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Meet Ideals MCP – Connect Claude, Copilot, & ChatGPT directly to your data room.

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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

Multi-project management Control every project from one hub

Project archiving Build a secure, compliant archive

Industry-leading security Ensure market-leading security standards

Artificial intelligence (AI) Automate routine deal work with AI

MCP 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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Whitepapers Learn from in-depth research and reports

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All resources Explore our full resource library

Professional services Focus on the deal. Delegate the rest

Support hub Access 24/7 expert support and guidance

Security hub Learn about our industry-leading security

Help center Find help articles and quick answers

FAQs Get answers to common questions

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