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Everything you need for modern data room management
Ideals Virtual Data Room
Enterprise-grade virtual data room with exceptional customer support, advanced security features, and multilingual capabilities. Perfect for M&A, due diligence, and complex financial transactions.
What is Ideals VDR?
Ideals is a premium virtual data room provider that offers customer-oriented services for secure data storage and effective communications. Dealmakers and business owners choose Ideals for the exceptional quality of customer support, ease of use, and enhanced security features. Ideals helps them close deals faster while preserving advanced security and ensuring efficiency.
Ideals' mission statement is "Creating more prosperity in the world by accelerating high-stake business decisions," which speaks loudly about their attitude toward the services they provide and customers. Ideals' motto, "where vision meets precision," reflects their ability to bring ideas to life with accuracy and excellence.
Speaking about customers, Ideals is well-known and praised for its high-quality customer support. Their user satisfaction score on G2 is 9.6 which is higher than average (9.2), demonstrating their commitment to customer excellence.
Ideals makes sure all customer queries are answered promptly, and each user has a pleasant experience using their virtual data room. This is possible with the help of such services as in-app live chat with 30-second chat response time, dedicated project managers and teams, and live expert training. What's more, the Ideals support team speaks 10+ languages, which means every customer is heard and understood.
Ideals has been rated on G2 as the best product and service for five consecutive years, with the G2 Market Leader Winter 2025 award being the latest recognition of their excellence.
Ideals is headquartered in Switzerland, but also has offices in New York, Hong Kong, Kyiv, São Paulo, and Melbourne, providing global coverage and local expertise.
Trusted by 2M leading professionals globally, Ideals is used primarily to conduct such complex financial transactions as mergers and acquisitions, as well as restructuring, fundraising, due diligence, clinical trials, and corporate management. Both the sell-side and buy-side of M&A are offered with dedicated functionality that makes the deal smoother, faster, and more productive.
Primarily, Ideals is a cloud-based solution, but it's also available as a desktop app for Windows and macOS. Additionally, there's a mobile app for Android and iOS, ensuring accessibility across all devices.
Ideals offers all new customers a free trial. Once deciding to commit to an Ideals VDR, the customer can choose between three subscription plans — Core, Premier, and Enterprise. For a personalized quote, potential customers are encouraged to contact a sales representative.
Apart from a virtual data room, Ideals also has another product — Ideals Board. This is a board portal solution for conducting board meetings, ensuring effective board governance, and preparing all the required board documents.
Advantages
Things To Consider
Software Details
Deployment
Support
Global Rating
Platform Ratings
User Satisfaction
Customer Service
The quality of customer care is something Ideals virtual data room is proud of. And rightly so, considering the feedback real clients leave on such reliable platforms as G2 and Capterra.
So what makes Ideals' customer care so competitive?
Support Channels
- In-app live chat support
- 24/7/365 availability
- Support in 13 languages
- Dedicated project manager or team
- Help center with guides and detailed FAQ section
- Live expert training
Response Times
- Email: 30 minutes
- Chat: 30 seconds
- Phone: 25 seconds
- Live Training: On-demand
- Project Management: Dedicated
Security Compliance and Certification
Security Features
- Built-in redaction supporting 21 file formats
- Fence View for screenshot prevention
- Dynamic watermarks
- 8 levels of granular document permissions
- Secure spreadsheet viewer
Compliance
- SOC 1/2/3 compliance
- ISO 27001 certification
- GDPR compliance
- HIPAA compliance
- PCI DSS compliance
- CCPA compliance
Competitive Advantages
Page-by-Page Reporting
Helps admins identify which documents were viewed and for how long
8 Levels of Granular Access
Detailed user permissions for managing access to sensitive information
In-App Live Chat Support
All user queries are addressed right from within the virtual data room app
Advanced Q&A Workflows
Customizable Q&A workflows with granular access to threads and live discussions
Use Cases
Top Clients
More than 1,000,000 professionals from 175,000 companies have used Ideals for sharing sensitive documents securely. Ideals' top clients and industries include:
Notable clients include: Citi, Deloitte, EY, KPMG, Toyota, LG, American Airlines, and many more leading organizations.
