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SmartRoom VDR from Smartroom
SmartLock security controls, AI-powered document organization, multi-language support, real-time activity monitoring, bulk uploading, Q&A functionality, and custom branding for venture capital firms.
Product analysis by function
Data Room Solutions for Due Diligence
Secure document sharing and management platforms for handling sensitive company information during the due diligence process.
More Data Room Solutions
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Security and Compliance
(8 Yes /8 Known /12 Possible features)
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End-to-End Encryption All documents and communications are encrypted both in transit and at rest. |
SmartRoom VDR advertises SmartLock security controls and encrypts data at rest and in transit. See their Security page. | |
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Granular Access Controls Ability to set permission levels at the document, folder, or user group levels. |
SmartRoom documentation highlights granular grant, revoke, and expire access settings—confirming granular access controls. | |
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Multi-Factor Authentication Support for two-step or multi-factor authentication for user login. |
Access management documentation and security-focused marketing note support for multi-factor authentication. | |
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Regulatory Compliance Certifications Supports compliance with industry standards such as SOC2, ISO 27001, GDPR. |
No information available | |
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Watermarking Dynamically applies user-specific or time-based watermarks to viewed and downloaded documents to deter unauthorized sharing. |
SmartLock includes document watermarking as a key component of leak prevention. | |
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Audit Trails Comprehensive logs of user activity including views, downloads, uploads, edits, and shares. |
Audit trails and reporting features are highlighted in platform material. | |
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Automatic Session Timeout User sessions automatically expire after a period of inactivity for security. |
Session management including automatic timeouts is described under their security FAQ. | |
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Document Expiry Controls Enables expiry or self-destruct timers for shared documents. |
Document expiry for share links and upload requests is documented as a feature. | |
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Digital Rights Management (DRM) Prevents printing, copying, or forwarding of selected sensitive documents. |
No information available | |
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Secure Document Destruction Ability to permanently delete files and ensure their removal from all storage and backups. |
Permanently deleting documents and data wipe tools are touted in product literature. | |
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Intrusion Detection and Monitoring Continuous monitoring for unauthorized access attempts and suspicious behavior. |
No information available | |
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Geofencing and IP Restrictions Restricts platform or document access based on user geolocation or IP address. |
No information available |
Document Management and Organization
(6 Yes /6 Known /10 Possible features)
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Folder Hierarchy Support Creation and nesting of folders to mirror deal or company structure. |
Drag-and-drop folder creation, nesting, and import options are part of SmartRoom VDR's core doc management. | |
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Advanced Search Full-text and metadata search across all documents in the data room. |
Full-text, indexed, and AI-assisted search functionality is highlighted as a top AI feature. | |
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Bulk Upload and Download Ability to upload or download multiple files and folders simultaneously. |
Bulk uploads/downloads for folders/files are specifically called out on the feature list. | |
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Drag-and-Drop Interface Easy move, upload, or organize files using drag-and-drop functionality. |
Modern drag-and-drop UI for upload/organization is featured in the UI demos. | |
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Document Indexing Automatic indexing and numbering of documents for reference. |
SmartRoom VDR automatically creates an indexed structure for folders and documents. | |
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Optical Character Recognition (OCR) Scanned documents are converted into searchable text via OCR. |
No information available | |
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Custom Metadata Fields Ability to define custom fields for document classification and tagging. |
No information available | |
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Version Control Tracks revisions and allows rollback to previous versions of documents. |
No information available | |
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Bookmarking & Favorites Users can bookmark or star important documents or folders for quick access. |
No information available | |
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Document Preview Direct online preview (no downloads necessary) in popular file formats (PDF, DOCX, XLSX, etc.). |
Direct document preview for PDFs, Word, Excel, and more is consistently shown in SmartRoom overviews. |
User Collaboration and Communication
(4 Yes /4 Known /8 Possible features)
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Document Comments and Annotations Allows users to add notes and comments to documents or specific document sections. |
No information available | |
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Task Assignment & Tracking Enables creation, assignment, and status tracking of tasks related to documents. |
No information available | |
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Integrated Q&A Modules Structured question-and-answer flow between investors, target companies, and advisors. |
Q&A modules are promoted as a key feature for due diligence workflows. | |
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Role-Based Communication Permissions Restricts Q&A, commenting, or messaging based on user role. |
Q&A and messaging permission management is referenced as part of advanced user permissions. | |
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Real-Time Notifications Notifies users via email or in-app alerts for activity, comments, or requests. |
Real-time alerts and email notifications are included for every activity and approval. | |
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Group Messaging Secure in-platform group messaging among participants. |
No information available | |
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Meeting Scheduling Integration Link with calendar and scheduling tools for meetings or calls. |
Integration with Microsoft Outlook and other meeting/collab platforms is highlighted. | |
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Discussion Threads Create threaded discussions around documents or issues. |
No information available |
User Management and Permissions
(5 Yes /5 Known /7 Possible features)
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Role-Based Access Create and assign roles (e.g., admin, investor, advisor, uploader) with configurable permissions. |
Role-based access and user group configuration are detailed under permissions controls. | |
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Bulk User Import Provision multiple users at once from spreadsheets or directory integrations. |
Bulk user import from spreadsheets or Active Directory mentioned as onboarding aid. | |
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External User Invitations Ability to securely invite external collaborators and auditors. |
External guest invites and secure collaborations are called out on SmartRoom's collaboration page. | |
