Ideals Staging Hub
Make your deal pipeline future-ready
Provide a secure collaboration space for your
sell-side
team before due diligence begins
ORGANIZE DOCUMENTS
Streamline your
pipeline setup
- Manage bulk uploads
Drag-and-drop multiple files in seconds, organizing data efficiently for pipeline projects - Create folder hierarchy
Build a structured folder system for each deal or client in minutes - Automate document control
Use SharePoint integration and bulk actions to streamline updates and management
PRE-DEAL COLLABORATION
Optimize internal
deal management
- Secure space for sell-side
Control access during the preparation phase to ensure only relevant stakeholders engage - Monitor completion progress
Utilize the Information Request List (IRL) to track task completion in real-time - Audit activity and storage
Leverage activity logs and storage insights to identify bottlenecks before external sharing
MIGRATE WITH PRECISION
Set your data room
for success
- One-click migration
Transfer entire folder structures to the data room seamlessly with a single click - Maintain project integrity
Keep original folder structures intact to ensure a smooth transition for advisory teams - Continuous project access
Keep Ideals Staging Hub open for ongoing revisions before migration to the due diligence room