Make Your Deal Pipeline Future-Ready | Ideals Virtual Data Room

Ideals Staging Hub

Make your deal pipeline future-ready

Provide a secure collaboration space for your sell-side
team before due diligence begins

Get started

Secure preparation area

Quickly set up a tailored staging environment for efficient preparation

Seamless user experience

Same interface as the data room for quick adoption and no learning curve

Smooth project transitions

Easily transfer selected files to the due diligence room in a few clicks

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