SmartRoom AI for Capital Markets
Big deals generate big files. Let AI do the first read.
SmartRoom AI works on the offering, syndication and structured finance rooms your team runs, and the AI assistant your team already uses can now work in them directly. Both under the permissions your team already has.
Where it fits
Four points in a deal where the document load is heaviest
AI does the reading and the first draft. Your team stays in charge of what goes out to investors and lenders.
Offerings
Preparing the offering room
Summarize a folder to check what is in it before investors arrive. Compare drafts of an offering document to see what changed between versions.
Syndications
Running a lender room
See which lenders have opened which materials, and keep the room organized as updated financials and amendments come in.
Investor and lender Q&A
Answering the questions
AI drafts answers to incoming questions from the documents in the room, and your team approves, edits or rejects each one.
After closing
Keeping the deal file current
Periodic reports pile up in a deal room. Ask across them in plain English and get an answer with its source cited.
Bring the assistant your team already uses
MCP, the Model Context Protocol, is an open standard for connecting AI assistants to the systems where work lives. Your team can reach its deal rooms from the assistant it already works in, under its own SmartRoom permissions.
Whichever assistant your firm has approved, including Claude, ChatGPT, Perplexity, Copilot and others.
Four things it can do
Find and browse
List your rooms, walk the folder tree, and search file and folder names.
Organize content
Create, rename, move, sort and delete folders and files by asking.
Run Q&A
Read questions, draft answers, and submit them for review.
See activity
Pull view, download and print history for a room, folder or file.
Plus secure download and upload links, and links that open any file straight in the SmartRoom viewer.
Try asking
Your permissions travel with you.
The connector never grants access beyond what your SmartRoom account already has, and only rooms enabled for MCP can be reached. If a person cannot open a document today, neither can their assistant.
The AI in your CRM
Augment the AI your team already runs in its CRM
Your CRM holds the relationships and the pipeline. SmartRoom holds the documents, and the record of which investors and lenders are engaging with them. Connect the two, and the AI working in your CRM has more of the deal to work with.
Your CRM
- Relationships and coverage
- Pipeline and mandates
- The AI your team runs in it
- Documents, Q&A and versions
- Permissions, file by file
- Who opened what, and when
Where the AI in your CRM supports MCP, it reaches the room under each user's own SmartRoom permissions.
Your CRM's contacts, in the room
Import users straight from your CRM, so the people in the room are the people you already track, without rebuilding the list by hand.
Your CRM's AI, connected to the room
The SmartRoom MCP connector works with MCP-compatible AI. Where the AI in your CRM supports MCP, it can reach the room directly, under each user's own permissions.
An open API for everything else
SmartRoom's API connects other applications to the room, so the systems your team already runs on can work with it too.
Using Intapp DealCloud? SmartRoom is embedded in the deal record, with room activity reported back to the deal. See the integration
SmartRoom AI, built in
Search the room, and summarize what is in it
Two tools that run inside SmartRoom, on the documents in your deal rooms. Nothing to connect and nothing to configure.
SmartSearch
Find the term an investor is asking about
Questions on an offering tend to arrive one term at a time. Ask SmartSearch in plain English and it looks across every document you can open in the room, returning an answer with its sources cited, so your team can check it before responding.
- Plain-English questions, across the entire room
- Answers cite the documents they came from
- Only searches what your permissions already allow
- Export any answer to Excel or PDF for the file
SmartSummary
Get through a long document before the call
Offering documents, credit agreements and periodic reports run long. SmartSummary gives your team an instant summary of any file and takes follow-up questions on it, and it now summarizes a whole folder at once.
- An instant summary of any single document
- Follow-up questions on the same file
- New: one summary across a whole folder
- Runs inside SmartRoom, on documents you can already open
What SmartRoom AI does today
Six capabilities, built into the room
Three of them are new this quarter. More detail on all six is on the AI tools page.
Summarize an entire folder
One consolidated summary across every document in the folder.
Compare two documents
See what changed between two versions, clause by clause.
A starting point for review, not a substitute for legal review.
Auto-answer Q&A
AI drafts the answer, your subject-matter expert approves it.
Understand a single document
Open a file and get an instant summary, then ask questions.
Search the whole room
Ask in plain English, and get answers with source citations.
Export AI results
Send any answer out to Excel or PDF.
Built with the controls you already rely on
The connector and the built-in AI are secured differently, and it is worth being precise about which claim applies to which.
The MCP connector
Your permissions travel with you
The connector never grants access beyond what your SmartRoom account already has, and only rooms enabled for MCP can be reached. When your team connects its own assistant, that assistant reads documents under your firm's own agreement with its provider.
SmartRoom AI, built in
Processing stays inside SmartRoom
The built-in tools read only what you can already open, and your documents are never used to train AI models. SmartRoom AI is off by default, and switched on per room at your request.
- AI reads only what you can already open.
- Auto-answer drafts go to your reviewer to approve or reject.
- AI is switched on per room, never by default.
AI results may be incomplete and should be independently verified. Document comparison is a starting point for review, not a substitute for legal review.
Track record
The organizations that run deals on SmartRoom
See it on your next deal
Twenty minutes, your documents, your questions. We will switch AI on for a room of your choosing and show you what it can do.
Email Pat and we will switch AI on for a room of your choosing.
Talk to us about enabling AI