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Platform
Staging Hub Get deal-ready before due diligence
Project settings Set your branding and security standards
Document management Organize and find any file instantly
Users and permissions Grant access across 8 permission levels
Due diligence checklist Run due diligence from a shared checklist
Questions & answers Keep due diligence Q&A moving fast
Electronic signature Sign and close deals within the data room
External file sharing Share files beyond the room with control
Reports and insights Gain real-time insights on your project
Pipeline management Control every project from one hub
Project archiving Build a secure, compliant archive
Bank-grade security Ensure market-leading security standards
Artificial intelligence (AI) Automate routine deal work with AI
MCP (Claude, Copilot) Connect with Claude, ChatGPT or Copilot
Integrations Bring in tools your team already uses
API Automate workflows with our secure API
Solutions
M&A sell-side Master due diligence on the sell-side
M&A buy-side Assess every deal with precision
M&A advisor Oversee every project from one platform
Fundraising Earn investor trust and raise faster
Clinical trials Advance innovation, ensure compliance
Clinical archiving Preserve records in compliant archives
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Whitepaper
M&A deal trends report H1 2024

Blog
Sell-side report best practices & examples
Resources Stay updated, aware and ahead

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Whitepapers Learn from in-depth research and reports
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All resources Explore our full resource library
Professional services Delegate operational work to specialists
Support hub Access 24/7 expert support and guidance
Security hub Learn about our industry-leading security
Help center Make the most of Ideals with our guides
FAQs Get all your pressing questions answered
About us Know our mission and our team
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