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iDeals Virtual Data Room from iDeals Solutions
Customizable investor-specific views, secure Excel viewer with formula protection, question and answer module, advanced user permissions, bulk uploads, full-text search, and specialized financial document protection.
Product analysis by function
Data Room Solutions for Due Diligence
Secure document sharing and management platforms for handling sensitive company information during the due diligence process.
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Security and Compliance
(12 Yes /12 Known /12 Possible features)
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End-to-End Encryption All documents and communications are encrypted both in transit and at rest. |
iDeals documentation and marketing material state support for encryption at rest and in transit. | |
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Granular Access Controls Ability to set permission levels at the document, folder, or user group levels. |
Advanced user permissions and custom investor views imply granular access controls at document/folder/user level. | |
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Multi-Factor Authentication Support for two-step or multi-factor authentication for user login. |
Multi-factor authentication is shown as a security feature on the product's website. | |
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Regulatory Compliance Certifications Supports compliance with industry standards such as SOC2, ISO 27001, GDPR. |
iDeals claims SOC2, ISO 27001, GDPR compliance on website and in documentation. | |
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Watermarking Dynamically applies user-specific or time-based watermarks to viewed and downloaded documents to deter unauthorized sharing. |
Dynamic and user-specific watermarks on viewed/downloaded documents are a standard feature per website. | |
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Audit Trails Comprehensive logs of user activity including views, downloads, uploads, edits, and shares. |
Audit trail of every user activity is marketed by iDeals as a key feature. | |
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Automatic Session Timeout User sessions automatically expire after a period of inactivity for security. |
Automatic session timeouts are mentioned in help documentation and security features. | |
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Document Expiry Controls Enables expiry or self-destruct timers for shared documents. |
Document expiry and time-bound sharing are available for sensitive due diligence. | |
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Digital Rights Management (DRM) Prevents printing, copying, or forwarding of selected sensitive documents. |
iDeals markets strong document DRM with secure Excel viewer, copy/print/download restriction. | |
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Secure Document Destruction Ability to permanently delete files and ensure their removal from all storage and backups. |
Secure document deletion and shred features highlighted. | |
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Intrusion Detection and Monitoring Continuous monitoring for unauthorized access attempts and suspicious behavior. |
Intrusion detection and monitoring through usage anomaly detection is described in security whitepapers. | |
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Geofencing and IP Restrictions Restricts platform or document access based on user geolocation or IP address. |
IP and location restriction available for administrator settings. |
Document Management and Organization
(9 Yes /9 Known /10 Possible features)
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Folder Hierarchy Support Creation and nesting of folders to mirror deal or company structure. |
Folder and subfolder hierarchy supported for deal structure mirroring. | |
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Advanced Search Full-text and metadata search across all documents in the data room. |
Full-text and metadata search across all documents is mentioned. | |
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Bulk Upload and Download Ability to upload or download multiple files and folders simultaneously. |
Bulk upload and download explicitly listed as a product capability. | |
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Drag-and-Drop Interface Easy move, upload, or organize files using drag-and-drop functionality. |
Drag-and-drop interface described and shown in video demo. | |
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Document Indexing Automatic indexing and numbering of documents for reference. |
Automatic indexing and numbering part of organizational features. | |
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Optical Character Recognition (OCR) Scanned documents are converted into searchable text via OCR. |
OCR is available for scanned and image-based documents. | |
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Custom Metadata Fields Ability to define custom fields for document classification and tagging. |
Custom metadata fields and tagging supported. | |
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Version Control Tracks revisions and allows rollback to previous versions of documents. |
Version control and rollback explicitly supported. | |
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Bookmarking & Favorites Users can bookmark or star important documents or folders for quick access. |
No information available | |
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Document Preview Direct online preview (no downloads necessary) in popular file formats (PDF, DOCX, XLSX, etc.). |
Document preview for common file types, especially Excel, is a key advertised feature. |
User Collaboration and Communication
(5 Yes /5 Known /8 Possible features)
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Document Comments and Annotations Allows users to add notes and comments to documents or specific document sections. |
Document comments and annotation features are demonstrated in promotional materials. | |
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Task Assignment & Tracking Enables creation, assignment, and status tracking of tasks related to documents. |
No information available | |
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Integrated Q&A Modules Structured question-and-answer flow between investors, target companies, and advisors. |
Integrated Q&A module is specifically mentioned in product notes. | |
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Role-Based Communication Permissions Restricts Q&A, commenting, or messaging based on user role. |
Role-based permissions for Q&A and communication managed by admin. | |
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Real-Time Notifications Notifies users via email or in-app alerts for activity, comments, or requests. |
Real-time alerts and notifications for all activity described. | |
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Group Messaging Secure in-platform group messaging among participants. |
Group messaging among deal members is available inside the platform. | |
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Meeting Scheduling Integration Link with calendar and scheduling tools for meetings or calls. |
No information available | |
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Discussion Threads Create threaded discussions around documents or issues. |
No information available |
User Management and Permissions
(6 Yes /6 Known /7 Possible features)
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Role-Based Access Create and assign roles (e.g., admin, investor, advisor, uploader) with configurable permissions. |
Role-based permissions and configurable user roles highlighted in admin dashboard. | |
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Bulk User Import Provision multiple users at once from spreadsheets or directory integrations. |
Bulk user import tools for admins are described. | |
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External User Invitations Ability to securely invite external collaborators and auditors. |
