Manage Complex Projects. Coordinate Teams. Secure Critical Information.

With the Smart Business Subscription you can manage critical projects, partners, and transactions with secure, structured collaboration that brings clarity, control, and visibility to your organization's most important work.

Designed for organizations that manage high-value information, large teams, and complex collaboration. Create secure rooms to coordinate projects, evaluate partners, manage transactions, and control sensitive documentation with confidence.

Smart Business accounts have access to all room experiences, allowing your organization to create structured environments for everything from strategic initiatives to operational collaboration.

Whether you are managing mergers and acquisitions, evaluating new vendors, preparing investor materials, or coordinating large internal projects, Smart Business gives your teams a secure and organized place to work together.

What's Included

Teams can activate the room types that best match their needs and create new rooms whenever a new project or initiative begins.

Dedicated Rooms for Strategic Initiatives and Operations

Create secure rooms for each major initiative, transaction, or operational workflow. Rooms keep documentation structured and allow your organization to control access across internal teams and external stakeholders.

Typical room uses include:

  • Mergers and acquisitions processes
  • Investment and capital raising activities
  • Partner and vendor evaluation
  • Enterprise-level project coordination
  • Regulatory and compliance reviews
  • Cross-functional strategic initiatives
  • Executive and board-level collaboration

Each room functions as a structured workspace where critical documents, collaboration, and activity tracking remain organized. Teams, advisors, and partners can work within clearly defined boundaries while leadership maintains visibility and control across the entire process.

Secure and Private

File Categories for Structured Organization

Each room organizes documents into structured categories so teams can quickly find and manage information. Examples include:

Mergers & Acquisitions

  • Financial Statements
  • Legal Documents
  • Due Diligence Materials
  • Regulatory Filings
  • Executive Summaries

Investment Data Rooms

  • Investor Presentations
  • Market Analysis
  • Financial Projections
  • Corporate Governance
  • Supporting Documentation

Partner and Vendor Vetting

  • Compliance Certifications
  • Contracts and Agreements
  • Security Documentation
  • Operational Capabilities
  • Risk Assessments

Structured file categories ensure every room follows a consistent format, making it easier for teams, partners, and stakeholders to review information efficiently.

Secure Collaboration

Invite internal teams, advisors, and external stakeholders to collaborate within a controlled environment.

Teams can:

  • Share documents securely with partners and advisors
  • Provide role-based access to specific files or folders
  • Coordinate across departments or organizations
  • Manage sensitive communications related to critical business activities

Access permissions ensure that each participant only sees the information relevant to their role.

Secure and Private

Activity Tracking and Visibility

Every room includes activity tracking that shows how information is being accessed and used.

Activity tracking allows administrators and project leaders to:

  • Monitor who has viewed or downloaded documents
  • Track engagement from investors, partners, or vendors
  • Review recent activity within the room
  • Maintain visibility into the progress of reviews and collaboration

This visibility helps teams understand where processes are moving forward and where follow-up may be needed.

Secure and Private

Centralized Management

Smart Business subscriptions allow administrators to manage rooms, users, and access policies across the organization.

Management tools allow you to:

  • Create and organize rooms for different projects
  • Add or remove team members and collaborators
  • Adjust access levels as projects evolve
  • Maintain oversight of multiple active initiatives

This centralized management ensures sensitive information remains secure while still enabling teams to move quickly.

Secure and Private

Example Business Use Cases

Smart Business rooms can support a wide range of strategic and operational workflows.

Example: Mergers and Acquisitions

Create a secure M&A data room where executives, legal teams, and financial advisors can review critical documents.

Typical room structure:

  • Corporate financial statements
  • Legal contracts and agreements
  • Intellectual property documentation
  • Regulatory filings
  • Due diligence checklists

Access controls allow different stakeholders to review only the materials relevant to their role.

Activity tracking helps your team see when potential buyers or advisors have reviewed documents.

Example: Investment and Capital Raising

Prepare a structured investment data room to share information with potential investors.

Typical categories may include:

  • Pitch decks and investor presentations
  • Financial projections
  • Market opportunity analysis
  • Governance and board documentation
  • Legal and compliance materials

Investors can securely access documents while your team maintains visibility into engagement.

Example: Partner and Vendor Evaluation

When evaluating vendors, technology partners, or strategic alliances, rooms can be used to collect and review documentation from each organization.

Example categories:

  • Security and compliance certifications
  • Financial stability documentation
  • Operational capabilities
  • Contractual agreements
  • Risk and regulatory information

Internal teams can review materials collaboratively while maintaining a structured evaluation process.

Example: Large Project Collaboration

Large projects often require coordination between departments, vendors, and external consultants.

A project room might include categories for:

  • Project plans and schedules
  • Technical documentation
  • Vendor contracts
  • Budget reports
  • Status updates and deliverables

Activity tracking keeps project leaders informed about progress and engagement across teams.

How Smart Business Rooms Work

See how your organization can structure, share, and manage critical work from start to finish.

1. Create a Room

Start a new room for a project, transaction, or collaboration initiative. Select the room experience that best fits the workflow.

2. Organize Information

Upload files into structured categories that keep documentation organized and easy to review.

3. Invite Collaborators

Add internal teams, advisors, partners, or stakeholders with controlled access to specific information.

4. Track Activity

Monitor engagement and collaboration through activity logs and room activity summaries.

5. Manage the Process

Adjust access, update documentation, and guide the workflow as the project evolves.

Built for Organizations Managing Critical Information

From corporate transactions to strategic partnerships, Smart Business provides a centralized workspace where teams can manage important work with confidence.