Financial Services

SmartRoom for Financial Services

Effectively sharing large volumes of documentation among your client’s constituencies can be a complex challenge. Investment bankers, private equity managers, and corporations rely on SmartRoom with the most secure, cost-effective and efficient document sharing solution available today. Our project managers are among the best in the business providing superior service to clients to get all transactions completed faster and more efficiently than ever before.

SmartRoom supports a wide range of due diligence needs:

Other Uses With Finance:

  • Sell-side mandates
  • Buy-side target review
  • Asset-backed security data review
  • Small business ownership transfers
  • Private equity or venture capital funding activity
  • Family business succession
  • Venture capital/private equity liquidity events
  • Commercial and corporate real estate ventures, liquidations
  • Bankruptcies and corporate debt restructuring