Who Uses CapLinked?

Professionals seeking to exchange confidential documents with third parties who value security, ease of use, and 24/7 services and support. Common uses: M&A, raising capital, asset sales, licensing.

What Is CapLinked?

CapLinked provides the industrys leading Virtual Data room and Document Management solution, making limited security, out of office access, and frustrating indexing limitations a thing of the past. Experience the flexibility of being able to access information securely from anywhere on any platform or device in addition to having a full API complete with private keys for developers. Get started with the best tool for digital rights management and due diligence in minutes with a free trial!

CapLinked Details

CapLinked

http://www.caplinked.com

Founded 2010

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CapLinked pricing overview

CapLinked does not have a free version but does offer a free trial.


Starting Price

Not provided by vendor

Free Version

No

Free Trial

CapLinked deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

CapLinked Features

  • API
  • Access Controls/Permissions
  • Access Expiration Management
  • Access Revocation
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Asset Management
  • Audio/Video Protection
  • Authentication
  • Client Portal
  • Commenting/Notes
  • Content Management
  • Copy/Save/Print Restrictions
  • Customisable Branding
  • Data Storage Management
  • Digital Distribution Management
  • Digital Watermarking
  • Document Storage
  • Drag & Drop
  • File Management
  • File Transfer
  • Filtering
  • Full Text Search
  • HIPAA Compliant
  • IP Restriction
  • Image Protection
  • License Management
  • Location Control
  • Metadata Management
  • Monitoring
  • Multiple Format Support
  • Offline DRM
  • PDF Protection
  • Real Time Notifications
  • Reporting & Statistics
  • SSL Security
  • Screen Capture Restrictions
  • Secure Data Storage
  • Single Sign On
  • Software Application Protection
  • Subscription Management
  • Tagging
  • Third Party Integrations
  • Usage Tracking/Analytics
  • Version Control
  • Video Management
  • Video Streaming
  • Watermarking
  • Workflow Management

View full list of Digital Rights Management Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Automated Routing
  • Change Management
  • Compliance Management
  • Corrective and Preventive Actions (CAPA)
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • File Management
  • Forms Management
  • Full Text Search
  • Incident Management
  • Multiple Format Support
  • Periodic Review
  • Quality Control
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • Role-Based Permissions
  • Rules-Based Workflow
  • Search/Filter
  • Secure Data Storage
  • Supplier Management
  • Task Management
  • Third Party Integrations
  • Traceability
  • Training Management
  • Version Control
  • Workflow Management

View full list of Document Control Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management
  • Customisable Branding
  • Customisable Templates
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Forms Management
  • Full Text Search
  • Offline Access
  • Optical Character Recognition
  • Projections
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integrations
  • Version Control
  • Workflow Management

View full list of Document Management Software

  • API
  • Access Controls/Permissions
  • Active Directory Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Calendar Management
  • Chat/Messaging
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Content Management
  • Customisable Branding
  • Customisable Templates
  • Data Synchronisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Encryption
  • File Management
  • File Transfer
  • Full Text Search
  • HIPAA Compliant
  • Live Chat
  • Messaging
  • Mobile Access
  • Projections
  • Real Time Notifications
  • Real Time Synchronisation
  • Reporting & Statistics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Tagging
  • Task Management
  • Third Party Integrations
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Workflow Management

View full list of File Sharing Software

  • API
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Bulk Uploading
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Customisable Branding
  • Data Import/Export
  • Data Security
  • Data Storage Management
  • Digital Watermarking
  • Document Classification
  • Document Management
  • Document Review
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • File Management
  • File Upload by Email
  • Full Text Search
  • HIPAA Compliant
  • Indexing
  • Mobile Access
  • Monitoring
  • Multi-Factor Authentication
  • Project Management
  • Projections
  • Q&A Management
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure File Viewer
  • Secure Login
  • Single Sign On
  • Tagging
  • Third Party Integrations
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Watermarking

View full list of Virtual Data Room Software

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CapLinked Reviews

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.4
Customer Service 4.6
Features 4.2
Value for Money 4.4

Review software

Share your experiences with other software buyers.

Write a Review!
Elmo L.
Elmo L.
Business Management Executive
Management Consulting
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 7/02/2018

"Super easy to use"

Pros: The ease of use is the one of the reasons why we use CapLinked. We work with a lot of outside consultants and customers that need to access folder and files and not once did anyone struggled to access their data.
We tested a few data rooms and CapLinked was by far the best value for money. We moved away from emailing any files, we just send the CapLinked link to the relevant person and our data is safe and secure.

Cons: None for our application. One nice to have feature would be to have a more comprehensive version control than is currently available.

Vendor Response

by CapLinked on 5/12/2019

Hello Elmo,

We are glad to hear you found our platform cost efficient and straightforward! We have since updated the ability to upload new versions of files. We hope to work with you again for future projects.

