Brian C.
BC
Brian C.
CEO
Mid-Market (51-1000 emp.)
"Best-in-Class User-Friendly Access with Amazing Customer Support"
5/5
What do you like best about Ideals Virtual Data Room?

It was very user-friendly, both for client and for partner access. Also, the customer support was amazing with Trevena and Elias Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

Nothing - have used a number of these. This one the best Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

We are so glad the platform and our team could support you through such a complex process. Trevena and Elias will be thrilled to hear your kind words. Thanks for taking the time to share your experience, Brian!

TL
Ted L.
CFO
Small-Business (50 or fewer emp.)
"Effortless Setup and Intuitive Collaboration with Ideals"
4.5/5
What do you like best about Ideals Virtual Data Room?

The platform for Ideals is a very easy-to-use and intuative platform. It was quick to set up and quick to delegate access and invite partners.

A nice on-boarding from the team, explaining the platform and learning some tips and tricks that helped a long way.

Closing projects was just as easy, to extract for the sell process for partners with a easy overview as well.

Ideals offer great functionality for a competetive price, given the easy-to-use platform makring if very affordable.

No delays or impact of larger files, and a easy to use overview of the current capacity. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

No real dislike. It was intuative, very secure and reliable through our use. From setup to the daily interactions with partners, and good overview to see interactions from the different parties as well. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

We're glad to hear the platform supported a smooth setup, easy collaboration, and secure document management throughout the project. It is great to know the onboarding guidance and intuitive structure helped your workflow from start to finish.

Brandon S.
BS
Brandon S.
Vice President
Mid-Market (51-1000 emp.)
"Project Clipper"
5/5
What do you like best about Ideals Virtual Data Room?

Ease of Use – The interface is clean and intuitive, so even non-technical users can get up and running quickly without a steep learning curve.

Strong Security – Bank-grade encryption, customizable permissions, and features like dynamic watermarks and fence view make it one of the more secure platforms.

Granular Control – You can manage access at a very detailed level (document, folder, or even section), which is especially valuable for due diligence or M&A.

Speed & Reliability – Uploads and downloads are fast, and the system is stable even with large data sets.

Customer Support – 24/7 multilingual support is frequently praised, with real people responding quickly.

Cross-Platform Access – Works well on desktop, mobile, and across different operating systems, making collaboration smoother. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

Honestly, there wasn’t anything we disliked about iDeals Virtual Data Room. The platform was intuitive, secure, and reliable throughout our use. From setup to daily operation, it met all of our needs without presenting any meaningful drawbacks. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Thank you for such a detailed and thoughtful review! We’re delighted to hear that Ideals has supported your project with ease of use, strong security, and reliable performance. It’s great to know that features like granular permissions, audit trails, and 24/7 support have added real value to your process. Your feedback reinforces our commitment to making transactions more efficient, secure, and transparent. We truly appreciate your trust and look forward to supporting your future projects

Verified User in Biotechnology
AB
Verified User in Biotechnology
Small-Business (50 or fewer emp.)
"Intuitive, Easy to Customize, and Great Permission Controls"
5/5
What do you like best about Ideals Virtual Data Room?

iDeals is very intuitive to use. The learning curve is short as the platform is easy to navigate and customize for the various projects we have ongoing. Especially the ability to control permissions for participants and documents. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

Honestly, there isn't anything that I dislike enough to make a comment about. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

So glad Ideals has been easy to navigate and customise across your various ongoing projects! Knowing the permission controls have been working well for your team is great to hear. We appreciate you sharing your experience.

Andy C.
AC
Andy C.
Customer Success Manager
Mid-Market (51-1000 emp.)
"Effortless Data Management with Ideals VDR"
5/5
What do you like best about Ideals Virtual Data Room?

