Financial Services

SmartRoom for Financial Services

Effectively sharing large volumes of documentation among your client’s constituencies can be a complex challenge. Investment bankers, private equity managers, and corporations rely on SmartRoom with the most secure, cost-effective and efficient document sharing solution available today. Our project managers are among the best in the business providing superior service to clients to get all transactions completed faster and more efficiently than ever before.

SmartRoom supports a wide range of due diligence needs:

Other Uses With Finance:

  • Sell-side mandates
  • Buy-side target review
  • Asset-backed security data review
  • Small business ownership transfers
  • Private equity or venture capital funding activity
  • Family business succession
  • Venture capital/private equity liquidity events
  • Commercial and corporate real estate ventures, liquidations
  • Bankruptcies and corporate debt restructuring

Mergers & Acquisitions and Due Diligence


The art of the deal requires equal parts of business savvy, due diligence and financial acumen. As the deal evolves, it places enormous pressure on limited resources.

SmartRoom provides you with the superior technology, knowledge, services and peace of mind to help you conduct and manage complex M&A due diligence teams. When the stakes are high, SmartRoom helps you maximize deal value by minimizing costly delays and risks.

You can store documents and files in a secure database that allows the company and its intermediaries to follow the footprint of all bidders. This audit trail enables sellers to mitigate their risk on post-close disclosure claims since they will know exactly when and where data was uploaded, viewed, printed and saved.

SmartRoom provides a secure virtual data room platform, responsive customer service and unmatched expertise allowing your key players to securely share documents, streamline workflows, collaborate with additional partners and prepare data for future use. Information is securely available anywhere, any time. Expand your reach to collaborate regardless of time zones or geographies.

For divestitures and asset sales, speed up the due diligence process by bringing the entire process online allowing multiple interested buyers to conduct due diligence simultaneously.

SmartRoom safeguards material information from falling into the wrong hands by preventing documents from being forwarded and generating a watermark when printed. There is a complete audit history of all activity providing a record of what was disclosed and reviewed for legal and compliance purposes. This allows you to protect valuable corporate information by controlling who sees which documents, and when.

Fundraising & Private Equity


In the competitive landscape of capital fundraising too much time is spent on manual organization and tasks that are better spent attracting investors and maximizing your company’s value. Streamlining your fundraising processes and improved communications are critical to increasing your objectives of a successful desired outcome.

SmartRoom can focus help you focus your fundraising activities on finding the right investors, present your entity in its best light and reach more fundraising targets.

SmartRoom supports a wide range of fundraising needs:

  • Asset-backed security data review
  • Private equity or venture capital funding activity
  • Family business succession
  • Venture capital/private equity liquidity events
  • Initial Public Offerings
  • Debt refinancing

Alternative Investments


Effectively sharing large volumes of documentation among constituencies can be a complex challenge. Alternative investment, private equity, and venture capital funds rely on SmartRoom to share confidential information among multiple parties. Whether you are acquiring or selling a company, launching a new fund, or distributing capital calls and K-1s to investors, SmartRoom is a secure cloud-based deal management solution for cost-effective and efficient document sharing.

 

Other Uses For Alternative Investments:

  • Private Equity
  • Venture Capital
  • Hedge Funds

 

Supported by a dedicated and experienced project management team, SmartRoom services give peace of mind when conducting and managing even the most complex projects. Our project managers are among the best in the business providing superior service to clients to get all transactions completed faster and more efficiently than ever before.