What is Ideals Solutions Group?
The Ideals Solutions Group owns the Ideals virtual data room product. An Ideals virtual data room software ensures secure data storage and distribution and effective collaboration for high-stakes business transactions.
With over 15 years of experience in the virtual data room industry, Ideals Solutions Group has built a reputation for excellence in customer service, security, and innovation. The company's global presence and multilingual support make it a preferred choice for international business transactions.
What is Ideals Data Room Pricing?
Ideals has a subscription-based pricing model with three convenient subscription plans — Core, Premier, and Enterprise. For pricing details and a customized quote, potential customers should contact a sales representative.
Each subscription plan differs in the storage capacity and the number of users, admins, and projects. As a result, choosing the best-suited subscription plan depends on the project's or company's needs.
No matter the subscription plan of choice, all clients get:
- A free trial period
- Two-factor authentication
- Custom branding
- Detailed audit trails and reports
- Core data security features like watermarking and redaction
- SOC 1/2/3, ISO 27001, GDPR, HIPAA, and PCI DSS compliance
- Ideals data centers in nine regions
Core
Small and middle size projects
- • Single project
- • 5 Administrators
- • Unlimited Users
- • Custom terms of access / NDA
- • Standard Q&A management process
- • 24/7 multilingual support
Premier
Large projects / serial dealmakers
- • Single projects
- • Unlimited administrators
- • Unlimited Users
- • Extended premier service
- • Advanced security settings
- • Sharing files externally by link
Enterprise
Enterprise-grade VDR
- • Unlimited Projects
- • Unlimited Administrators and Users
- • Unlimited Preparation Period
- • Dedicated project team
- • Single Sign-On integration
- • Multi-project Management
Features
Document Management
User Management
Document Security
Access Security
Ease of Use
Customization
Q&A Management
Reporting
What are the Customization Opportunities of Ideals VDR?
Branding & UI
- Custom watermarks
- Header, footer, and logo customization
- Document labels
- Terms of Access customization
Technical Customization
- Language settings (15 languages)
- Project archiving options
- Custom Q&A workflows
- Advanced security settings
Ideals VDR Pros & Cons
Advantages
- Built-in redaction supporting 21 different file formats
- Auto-notifications about new activity plus screenshot prevention with Fence View
- In-app customer support available 24/7 with 30-second chat response time
- 9 different data hosting locations worldwide for optimal performance
- Multilingual interface available in 15 different languages
- Screenshot prevention with Fence View technology
- IP-address-based access restriction capabilities
- Page-by-page reporting for detailed document analytics
- 8 levels of granular access permissions for precise control
- Advanced Q&A workflows with live discussions and expert assignments
Things To Consider
- Reporting features may require some learning curve for new users
- API services may have a learning curve for non-technical users
- Notifications are not always instant occasionally
- Pricing is not publicly available and requires consultation
- May be more expensive than basic VDR solutions
- Complex feature set may overwhelm simple use cases
Frequently Asked Questions
What makes Ideals different from other VDR providers?
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Ideals stands out with its exceptional customer support (9.6/10 on G2), multilingual capabilities (15 languages), built-in redaction for 21 file formats, and page-by-page reporting. The company has been rated as the best product and service for five consecutive years on G2.
How does Ideals protect documents?
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Ideals offers comprehensive document protection including built-in redaction, Fence View for screenshot prevention, dynamic watermarks, 8 levels of granular document permissions, secure spreadsheet viewer, and time/IP-based access restrictions. The platform is SOC 1/2/3, ISO 27001, GDPR, HIPAA, and PCI DSS compliant.
What languages does Ideals support?
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Ideals provides multilingual support with interfaces available in 15 different languages and customer support available in 13 languages. This makes it ideal for international business transactions and global teams.
Is Ideals suitable for large enterprise organizations?
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Yes, Ideals' Enterprise plan is designed for large organizations and includes features like unlimited projects, unlimited administrators and users, dedicated project teams, Single Sign-On integration, and multi-project management capabilities.
What are Ideals' response times for customer support?
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Ideals offers exceptional response times: 30-second chat response time, 25-second phone support time, and 30-minute email response time. The support team is available 24/7/365 and speaks 13 languages.
