SmartRoom Product Suite

End-to-End Deal Management Platform

Simplify and Streamline the Entire M&A Lifecycle.

SmartRoom’s suite of products provide an end-to-end technology solution for the entire M&A lifecycle. By combining our SmartRoom VDR, SmartRoom CRM, and Post-Merger Integration solutions you can streamline and automate the entire M&A process within one centralized platform.

Virtual Data Room

SmartRoom’s next-generation virtual data room doesn’t compromise between functionality and security. Built from the ground up, every feature has been thoughtfully designed to deliver greater efficiency and maximum security for file sharing and collaboration. Appeasing both end-users and IT departments, SmartRoom facilitates success for the entire organization and all parties involved.

SmartExchange

SmartExchange is an end-to-end deal management platform that can be tailored to match your exact business processes and workflows. SmartExchange works out of the box but also is capable to leverage existing APIs to link siloed data sources and unite them into a single, secure hub so you can manage data and structure your workflow to the way you work.

CRM

Powered by DealCloud, it’s the only customer relationship management platform build exclusively for deal professionals. Seamlessly execute fundraising, sourcing and deal management strategies on one platform.

SmartLP™

SmartRoom’s SmartLP™ portal is a cloud-based platform that allows your fund to automate the customization and distribution of investor documents and then allows investors to access those documents in a secure, centralized hub. SmartLP™ combines the automation of report creation with a simple intuitive online experience for today’s investors.

"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."

"SmartRoom has been the most pleasant experience I have had to date when working within data rooms. The user interface is so intuiative and friendly to navigate, and I especially like their pop-out windows that allow seamless multi-taksing. The ability to inherit security properties when uploading files has saved countless hours"

“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 client’s. The functions are user friendly and the support provided from our designated SmartRoom manager is invaluable.”

"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."

"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."