Explicitly supports external collaborator invitations. | |
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User Deactivation/Suspension Temporarily or permanently disable user accounts without deleting them. |
User deactivation or suspension available to admins without deletion. | |
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Group Permissions Configure permissions for entire teams or groups rather than individuals only. |
Group/team permissions assignment described in user management. | |
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Time-Limited Access Grant users or groups access for predefined periods. |
Access duration can be limited for users or groups (time-limited access). | |
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User Impersonation Admins can view the platform as a particular user for troubleshooting. |
No information available |
Usability and User Experience
(6 Yes /6 Known /7 Possible features)
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Modern Intuitive UI Clean, responsive design compatible with modern browsers and devices. |
Modern, intuitive, mobile-responsive interface shown in product demos. | |
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Mobile Access Native or responsive mobile access to all major features. |
Mobile web interface and dedicated apps for mobile access. | |
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Custom Branding Personalized data room branding with company logos and color schemes. |
Supports custom branding with logos and colors. | |
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Multilingual Interface Support for multiple language user interfaces. |
Multi-language interface is available (English, German, etc.). | |
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Accessibility (ADA) Compliance Meets standards for accessibility for users with disabilities. |
ADA and accessibility standards mentioned—product targets international corporate clients. | |
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Fast Load Time Typical time for data room or document preview to load. |
No information available | |
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Onboarding and Help Guides Integrated, interactive onboarding and context-aware help. |
Onboarding and integrated help guides provided within the platform. |
Integration and Interoperability
(6 Yes /6 Known /6 Possible features)
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API Availability Well-documented application programming interfaces for custom integrations. |
API availability for custom and enterprise integrations stated in developer docs. | |
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Single Sign-On (SSO) Support for SSO via providers like SAML, OAuth, or enterprise directories. |
Supports SSO through SAML, OAuth, and major directory providers as per enterprise plan features. | |
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Integration with Cloud Storage Native link with platforms such as Dropbox, Google Drive, and OneDrive. |
Integrates with cloud storage (Dropbox, Google Drive, OneDrive) for file import/export. | |
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Calendar Integration Connects with Outlook, Google Calendar, or others for scheduling. |
Calendar integration is supported for scheduling Q&A sessions and meetings. | |
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Export/Import Capabilities Bulk export of documents and data room structures for backup/migration. |
Export/import for bulk migration is a platform feature. | |
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Third-Party eSignature Integration Seamless integration with digital signature providers (DocuSign, Adobe Sign, etc). |
Integration with DocuSign, Adobe Sign for eSignature is stated in integration options. |
Reporting and Analytics
(5 Yes /5 Known /5 Possible features)
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User Activity Reports Exportable, filterable reports showing user login, document views, and downloads. |
Detailed exportable user activity reporting is a standard analytics feature. | |
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Engagement Analytics Visualizes which documents or folders receive the most attention. |
Engagement analytics such as most accessed documents/folders is a reported feature. | |
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Heat Maps for Document Usage Shows which pages or sections of documents were most engaged with. |
Document-level heatmaps for engagement are part of analytics dashboards. | |
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Exportable Dashboards Dashboards that can be exported as PDFs, CSVs, or images. |
Exportable dashboards (PDF, CSV, image) available from analytics module. | |
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Custom Analytics Reports Ability to build custom reports around user activity or document access. |
Custom analytics report builder present for admins. |
Performance and Scalability
(0 Yes /0 Known /5 Possible features)
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Concurrent User Support Number of users that can access the platform at the same time without performance degradation. |
No information available | |
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Maximum File Size Largest single file that can be uploaded or previewed. |
No information available | |
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Maximum Data Room Size Total storage capacity per project or data room. |
No information available | |
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Uptime Guarantee Service Level Agreement uptime metrics. |
No information available | |
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Document Preview Speed Average or 99th percentile time to render a preview of a typical document after click. |
No information available |
Support and Service
(4 Yes /4 Known /5 Possible features)
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24/7 Support Availability Help desk available around the clock via phone, chat, or email. |
24/7 support advertised via multiple support channels. | |
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Dedicated Account Manager Assigned point of contact for account-specific questions and escalations. |
Dedicated account managers available for corporate and enterprise clients. | |
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Onboarding and Training Guided onboarding and live or recorded training sessions for users. |
Onboarding and training provided live and via recorded/web materials. | |
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Knowledge Base Access Comprehensive help articles, guides, and FAQs. |
Comprehensive knowledge base and help center available. | |
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SLA Response Time Service level agreement for maximum initial response time to support requests. |
No information available |
Pricing and Contract Flexibility
(5 Yes /5 Known /5 Possible features)
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Transparent Pricing Clear, publicly available pricing tiers and features. |
Transparent pricing and feature comparison are publicly listed on the iDeals website. | |
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Flexible Billing Cycles Support for monthly, quarterly, and yearly billing options. |
Monthly, quarterly, and annual billing cycles available. | |
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Trial Access or Sandbox Free trial or limited sandbox instance available before purchase. |
Free trial/sandbox is available for new customers. | |
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No Long-Term Lock-In Contract options available without annual commitments. |
Short-term, non-locked contract options available. | |
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Volume and Enterprise Discounts Tiered pricing or custom discounts for startups or high-volume customers. |
Volume/enterprise discount pricing available upon request for startups and large organizations. |
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