Empowering Deal Management via
One Integrated Exprience
We complete the Intapp DealCloud value chain — purpose built for 2 distinct workflows, Private Equity and Investment Banking. See how it works in action:
Private Equity
From Pitch to Payment
Fundraising, LP onboarding, investor reporting and more.
Fundraise Automation
Accelerate Fundraise Process.
World Class Seamless Investor Portal
Embedded and Integrated Inside DealCloud.
Portfolio Company Exits
Embedded/Integrated SmartRooms for Exits.
Integrated Fund Module
Fund and Investment Accounting Data Easily Managed Through SmartExhange Fund.
Accounting Workflows Are Synced Back to DealCloud.
The Smart Exchange integration in Deal Cloud has been a great value add for our firm.We previously had separate software for our investor portal, so keeping track of current contacts, permissions, capital account balances, and other fund-level data was redundant as Deal Cloud is our CRM.
With SmartExchange’s help, we streamlined our processes and boosted our efficiency. The SmartExchange team was helpful in each step of integration, were communicative, acted on feedback, and transparent during our implementation.
We look forward to working with both Smart Exchange and Deal Cloud to meet our PE-specific needs and goals.
The Process
From Pitch to Payment
Business Development
Pipeline Management
Fundraise Automation
Accelerate Fundraise Process
- Identify prospective investors
- Usher investors thru each process stage
- Control Access to due diligence
- Collaborate through a dynamic portal
Move Fundraising Process through Each Stage
Deal Execution and Collaboration
Integrated Fund Module
- Fund and Investment Accounting data easily managed through SmartExhange Fund Accounting workflows are synced back to Dealcloud
- Investor Entity CRM information (name & address) updated by investors in the Portal automatically synced back to Dealcloud
- Investor contacts and portal permissions established in Dealcoud synced back to SmartExhange,
- Embedded Investor Portal on Dealcloud contact pages
Seamless Investor Access
Embedded Portal for Real-Time Insights
- Real-Time Fund Data synced seamlessly to DealCloud
- Investor Portal Access embedded directly within DealCloud
- LP Commitments & Fund Details updated dynamically
- Automated Portal Permissions for secure, controlled access
- Contacts & Investment Entities fully integrated
Move Deal Through Closing Process
Fundraising and Investor Relations
Portfolio Company Exits
Embedded and Integrated SmartRooms for Exits
- Real-Time Fund Data synced seamlessly to DealCloud
- Investor Portal Access embedded directly within DealCloud
- LP Commitments & Fund Details updated dynamically
- Automated Portal Permissions for secure, controlled access
- Contacts & Investment Entities fully integrated
Investment Banking
From Outreach to Close
NDAs, VDR, diligence tracking, buyer engagement and more.
NDA Automation
Accelerate Buyer Engagement.
Diligence Trackers
Eliminate Manual Tasks.
Interactive Deal Portals
Accelerate Deals & Stay in Control.
Ultra Secure VDR
Create, Launch and Manage SmartRooms all within DealCloud.
“DealCloud has allowed our firm to centralize information into one consolidated platform, where previously we were accessing multiple different programs (i.e. market research, relationship databases, news and information, email campaigns, data room, etc.), which has resulted in meaningful workflow efficiencies.
Integrating SmartRoom into DealCloud was a critical piece of this puzzle and allows us to manage interactions, deal tracking, and documentation between our clients and counterparties more seamlessly.
SmartRoom’s support, responsiveness, and understanding has been unmatched, and we are glad to have them as a trusted partner in a saturated VDR market.”
The Process
From Outreach To Close
Develop Relationships and Source Opportunities
Build Buyers List
NDA Automation
Accelerate Buyer Engagement
- Provide NDA to Targets
- Track where each buyer is in NDA process
- Respond to modification requests
- Move to CIM/Due Diligence Phase
- Move counter party signed NDA to party signature and execution
Move M&A Process through Each Stage
Track Interactions with Buyers
Ultra-Secure VDR
Not Just A Data Room
- Granular user rights
- Customized user experience
- Activity tracking and analytics
- Collaboration
- Enhanced content protection – watermark, Redaction, DRM, IRM
Diligence Trackers
Eliminate Manual Tasks
- Spreadsheet of questions and requests for each buyer
- Respond to questions
- Customize index to respond to requests
Move Deal Through Closing Process
Interactive Deal Portals
Accelerate Deals & Stay in Control
- Spreadsheet of questions and requests for each buyer
- Respond to questions
- Customize index to respond to requests
Leverage Deal and Relationships to Source Next Engagement
SmartSearch:
Leading The Future of AI-Powered Document Management
Say goodbye to manual document searches and hello to SmartSearch. Our AI-driven search functionality provides the most relevant documents based on your keywords, saving you time and effort.
SmartSearch is designed to handle the massive data volume needs in any industry, making it easier to find what you need, when you need it.
SmartSummary:
Insights at Lightning Speed
With the AI-Powered SmartSummary feature, finding critical information in complex documents has never been easier. Powered by advanced AI, it scans and synthesizes content into concise, actionable summaries, saving hours of manual review.
Whether you’re conducting due diligence or managing large data sets, SmartSummary ensures you uncover key insights with unmatched precision and efficiency.
AI Document Conversation
Ask Your Documents. Get Answers Instantly.
SmartRoom’s AI Document Conversation lets you interact with your documents using natural language. Just type your question into the blue prompt box — our AI will scan the relevant content and return a precise, contextual answer in seconds.
No more scanning hundreds of pages. Whether you’re verifying deal points, identifying clauses, or cross-checking figures, you’ll get exactly what you need — faster, with fewer clicks.
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.”
Marc D. Benson
“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.”
Christian Mancier
“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. Refreshingly exemplary in all ways.
Holt Vaughn
Unparalleled Service
We exist to make your life easier. While other service providers offer support, we provide a customized service tailored to your specific deal project. Not only will any user have access to 24/7/365 in-house support, you’ll be assigned a dedicated project manager to assist with administrative and management work including training, index creation, content upload, security profile setup, user invitations, alert creations, and more. Consider us an extension of your Team!
24/7/365 SUPPORT
4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.
DEDICATED PROJECT MANAGER
We’re here to advise and help you get the most out of your SmartCloud experience.
24/7/365
SUPPORT
4 AM on a Sunday Morning? Christmas Day? Yup. Give us a call, we’re here to help.
DEDICATED PROJECT MANAGER
We’re here to advise and help you get the most out of your SmartCloud experience.