Caplinked

  • Reviewer Source 
  • Reviewed on 7/02/2018
Sandra M.
Partner
Investment Banking, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 28/05/2019

"CapLinked - Pros and Cons"

Pros: Compared to similar options, CapLinked is a good value for the product - the pricing is good for what you get with CapLinked. Among the things I like about the software are the search feature, updates are emailed when files are added, it is easy to move folders and files, easy to change the order of folders. The product has a great feature that allows the Administrator to see the view that any User is seeing, which is helpful when Users call with questions.

Cons: The product is not as intuitive as other secure data vault services I have used. It took me some time to understand that Users have to be part of a "Group." The other thing I don't like is that you have to contact customer support if you want to delete a "Workspace" from the system - Admins are not able to delete. I understand the concept, to avoid inadvertently deleting a workspace, but still prefer to have that ability as the Admin.

Alternatives Considered: Firmex Virtual Data Room and ShareFile VDR

Reasons for Switching to CapLinked: Generally it was about the value. As I said CapLinked is not as intuitive as some other products I have used, but the value we received for the price is very good.

Vendor Response

by CapLinked on 5/12/2019

Hello Sandra

We are glad to hear you found our platform cost-efficient! Admins will soon have the ability to delete workspaces at their discretion. We hope to work with you for future projects.

Thank you,
Caplinked

  • Reviewer Source 
  • Reviewed on 28/05/2019
Michael M.
Vice President
Investment Management, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 10/08/2021

"Independent PE Sponsor"

Comments: After caplinked expanded the group limit threshold for me, I can now create a "group" for each of our investors. That allows me to create folders that are only accessible to that individual investor via the investor's unique "group", or create folders broadly available to a subset of investors. We were squeezed into a lower tier product as they recreated their pricing structure (we've been with caplinked since roughly 2016), but it still works for what we need it for at a pricepoint that makes sense.

Pros: Easy to use user interface. Great customer service - quick to respond and understands how to solve problems. Fair price point.

Cons: Cannot print directly from the site. It requires the user to download the document before printing. Inability to add a folder that does not automatically adopt the rights of the parent folder. I often want sub folders to have unique access rights, and it's a pain to go back into permissions to toggle it each time.

Vendor Response

by CapLinked on 31/08/2021

Hello Michael,

We are glad to hear your experience with CapLinked has been overall positive! We truly appreciate your feedback.

Thank you,
CapLinked

  • Reviewer Source 
  • Reviewed on 10/08/2021
Verified Reviewer
Former Board Member
Capital Markets, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 9/04/2019

"Didn't honor agreement; tried to increase fees more than 300%"

Comments: Terrible. They gave our non-profit association members a good deal to get us onto their platform and entered into a long-term data room supply agreement; a couple years later, they wouldn't honor their agreement. Don't do business with this company.

Pros: There are a lot of data room providers and Caplinked was getting off the ground and offered our not-for-profit regional association a long-term program to switch from our incumbent provider and join their platform for the same fees we were paying our incumbent provider. After a reasonable transition period, we adopted the program at Caplinked. We transferred a number of users and conveyed the dynamics of how our association interacts with our incumbent provider and were told there were no issues coming over. The association members used 50-75 data rooms at any given time.

Cons: After using the platform for a few years, the company came back and claimed we were getting too good of a deal and they wouldn't honor it. We used the service consistent with how we outlined the service in our contract when we negotiated our agreement. They threatened to shut down the service to the members and then said to stay, we would need to pay fees that were more than 300% higher than our current rates. When you're in the middle of transactions, you don't want a data room supplier threatening to shut down your rooms or holding you hostage to higher fees than you bargained for. We contacted our previous data room vendor, V-Rooms and transitioned back to them for the same rates we had with Caplinked. Obviously, they weren't problematic and we got excellent support from V-rooms transitioning over. The tactics and interactions with Caplinked were terrible. They knew they had you over a barrel and it felt like our not for profit association and its members were being bullied or blackmailed. We will never do business with these guys, no matter what the capabilities of their rooms. We interacted with the Company CEO and VP Sales. We paid annually through September and expected a reasonable transition off their platform for existing rooms in service. They noted they applied our fees to their new proposed rates and we couldn't transition off in a reasonable time-frame.

Vendor Response

by CapLinked on 5/12/2019

Hello!

Thank you for your feedback! We are constantly improving our features for the ease of users. We appreciate input from the user perspective. We hope to work with you again for future projects.

Thank you,
Caplinked

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 9/04/2019
Armando B.
Director Estructuración
Financial Services, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 17/05/2021

"Average User"

Comments: We only had one issue about a month ago and it was sorted out really easy. We just hoped it would trigger some kind of internal alarm since it was a downsize on our payed storage.

Pros: It's really easy to use and set up for users.

Cons: Trackability/Traceability is a bit odd to get to it. Would be nice to have it simplify, for instance help it see per project of a single user.

Vendor Response

by CapLinked on 25/05/2021

Hello Armando,

We are glad to hear your experience with CapLinked has been positive! We truly appreciate your feedback and will review your considerations in future updates to our Activity Tracker.

Thank you,
CapLinked

  • Reviewer Source 
  • Reviewed on 17/05/2021