SmartRoom
SmartRoom is a private virtual data room provider offering secure document sharing, AI deal-intelligence, and adjacent deal-management SaaS for M&A, private equity, fundraising, and corporate development transactions across 50+ countries.
- Company typePrivate
- Founded2010
- HeadquartersLos Angeles, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What SmartRoom does
SmartRoom (legal entity SmartCloud, LLC) is a privately held virtual data room (VDR) provider headquartered in Hawthorne, California, with operations spanning 50+ countries, 20,000+ served companies, and an estimated 5 million users. Founded in 2010 and originating from BMC Group, the company sells secure document sharing, collaboration, and audit-trail infrastructure for high-stakes business transactions, with primary use cases in M&A due diligence, private equity and fundraising, corporate development, restructuring and bankruptcy, structured finance, legal and compliance, and education.
The core platform is SmartRoom VDR, complemented by a growing suite of adjacent products: SmartRoom AI (AI document search and deal-intelligence tools), SmartExchange (deal pipeline management for M&A and alternative investments), SmartLP (investor reporting with branded portals and capital call distribution), SmartRoom CRM (integrated with Intapp DealCloud), and modular add-ons including SmartDrive (desktop sync), SmartLock (remote document detonation extending DRM/IRM beyond the data room), SmartMail (email ingest), SmartShare (external link sharing), Q&A workflow, redaction, e-signature via DocuSign, and iOS/Android mobile apps. The platform is GDPR-, SOC 2 Type 2-, and HIPAA-compliant, exposes an API, and integrates with Office 365, OneDrive, SharePoint, Google Workspace, Dropbox, Box, and Salesforce.
SmartRoom monetizes primarily through subscription-based VDR services with quote-based enterprise pricing and a layered model spanning flat-rate tiers ($400–$1,000/month), per-seat ($15–$25/user/month), per-page ($0.40–$1.00), and storage-based ($60–$77/GB/month) options. Go-to-market is enterprise field sales targeting Fortune 500 corporations, financial institutions, and investment banks (named logos include Johnson & Johnson, Pfizer, PepsiCo, Coca-Cola, Nestlé, GE, Samsung, HP, Citi, and Lincoln International), supplemented by an inside sales team for mid-market accounts and a self-service demo funnel via the company website. The company does not disclose external funding and appears to be operated as an independent, organically grown entity under founders Sean Allen (Founder & CEO) and Tinamarie Feil (President of Client Services & Co-Founder).
SmartRoom firmographics
Firmographics- Name
- SmartRoom
- Legal name
- SmartCloud, LLC
- Website
- https://smartroom.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- SmartRoom is a private virtual data room provider offering secure document sharing, AI deal-intelligence, and adjacent deal-management SaaS for M&A, private equity, fundraising, and corporate development transactions across 50+ countries.
- Ownership category
- akta.pro rank
SmartRoom industry classification
Industry- Product category
- Virtual Data Rooms
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Smart Building Software Platforms (IWMS/CAFM Integration, Digital Twin, Command Center) (BPABAGAG)
- akta.pro secondary industry
- Occupant Experience & Smart Workplace Apps (Room/Desk Booking, Comfort Feedback) (BPABAGAO)
Keywords
Where SmartRoom is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
SmartRoom business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- VDR Subscription Services: Subscription-based Virtual Data Room services providing secure document management and sharing for business transactions. Revenue generated through recurring subscription fees with various pricing tiers based on usage, storage, and feature access.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Flat Rate Model |
| Per seat | Monthly | Per-User Model |
| Usage-based | Pay-as-you-go | Per-Page Model |
| Usage-based | Monthly | Storage-Based Model |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
SmartRoom product offering
Product offeringCore offering
SmartRoom is a secure virtual data room (VDR) platform that enables enterprises to share, control, and collaborate on confidential documents during high-stakes business transactions such as M&A due diligence, private equity fundraising, corporate development, restructuring, and legal reviews. The core VDR is sold alongside complementary software products—SmartRoom AI for AI-powered deal intelligence, SmartExchange for deal pipeline management, SmartLP for investor reporting and portals, and SmartRoom CRM integrated with Intapp DealCloud—plus add-on tools such as SmartDrive desktop sync, SmartLock remote document detonation, Q&A workflows, redaction, and DocuSign electronic signature.
