Last Updated on August 27, 2025
Combining 22+ Years of Secure VDR Excellence with Cutting-Edge AI Investment Banking Platform
SmartRoom, a premier virtual data room provider serving companies globally for over two decades, today announced a strategic partnership with Docufi.ai, an AI platform built specifically for investment banking. This collaboration delivers the industry’s most comprehensive deal lifecycle solution, from AI-generated deliverables to secure deal execution.
The partnership addresses a critical inefficiency in middle-market investment banking: highly compensated analysts and associates spending 80+ hours per week on repetitive document creation, while firms struggle with secure deal management and client collaboration.
“Investment banks, private equity firms, and corporate development teams are spending significant time and money to grind through PowerPoint and other deliverables,” said Jeff Kalina, EVP at SmartRoom. “By combining Docufi’s AI-powered deliverable creation with our enterprise-grade secure collaboration platform, we’re enabling firms to redirect that talent toward strategic, revenue-generating activities.”
Key Partnership Benefits:
- Seamless Workflow Integration: Create CIMs, pitch decks, memos, and teasers or any other deliverable in Docufi, then transition to secure deal management in SmartRoom
- End-to-End Efficiency: Reduce document creation time from days or weeks to seconds and minutes, while ensuring enterprise-grade security throughout the deal process
- Built for Investment Banking: Both platforms designed specifically for the unique needs of middle-market M&A professionals
Docufi.ai is built by former investment bankers and addresses the exact pain points they have experienced in the industry. With the assistance of artificial intelligence just for finance, the brilliant minds in investment banks, private equity firms, and other finance firms can now spend their time on the value-added work rather than the rote and repeatable pitch, CIM, or memo.
Docufi.ai Demo Video
In Summary
The integrated solution is particularly valuable for investment banks, private equity, corporate development, and other financial firms. Early adopters report 10x faster deliverable creation and significantly reduced time-to-market for deal processes. For more information about the SmartRoom and Docufi.ai partnership, contact jkalina@bmcgroup.com or schedule a joint demo here:
Patrick Schnepf is the Senior Vice President of Global Sales at SmartRoom, where he leads strategic initiatives to enhance secure file-sharing and collaboration solutions for M&A transactions. With a career spanning over two decades in sales and business development within the technology sector, Patrick has been instrumental in driving SmartRoom’s global revenue growth and expanding its market presence. He is a growth-oriented leader who excels at building go-to-market strategies that accelerate adoption, deepen customer relationships, and business impact.
