AI-Powered Capital Markets
Faster Insights, Stronger Risk Management
In capital markets, speed and accuracy define performance. SmartRoom’s AI suite: SmartSearch, SmartSummary, and AI Document Conversation, delivers instant insights across filings, financials, contracts, news, and operational data.
Make better decisions, strengthen oversight, and accelerate analysis at every stage of the investment lifecycle.
AI That Accelerates
Analysis & Strengthens Market Decisions
SmartRoom integrates intelligence directly into capital markets workflows — enabling analysts, PMs, traders, and risk teams to surface insights instantly, reduce exposure, and streamline research.
Accelerated Research & Review
Instantly analyze large volumes of filings, datasets, contracts, and market reports — reducing manual workload by up to 70%.
Early Risk Detection
AI flags anomalies, hidden clauses, inconsistencies, and irregularities across financial and non-financial sources, improving risk mitigation.
Better Valuation Inputs
Update assumptions faster by analyzing news, data, operating metrics, and industry trends through AI-driven insights.
SmartSearch:
Instantly Surface Market-Critical Documents
Research and risk teams spend countless hours reviewing filings, disclosures, contracts, and supporting documents. SmartSearch eliminates the manual drag by instantly identifying the documents that matter most — based on context and relevance.
SmartSearch helps capital markets professionals respond faster, analyze deeper, and operate with greater precision.
Faster analysis of 10-Ks, 10-Qs, 8-Ks, offering docs & regulatory filings
Rapid discovery of clauses, figures, and risk indicators
Increased accuracy in credit, equity, and fixed income analysis
Accelerated preparation of investor or portfolio reports
SmartSummary:
High-Value Insights in Seconds
Capital markets documents are dense — filings, rating reports, loan docs, performance data, risk disclosures — all packed with critical details.
SmartSummary distills these materials into concise, actionable summaries so teams can focus on decisions, not decoding text.
Perfect for, credit risk analysis, portfolio monitoring, equity & sector research, regulatory review, and surveillance workflows.
SmartSummary reduces review cycles from hours to minutes — while improving depth, accuracy, and consistency of insights.
AI Document Conversation
Ask the Market. Get Answers Instantly.
SmartRoom’s AI Document Conversation allows capital markets teams to ask natural-language questions and instantly receive precise, context-aware answers sourced from secured documents.
No more flipping through hundreds of pages — get the clarity you need in seconds.
Verify credit terms or collateral obligations
Pull key figures from filings or financials
Identify triggers, covenants, or risk language
Perform rapid cross-document comparisons
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
Empower Your Capital Markets Team With Faster, Deeper Insights
SmartRoom’s AI suite is engineered to help capital markets teams operate with speed, accuracy, and confidence.
From real-time search and automated summaries to instant Q&A across complex documents, SmartRoom reduces risk, accelerates analysis, and improves decision quality.
See why global investment firms rely on SmartRoom to power their research, risk, and compliance workflows.
Schedule a demo today and explore AI-powered capital markets execution.
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.
