LB
Lochlan B.
Small-Business (50 or fewer emp.)
"Effortless Document Management with User-Friendly Interface"
5/5
What do you like best about Ideals Virtual Data Room?

I use Ideals Virtual Data Room for the Grenfell Allocations project, and it's great because I'm able to access all relevant documents and make payment requests for outstanding claims quickly. I like how easy the interface is to use and how accessible it is. The features on the website, such as effortlessly changing permissions so that certain firms can access specific documents, are very valuable. The initial setup was easy, and the authentication process was simple to follow, allowing me to access all the documents I needed quickly and efficiently. As a whole, I have no issues with Ideals Virtual Data Room; it is a great platform to use. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I think it could be a bit quicker with switching between different documents. Sometimes it takes a while to update permissions on cases which are of particular urgency Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Thanks for the kind words! Great to know the interface has been smooth and accessible. We hear you on the speed when switching between documents. In the coming months, we’ll deliver a significantly upgraded PDF viewer that, among dozens of improvements, will enable faster document preview and seamless switching without reloads.

Verified User in Financial Services
AF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Fast, Reliable Support and an Intuitive Platform Experience"
4.5/5
What do you like best about Ideals Virtual Data Room?

I like the support team (they are very fast, reliable and provide solutions for problems). The platform is good and realible with an intuitive with a good user XP. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I consider the billing process a bit messy and it is a point for improvement, sometimes I received multiple emails issuing invoices without a previous organization with me or my company finance team. Also if iDeals can create a tool to allow clients to update multiple documents together it would be an important time saving tool. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Happy to hear the support team and platform reliability have been meeting your expectations. Your feedback on billing organization and a bulk document update tool are noted, thank you!

Kathy P.
KP
Kathy P.
Chief Science Officer
Mid-Market (51-1000 emp.)
"User-Friendly with Strong Security, Needs Better Data Limit Alerts"
5/5
What do you like best about Ideals Virtual Data Room?

I use Ideals Virtual Data Room to share information with potential investors. I find it helps a lot with security, and it's easy to access. I like that it is user-friendly and has a simple, interactive interface. The chat feature is another aspect I appreciate because it helps me understand where to find things. Setting it up was also very easy. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

When you go over your subscription data limit there could be an option to notify you if this happens so you can either delete files or be prepared to pay the extra. You don't always check how much data you have uploaded. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Great to know the platform has been simple and secure for sharing with investors. We appreciate the thoughtful feedback on data limit alerts and we already support them at both the corporate account and individual data room levels. Check out the details here:

See how Ideals Virtual Data Room improved
Anna R.
AR
Anna R.
Jr. Associate Legal
Enterprise (> 1000 emp.)
"Resourceful, Easy to Access, and Smooth to Use"
5/5
What do you like best about Ideals Virtual Data Room?

The platform feels intuitive and easy to navigate. I especially appreciate the structured document organisation, the secure data-sharing capabilities, and the overall sense of focus throughout. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I haven’t identified any notable drawbacks so far. The platform seems well-designed and easy to use, and it provides the functionality needed for secure, efficient document management. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Really glad the platform has been easy and intuitive to navigate for your document management needs, Anna. Good to know it is helping your team work more efficiently with both internal and external stakeholders.

AD
arnaud d.
VP M&A
Enterprise (> 1000 emp.)
"Good tool"
4/5
What do you like best about Ideals Virtual Data Room?

Great fluidity and performance, with useful features and a nice, clean UI. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

Specific point: once a Q&A attachments has been made, it's difficult to detach it and to move it to the right document section for a broader sharing Review collected by and hosted on G2.com.

Eric B.
EB
Eric B.
Vice President
Small-Business (50 or fewer emp.)
"Intuitive VDR with Excellent Service"
5/5
What do you like best about Ideals Virtual Data Room?

I really liked Ideals Virtual Data Room because the functionality is intuitive and the permissioning is clear, allowing for everything we need. The service level is excellent, which made using the software a great experience. The setup was very easy, and the personalized orientation call was great; everything felt intuitive. I also appreciated that it provided a clean, easy-to-use VDR for our M&A transactions with both our advisors and counterparties. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

Very little to complain about. Everything seemed to function as we needed it. Maybe some more administrative permissioning segmentation. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

It is wonderful to know the platform worked seamlessly for both your advisors and counterparties. We appreciate the honest feedback on permissioning segmentation and will keep an eye on potential improvements for this part of the product.

