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

See top 4 workflows in action

Request sent. We will email your data room access link shortly. Your Account Manager will contact you to discuss your project.

Choose the right plan for you

Select the ideal plan for your project size, security requirements, and service needs

Core

Streamline standard deals. Securely. Affordably.

Fast, secure, and powerful VDR for small to medium deals
  • Single project
  • Five administrators
  • Unlimited users
  • 0.5–2 GB of storage

Core plan includes:

  • 24/7 multilingual support
  • AI-powered redaction
  • eSignature
  • Document versioning
  • Due diligence checklist
  • Custom Terms of Access / NDA
  • Standard Q&A management
  • USBs & Downloadable project archives

Premier

Master complex deals with dedicated Premier services

Advanced security and guidance for high-stakes transactions
  • Single project
  • Unlimited administrators
  • Unlimited users
  • Tailored storage

Best of Core, plus:

  • Extended Premier service
  • No billing until launch (M&A sell-side)
  • Document translation
  • Upload from external storage
  • Share files externally by link
  • Custom reports upon request
  • Advanced security settings
  • AI chat with document

Enterprise

Power your deal pipeline with scalability and expert service

Unlimited VDR power for high volume of projects
  • Unlimited projects
  • Unlimited administrators
  • Unlimited users
  • Tailored storage

Best of Premier, plus:

  • Multi-project management
  • Users management across projects
  • Custom attributes for projects New
  • Copy files across projects
  • Project predefined settings
  • Single-sign-on integration
  • MCP connector (Claude, Copilot) New
  • API integration add-on
Core Premier Enterprise

Online document viewer All major file formats All major file formats All major file formats
Automatic indexing
Document versioning
Document publishing
Import folder structure
Screenshot prevention with fence view
Optical character recognition (OCR)
Full text search
AI document search
Document translation
Document labels
Upload from external storage
Bulk rename
Copy data across projects

Intelligent redaction
Dynamic customizable watermarks
2-step verification
Access schedule and expiration by time
Roles and groups management
Document permissions levels 8 levels 8 levels 8 levels
Preview the data room from any user's view
Access restriction by IP and domains
Email verification
Custom session timeout
Custom password policies
Restrict specific locations for new data rooms

Trial period
Unlimited preparation for M&A sell-side
Support level 24/7 email, chat & phone Premier – 24/7 email, chat & phone Premier – 24/7 email, chat & phone
Support email response 30 minutes 15 minutes 15 minutes
Support chat response 60 seconds 30 seconds 30 seconds
Support languages 50+ languages 50+ languages 50+ languages
Live training with an expert 1 hour per project Unlimited with a dedicated Premier expert Unlimited with a dedicated Premier expert
Data room setup
Premier project support
Premier professional services

Dashboard to track project progress
Track participants' engagement
Review document viewing time
Granular audit trail
Detailed data storage
Customizable report alerts
Scheduled reports sent by email

Due diligence checklist
eSignature
Public, group and private notes
Comments in document preview
View all notes in one place
Share files externally by link
Frequently asked questions
In-depth Q&A settings
Customizable Q&A workflows Advanced Advanced Full
Q&A thread
Q&A approver role

Storage usage
Billing info
Browse all linked projects Standard Standard Advanced
User management across projects
Export usage and user reports across projects
Customizable default project settings
Custom attributes for projects New

Project closure scheduling
Downloadable password-encrypted archive
Encrypted USB with project archive
Project locking

Dark mode
Desktop application
Mobile application
Customizable and sortable columns in tables
Custom branding (corporate identity) Standard Advanced Full
Custom Terms Of Use / NDA per group
API integration add-on Upon request Upon request
MCP connector (Claude, Copilot) New Upon request Upon request
Custom reports
Single sign-on integration (SAML 2.0)
Login access from your own site

Data hosting locations Ideals data centers in 11 regions Ideals data centers in 11 regions Ideals data centers in 11 regions
99.95% uptime
Compliance SOC 1/2/3, ISO 27001, GDPR, HIPAA, PCI DSS SOC 1/2/3, ISO 27001, GDPR, HIPAA, PCI DSS SOC 1/2/3, ISO 27001, GDPR, HIPAA, PCI DSS
SSL/TLS encryption SSL/TLS with 2048-bit RSA data transfer encryption SSL/TLS with 2048-bit RSA data transfer encryption SSL/TLS with 2048-bit RSA data transfer encryption
AES encryption 256-bit AES data at rest encryption 256-bit AES data at rest encryption 256-bit AES data at rest encryption

Join two million leaders globally

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Beyond an intuitive data room – your catalyst for success

Unlock your project’s potential with a powerful platform and expert service

Simple setup

Create your data room within minutes and launch your project with just a few clicks

Fortress-like security

Get peace of mind with globally distributed and certified (ISO 27001, SOC 1/2/3) data centers

Personalized experience

Customize your project with logo and brand colors and switch between light and dark modes

Robust access control

Configure access with 3 group types and 8 permission levels, easily adjustable at any time

Intuitive insights

Track project trends with in-depth analysis and detailed reports to gain a competitive edge

Lightning-fast performance

Harness an unmatched speed of 1 GB uploads in 25 seconds and USB drive deliveries in 24 hours

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Robert Hurka

Senior Consultant

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Asad Aftab

Senior Associate, Corporate Finance

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Hakon L. Akerlund

IT Security

Ideals simplifies tracking project progress. It’s so effective we’ve already recommended it to others.

Ideals’ easy-to-use interface really helped our projects succeed – everything worked perfectly.

We’ve relied on Ideals for its seamless performance. A trusted partner and dependable choice.

Frequently asked questions

Still have a question? Contact us

Yes, you can use your trial data room for live transactions. There are no restrictions on the data room functionality, and you are provided with full customer support during your trial period. Your trial data room can be seamlessly converted to a subscription when you select a plan. There is no need to re-upload any files that have been previously uploaded to your trial data room.

We accept wire transfers as well as Visa and Mastercard. We accept payments in the following currencies:

  • USD – US Dollar
  • GBP – British Pound
  • EUR – Euro
  • HKD – Hong Kong Dollar
  • AUD – Australian Dollar
  • BRL – Brazilian Real

No, you are not obligated to continue using Ideals VDR after your trial period.

Yes, you can distribute your storage allotment between any active data rooms you are using.

Yes. Please contact your sales representative to assist you with any change.

Yes, you can order a fully compliant offline version of your data room on an encrypted USB drive. It usually takes up to 2 business days to prepare the device and deliver it to your location, depending on the region. In addition, you can create a downloadable archive. Our system will generate a ZIP archive protected with a strong password, available for download to you and selected participants for 30 days.

Fortified. Certified.

Avoid compliance headaches. Ideals VDR ensures adherence to global standards like GDPR, SOC 2, and HIPAA for regulatory peace of mind.

Ready to accelerate your
deal success?