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Trust SmartRoom

Real stories. Real results. Discover how SmartRoom transforms secure data sharing across industries.

Testimonials
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Hear It From Our Clients

Customer Testimonials

Trusted by thousands of professionals across M&A, legal, healthcare, corporate finance, and more.

“Partnering with SmartRoom 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.”
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Marc D. Benson
Chief Financial Officer at Tecta America
"SmartRoom Next Gen is an efficient platform which has allowed me to perform tasks more quickly and provide a cost saving on my time for my clients. The functions are user-friendly and the support provided from our designated SmartRoom manager is invaluable.”
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Olivia Brown
Solicitior at 3volution
"After researching several competitors, closely comparing features and benefits, going with SmartRoom 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.”
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Holt Vaughn
Partner at TobinLeff
"SmartRoom has been the most pleasant experience I have had to date when working within data rooms. The user interface is so intuitive and friendly to navigate, and I especially like their pop-out windows that allow seamless multitasking. The ability to inherit security properties when uploading files has saved countless hours.”
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Tim Lidell
Analyst at Lincoln International
“SmartRoom 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.”
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Christian Mancier
Partner Corporate Commercial at Gorvins Solicitors
"SmartRoom's Virtual Data Room was the perfect platform for our complex needs. The support team provided us with an excellent and prompt service. We highly recommend SmartRoom.”
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Vaccitech
"It was easy to upload files and the file structure. I like to create the file structure on my computer and upload it directly so I don't have to create it again in the data room. I also liked how easy it was to create and manage Security Settings. I had several users that needed different view/print/save/download settings and doing this in SmartRoom was fast and easy. The time savings was easily in the 15-25% range for my project due to the ease of use and reduced number of clicks to navigate and perform tasks.”
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Liam M.
Manager of Corporate Restructuring at Top 5 Multinational Professional Services Firm
“SmartRoom has all the features of any other dataroom providers on the market, but the customer service teams are more responsive and helpful than other providers. As a banker, discussing the expense for a deal dataroom with my clients is not something I look forward to, particularly when clients believe their existing file sharing site (eg, Dropbox) is sufficient. For the mid-market M&A and capital raising transactions I lead, SmartRoom has all the functionality I need, at a price point that is tolerable for my clients.”
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James Holcombe
Managing Partner at Trackhawk Advisors
“The platform is so easy to use and intuitive, but the people are the absolute best part of the platform. Knowledgeable, efficient, effective and very nice. I have enjoyed working with every single person I've encountered.

Before using SmartRoom every time we needed to invite someone into view our data it was a hassle. Very manual, low integration, and on the other platform there was literally no help at all. I'm so glad my company made the change to SmartRoom. Any issues that have cropped up (there haven't been many) the help crew jumps all over it and in most cases has gone over and beyond what I as a customer could ever expect.”
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Marjory Loebe
Marketing Director at Gilbert & Pardue

Product Portfolio

Whether you’re managing a high-stakes M&A transaction or streamlining internal data workflows, SmartRoom has a solution tailored to your needs. Here’s a quick look at our platform offerings.

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SmartRoom VDR

Use Case: M&A, Corporate Development, Restructuring, Legal

  • Bank-grade security & file-level permission.
  • Fast setup and intuitive navigation
  • 24/7 white-glove support at no extra cost
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SmartExchange

Use Case: Investor Portals, LP Communication, Fundraising

  • Branded investor portals in minutes
  • Streamlined capital calls and document distribution
  • Seamless LP onboarding and transparency
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SmartDrive

Use Case: Seamless Desktop Access to SmartRoom

  • Work directly with SmartRoom content from your desktop
  • Maintain full access to SmartRoom’s security, permissions, and reporting
  • Save time with drag-and-drop file management and real-time sync
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SmartRoom in Action?

Join the professionals saving time and closing deals faster with SmartRoom.

  • More security
  • More compliance
  • More control
  • More efficiency for transactional workflows

Trusted By Industry Leaders

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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!

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24/7/365 SUPPORT

4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.

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DEDICATED PROJECT MANAGER

We’re here to advise and help you get the most out of your SmartCloud experience.

24 hours support

24/7/365
SUPPORT

4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.

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DEDICATED PROJECT MANAGER

We’re here to advise and help you get the most out of your SmartCloud experience.

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FREE Checklist

What to Look for in a Secure File Sharing Platform

Thank you for requesting the Free Checklist, you can download it here:

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FREE Checklist

What to Look for in a Secure File Sharing Platform

Most organizations don’t know what they’re missing — until it’s too late. This quick-reference checklist gives you the critical criteria every public or enterprise team should evaluate before choosing a document sharing or collaboration solution.

  • The must-have security features to prevent data leaks and breaches
  • How to evaluate platforms based on compliance, auditability, and access controls
  • Why most “IT-approved” platforms fall short for public-sector use cases
  • Key questions to ask any vendor before signing a contract