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AI-Powered Corporate Development

Smarter Diligence & Faster Target Evaluation

Corporate development teams need clarity fast — whether evaluating acquisition targets, assessing synergies, or preparing for integration.

SmartRoom’s AI suite: SmartSearch, SmartSummary, and AI Document Conversation, delivers instant insights across contracts, financials, strategic materials, and operational data.

Move from evaluation to execution with speed, accuracy, and confidence.

AI That Strengthens

Strategy & Accelerates Decision-Making

SmartRoom integrates intelligent automation directly into corporate development workflows, helping teams surface insights, identify risks early, and streamline target evaluation without slowing down internal alignment.

Accelerate Target Screening

Instantly summarize financials, contracts, operational reports, and filings — reducing early evaluation cycles from weeks to days.

Spot Liabilities & Risks Early

AI flags inconsistencies, legal issues, compliance exposures, and financial red flags before they become deal blockers.

Enhance Strategic Focus

Free internal teams from admin-heavy analysis so they can focus on modeling, valuation, synergy mapping, and integration planning.

SmartSearch:

Instantly Surface the Information That Impacts the Deal

Corporate development workflows require quick access to precise information: customer contracts, vendor agreements, HR policies, operational data, and financial disclosures.

SmartSearch delivers the most relevant documents instantly — based on context, not just keywords, allowing your team to spend more time deciding.

Target evaluation and initial screening

Cross-functional diligence support

Competitive and operational analysis

Data room preparation and internal review cycles

SmartSummary:

Key Insights for Better Evaluation & Planning

Corporate development teams work with dense, detail-heavy documents — employment agreements, customer data, vendor terms, audit reports, financials, compliance documents, and more.
SmartSummary distills complex content into concise insights, helping teams identify what truly matters.

Use SmartSummary for operational risk assessment, liability surfacing, financial performance review, synergy and integration planning, executive briefings and IC materials.

Reduce manual review time dramatically and strengthen the quality of strategic recommendations.

AI Document Conversation

Ask a Question. Get Strategic Clarity Instantly.

Instead of digging through hundreds of pages for one detail, SmartRoom’s AI Document Conversation lets you ask natural language questions and get instant, accurate answers.

Whether preparing for executive meetings or refining deal assumptions, this feature keeps the entire team aligned and informed.

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

Verify operational obligations

Identify restrictive clauses

Compare financial or contractual figures

Confirm terms across multiple documents

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

Build a Smarter, Faster Corporate Development Function

SmartRoom’s AI suite empowers corporate development teams to reduce manual work, identify risks early, and accelerate target evaluation with sharper insights. From AI-driven search and automated summaries to real-time Q&A across complex documents, SmartRoom helps organizations make smarter, faster, and more confident decisions.

See how leading corporations enhance their M&A strategy, diligence, and integration planning with SmartRoom.
Schedule your demo today and experience AI-powered corporate development.

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.

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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.