Product overview
SmartRoom is a secure virtual data room (VDR) service provider offering a comprehensive suite of products for high-stakes business transactions. The core product is SmartRoom VDR, a secure document sharing and collaboration platform. This is complemented by AI-powered tools (SmartRoom AI) for deal intelligence, SmartExchange for deal management across M&A and alternative investments, SmartLP for investor reporting and investor portals, SmartRoom CRM for customer relationship management, and specialized tools including SmartDrive (desktop synchronization), SmartLock (remote document security), Q&A Software, and Redaction Tool. The platform supports M&A transactions, private equity, fundraising, legal and compliance, restructuring and bankruptcy, structured finance, and education use cases. The products work together as an integrated ecosystem with VDR serving as the central document repository, while SmartExchange manages deal workflows, SmartLP handles investor communications, and SmartRoom CRM provides deal pipeline integration.
Differentiator
Problem solved
Functional benefit
Brands
- SmartRoom VDR: Core virtual data room platform for secure document sharing and collaboration in high-stakes transactions
- SmartDrive
- SmartLock
- SmartMail
- SmartShare
- SmartExchange
- SmartLP
- SmartRoom CRM
- SmartRoom AI
Products and services
- SmartRoom VDR Secure virtual data room platform for sharing and collaborating on sensitive documents during high-stakes transactions such as M&A, fundraising, and legal reviews, with document-level security, Q&A workflows, redaction tools, and comprehensive audit trails. Target users: corporate development, M&A, private equity, legal, and financial teams.
- SmartExchange
Quantifiable outcome
- Rapid upload speeds of 5MB/s enabling fast document loading for large deal volumes
Companies that use SmartRoom
Customer profileNamed customers17 records
Segments9 records
Ideal customer profiles4 records
SmartRoom technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability2 records
Feature7 records
SmartRoom partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- DocuSigncoreDocuSign integration provides electronic signature capability within the SmartRoom VDR environment, enabling seamless signing workflows for deal closing and document execution without leaving the secure VDR platform.
- Microsoft Office 365coreOffice 365 integration allows users to access and collaborate on documents within the familiar Microsoft productivity suite while maintaining security and version control within the VDR.
- Microsoft OneDrivecoreOneDrive integration enables document synchronization and sharing between OneDrive cloud storage and the SmartRoom VDR platform.
- Google WorkspacecoreGoogle Workspace integration allows users to connect their Google Drive storage and productivity tools with the SmartRoom VDR.
- DropboxcoreDropbox integration enables document import and synchronization from Dropbox cloud storage to the SmartRoom VDR platform.
- Microsoft SharePointcoreSharePoint integration allows enterprise users to connect their SharePoint document libraries with the SmartRoom VDR platform for seamless document management.
- BoxcoreBox integration enables document synchronization and sharing between Box cloud storage and the SmartRoom VDR platform.
- DealCloudcoreDealCloud integration connects SmartRoom VDR with the DealCloud deal management platform, enabling seamless workflow between deal sourcing, tracking, and document management for M&A professionals.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
SmartRoom competitors and assessment
Company assessmentDirect peers
- Firmex: Firmex is a VDR provider focused on M&A due diligence, particularly serving mid-market transactions and corporate development teams. It is a direct competitor to SmartRoom in the SME and mid-market deal segments.
- Ansarada: Ansarada provides VDR and AI-powered deal management solutions for M&A, IPOs, and board reporting. It competes directly with SmartRoom's VDR + SmartExchange combination, particularly in AI-augmented deal intelligence.
