SmartRoom vs. Office365
When Productivity Tools Fall Short for High-Stakes Work
Office 365 is great for day-to-day collaboration — but when the stakes are higher, your team needs more than spreadsheets and shared drives. SmartRoom was purpose-built for secure, structured, and strategic execution in complex transactions and investor relations.
Office 365 is great for day-to-day collaboration — but when the stakes are higher, your team needs more than spreadsheets and shared drives. SmartRoom was purpose-built for secure, structured, and strategic execution in complex transactions and investor relations.
Built for Security.
Engineered for Transactions.
Built for Security.
Engineered for Transactions.
Office 365 is a powerful productivity suite — but when it comes to managing confidential documents, collaborating externally, or running complex deal processes, it simply wasn’t built for the job.
SmartRoom, on the other hand, was purpose-built for financial transactions, deal management, and investor engagement. With a track record across thousands of high-stakes projects, SmartRoom delivers the security, workflow automation, and white-glove support that professional teams require.
Key Differentiators
While Office 365 supports day-to-day collaboration and document editing, SmartRoom was engineered for high-risk, high-value transactions that require tight control, visibility, and precision.
From M&A and fundraising to compliance and investor relations, SmartRoom brings the automation, structure, and data protection that Office 365 can’t provide on its own.
SECURITY
Granular user permissions, document-level rights, SmartLock (remote document detonation), DRM, IRM
Role-based access control; once shared, files can be downloaded or mishandled
COMPLIANCE & GOVERNANCE
SEC, FINRA, GDPR, HIPAA-ready with audit trails and control
Requires IT customization and third-party add-ons for compliance-grade oversight
EXTERNAL COLLABORATION
Seamless, secure third-party access with audit-ready tracking
External sharing is complex, risky, and difficult to control without IT involvement
TRANSACTIONAL WORKFLOW AUTOMATION
Built-in Q&A, redaction, diligence trackers, activity reporting, and SmartDrive
Relies on manual workflows or Power Automate scripts — prone to human error
INVESTOR ENGAGEMENT
Dynamic investor portal, capital call automation, performance dashboards
No native functionality for investor reporting or LP engagement
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 works within your existing environment — including Office 365 — while providing the additional structure and security needed for transactional work.
From OneDrive and SharePoint integrations to tools like DealCloud, Box, and DocuSign, SmartRoom connects your ecosystem and streamlines your entire workflow. Launch rooms fast, manage documents securely, and eliminate manual work with automation and templates.
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!
Office 365 is great for productivity.
SmartRoom was built for more.
- 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.
