Ideals

Run your Ideals data room from ChatGPT. Create projects, build project structures, upload files, manage users, search and summarise documents, track project activity, and more – all through natural conversation, no compromises on security, and without switching tools.

The most popular use cases:

Project structure:
"Create a folder structure for our Series B round with sections for Financials, Legal, and HR – then upload the latest investor deck"

"Analyse my files and propose how to restructure my VDR"

Document search & summaries:
"Find all documents mentioning 'indemnification' across the project and summarize the key points from each"

User & group management:
"Invite jane.doe@idealsvdr.com as a viewer, add her to the Acme Due Diligence group, and remove access for the previous advisor"

Activity & engagement tracking:
"Show me the activity log for the past 7 days – who viewed documents, what they accessed, and when"

Deal room housekeeping:
"Find all empty folders in the project, list any recently deleted documents, and show me which files were uploaded this week"