SmartRoom vs. DocSend
When You Need a Data Room, Not Just a Link
DocSend is great for sharing pitch decks — but it was never meant to manage transactions. SmartRoom gives you full control, deeper security, and the workflow tools serious teams require.
DocSend is great for sharing pitch decks — but it was never meant to manage transactions. SmartRoom gives you full control, deeper security, and the workflow tools serious teams require.
Built for Security.
Engineered for Transactions.
Built for Security.
Engineered for Transactions.
DocSend makes it easy to send a document and track views — but when it comes to managing complex deals, investor communications, or legal diligence, it falls short. There’s no structured permissioning, no audit trails, no collaboration tools.
SmartRoom was purpose-built for transactions — with the controls, compliance, and workflow automation your team needs to move with speed and confidence.
Key Differentiators
DocSend is a lightweight tool for sending decks and files. SmartRoom is a full-featured platform for managing sensitive documents and running secure workflows.
When there’s real risk, real money, and real complexity involved — SmartRoom delivers what DocSend can’t.
SECURITY
SmartLock, document-level controls, remote expiration, DRM, IRM
Basic link control; once viewed or downloaded, oversight is limited
COMPLIANCE & GOVERNANCE
Designed for SEC, FINRA, HIPAA, GDPR — with audit trails and access logs
No compliance frameworks or activity logs suitable for regulated industries
EXTERNAL COLLABORATION
Controlled, auditable access for all external parties
Meant for one-way document delivery; lacks true multi-party collaboration
TRANSACTIONAL WORKFLOW AUTOMATION
Q&A, redaction, diligence checklists, SmartDrive, reporting
View tracking and permissions only; no transaction tools or workflows
INVESTOR ENGAGEMENT
Dynamic investor portals, capital calls, performance dashboards
Designed to send a deck — not manage investor relationships
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 connects seamlessly to the systems your team already uses — including OneDrive, Google Workspace, Dropbox, SharePoint, Office365, Box, DealCloud, and DocuSign — so you can centralize your deal process without disrupting it.
Launch quickly with transaction-specific templates and scale with confidence across your organization. SmartRoom is built for teams that want to do more — and do it right.
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!
DocSend is great for sharing a pitch.
SmartRoom is built to close the deal.
- More security
- More compliance
- More control
- More efficiency for transactional workflows
When you need more than just a link…
… 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.
