Ideals virtual data room overview
Ideals is a leading virtual data room provider designed to streamline the secure storage and sharing of sensitive documents throughout various business processes, such as complex financial transactions or corporate deal management.
Ideals offers tailored solutions for M&A sell-side, M&A buy-side, M&A advisory, fundraising, real estate investment, and life sciences. You need only one platform to simplify your workflows, protect sensitive data, and accelerate deal processes.
Trusted by 2M leading professionals globally, Ideals has become the G2 market leader with an impressive Satisfaction Score of 99/100. Users love its ease of use (9.6), impeccable customer service (9.6), and smooth setup (9.5).
On Capterra, Ideals scores 4.8/5, praised for user-friendliness (4.7), customer service (4.8), and robust features (4.6).
Additionally, Ideals offers a transparent and predictable pricing model, eliminating the hidden costs that come with outdated per-page fees. With the usage-based pricing, you only pay for the storage you actually use, giving you full control over your budget and ensuring accurate cost planning.
With Ideals, where, as the company claims, vision meets precision, you can secure your project’s success with a trusted and intuitive data room.
Who benefits from Ideals virtual data room?
Being one of the most popular providers, Ideals data room offers a huge variety of useful features and enhanced security, keeping your information safe.
It offers tailored solutions for:
- M&A sell-side. Ideals streamlines transactions by securing document sharing, tracking bidder engagement, and simplifying Q&A. It ensures smooth due diligence, minimizes delays, and keeps stakeholders aligned.
- M&A buy-side. Ideals helps buyers make informed high-stakes business decisions with secure document access, real-time insights, and advanced tracking to accelerate due diligence.
- M&A advisory. Advisors can efficiently manage multiple transactions with structured workflows, real-time tracking, and secure collaboration tools like the Staging Hub and integrated Q&A.
- Fundraising. Ideals enables secure investor communication, fast-tracks due diligence, and streamlines document management to accelerate capital-raising efforts.
- Real estate investment. Ideals simplifies real estate transactions by securing due diligence reports, facilitating investor collaboration, and providing real-time visibility into deal progress.
- Life sciences. Research institutions and pharmaceutical companies benefit from audit trails, compliance tracking, and seamless collaboration across teams.
Ideals virtual data room’s client list features many large names, such as Deloitte, KPMG, Citi, and others. WIth Ideals, these organizations can simplify project management, streamline compliance audits, accelerate global expansion, enhance collaboration, ensure data security, and manage high-stakes transactions with ease.
Ideals virtual data pricing
The provider offers three tariff plans — Core, Premier, and Enterprise. Let’s explore each in detail.
| Core | Premier | Enterprise | |
| Best for | For small to medium deals | For high-stakes transactions | For handling multiple projects |
| Description | Security and cost-effectiveness | Advanced data protection and premier services | Scalability and unlimited VDR potential |
| Essentials | • Single project • Five administrators • Unlimited users • 0.5–2 GB of storage | • Single project • Unlimited administrators • Unlimited users • Tailored storage (up to 250 GB) | • Unlimited projects • Unlimited administrators • Unlimited users • Tailored storage (up to 10 TB) |
| Core features | • 24/7 multilingual support • AI redaction • Customizable watermarks • Standard Q&A management • Reports and audit trails | Best of Core, plus: • Extended Premier service • Custom reports • Advanced data protection | Best of Premier, plus: • Multi-project management • Project predefined settings • Single-sign-on |
| Document management | • Multi format support • Automatic indexing • Version control • Screenshot prevention • Optical character recognition (OCR) • Full text search | Best of Core, plus: • AI document search • Document translation • Labels | Best of Premier, plus: • Data synchronization across projects |
| Security | • 2-step verification • Granular access permissions • Granular document permissions | Best of Core, plus: • IP address restriction • Email verification | Best of Premier, plus: • Location-based access restrictions |
| Support | Standard 24/7 email, chat and phone support | Premier support with a dedicated project management team | Premier support with a dedicated project management team |
| Collaboration | • Due diligence checklist • Notes • Frequently asked questions • Advanced Q&A workflows | Best of Core, plus: • Q&A approver role | Best of Premier, plus: • Full Q&A workflow functionality |
Ideals offers a 30-day free trial with full functionality and dedicated customer support, allowing you to test the data room with real transactions. A trial room seamlessly transitions to a subscription when you choose a plan.
Pricing is usage-based — you only pay for what you use, ensuring cost efficiency, flexibility, and full control over your budget.
