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AI-Powered M&A

Accelerated, More Accurate Due Diligence

Due diligence shouldn’t slow your deal momentum. SmartRoom’s AI suite: SmartSearch, SmartSummary, and AI Document Conversation, transforms document-heavy M&A workflows into faster, more accurate, and more secure processes.

Move from diligence to close with clarity, speed, and confidence.

AI That Works

Where Deals Get Done

SmartRoom embeds intelligence directly into M&A deal rooms, enabling analysts, associates, and deal teams to surface insights instantly, reduce risk early, and eliminate hours of manual review.

From preparing data rooms to analyzing targets, every AI feature is purpose-built to streamline deal execution.

Faster Review Cycles

Automatically uncover key information across contracts, financials, compliance records, and operational files — in seconds.

Early Risk Identification

Spot inconsistencies, hidden clauses, anomalies, and red flags that manual review often misses.

Purpose-Built for M&A Scale

Handle thousands of documents, multi-party collaboration, and complex diligence environments with ease.

SmartSearch:

Instantly Surface the Documents That Matter Most

M&A teams lose countless hours manually hunting through legal, financial, and operational documents. SmartSearch eliminates that friction by instantly delivering the most relevant files based on context — not just keywords.

Use SmartSearch to accelerate every stage of due diligence:

Locate contracts, addendums, and supporting documents instantly

Surface key files related to deal terms, liabilities, and financials

Reduce time spent preparing and reviewing virtual data rooms

Improve accuracy and reduce oversight risk across all review cycles

SmartSummary:

Critical Diligence Insights in Seconds

Thick contracts, financial statements, vendor agreements, and HR policies often bury the details that matter most. SmartSummary extracts them automatically.

Our AI scans and synthesizes content into concise, actionable summaries so analysts and associates can quickly identify liabilities, operational risks, compliance issues, financial inconsistencies, and key clauses & terms.

Whether you’re evaluating a target, preparing IC memos, or reviewing seller disclosures, SmartSummary removes hours of manual reading — while improving insight quality.

AI Document Conversation

Ask a Question. Get Instant Answers.

Diligence questions shouldn’t require flipping through hundreds of pages.

SmartRoom’s AI Document Conversation allows you to ask natural-language questions — and instantly receive precise, context-aware answers sourced directly from secure documents.

This is how deal teams eliminate delays and keep diligence moving forward.

AI Document Conversation Live Deals for Q4
AI Document Conversation Template Term Sheet

Verify deal points

Identify clauses across agreements

Compare figures inside financial statements

Confirm obligations, rights, liabilities, and restrictions

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
Chief Financial Officer
Tecta America Metro New York SmartRoom

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
Partner Corporate Commercial
Gorvins Solicitors SmartRoom

“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
Partner
Tobin Leff

Move from Diligence to Close — Faster and With More Confidence

SmartRoom’s AI suite is engineered specifically for high-stakes M&A environments.

From smart search and automated summaries to real-time Q&A with your documents, SmartRoom helps you reduce risk, accelerate timelines, and deliver higher-quality insights throughout the transaction lifecycle.

See why leading investment banks, law firms, and corporates trust SmartRoom for secure, efficient M&A execution.
Schedule your demo today and experience AI-powered dealmaking.

Jeff Kalina

Jeff Kalina

Executive Vice President

patrick

Pat Schnepf

Vice President of Sales

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!

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24/7/365 SUPPORT

4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.

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DEDICATED PROJECT MANAGER

We’re here to advise and help you get the most out of your SmartCloud experience.

24 hours support

24/7/365
SUPPORT

4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.

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DEDICATED PROJECT MANAGER

We’re here to advise and help you get the most out of your SmartCloud experience.

SmartRoom Customer Support

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FREE Checklist

What to Look for in a Secure File Sharing Platform

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FREE Checklist

What to Look for in a Secure File Sharing Platform

Most organizations don’t know what they’re missing — until it’s too late. This quick-reference checklist gives you the critical criteria every public or enterprise team should evaluate before choosing a document sharing or collaboration solution.