Ideals Virtual Data Room Reviews & Product Details

I really appreciate the ideals' user experience; it's visually appealing and far superior to many other data rooms we've used. The home page dashboards and metrics make it easy to track engagement, giving us quick insight into who’s actively interacting with our shared materials. The ability to see how much time participants spend in the data room and on specific documents is a game changer. It helps us identify serious interest early and prepare more effectively for upcoming meetings. Review collected by and hosted on G2.com.

It would be nice if it was possible to copy the link to gain access to the specific data room so I could personally send it along to people if they are having issues with receiving the direct email from iDeals. Review collected by and hosted on G2.com.

The user-friendliness and the ability to customize redaction and protect documents are very well developed. We like the platform’s ability to control all aspects of the deal structure and the document flow. Best of class. Review collected by and hosted on G2.com.

To be honest, not much. At first, I suppose you can feel overwhelmed by all the functionality, but after spending some time with the platform, you start to learn all the ins and outs. Review collected by and hosted on G2.com.

I like the ease of use and the quick ability to upload files and add users with Ideals Virtual Data Room. Our clients appreciate being able to batch upload files, and it's easy to connect users and share data. I also appreciate the ability to share questions and responses with users. Additionally, the initial setup was very easy and straightforward. We picked Ideals based on its ease of use and price. Review collected by and hosted on G2.com.

Setting up the different question groups can be a bit confusing. Once it is rolling, the tool is nice, but adding the groups and setting up the mapping can be a little confusing. Review collected by and hosted on G2.com.

I really like how Ideals Virtual Data Room provides a secure place to aggregate all documents for interested parties. It's very easy to use, with a user-friendly interface that makes it simple for anyone to use. I find it easy to find things, upload documents, and set permissions, and I appreciate the ability to set different permissions for different people. The look of the data room is simple, easy to follow, and clean, which adds to the ease of use. Overall, the initial setup was very easy too. Review collected by and hosted on G2.com.

Nothing! Review collected by and hosted on G2.com.

Ideals has been a great partner to work with. They offered multiple tiering options that our organization could easily flex between as needs changed. Our teams have also found it extremely helpful that their UI was intuitive, straightforward, and easy to use. Review collected by and hosted on G2.com.

One opportunity for improvement would be adding the ability to customize security controls as an enhanced feature, rather than being limited to predefined, set levels. Review collected by and hosted on G2.com.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.