Ideals

Publisher description

From the marketplace listing

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"