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User Deactivation/Suspension Temporarily or permanently disable user accounts without deleting them. |
No information available | |
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Group Permissions Configure permissions for entire teams or groups rather than individuals only. |
Permissions can be managed at group/team level as shown in user management tutorials. | |
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Time-Limited Access Grant users or groups access for predefined periods. |
Can set date/time for access expiration per user/group as shown in project setup walkthroughs. | |
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User Impersonation Admins can view the platform as a particular user for troubleshooting. |
No information available |
Usability and User Experience
(5 Yes /5 Known /7 Possible features)
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Modern Intuitive UI Clean, responsive design compatible with modern browsers and devices. |
Modern and intuitive UI design is shown in product tours and reviews. | |
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Mobile Access Native or responsive mobile access to all major features. |
Web and mobile-responsive solution, confirmed on solution overview and mobile app listings. | |
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Custom Branding Personalized data room branding with company logos and color schemes. |
Custom branding (logo, color scheme, etc.) is included as standard offering. | |
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Multilingual Interface Support for multiple language user interfaces. |
Offers multi-language support (15+ languages per SmartRoom documentation). | |
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Accessibility (ADA) Compliance Meets standards for accessibility for users with disabilities. |
No information available | |
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Fast Load Time Typical time for data room or document preview to load. |
No information available | |
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Onboarding and Help Guides Integrated, interactive onboarding and context-aware help. |
Guided onboarding, pop-up help, and tutorials are referenced as onboarding and support aids. |
Integration and Interoperability
(6 Yes /6 Known /6 Possible features)
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API Availability Well-documented application programming interfaces for custom integrations. |
API access available for integrations as listed in SmartRoom's technical documentation. | |
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Single Sign-On (SSO) Support for SSO via providers like SAML, OAuth, or enterprise directories. |
SSO with SAML and enterprise providers described under security features and admin FAQ. | |
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Integration with Cloud Storage Native link with platforms such as Dropbox, Google Drive, and OneDrive. |
Integration with cloud storage (Dropbox, Google Drive, OneDrive) is a supported feature. | |
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Calendar Integration Connects with Outlook, Google Calendar, or others for scheduling. |
Calendar integration for meeting requests and Q&A scheduling via Outlook and Google Calendar. | |
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Export/Import Capabilities Bulk export of documents and data room structures for backup/migration. |
SmartRoom advertises full import/export of structures and metadata for migration and archiving. | |
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Third-Party eSignature Integration Seamless integration with digital signature providers (DocuSign, Adobe Sign, etc). |
SmartRoom supports DocuSign and Adobe Sign for e-signature, per integration documentation. |
Reporting and Analytics
(3 Yes /3 Known /5 Possible features)
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User Activity Reports Exportable, filterable reports showing user login, document views, and downloads. |
User activity and download/export reports are called out as core reporting features. | |
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Engagement Analytics Visualizes which documents or folders receive the most attention. |
Didactic analytics dashboards include engagement statistics for document-level attention. | |
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Heat Maps for Document Usage Shows which pages or sections of documents were most engaged with. |
No information available | |
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Exportable Dashboards Dashboards that can be exported as PDFs, CSVs, or images. |
Visual dashboards and export functionality listed in provider's analytics and reporting features. | |
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Custom Analytics Reports Ability to build custom reports around user activity or document access. |
No information available |
Performance and Scalability
(0 Yes /0 Known /5 Possible features)
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Concurrent User Support Number of users that can access the platform at the same time without performance degradation. |
No information available | |
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Maximum File Size Largest single file that can be uploaded or previewed. |
No information available | |
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Maximum Data Room Size Total storage capacity per project or data room. |
No information available | |
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Uptime Guarantee Service Level Agreement uptime metrics. |
No information available | |
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Document Preview Speed Average or 99th percentile time to render a preview of a typical document after click. |
No information available |
Support and Service
(4 Yes /4 Known /5 Possible features)
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24/7 Support Availability Help desk available around the clock via phone, chat, or email. |
24/7 support available globally, per support SLA and SmartRoom support contact page. | |
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Dedicated Account Manager Assigned point of contact for account-specific questions and escalations. |
Account manager assigned for enterprise/VC client onboarding and success, per vendor. | |
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Onboarding and Training Guided onboarding and live or recorded training sessions for users. |
Onboarding and both live and recorded training sessions offered for all new deployments. | |
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Knowledge Base Access Comprehensive help articles, guides, and FAQs. |
Extensive online knowledge base is available, referenced at support.smartroom.com. | |
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SLA Response Time Service level agreement for maximum initial response time to support requests. |
No information available |
Pricing and Contract Flexibility
(4 Yes /4 Known /5 Possible features)
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Transparent Pricing Clear, publicly available pricing tiers and features. |
Transparent, posted pricing and feature tiers for VDR services offered at smartroom.com/pricing. | |
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Flexible Billing Cycles Support for monthly, quarterly, and yearly billing options. |
Monthly, annual, and custom billing frequencies are listed per pricing page FAQs. | |
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Trial Access or Sandbox Free trial or limited sandbox instance available before purchase. |
Free 14-day trial advertised on landing page. | |
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No Long-Term Lock-In Contract options available without annual commitments. |
No information available | |
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Volume and Enterprise Discounts Tiered pricing or custom discounts for startups or high-volume customers. |
Discounts for volume and enterprise purchases referenced on sales page and in FAQs. |
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