Beyond The VDR:
Unlock The Full Power of SmartCloud
You trust us with your VDR. Now see what else we can do.
Go Beyond The VDR With SmartCloud
SmartRoom has been your trusted partner for secure virtual data rooms. But secure file sharing is just the beginning. SmartCloud extends your capabilities across deal management, investor
engagement, and long-term data control — all within a single, unified platform.
What We Offer:
Stronger Relationships With Your Investors and Improved Portfolio Communication
Fundraise
Automation
Accelerate Fundraise Process
- Identify prospective investors
- Assign investor relations coverage
- Usher investors thru each process stage
- Control Access to due diligence
- Collaborate through a dynamic portal
Online Subscription
Agreements
Simplify the Subscription Process
- Online subscription agreement
- Prefill Subscription questionnaire
- Track investors' subscription progress
- Respond to inquiries
- Electronic signature Automation
- Automatically launch Investor Portal
Dynamic
Investor Portal
Elevate Your Investors Experience
- Account Overviews Dashboard
- Fund Performance Metrics
- Investor Activity Reporting
- Granular Security rights and settings
- Notifications Automation
- Secure document sharing
Enterprise Virtual
Data Room
Ultra Secure Content
- Granular user rights
- Enhanced content protection
- Customized user experience
- Activity tracking and analytics
- Document collaboration
- Desktop file management integration
Fund
Accounting
Efficient Investors Reporting
- Automate Waterfall Calculations
- Partners Capital Statements presentation
- Create and distribute capital notices
- Simplified tax reporting
- Cash Flow history reporting
- Fund accounting software Integrations
Interactive
Deal Portal
Accelerate Acquisitions/Divestures
- Dedicated buy-side/sell-side portal
- Rich content to presentation
- Bringing presenting key document content to life on the web
- Automate pipeline tracking and reporting
- Provide seller with buyer analytics
- Deal process updates in real time
Integrated Deal Management & Execution
SmartExchange is an end-to-end deal management platform that can be tailored to match your exact business processes and workflows.
SmartExchange works out of the box but also is capable to leverage existing APIs to link siloed data sources and unite them into a single, secure hub so you can manage data and structure your workflow to the way you work.
Natively Integrate With Your Existing Appplications...
& more...
Investor Portal:
Engage Investors
with Transparency
Impress your investors with an intuitive, modern platform that provides seamless, real-time access to crucial fund information.
With SmartExchange’s Investor Portal, you can deliver a fully branded experience, offering personalized dashboards tailored to each investor’s unique needs. Automated reporting, combined with secure file sharing & document tracking, ensures that your investors receive timely, accurate, and transparent updates at every stage.
Empower them with the tools they need to stay informed, engaged, and confident in their investment decisions.
GPs
GPs, Investor Relations, and Fund Administrators can manage and automate all investor relations services on one platform. Centralizing all fund-related data keeps teams aligned, informed, and accountable.
LPs
Investors can make more informed decisions with real-time fund information and dynamic reporting they can access through a customized portal anytime, anywhere.
SmartLP: Investor-Specific Reporting Automation
With SmartLP, automate the creation and distribution of investor-specific reports, fully aligned with your existing templates and processes. This powerful tool eliminates manual effort, ensuring that reports are generated accurately and on time, every time.
Once created, reports are seamlessly delivered to your investors’ designated, secure folders within their personalized investor portal, giving them instant access to the latest insights. Enhance transparency, save time, and maintain accuracy with a fully automated, streamlined reporting solution.
Smart-Merge
Map investor information with investor documents to create custom reports for each investor. Then automate the distribution of those documents to their designed investor portal.
Smart/Move
Map documents from any source system a secure, centralized folder. Then, automate the distribution of those documents into their designated investor portal.
Smart/Split
Instantly split a consolidated PDF report into separate investor-specific reports. Then automate the distribution of those documents into their designed investor portal.
Information Rights Management Solution
SmartIRM is an information right’s management application that lets you control data, even after it has been shared with third parties.
Smartlock encrypts* your files with custom security rules that allow or deny specific document activities such a printing, editing, screen capture or copy/paste. You can even remotely detonate documents at any time.
MANAGE PERMISSIONS
Customize security rights to allow or restrict editing, printing, copy/paste, or screen captures by IP Address or computer ID.
MONITOR ACTIVITY
Every touch is logged, every metric can be analyzed, and compliance can be quantified with advanced reporting and auditing capabilities.
CONTROL ACCESSIBILITY
Schedule content expiration dates in advance or manually revoke access at any time.
Transform How You Work:
Tailored Solutions for Every Stage of the Deal Lifecycle
CRM
Centralize and manage deal pipelines, investor communications, and project workflows with seamless CRM integration.
Fundraising
Streamline the fundraising process with automated data rooms, secure document sharing, and real-time investor engagement.
LP Reporting
Deliver accurate, timely, and automated LP reports with customizable templates and secure file sharing.
Buy-Side Due Diligence / Process Management
Accelerate buy-side due diligence with integrated data rooms, collaborative task management, and real-time document tracking.
Post-Acquisition Tracking
Monitor portfolio performance post-acquisition with centralized document management, reporting automation, and KPI tracking.
Portfolio Company Communication
Integrate enterprise systems you already use to maximize their ROI. Build out your portal and dashboard to mirror your existing workflows.
Sell-Side Exits
Maximize exit value with efficient sell-side management, enabling secure document sharing, compliance monitoring, and transaction oversight.
Custom App Builder
Develop tailored business applications with SmartCloud’s customizable app builder, designed to fit your specific operational needs.
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
Why Go Beyond The VDR?
Unlock New Possibilities with an Integrated Platform Built for Growth
Integrated
Deal Execution
Expand from document storage to full pipeline management, automating workflows and simplifying compliance.
Enhanced
Data Security
Stay protected with file-level permissions, usage tracking, and remote access controls even after deals close.
Stronger Investor
Engagement
Deliver accurate, timely, and automated LP reports with customizable templates and secure file sharing.
Scalable
Solutions
Accelerate buy-side due diligence with integrated data rooms, collaborative task management, and real-time document tracking.
Post-Deal Compliance
& Data Control
Extend data security and compliance beyond the transaction.
Investor Reporting
& Communication
Automate personalized investor updates with tailored reports and branded dashboards.
Deal Lifecycle
Management
Move deals from the initial stages to long-term success with integrated workflows.
Ready to Go Beyond the VDR?
Discover how SmartCloud can transform your deal management, investor engagement, and portfolio operations. Contact us today to explore what’s possible.
Our Security Is Rock Solid
LOGICAL SECURITY
SmartCloud is hosted on the Microsoft Azure platform. This platform is located in highly secure data centers where no customers are allowed to access. The network is isolated from all other BMC Group corporate networks.
Due to cloud nature of the Azure platform, all data is encrypted by SmartCloud using the latest encryption algorithms and methods to ensure your data is secure.
PHYSICAL SECURITY
SmartCloud is built on the concept of multi-layer security. It starts with locked down data centers and strict user policies.
It is enhanced by network segmentation, firewall security, and proactive Intrusion Detection Systems.
Beyond that, our VDR itself is built with multiple layers of logical security to ensure the integrity of our user rights systems.
PROACTIVE SECURITY
Next Generation Web Application Firewalls and Intrusion Detection Systems are our first line of defense.
We run constant vulnerability scans and periodic penetration tests done by top level security firms. In addition, our data room systems are built on the principals of High Availability and Disaster Recovery. Our recovery point objective is 15 minutes for a full disaster scenario.
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.
