SmartCloud workflows complete your process.
Our longest-standing strategic partnership. SmartRoom is embedded within Intapp DealCloud, so rooms are created, permissioned and monitored from the deal record itself. Your team stays in the CRM they already work in, and the part of the process that used to sit outside it no longer does.
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What Intapp DealCloud does
Intapp DealCloud is the deal, relationship and fund management platform built for private capital markets. Pipeline, relationships, mandates and process live in one place, configured to how a firm actually runs rather than to a generic sales model.
It handles everything up to the point where documents start moving. That is where we come in. SmartRoom completes the chain, so the room a deal team opens is launched from the deal record, permissioned from the contacts already in the CRM, and reported on in the same place as everything else.
Deal record
- Pipeline & mandates
- Relationships
- Contacts & permissions
Documents · Permissions · Q&A · Activity
The integration
What changes when the room is part of the CRM
Most of the time lost around a data room is not spent in the room. It goes on setting it up, rebuilding permissions, and answering where a deal actually stands.
Setting the deal up
The work that normally happens twice, once in the CRM and again in the room.
- SmartRoom embedded within DealCloud Opened directly from the deal page, not a separate login and a separate tab.
- Automated user provisioning and access management Users and security settings managed from a single source rather than maintained in both systems.
- Streamlined project creation and standardized workflows Every deal opens the same way, so process does not depend on who set it up.
- Permission validation Check what each party can actually see before a document is exposed to anyone.
Running and overseeing it
The part where senior people ask questions somebody has to go and answer.
- Dashboard and activity visibility Last login, share of documents accessed, and a drill-down into what a buyer actually opened.
- Proactive oversight and transaction monitoring See where a process is running hot or going quiet without asking the deal team for an update.
- Centralized Q&A and controlled communication Questions, answers and who saw what, held in one place instead of across inboxes.
- SmartDrive Work the way deal teams already work, with the room available where they keep their files.
Integrating SmartRoom into DealCloud allows us to manage interactions, deal tracking, and documentation between our clients and counterparties more seamlessly.
DealCloud let the firm centralize into one platform, where previously several separate programs were in use. SmartRoom's support, responsiveness and understanding has been unmatched.
Two workflows
Purpose-built for how each side actually runs
The integration is not one generic connection. It is configured differently for private equity and for investment banking.
From pitch to payment
Fundraising, investor onboarding, reporting and portfolio company exits.
- Fundraise process moved through each stage inside the CRM
- Controlled access to diligence material for prospective investors
- Investor access to documents, embedded rather than bolted on
- Rooms for portfolio company exits launched from the record
- Permissions and contacts managed once, in one place
From outreach to close
Buyer engagement, diligence coordination and the room itself.
- NDA workflow tracked per buyer, from issue through to execution
- Buyer list and outreach status held against the live deal
- Diligence trackers replacing the spreadsheet of questions and requests
- The secure room created, launched and managed within DealCloud
- Interactions with each buyer tracked back to the relationship
Unifying dealmaking
What it looks like in DealCloud
Watch how teams create SmartRooms in seconds, embed them into live deals and manage every stage of diligence, without ever leaving DealCloud.
Self-service SmartRooms inside Intapp DealCloud.
Every room, one view
Quick launch and a summary of usage statistics for all SmartRooms, read from inside DealCloud. No separate login, and no working out which room belongs to which deal.
New rooms from a template
Create new SmartRooms in seconds using pre-defined templates, which apply the logo, folder index structure, security profile and other settings on creation. Every deal opens the same way, whoever sets it up.
Attached to the deal it belongs to
Link and embed a SmartRoom to its corresponding deal or engagement. The room sits on the record rather than off to one side, so anyone looking at the deal is looking at the room too.
The people are already there
Instantly import contacts from DealCloud and activate them as SmartRoom users in a single step. The relationships the firm already maintains become room access, rather than a list somebody retypes.
Why it holds up
Built over years, not announced last quarter
One system of record
The deal, the relationships and the documents sit against the same record. Nobody reconciles two systems at the end of a process to work out what happened.
Security managed once
User rights, security profiles and access are set in one application rather than maintained twice, which is where permission mistakes usually come from.
Oversight without chasing
Deal activity is visible to the people who need to see it, so a status question does not turn into an afternoon of collecting screenshots.
Service behind the software
A dedicated project manager and 24/7/365 in-house support, on the room as well as the integration. The part that matters at 4am on a Sunday during a close.
Track record
Trusted by industry leaders
See it on your own instance
Already running DealCloud? The fastest way to judge this is a walkthrough against the way your firm has it configured. Tell us how you work and we'll set that up.