AI for Fundraising & Investor Relations
Accelerate Capital Raising. Elevate Investor Communication.
From initial diligence to ongoing LP reporting, SmartRoom’s AI suite streamlines every stage of investor engagement.
Get faster insights, eliminate manual roadblocks, and deliver a premium LP experience with secure, purpose-built AI designed for modern fundraising and investor relations.
AI That Works
Where Investor Engagement Happens
SmartRoom embeds intelligent automation directly into both fundraising and IR workflows — enabling teams, LPs, and advisors to collaborate with speed, accuracy, and clarity.
From drafting PPMs to preparing quarterly updates, every AI tool enhances productivity without adding complexity.
Integrated Intelligence
Connects seamlessly with your CRM, reporting systems, and deal platforms — unifying insight and eliminating data silos across fundraising and investor relations.
Enterprise-Grade Security
Protected by advanced encryption, granular permissions, and full audit trails — ensuring LPs receive information that is accurate, consistent, and securely delivered.
Ready to Scale
Trusted by global investment firms supporting billions in AUM — built to handle complex investor workflows and high-volume reporting cycles.
SmartSearch:
Instant Access to the Materials LPs Need Most
Whether preparing a data room for fundraising or responding to ongoing LP inquiries, fast access to the right materials is essential.
SmartSearch instantly identifies the most relevant decks, term sheets, diligence documents, fund updates, and reporting files — based on context, not just keywords. Lastly, it eliminates friction and helps your team remain responsive, organized, and investor-ready.
Precision search optimized for fundraising & IR workflows
Context-aware retrieval across thousands of documents
Instant results for faster LP communication
Reduces time spent preparing, verifying, and distributing investor materials
SmartSummary:
Investor-Ready Insights in Seconds
Fundraising and IR teams work with dense, detail-heavy documents — financial statements, market commentary, performance reports, risk disclosures, and compliance materials.
SmartSummary scans and synthesizes this content into concise, actionable insights that teams can use immediately. It also dramatically reduces review cycles while improving the accuracy and consistency of investor-facing communication.
Generates clear, decision-ready summaries instantly
Ideal for LP communications, reporting, and diligence
Cuts review time from hours to minutes
Supports accuracy, transparency, and compliance
AI Document Conversation
Ask Your Documents. Deliver Answers Investors Can Trust.
Instead of searching through hundreds of pages for one figure or clause, SmartRoom’s AI Document Conversation lets teams — and approved LPs — ask natural-language questions and receive precise, context-aware answers instantly.
This is the fastest way to improve LP responsiveness without increasing workload.
Ask questions directly inside your secure data room
AI delivers answers from trusted, permission-controlled content
Ideal for fundraising, onboarding, diligence, and reporting workflows
Enhances collaboration across IR, fundraising, advisors, and LPs
Trusted By Industry Leaders
“Partnering with SmartCloud has simplified and streamlined our M&A activity from both the buyside and sellside. Ease of use, dedicated support and best in class technology saves us hours of time on every transaction while ensuring a safe, reliable platform for our data.”
Marc D. Benson
“SmartCloud is our go-to data room provider. The system is easy to use, represents fantastic value for money and the support and service from the SmartRoom team is incredibly responsive and second to none.”
Christian Mancier
“After researching several competitors, closely comparing features and benefits, going with SmartCloud was one of the best decisions I made last year. Great value, tech and rockstar round-the-clock customer service, both for ourselves and on behalf of our clients. Refreshingly exemplary in all ways.
Holt Vaughn
AI Is Transforming the Way Firms Raise Capital & Serve Investors
As investor expectations rise, SmartRoom continues to innovate — from predictive insights to intelligent LP request handling and streamlined reporting. Our mission is simple: empower fund managers with faster, smarter, and more secure tools that accelerate fundraising and strengthen investor relationships long after the close.
Explore how SmartRoom is shaping the next generation of AI-powered fundraising and investor relations.
Schedule your demo today.
Unparalleled Service
We exist to make your life easier. While other service providers offer support, we provide a customized service tailored to your specific deal project. Not only will any user have access to 24/7/365 in-house support, you’ll be assigned a dedicated project manager to assist with administrative and management work including training, index creation, content upload, security profile setup, user invitations, alert creations, and more. Consider us an extension of your Team!
24/7/365 SUPPORT
4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.
DEDICATED PROJECT MANAGER
We’re here to advise and help you get the most out of your SmartCloud experience.
24/7/365
SUPPORT
4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.
DEDICATED PROJECT MANAGER
We’re here to advise and help you get the most out of your SmartCloud experience.
