What I like most about iDeals Virtual Data Room is the balance between ease of use and strong security. The interface is intuitive, so it’s straightforward to organize documents, manage user permissions, and share sensitive information with stakeholders. The detailed audit trails and granular access controls offer great visibility and give me confidence when handling confidential data. I also appreciate the platform’s reliability, quick document access, and responsive customer support, which help keep projects and due diligence processes running smoothly. Review collected by and hosted on G2.com.

One area that could be improved is the pricing, which can feel relatively high for smaller teams or organizations working with limited budgets. Also, although the platform includes many advanced features and security settings, some of these options come with a learning curve for first-time administrators. That said, my overall experience has been positive, and the platform has performed reliably. Review collected by and hosted on G2.com.

For the features it offers, Ideals provides excellent value. The platform includes everything we need—secure document sharing, version control, full-text search with OCR, and detailed reporting—without unnecessary complexity. The fact that unlimited users are supported across plans is a major plus, and the setup is quick, taking only about 15 minutes to get started. Review collected by and hosted on G2.com.

"A few areas could be improved: First, the interface feels dated and not as intuitive as other modern platforms we use—it could definitely benefit from a refresh. Second, the Q&A section doesn't allow editing of posted questions or answers, which creates clutter when corrections are needed. Third, the file type support is somewhat limited, requiring extra steps to convert documents before upload. Finally, the dashboard, which is the default landing page, isn't useful for our workflow and adds unnecessary navigation." Review collected by and hosted on G2.com.

I love that the interface is intuitive and easy to navigate. The support is amazing - world class - prompt, helpful, and smart, both from people and bots. It's great that we do not need to rely on an external service provider to host a platform for us. We can manage our own documentation and Q&A smoothly. The initial setup was relatively easy, and having the same contact person, Simon Kendall, has been great throughout our business partnership. Review collected by and hosted on G2.com.

You cannot see the file count in each folder until you are in the last folder. It would be great to see that file count in the higher folder levels. For Q&A an 'observer' role would be useful; someone who can see everything (all submitted questions, draft answers, and submitted answers). Review collected by and hosted on G2.com.

What we found most helpful about iDeals Virtual Data Room is its combination of strong security controls and ease of use. The platform enables us to share sensitive documents with multiple stakeholders while maintaining complete visibility over user activity. Its intuitive interface, robust reporting capabilities, and responsive customer support have significantly improved the efficiency of our due diligence and audit processes. Review collected by and hosted on G2.com.

We have not encountered any major issues with iDeals Virtual Data Room. If there is one area for improvement, it would be the learning curve associated with some of the more advanced features and settings. However, the platform's customer support team has been helpful in addressing any questions or concerns. Review collected by and hosted on G2.com.

The permission controls and audit trail are the standout features — granular access by folder and user group made managing a live due diligence process straightforward, and document activity tracking helped gauge buyer engagement in real time. The Q&A module also kept everything organized in one place rather than scattered across email chains. Review collected by and hosted on G2.com.

The interface can feel cluttered when managing a large document set, and the search functionality isn't always reliable for finding specific files quickly. Notification settings also took some trial and error to configure without getting flooded with alerts. Review collected by and hosted on G2.com.

iDeals VDR has been an excellent solution for managing documentation and supporting our audit processes. The platform’s permission controls and robust audit-trail features have noticeably improved our ability to maintain compliance and demonstrate strong document governance during both internal and external audits.

A feature we especially appreciate is the thorough activity tracking. Being able to see who accessed documents, when they were viewed, and what actions were taken creates a clear chain of custody and makes it much easier to respond to auditor requests. The reporting tools also allow us to quickly generate evidence of document access and review activity whenever it’s needed.

Another major strength is the granular user-permission management. We can restrict access at the folder or individual document level, which helps ensure sensitive information is available only to authorized users. This has strengthened our control environment and reduced the risk of unauthorized access.

The interface is intuitive, document organization is straightforward, and the platform has remained reliable even when we’re managing large volumes of audit-related files. Overall, iDeals VDR has become an important part of our audit and compliance workflow, helping us save time while maintaining strong security and transparency. Review collected by and hosted on G2.com.

There are very few drawbacks; however, occasional customization of reports would offer even greater flexibility for meeting specific audit requirements. Review collected by and hosted on G2.com.

I use it almost everyday and loved that its interface has always been smooth. Didn't really integrate it to any tools I guess, but I notice the uploading speed is definitely fast enough, almost immediate for smaller size files. Can't say much about the worth of the price cause i'm not really involved in the payment but the fact that our management extended the membership for another two months to continue our project must mean that its up to the company's standard.

We had one on-boarding session which was quiter helpful as first-timers, but the virtual room itself is easy enough to be understood on your own after that on-boarding session, so i really appreciate that. Review collected by and hosted on G2.com.

Oh, I notice that I am not able to upload folders if accessing the virtual room through my Ideals App in my phone. And also cant manage permissions which is not helpful since i also move around for work Review collected by and hosted on G2.com.

I’ve found iDeals to be incredibly easy to use. The automatic indexing handles massive folder structures flawlessly and saves a ton of setup time. Plus, whenever you get stuck, their AI assistant is surprisingly helpful for quick how-to questions about using the VDR, and our assigned Account Manager has been super supportive and responsive from day one. On top of that, the security features are top-notch—things like Fence View to prevent screen grabs and the secure in-browser spreadsheet viewer give us total peace of mind when sharing sensitive models .I can honestly say I've never had any technical issues or glitches using it, so it's highly reliable. We found iDeals to be very reasonable and fair for the value it delivers. Review collected by and hosted on G2.com.

Just because the platform is user-friendly doesn't mean it runs on autopilot. For a real M&A deal, you absolutely still need a dedicated project manager to manage the workspace. Between constantly updating granular user permissions for different bidding parties and gatekeeping the Q&A workflow, you need a single point person keeping things organized so the deal moves forward smoothly. Review collected by and hosted on G2.com.

My best experience with Ideas DR has been managing groups and how easy it is to adjust permissions. I can set up groups quickly, assign the right permissions, and then the team leads can add documents without having to worry about it. Review collected by and hosted on G2.com.

There isn’t much to dislike about the product, but I would prefer the default permissions for a newly created group to be set to the lowest possible rights, with adjustments made only as needed. At times, people sharing confidential information may not be fully aware of the permissions and rights settings, and they can inadvertently share information without the proper protection in place. Review collected by and hosted on G2.com.

I love that Ideals Virtual Data Room is a super easy tool to use, with a very simple and intuitive interface. The ability to assign the role of expert to people from the seller company to advise in Q&A is very useful. Additionally, the process of uploading documentation is super fast, the creation of participant groups, the setup, and the use of Q&A are very easy. It is also very useful to have visibility data for all documents. The initial setup was also very quick. Review collected by and hosted on G2.com.

More AI could be incorporated, such as a chat, to ask questions and provide immediate translations of documents in other languages. Review collected by and hosted on G2.com.