SmartRoom
SmartRoom is a cloud-based virtual data room for secure file sharing and collaboration, including M&A due diligence.
What SmartRoom is
SmartRoom is a cloud-based virtual data room for secure file sharing and collaboration, including M&A due diligence. It is tailored to M&A, asset-backed securities, private equity, legal and compliance, and restructuring work. Files can be added through SmartDrive desktop work, SmartMail email uploads, ZIP uploads, or Box imports. Administrators can control whether users view, print, save, or modify individual documents, and SmartLock can revoke access after download. The platform includes a due diligence Q&A workspace and Microsoft Office document creation, editing, and collaboration inside the room. Integrations include Box, Office 365, Salesforce, DealCloud, and DocuSign for NDAs and electronic signatures. SmartRoom says its VDR uses Microsoft Azure, encryption, network segmentation, firewalls, vulnerability scans, and periodic penetration tests. It states a 15-minute recovery point objective for a full disaster scenario. iOS and Android mobile apps are available, with 24/7/365 support.
Good
- Granular controls for viewing, printing, saving, and editing
- SmartLock can revoke access after downloads
- Supports Q&A and Microsoft Office collaboration
- Integrates with Box, Salesforce, DealCloud, and DocuSign
- iOS and Android mobile apps available
Watch out
- Listed pricing requires qualifying for offers
- Designed for transaction and compliance workflows
- Cloud service depends on internet access
Who it suits
It suits organizations handling transactions, due diligence, regulated documents, or restructuring projects. Teams needing granular document permissions, Q&A, and electronic signatures may find it appropriate.
Verdict
SmartRoom combines controlled document sharing with transaction collaboration and integrations. Its pricing and qualification terms should be confirmed for a specific project.
Plans and prices
From SmartRoom's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Per transaction | $1,000, paid once | Pricing page says firm must qualify for this offer · $1,000/transaction |
| Annual | $10,000 a year | Pricing page says firm must qualify for this offer · $10,000 annually |
The facts
Each one read from SmartRoom's own pages, with the date it was checked.
What it does
- Collaboration
- Users can manage due diligence questions in SmartRoom and create, edit, and collaborate on Microsoft Office documents within the VDR.checked 8 Oct 2026
- File uploads
- SmartRoom supports desktop file work with SmartDrive, email uploads with SmartMail, ZIP uploads, and importing files and folder structures from Box.checked 8 Oct 2026
- Integrations
- The product page lists Box import, user import from Office 365, Salesforce, and DealCloud, and DocuSign integration for NDAs and electronic signatures.checked 8 Oct 2026
- Mobile
- The product page describes a mobile app for managing due diligence from a phone, and SmartRoom's own article identifies iOS and Android availability.checked 8 Oct 2026
- Permissions
- Administrators can restrict users' ability to view, print, save, or modify individual documents.checked 8 Oct 2026
- Product
- SmartRoom is a cloud-based virtual data room for secure file sharing and collaboration, including M&A due diligence.checked 8 Oct 2026
- Recovery
- SmartRoom states its recovery point objective for a full disaster scenario is 15 minutes.checked 8 Oct 2026
- Security
- SmartRoom says its VDR is hosted on Microsoft Azure, encrypts VDR data, and uses network segmentation, firewalls, vulnerability scans, and periodic penetration tests.checked 8 Oct 2026
- SmartLock
- SmartLock can revoke access to documents after users have downloaded them.checked 8 Oct 2026
- Support
- SmartRoom advertises 24/7/365 in-house support and a dedicated project manager who can assist with training, uploads, permissions, and other room tasks.checked 8 Oct 2026
- Target uses
- SmartRoom describes its VDR as tailored to M&A, asset-backed securities, private equity, legal and compliance, and restructuring.checked 8 Oct 2026
The company
- Company
- SmartRoom is the flagship product of BMC Group VDR LLC, which the company says was established in 1998.checked 8 Oct 2026
- Founded
- 1998checked 28 Sep 2026
- Headquarters
- SmartRoom lists its headquarters in Los Angeles, California.checked 8 Oct 2026
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