The room, and everything that gets filed, printed and sent around it.
Command Financial brings SmartRoom to its clients as their virtual data and deal room. For a firm already trusting Command with the documents that go to regulators, shareholders and counterparties, the room the transaction runs in now sits with the same team.
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Who Command Financial are
Command Financial have spent more than three decades handling the documents that carry the most risk for a firm: SEC filings, proxies, shareholder communications and the transaction material around a deal. Founded in 1990 and headquartered in New York, they work with public corporations, law firms and investment companies.
The work is unforgiving. Deadlines do not move, approval chains are long, and a mistake is a regulatory problem rather than an inconvenience. That is the standard they hold their own suppliers to, which is the context for choosing the platform they put in front of their clients.
The life of a deal document
Drafting and composition. Written, typeset and laid out against a deadline that does not move.
Internal and counsel review. Legal, finance and management work through versions to a final draft.
Shared with counterparties. Control over who sees what, and what they have already opened.
Filed with the SEC. EDGAR conversion and inline XBRL tagging, against the filing calendar.
Printed, mailed and delivered. Print, eDelivery, fulfillment and translation to shareholders.
How the two fit
One transaction, one relationship
A deal does not stop when it closes. Command cover the whole span. SmartRoom is the secure room underneath the part where documents move between parties.
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01 · Preparation
NDAs and access
Controlled outreach and confidentiality from the first document.
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02 · Diligence
The data room
Granular permissions and visibility into what each party has seen.
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03 · Closing
Execution
Governance and access control through the most sensitive phase.
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04 · After close
Filing and reporting
EDGAR, XBRL, proxies and shareholder communications.
What a joint client gets
Two teams, no seam between them
From Command
The relationship, the production work and the regulatory expertise.
- People who have worked in securities law, financial reporting and fund administration
- Counsel on SEC rules, EDGAR, inline XBRL and GAAP treatment
- Around-the-clock production against fixed filing deadlines
- One point of contact across filing, print, distribution and the room
From SmartRoom
The platform the deal actually runs in.
- Folder and file level permissions, with visibility into what each party opened
- Control that holds after download, including revoking access already granted
- AI search and summarization across large document sets
- Integration with the deal CRM your firm already runs on
- A dedicated project manager and 24/7/365 in-house support
Why it works
More than a data room
Command did not need a file-sharing tool. They needed a platform that holds up under the same scrutiny their own work does.
Control that survives the download
Share sensitive material and keep control after it leaves the room. Revoke access, restrict printing and copying, and see how documents are being used.
AI-assisted review
Search and summarization across large document sets, so a team finds the clause, figure or risk that matters without working through every folder.
Less administrative drag
NDA workflow, diligence tracking and permissioning run inside the platform rather than across email and spreadsheets. Rooms open quickly and permissions move as teams change.
Service, not a ticket queue
A dedicated project manager on every engagement and in-house support at any hour. It is the part Command hold their suppliers to, and the reason the pairing works.
Track record
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.
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.
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.
Working with Command already?
Tell us what your transaction looks like and we'll walk you through how the room fits alongside the rest of the work Command handles for you.