- Intralinks: Intralinks (owned by SS&C Technologies) is a long-established VDR platform used for cross-border M&A, fundraising, and regulatory disclosures. It is the other major direct competitor to SmartRoom in enterprise-grade VDR services.
- Datasite: Datasite (formerly Merrill Corporation) is the largest dedicated virtual data room provider for M&A, serving investment banks, law firms, and corporations globally. It competes head-to-head with SmartRoom for enterprise M&A and PE engagements and represents the dominant incumbent in the space.
- SecureDocs: SecureDocs provides VDR solutions primarily for small and mid-sized businesses and SMB M&A transactions. It is a direct competitor in the lower end of SmartRoom's addressable market.
- iDeals Solutions: iDeals is a global VDR provider serving M&A, legal, and financial services transactions. It is a direct competitor to SmartRoom across mid-market and enterprise deals, particularly in EMEA.
Broad incumbents
- Citrix ShareFile: Citrix ShareFile provides secure file sharing, storage, and e-signature for regulated industries including financial services and healthcare. It is a broad incumbent competitor with overlapping secure document collaboration capabilities.
- Box: Box is a large-scale enterprise content management and secure file-sharing platform. While not a specialized VDR, its enterprise security, integrations, and AI document features increasingly overlap with VDR use cases, making it a broad incumbent threat to SmartRoom.
Emerging players
- DocSend: DocSend (owned by Dropbox) provides secure document sharing with analytics, used by startups and growth-stage companies for fundraising and investor communications. It overlaps with SmartRoom's PE and fundraising use cases at the smaller end of the market.
- DealRoom: DealRoom combines a VDR with end-to-end M&A deal management and pipeline tracking. It is an emerging competitor with significant overlap to SmartRoom's SmartExchange deal management offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
SmartRoom social profiles
Digital presenceSmartRoom compliance and trust
Trust signalCompliance3 records
SmartRoom financial estimates
Financial estimateRevenue estimate
Valuation estimate
SmartRoom leadership team
Management profileNumber of profiles
Profiles3 records
SmartRoom funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SmartRoom M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SmartRoom
What does SmartRoom do?
SmartRoom is a secure virtual data room (VDR) platform that enables enterprises to share, control, and collaborate on confidential documents during high-stakes business transactions such as M&A due diligence, private equity fundraising, corporate development, restructuring, and legal reviews. The core VDR is sold alongside complementary software products—SmartRoom AI for AI-powered deal intelligence, SmartExchange for deal pipeline management, SmartLP for investor reporting and portals, and SmartRoom CRM integrated with Intapp DealCloud—plus add-on tools such as SmartDrive desktop sync, SmartLock remote document detonation, Q&A workflows, redaction, and DocuSign electronic signature.
Is SmartRoom a public or private company?
SmartRoom is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SmartRoom founded?
SmartRoom was founded in 2010. It employs 251 to 500 people.
Where is SmartRoom based?
SmartRoom is headquartered in Los Angeles, United States, in the North America region.
How does SmartRoom make money?
One revenue line is on record: VDR Subscription Services.
Who are SmartRoom's main competitors?
Direct peers on record are Firmex, Ansarada, Intralinks, Datasite, SecureDocs and iDeals Solutions. Broad incumbents are Citrix ShareFile and Box. Emerging players are DocSend and DealRoom.
Does SmartRoom have an API?
Yes. SmartRoom's accessible API allows connecting other applications to accelerate workflow. The platform offers Office 365 Online integration enabling users to create and edit files without leaving the platform.
What industry is SmartRoom in?
SmartRoom's product category is Virtual Data Rooms. Its primary akta.pro industry code is BPABAGAG, Smart Building Software Platforms (IWMS/CAFM Integration, Digital Twin, Command Center), with a secondary code of BPABAGAO, Occupant Experience & Smart Workplace Apps (Room/Desk Booking, Comfort Feedback). Its NAICS code is 518 and its SIC code is 7372.