreements. | |

|1.09 |Stock purchase, exchange, redemption and repurchase agreements and stock restriction agreements. | |

|1.10 |List of the Company’s current equity security holders (including holders of voting and nonvoting stock and options). | |

| |Explanation of any business or family relationship between major shareholders and officers, directors or other | |

| |stockholders of the company | |

|1.11 |List of officers and directors | |

2. MANAGEMENT DOCUMENTS

| |Documentation/Information Supplied |Copy |

| | |(Y/N) |

|2.01 |Organization charts by operating groups: | |

| |Corporate. | |

| |Operational. | |

|2.02 |Product and services literature. | |

|2.03 |Strategic plans/annual operating plans (last five years). | |

|2.04 |Management contracts and compensation. | |

|2.05 |Management control reports. | |

|2.06 |Management information reports (budgets, variance reports, etc.). | |

|2.07 |Management information systems (financial and operational systems): | |

| |Description of hardware and software. | |

| |Listing of projects in development. | |

| |Current MIS staff. | |

PARTIAL DOCUMENT – THE REMAINDER IS NOT SHOWN. GET THE FULL DOCUMENT HERE.

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ADDITIONAL TEMPLATE PREVIEWS

Click Link to Preview Document

|Guides |Tools and Templates |

|Due Diligence Best Practices |Overall Checklist - Ver1 |

|Critical Issues In HR Due Diligence |Overall Checklist - Ver2 |

|Physical vs. Virtual Data Rooms |Overall Checklist - Ver3 |

|MARKET, INDUSTRY, AND COMPANY, RESEARCH |Overall Checklist - Ver4 (No Preview) |

|Getting Behind the Numbers (No Preview) |Overall Checklist - Ver5 |

| |Technology Checklist |

| |HR Checklist - Ver1 |

|  |HR Checklist - Ver2 (No Preview) |

| |Financial Checklist |

| |Services Business Checklist |

| |Culture Audit - Ver1 |

| |Culture Audit - Ver2 (No Preview) |

|  |Software Product Checklist |

| |Distressed Business Checklist |

| |Data Room Contents |

| |PowerPoint Presentation Templates - Big Time Saver! |

 

 

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