I appreciate the user interface of Ideals Virtual Data Room, it's very easy to use and I love the ability to set permissions quickly and easily change them if needed. I find the initial setup very easy, making it simple to begin uploading data and inviting users. I also utilize the upload via SharePoint feature. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

Noting I can say that is negative about Ideals Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

It is great to know the platform has been making M&A data management easier, from the initial setup to permissions and SharePoint uploads. Having such a smooth experience from start to finish is exactly what we aim for!

PG
Patrick G.
"Superb Tool for Investor Relations and Due Diligence"
4.5/5
What do you like best about Ideals Virtual Data Room?

I like how Ideals Virtual Data Room allows me to effortlessly create new projects and folders by simply copying existing VDRs from past projects. This feature significantly speeds up the process of setting up a new VDR, which is immensely helpful. Their pricing structure is also a standout aspect, as it doesn't depend on the number of projects you're doing but rather on the data space, which is quite logical. Additionally, I am impressed with their new Q&A feature, which facilitates interactions by letting potential investors or interested parties upload questions. This feature is particularly useful because I can assign questions to specific experts, provide tailored data points to the questioner, and even convert frequently asked questions into FAQs visible to all parties. This functionality not only enhances communication but also reduces repetitive work. Furthermore, I appreciate the capability to download questions as an Excel file, and the potential use of an AI agent to answer investor questions based on previously provided answers, which streamlines project-end tasks. Overall, these features contribute to a seamless and efficient operation that I find very satisfying. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I find the formatting of the FAQ in the new Q&A section to be problematic. Additionally, the permission management can be quite cumbersome. If I don't add names of people at the beginning, it becomes difficult to find and manage them later. It's annoying that on the investor relations platform, people cannot be added to multiple groups, but the current permission design doesn't seem to allow for that easily. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

It is great to hear that the platform helps you set up projects quickly and manage investor Q&A with less effort. We appreciate your comments about FAQ formatting and permissions. If you ever want help fine-tuning your setup, we are here to support you.

Mark L.
ML
Mark L.
Managing Director
"User-Friendly, Intuitive Design with Centralized Data Management"
4/5
What do you like best about Ideals Virtual Data Room?

I like that Ideals Virtual Data Room allowed me to centralize my data in one location for easy retrieval and review, almost like one-stop shopping once the data room is complete. I appreciate its functionalities and the ease of use, particularly the design and customization features and the intuitiveness of the product. It's more user-friendly, with the ability to monitor how the prospective buyers are using the data room. The initial setup was pretty easy too. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I ran into storage issues due to the plan I have. Review collected by and hosted on G2.com.

Response from Eloisa Tavares of Ideals Virtual Data Room

Nice to know that centralizing your data, monitoring buyer activity, and using the customization features made the process easier from setup through review, even with plan-related storage limits.

Verified User in Banking
AB
Verified User in Banking
Enterprise (> 1000 emp.)
"Easy handling and strong performance – ideal also for M&A beginners"
5/5
What do you like best about Ideals Virtual Data Room?

The simple handling is especially preferred by inexperienced M&A participants, as it allows for efficient onboarding. Furthermore, the performance is very good. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

So far, no negative experiences made. Review collected by and hosted on G2.com.

Akash P.
AP
Akash P.
Sr. Associate
Enterprise (> 1000 emp.)
"Easy Access to Downloads and Comments—even on Slow Networks"
5/5
What do you like best about Ideals Virtual Data Room?

Easy to access, download and mark our comments, specially easy access to others on slow networks. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

No such dislike i could find, interface coudl be more animated may be Review collected by and hosted on G2.com.

Verified User in Utilities
AU
Verified User in Utilities
Enterprise (> 1000 emp.)
"Organized, didactic, and practical: a great experience"
5/5
What do you like best about Ideals Virtual Data Room?

I like the way it is organized; it is didactic and practical. Review collected by and hosted on G2.com.

What do you dislike about Ideals Virtual Data Room?

I had to create folder by folder to be able to link the list of documents. I think there should be some way for me to have this list in Excel and have it automatically created in the VDR, keeping the same numbers. Review collected by and hosted on G2.com.