SmartRoom vs. SharePoint
When Security and Compliance Actually Matter
Don’t settle for internal collaboration tools when your workflow demands more.
SmartRoom was purpose-built for high-stakes deals, investor engagement, and regulatory compliance — far beyond what SharePoint was designed to handle.
Don’t settle for internal collaboration tools when your workflow demands more. SmartRoom was purpose-built for high-stakes deals, investor engagement, and regulatory compliance — far beyond what SharePoint was designed to handle.
Built for Security.
Engineered for Transactions.
Built for Security.
Engineered for Transactions.
SharePoint is a widely adopted collaboration tool — but when it comes to transactional workflows, regulatory compliance, and secure external collaboration, it wasn’t built for the complexity and risk that high-stakes deals demand.
SmartRoom, on the other hand, was purpose-built for financial transactions, deal management, and investor engagement. With a track record across thousands of complex projects, SmartCloud offers the security, workflow automation, and whiteglove support that high-performing teams require.
Key Differentiators
While SharePoint is designed for general file sharing and internal collaboration, SmartRoom was purpose-built for high-stakes transactions, sensitive data, and complex workflows.
From M&A and fundraising to legal casework and investor reporting, SmartRoom delivers the advanced controls, automation, and support that SharePoint simply wasn’t built to handle.
SECURITY
Granular user permissions, document-level rights, SmartLock (remote document detonation), DRM, IRM
Basic permission layers; once shared externally, documents can be saved or misused
COMPLIANCE & GOVERNANCE
SEC, FINRA, GDPR, HIPAA-ready with audit trails and control
Requires configuration and third-party tools to meet financial or legal compliance
EXTERNAL COLLABORATION
Seamless secure access for third parties with built-in auditing
External sharing is cumbersome, layered, and high-risk without additional oversight
TRANSACTIONAL WORKFLOW AUTOMATION
Built-in Q&A, redaction, diligence trackers, activity reporting, and SmartDrive
Manual workarounds via Power Automate or external tools
INVESTOR ENGAGEMENT
Dynamic investor portal, capital call automation, performance dashboards
No native investor portal or investor workflow capabilities
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 fits effortlessly into your existing tech stack, integrating with platforms like Office 365, DealCloud, Box, and DocuSign to streamline your workflows and eliminate duplication. Whether you’re launching a new deal room, importing content, or managing signatures, SmartRoom connects the dots — so your team can move faster with fewer clicks.
From custom templates by transaction type to white-glove onboarding and scalable enterprise deployment, SmartRoom is designed to support organizations of all sizes with a frictionless rollout and immediate ROI.
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!
SharePoint is great for internal file storage.
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.
