Verified User in Oil & Energy
UO
Verified User in Oil & Energy
Enterprise (> 1000 emp.)
"Easy to Use and Flexible, but Needs Better Integrations and AI Folder Setup"
2.5/5
What do you like best about Ideals Virtual Data Room?

Ease of use. The system performance and flexibility. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

Lack of integrations, that excel or word files are not automatically exported in PDF with a watermark and the lack of AI integration for creating folder structures. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Thank you for sharing your feedback. We'd like to clarify a few points, as some of these capabilities are already available in the platform.

We offer a growing range of integrations with popular business tools and AI solutions, and we're continuously expanding this ecosystem. In addition, Word, Excel, PowerPoint, and other supported file types are automatically converted to secure PDF versions for online viewing and offline downloading, with dynamic watermarks applied according to your project's security settings.

Regarding AI-assisted folder structure creation, we're actively working on this capability and expect to introduce it in an upcoming release.

To help you get the most out of the platform, we'd also be happy to arrange a personalized onboarding session. Our team can walk you through the available features, best practices, and relevant workflows to ensure you're taking full advantage of everything the platform has to offer.

Eric W.
EW
Eric W.
SVP, BD & Alliance Management
Enterprise (> 1000 emp.)
"Easy to use VDR with great customer support"
5/5
What do you like best about Ideals Virtual Data Room?

easy to use with complete function as a VDR, great customer support Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I have not found yet and so far the experience is great Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Really glad Ideals has been covering everything you need for due diligence and external BD, Eric. We appreciate you taking the time to share your experience.

Verified User in Transportation/Trucking/Railroad
IT
Verified User in Transportation/Trucking/Railroad
Enterprise (> 1000 emp.)
"rumo review"
4/5
What do you like best about Ideals Virtual Data Room?

Easy to navigate, with good Q&A tools and a better price. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

Overall, I’m satisfied with Ideals VDR. The main issue I’ve experienced is that document uploads occasionally fail or require a retry, especially when uploading multiple files. Other than that, the platform works well and is generally user-friendly. Review collected by and hosted on G2.com.

Verified User in Retail
AR
Verified User in Retail
Enterprise (> 1000 emp.)
"professional and transparent management of M&A processes"
4.5/5
What do you like best about Ideals Virtual Data Room?

Very good user-friendliness: The setup process is quick, the interface is intuitive, uploads via drag & drop work smoothly, and the rights management is also completed swiftly. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

The Q&A process could be further enhanced with clear escalation logics. Additionally, an integrated Excel tracker or a similar tool would be helpful to maintain an overview and to neatly track open issues. Review collected by and hosted on G2.com.

KS
Kiran S.
"Ease of Use, But Needs Improved File Handling"
4.5/5
What do you like best about Ideals Virtual Data Room?

I like the ease of use of Ideals Virtual Data Room. It's easy to accomplish whatever tasks necessary, and the help options always provide the information I need if I can't complete a task on my own. It significantly reduces the time needed to accomplish tasks within each project or when creating new ones. The initial setup was relatively easy, and the help functionality was great for understanding tasks that weren't intuitive. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

What could be improved is the functionality of copying files from one project into a newly created project. When creating a new project, I was unable to easily copy folder structure including files within them into a new project. I was able to do the copy over the folder structure, but the files still had to be uploaded separately. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

It’s good to hear that Ideals helps you save time with an easy setup, clear workflows, and helpful in-platform guidance. We’re glad the platform supports your project tracking and decision-making processes.

We appreciate your feedback on copying folder structures and files between projects. Please feel free to contact our support team If you need any assistance with copying files or other questions.

SK
Sean K.
VP, Private Company Advisory
Investment Banking
Enterprise (> 1000 emp.)
"Intuitive and Secure Data Management"
4/5
What do you like best about Ideals Virtual Data Room?

I really like that Ideals Virtual Data Room is easy to use and simple to understand. The activity log is also helpful because it allows me to understand who has been viewing what information and how recently or often. Overall, everything works well for us, and I appreciate these aspects. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

it works great Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

It is great to know the activity log has been helping you track who views what and how often. Keeping investor data accessible and easy to monitor is exactly what the platform is built for.

Jeremy Collins .
J
Jeremy Collins .
"Intuitive, Cloud Access, and Exceptional Support"
5/5
What do you like best about Ideals Virtual Data Room?

I love that Ideals Virtual Data Room can be used from any device, offering extraordinary flexibility to manage information from anywhere. The vast range of management options is impressive, allowing me to handle my tasks effectively. The automatic notifications when new documents arrive are incredibly useful to keep me updated with the most current information without the need for continuous monitoring. Additionally, I find the platform very easy and intuitive to use, which greatly facilitates adoption and daily operation. The initial setup was very simple thanks to the support from the team, who guided me during the first weeks, providing a smooth user experience from the start. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I would like Ideals Virtual Data Room to include the option to see the date and time of the last upload of a file. I'm not sure if this feature already exists, but it would be a good addition if it is not available. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Thank you for your feedback! We’re glad to hear that Ideals VDR is intuitive, flexible, and easy to use across devices, and that our support team helped make your onboarding smooth.

We also appreciate your suggestion to display the date and time of the last file upload. This information is already available by enabling the “Added on” column.

MW
Mohammad W.
IT Support Specialist
Small-Business (50 or fewer emp.)
"Effortless Data Sharing with Top-Notch Security"
4.5/5
What do you like best about Ideals Virtual Data Room?

I think the interface of Ideals Virtual Data Room is good; it's clean and easy to understand. The conversation flow is smooth, and I find the prompt asking for more details about the use case to be helpful. I also like the security, ease of use, and document sharing capabilities. The initial setup was really straightforward for my team. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I don't find any such type of errors in the virtual data room. However, I would suggest making messages shorter and more conversational to improve engagement. Adding a quick reply option could be beneficial. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

It is great to know the setup was straightforward and document sharing has been smooth and secure!

Verified User in Biotechnology
IB
Verified User in Biotechnology
Enterprise (> 1000 emp.)
"Best VDR for Busy Teams"
5/5
What do you like best about Ideals Virtual Data Room?

Deals Virtual Data Room has made our deal management much easier. The intuitive UI, fast document loading, and customizable folder structures work seamlessly for both small audits and large M&A transactions. It’s reliable and user-friendly, and it has saved our team a lot of time during high-pressure due diligence phases. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

A few minor improvements to mobile responsiveness and the search filters would make the overall experience even better. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Cutting deal preparation time by 30% is a fantastic outcome and it is great to hear the platform has been reliable under high pressure due diligence conditions. Your feedback on the search filters and mobile experience is really appreciated – both are actively on our radar and part of our upcoming plans. We'll keep you posted as things develop.

WZ
Wenjun Z.
IT Team Leader
Enterprise (> 1000 emp.)
"Easy adoption and timely local support"
5/5
What do you like best about Ideals Virtual Data Room?

What I love most about iDeals is how it perfectly balances powerful security, ease of use, and seamless collaboration—all in one virtual data room platform. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

Nooooooooooooooooooooooooooooooooooooooothing Review collected by and hosted on G2.com.