Partnerships
SmartCloud is the engine. Everything else connects to it.
A deal never runs in one tool. It moves from origination to diligence to close and beyond, picking up a different system at every stage. We partner with the platforms your team already works in, so the deal runs on SmartCloud rather than around it.
Where they fit
A partner at every stage of the deal
Each of these platforms owns a different part of the process. SmartCloud is the engine running underneath all of them.
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01 · Origination
A deal exchange connecting participants across the private markets.
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02 · Pipeline
Deal and relationship management, with SmartRoom embedded inside it.
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03 · Deal materials
CIMs, teasers and management presentations built from the deal documents.
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04 · Diligence
AI diligence across the whole document set, every answer source-linked.
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05 · Integration
End-to-end M&A workflow through to post-merger integration.
The engine underneath every stage, with SmartRoom as the secure room of record and one set of permissions across all of it.
Filing, reporting and shareholder communications, for the obligations that outlive the transaction.
Our partners
Who we work with
Technology partnerships, integrations and referral relationships across the deal lifecycle, capital markets and compliance.
Technology partners
Built into the platform, or connected to it
Deal & relationship management
Intapp DealCloud
Our longest-standing strategic partnership. SmartRoom sits embedded within DealCloud, so rooms are created and managed from the deal record your team already works in.
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End-to-end M&A platform
Midaxo
Pipeline through post-merger integration in one system, built for serial acquirers. SmartRoom becomes the data room at the diligence stage, on either side of the table.
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AI due diligence
ToltIQ
AI diligence for private markets. Your deal files sync from SmartRoom into ToltIQ automatically, so the team can question the whole deal and get answers linked back to the source.
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AI deal materials
DocuFi
AI generation of finance documents. CIMs, teasers and management presentations produced from the deal documents, in your firm's own format, with the figures taken from the files.
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Private markets exchange
IQ500
A deal exchange for the global private markets, from Third500. It connects issuers, investors and strategics in the emerging growth economy in one place.
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Channel partners
Firms that deliver SmartRoom to their own clients
Financial printing & filing
Command Financial
More than three decades in SEC filing, proxy and shareholder communications. Command brings SmartRoom to its own clients as their virtual data and deal room.
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Filing & compliance
Edgar Agents
SEC filing and financial reporting services. The compliance side of a transaction, for teams taking a company public or meeting ongoing reporting obligations.
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How it works
If your platform can call an API, we can probably connect to it
Can SmartRoom connect to the platform we already use? Can our own AI agents reach the documents in the room? Do we have to rebuild our whole workflow to do it?
- Start with the open API. It is documented, in production with partners today, and covers the parts of the room most integrations need: creating rooms, moving documents, managing access.
- SmartCloud also exposes an MCP connector. Approved AI agents can work against the room directly, which is how the newer partnerships in our ecosystem are being built.
- Most integrations start with one workflow. Not a platform merge. One thing your users do repeatedly, done without leaving the tool they are already in.
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Technology partners
Our open API lets partners build against SmartRoom directly, whether that means embedding the room inside another platform or moving documents between the two without anyone exporting a file.
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Channel partners
Partners who resell SmartRoom alongside their own offering, adding a transaction-grade data room to what they already take to market.
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Referral partners
Mutual referral relationships with firms in adjacent industries, where each side has clients the other can genuinely help.
Track record
The organizations that run deals on SmartRoom
Become a partner
Building something that should connect to SmartCloud?
Partnership conversations start with a direct email rather than a form. Tell Pat what you are building and where you think the two fit.
Exploring an integration?
Tell us what your team runs on today and which part of the process you are trying to close the gap on. We will come back with how SmartCloud fits, and what the integration would actually involve.