Ideals virtual data room features
Ideals’ virtual data room software offers a wide range of features. Let’s explore the most important ones.
| Features | What’s included |
| Document management | • Bulk upload. Upload multiple files quickly, up to 1 GB in 25 seconds. • Drag-n-drop. Easily add files from desktop, mobile, USB, SharePoint, or OneDrive. • Full-text search. Instantly find documents using keywords, filters, and labels. • Automatic file indexing. Organize and re-index files as they are uploaded or moved. • Desktop sync. Sync files between local folders and the virtual data room space. |
| Access management | • Detailed user permissions. Control access with 8 customizable levels for different user roles (None, fence view, view, download encrypted PDF, print, etc.) • Two-factor authentication. Adds an extra layer of protection for user logins. • Scheduled access. Set expiration dates or deactivate access instantly. • Group-based user management. Virtual data room administrators can invite users and manage them in organized groups. • Centralized access control. Assign, revoke, or modify user access in bulk or individually. |
| Document security | • Watermarks. A watermark is a mark on a document that shows who and when accessed it, helping to prevent unauthorized distribution. • Redaction. It allows data to be blacked out in a document, protecting highly confidential or personally identifiable information. • Fence view. It prevents screenshots by displaying documents behind a barred screen |
| Q&A management | • Centralized Q&A. Manage, track, and control the entire Q&A process from one place. • Role-based access. Restrict Q&A visibility and participation based on user roles. • Automated workflows. Assign questions to experts, set approvals, and streamline responses. • FAQ creation. Compile frequently asked questions for quick reference. • Excel import. Upload questions and answers in bulk for efficiency. |
| Reporting | • Activity log. Track all project activity in real time. • Engagement matrix. Track user interest and document interactions to improve communication strategies. • Data storage report. Monitor storage usage, optimize content organization, and manage costs effectively. • Report subscriptions. Customize notifications and receive key insights regularly to stay informed. |
| Security compliance and certification | • ISO 27001:2013 certified. Continually updated to meet high-risk management standards for enterprise-grade security. • SOC 2 & SOC 3 certified. Ideals follows strict security principles including communication, risk management, and access controls to protect data. • GDPR–compliant. The company ensures the privacy and integrity of personal data while adhering to local data protection laws and security regulations. |
Ideals virtual data room deployment
Ideals software is compatible with any operating system and device type. There is no need to install any additional plug-ins. Users can access the virtual data room Ideals’ VDR setup through web-based desktop browsers on Microsoft, Mac, and Linux, mobile devices running on iOS and Android, and offline extensions.
Ideals team made sure that the initial set-up of the platform is very user-friendly, even for the users without any previous experience. Customers can access the Ideals virtual data room at their convenience via a mobile device or a computer from anywhere in the world.
include solutions like Google Drive, Zoom, Microsoft Office, and more. The well-organized user interface and versatile features available across many platforms make the Ideals data room one of the best solutions for international projects and global enterprises.
Additionally, the Ideals virtual data room assistant team is always available to deliver the needed software deployment advice via an extensive knowledge base, phone support, or dedicated-manager calls.
System requirements
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Ideals virtual data room customer support
The Ideals customer support team does everything possible to deliver great service to all users at any time. The support is available to answer user queries, resolve issues, and supply various help resources via e-mail, phone, and chat. Dedicated project managers will also train the new customers on using the Ideals virtual data room effectively.
Users can reach the support team which is available 24/7 every day. Support managers can speak 12 languages and are always ready to guide you through the process and provide you with training if you need it.
Most of the customers’ feedback regarding Ideals virtual data room highlights its excellent support, and the company is consistently leading across G2, Capterra, and other platforms aggregating user reviews for business software for its outstanding customer service.
FAQ
The Ideals virtual data room requires a 2 GHz 64-bit processor, at least 2 GB of system memory (8 GB recommended), and an internet connection with 10 Mbps speed (100 Mbps recommended). It supports Windows 10/11, macOS 10.15 or later, iOS 15 or later, and Android 10 or later. For browsers, it works with Google Chrome 131 (recommended), Safari 18, and Microsoft Edge 131 or newer versions.
Go to the Documents tab and choose between uploading from your computer or external storage. You can drag and drop files directly into the document tree or click the “Add” button to select files or folders. During the upload, you can track progress with a progress bar and add more files to the queue. For external uploads, sign in to OneDrive or SharePoint, select the files, and they will be uploaded directly.
Ideals virtual data room protects data with military-grade encryption. In addition, the data room provides features such as two-factor authentication, fence view, dynamic watermarks, secure spreadsheet viewer, and granular user permissions, ensuring airtight security throughout the deal.
The Ideals virtual data room offers 15 languages in the interface, 13 languages for customer support, and 6 languages in the Help Center, ensuring accessibility for users worldwide.
The Ideals virtual data room pricing is tailored to each customer’s specific needs and storage requirements. To learn more about pricing, you can contact the Ideals sales team for a personalized consultation.