The deal room, from the team that handles the filing.
Edgar Agents brings SmartRoom to its clients as their virtual data and deal room. For a company already trusting them with what goes to the SEC and to shareholders, the room the transaction runs in now sits with the same team.
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Who Edgar Agents are
Edgar Agents are a full-service SEC filing agent and financial printer, working with public companies, law firms and financial institutions since 1997. They handle EDGAR conversion, inline XBRL tagging, typesetting and proxy design, and process well over forty thousand SEC filings a year.
Their model is to be a single point of contact across everything a filing touches, and to do that they partner rather than build in every direction at once. The virtual data room is one of those pieces, and it is where we come in.
A company's reporting life
Preparing the documents. Typesetting, proxy design and financial composition ahead of a filing or a transaction.
Diligence and the data room. Where documents move between parties, and where control over who sees what actually matters.
Filing with the SEC. EDGAR conversion and inline XBRL tagging, submitted against a calendar that does not move.
Ongoing reporting. Periodic filings and the recurring obligations that follow a company once it is public.
Shareholder communications. Print, eDelivery, translation and news distribution to the people who need it.
How the two fit
One relationship, either side of the filing
A transaction does not end when it closes, it turns into a filing obligation. Edgar Agents cover that whole arc. SmartRoom is the secure room underneath the part where documents move between parties.
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01 · Preparation
NDAs and access
Controlled outreach and confidentiality from the first document.
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02 · Diligence
The data room
Granular permissions and visibility into what each party has seen.
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03 · Filing
EDGAR and XBRL
Conversion, tagging and submission against the filing calendar.
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04 · After
Reporting and comms
Periodic filings, proxies and shareholder communications.
What a joint client gets
Two teams, no seam between them
From Edgar Agents
The relationship, the production work and the filing expertise.
- EDGAR conversion, inline XBRL tagging and typesetting under one roof
- Production against fixed filing deadlines, around the clock
- Proxy design, shareholder communications and translation
- One point of contact across filing, print, distribution and the room
From SmartRoom
The platform the transaction actually runs in.
- Folder and file level permissions, with visibility into what each party opened
- Control that holds after download, including revoking access already granted
- NDA workflow and controlled access before anything is shared
- AI search and summarization across large document sets
- A dedicated project manager and 24/7/365 in-house support
Why it works
More than a data room
A firm whose whole business runs on getting filings right does not choose a document platform lightly.
Control that survives the download
Share sensitive material and keep control after it leaves the room. Revoke access, restrict printing and copying, and see how documents are being used.
AI-assisted review
Search and summarization across large document sets, so a team finds the clause, figure or risk that matters without working through every folder.
Less administrative drag
NDA workflow, diligence tracking and permissioning run inside the platform rather than across email and spreadsheets. Rooms open quickly and permissions move as teams change.
Service, not a ticket queue
A dedicated project manager on every engagement and in-house support at any hour. It matches how Edgar Agents work with their own clients.
Track record
Trusted by industry leaders
Working with Edgar Agents already?
Tell us what your transaction looks like and we'll walk you through how the room fits alongside the rest of the work they handle for you.