SmartRoom vs. Box
When Enterprise File Sharing Isn’t Enough
Box may be built for collaboration, but it wasn’t built for deals. SmartRoom delivers the structure, security, and control you need when every document, click, and second matters.
Box may be built for collaboration, but it wasn’t built for deals. SmartRoom delivers the structure, security, and control you need when every document, click, and second matters.
Built for Security.
Engineered for Transactions.
Built for Security.
Engineered for Transactions.
Box is positioned as a secure content management platform — but when it comes to managing high-value transactions, it lacks the specialized workflows, permissioning, and automation your team needs.
SmartRoom was designed for financial transactions, investor communications, and regulatory compliance — with advanced features that streamline complex processes and mitigate risk from start to finish.
Key Differentiators
While Box is a flexible platform for enterprise collaboration, it wasn’t designed to handle the rigor of diligence, investor relations, or cross-functional deal execution.
SmartRoom delivers everything Box can’t — from granular document-level control to built-in Q&A workflows and investor-specific portals.
SECURITY
Granular user permissions, document-level rights, SmartLock (remote document detonation), DRM, IRM
Strong base security, but lacks granular tools tailored for high-stakes deals
COMPLIANCE & GOVERNANCE
SEC, FINRA, GDPR, HIPAA-ready with audit trails and control
Meets general compliance needs, but requires custom configurations for financial/legal use cases
EXTERNAL COLLABORATION
Seamless secure access for third parties with built-in auditing
Allows external sharing, but complex permissions and limited tracking can pose risks
TRANSACTIONAL WORKFLOW AUTOMATION
Built-in Q&A, redaction, diligence trackers, activity reporting, and SmartDrive
Lacks native transaction tools; workflows must be manually built or scripted
INVESTOR ENGAGEMENT
Dynamic investor portal, capital call automation, performance dashboards
No native investor-facing functionality or tailored workflows
How SmartRoom Works For Transactional Teams
SmartRoom is built to support the full lifecycle of complex, high-value transactions — whether you’re managing M&A deals, raising capital, handling investor communications, or collaborating across legal and compliance teams.
It goes far beyond file storage by offering structured workflows, granular permissioning, and real-time analytics that keep your team aligned and your data secure.
M&A Transactions
From pipeline to due diligence to close, SmartRoom covers it all.
Private Equity & Fundraising
From pitch to payment with LPs and investors.
Corporate Development
Secure file sharing, document control, and deal reporting.
Legal Teams
Case collaboration, redaction, audit trails, and client engagement.
Document Editing
Deal Pipeline Integration
Content Import
Signature Workflows
Seamless Integrations & Enterprise Deployment
SmartRoom integrates with your existing systems — including Box — to unify your data environment without disrupting your workflow. From document prep to digital signing and deal pipeline management, SmartRoom connects the tools you already use and elevates them with deal-specific automation.
With customizable templates, 24/7 onboarding support, and secure deployment across teams, SmartRoom is enterprise-ready from day one.
White-glove onboarding
and support
Custom templates per industry
or transaction type
Scalable for
enterprise-wide deployment
Why SmartRoom Wins
Book a Demo - We'll Show You!
Box is great for enterprise content management.
SmartRoom is built for mission-critical transactions.
- More security
- More compliance
- More control
- More efficiency for transactional workflows
Whether you’re managing deals, collaborating across legal teams, or reporting to investors…
… SmartRoom gives you the edge.
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.
