Last Updated on April 16, 2025
By: Steve Lumer, SmartRoom Director of Sales and Business Development
It’s been a little over a month since I’ve joined SmartRoom, and one of the things I’ve learned is how we are helping many organizations with various use cases beyond sharing data for M&A and ABS sales.
As COVID-19 continues to affect the way business is conducted, SmartRoom can help. Not only can we empower your dealmakers to remain productive, we can also help your broader enterprise securely access, share, and manage content from any device. Our products and services are helping organizations across all industries with various use cases like the ones below.
- Education – SmartRoom is enabling one of the world’s largest universities to share education material with students so continued education can occur and professors can track which students are reviewing course materials.
- Audits – A large financial institution is conducting ongoing stress testing to ensure their balance sheets are in order. SmartRoom enables them to seamlessly share information with regulators.
- Corporate File Sharing – SmartRoom is assisting a large manufacturing facility with ad-hoc content sharing as their FTP portal has failed them.
- Restructuring & Claims Management – A leading energy firm is turning to us to assist with information sharing during a restructuring process & possible claims management.
- Structured Finance Transactions – A leading asset manager is sharing due diligence materials for a cross-border transaction because deal teams can’t currently be in one location.
- Investor Reporting – Private Equity firms rely on SmartRoom to share investor specific content and overall market summaries.
SmartRoom is so much more than just a virtual data room. We’d love to schedule time in the next coming weeks to learn a little more about your current information sharing workflows and see if SmartRoom can help.
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.