Kun R.
KR
Kun R.
Scientist
Small-Business (50 or fewer emp.)
"Intuitive Platform with Enthusiastic, Efficient Support"
5/5
What do you like best about Ideals Virtual Data Room?

The platform is intuitive and easy to use. On top of that, our account manager provided enthusiastic and highly efficient support throughout the process — a great overall experience. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

The pricing could be more transparent upfront, as unexpected charges for system-created projects can be confusing. But our account manager was very helpful and addressed all concerns promptly, which made the experience much smoother overall. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Wonderful to hear the platform and our support team have delivered a great overall experience. We appreciate you raising pricing transparency – we offer several features to address this, such as reports and notifications, and we're happy to walk you through them. Just reach out to your account manager or our support team to set up a demo.

CD
Caitlin D.
Enterprise (> 1000 emp.)
"Effortless Management with Stellar Support"
5/5
What do you like best about Ideals Virtual Data Room?

I enjoy the ease of use of Ideals Virtual Data Room, which makes creating data rooms and managing participants and permissions straightforward for project management of acquisitions. I appreciate the support features that provide many fast options when questions or issues pop up. The permission settings are effective, allowing me to store large data safely while maintaining different access levels for groups. Additionally, setting up Ideals Virtual Data Room was very easy. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I wish I could set up notifications for one folder specifically instead of for the entire project. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Really glad acquisition management and permission handling have been running smoothly. Your idea about folder specific notifications is a great one and it is already on our radar as part of an upcoming notifications redesign.

SS
samuel s.
"Cost-Effective, Reliable, Highly Usable"
4/5
What do you like best about Ideals Virtual Data Room?

I find Ideals Virtual Data Room particularly usable and solid. There's no need for specific VDR training to understand its logic, which makes it accessible. It's also a good platform for processing Q&A, with the setup of Q&A rulings and the ability to import and export Q&A from Excel being particularly good. The reports function is valuable for looking at activity logs and permission logs. Additionally, the initial setup is super simple, and I like that you can transport documents from SharePoint into deals. This straightforward usability sets it apart as a reliable option. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I find that Ideals Virtual Data Room is not as AI integrated as other data rooms I've used. For instance, with Intralinks, I can ask their AI agent questions like whether there are any pending legal liabilities, and it scans the documents to provide answers with references. This level of integration isn't obvious with Ideals. I'm also unsure about using the translation function on PDFs within Ideals, but this might just be me. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Thank you for your review! We are glad the platform has been reliable and easy to adopt, especially for Q&A management and due diligence monitoring.

Ideals also already offers a range of AI-powered capabilities, including AI redaction, AI chat with documents, AI translation tool, and AI-generated document summaries, along with tools to support efficient document review.

We understand that AI use cases can vary, and we’re continuously expanding our capabilities in this area. If you’d like to explore what’s already available in more depth – we’d be happy to walk you through it. Please reach out to your account manager for a more detailed demo tailored to your needs.

PS
Peter S.
Mid-Market (51-1000 emp.)
"User-Friendly, Secure, and Efficient Data Management"
5/5
What do you like best about Ideals Virtual Data Room?

I like that Ideals Virtual Data Room is user-friendly and intuitive. Many of my users (often clients and counterparties rather than my own team), who have varying levels of experience with data rooms, react positively and find it simple and intuitive to use. The setup was very straightforward, and the account managers were helpful in getting me established as an administrator and owner. I also appreciate the safe and secure storage of data, easy access, and simple setup. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

The speed of moving between different documents once in a folder is difficult. It's challenging to move sideways through the documents at folder level. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

We are glad the platform has been intuitive for your clients and counterparties and that the setup experience was smooth.

We hear you on the speed when switching between documents. In the coming months, we’ll deliver a significantly upgraded PDF viewer that, among dozens of improvements, will enable faster document preview and seamless switching without reloads.