One deal lifecycle, with a serious data room inside it.
SmartCloud and Midaxo have partnered to bring SmartRoom into Midaxo's end-to-end M&A platform. Pipeline, diligence, close and integration run in one place, and the diligence stage runs on a data room built for it rather than a basic document store.
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What Midaxo does
Midaxo is an end-to-end M&A platform built for serial acquirers. It carries a deal from pipeline through diligence, close and post-merger integration in one system: project management, playbooks and checklists, task tracking, collaboration, and analytics and reporting across all of it.
Most acquirers lose time in the handoffs between those stages, rebuilding the same picture in a different tool each time. Midaxo removes the handoffs. SmartRoom slots in as the data room for the diligence stage, so the most document-heavy part of the process no longer sits outside the system.
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01 · Pipeline
Source and qualify
Targets, scoring and pipeline reporting in Midaxo.
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02 · Prepare
Playbooks and tasks
Repeatable process, owners and checklists per deal.
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03 · Diligence
SmartRoom
The secure data room, Q&A and controlled access.
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04 · Close
Decision and sign
Findings, risks and approvals held in one record.
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05 · Integration
Post-merger
PMI tracking and value capture, with analytics throughout.
Both sides of the table
Buying or selling, the process is the same shape
Midaxo manages the work around the deal. SmartRoom holds the documents and controls who sees what.
Acquire, then actually integrate
For corporate development teams and serial acquirers running several deals at the same time.
- Pipeline and target tracking, with the same playbook every time
- Diligence run in SmartRoom, with folder and file level permissions
- Multi-deal permissioning, so one team can work across deals without cross-exposure
- Post-merger integration tracking, the stage most platforms stop short of
- Analytics and reporting across the whole lifecycle, not just the deal
Run a separation or divestiture properly
For teams carving out a business unit or taking an asset to market.
- Separation / divestiture project management, playbooks and task tracking
- Advisor and workstream alignment across a long, multi-party process
- NDA management and a controlled buyer list before anyone sees a document
- A deal portal for interested parties, then SmartRoom for the data room and Q&A
- Analytics and reporting on buyer activity throughout the process
Inside the platform
Where SmartRoom fits
Four parts of Midaxo a deal team lives in, and what changes when the data room is part of the same picture.
Strategy, before the deal exists
Acquisition criteria, themes and target lists set the shape of the programme. Deals that come later get measured against what the firm said it was looking for, instead of being judged one at a time.
Pipeline you can actually report on
Targets, stages, owners and next steps in one view. Because the same system carries the deal all the way to integration, pipeline reporting and outcome reporting come from the same record rather than two.
Diligence, on a real data room
This is the stage the partnership is about. Midaxo runs the workstreams, requests and findings. SmartRoom holds the documents, with folder and file level permissions, controlled access and Q&A, so the document side is built for diligence rather than adapted to it.
Integration, where the value is realized
Post-merger integration is the part most deal tooling leaves to spreadsheets, and the part where the returns are won or lost. Tracking it in the same system means the diligence findings are still there when the integration team needs them.
The partnership
Why the two fit together
Deal sourcing is well served by the market. Diligence and integration are where deals are actually won or lost.
The whole lifecycle, one system
Pipeline through post-merger integration in Midaxo, with SmartRoom as the data room at the diligence stage. Fewer handoffs, fewer places for context to get lost.
Permissions at folder and file level
Control what each party sees down to the individual file, with multi-deal permissioning for teams running several processes at the same time.
Analytics across everything
Reporting that spans the programme rather than a single stage, which is what a CFO or a board actually asks for when they want to know how the deal is going.
Built for AI-assisted work
Midaxo brings AI agents and summaries across the deal lifecycle. SmartRoom exposes an MCP connector, so approved agents can work against the data room directly.
Track record
Trusted by industry leaders
Partnering with SmartCloud 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.
SmartCloud 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.
After researching several competitors, closely comparing features and benefits, going with SmartCloud 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.
See it on a live deal
Tell us how your team runs acquisitions today and we'll walk you through where SmartRoom and Midaxo fit, on either side of the table.