About CapLinked

CapLinked is a cloud-based integrated file sharing and document management solution that helps businesses seeking to exchange confidential documents with third parties. The most common uses of the application include mergers and acquisitions transactions, raising capital, licensing, asset sales and due diligence. CapLinked’s activity dashboard allows users to monitor notifications, view recent activity and manage messages and contacts. Workspace is a secure platform by CapLinked for storing and sharing documents with buyers and sellers. With role-based permissions, users can configure document security and access modes for different user sets. CapLinked's collaboration features allows teammates and external parties to edit and collaborate on a single document without downloading it. Integrated instant messaging allows collaborators to communicate instantly. The Activity Tracker feature tracks all changes made including downloads, uploads, document views, permission changes and viewed pages. CapLinked provides integration with Salesforce, Dropbox, Box, OneDrive and Google Drive. Customer support includes 24/7 email and phone support to all clients.
CapLinked Software - Bulk uploading
CapLinked Software - Files
CapLinked Software - Permissions
CapLinked Software - Bulk uploading - thumbnail
CapLinked Software - Files - thumbnail
CapLinked Software - Permissions - thumbnail

CapLinked pricing

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

Starting Price:
Not provided by vendor
Free Version:
No
Free trial:

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CapLinked Reviews

Feature rating

Value for Money
4.5
Functionality
4
Ease of Use
4.5
Customer Support
4.5
5 reviews of 84 View all reviews
Elmo L.
  • Industry: Management Consulting
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 07/02/2018

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.

Response from CapLinked

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

Replied 05/12/2019
Sandra M.
  • Industry: Investment Banking
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
4

4
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.

Response from CapLinked

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

Replied 05/12/2019
Armando B.
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 17/05/2021

Average User

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.

Response from CapLinked

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

Replied 25/05/2021
Verified Reviewer
  • Industry: Capital Markets
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
3
Ease of Use
3
Customer Support
1

3
Reviewed on 09/04/2019

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

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.

Response from CapLinked

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

Replied 05/12/2019
Tina B.
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
3
Ease of Use
4
Customer Support
3

4
Reviewed on 29/03/2021

Solid Data Room Portal for Fund Offerings

Pros

I like that it's easy to dupe a workspace and the NDA splashpage is customizable per group

Cons

i've had multiple instances where I tried to create a new folder for a new LP and it said that I ran out of file space. the first time this happened, i was indeed over the 5gb space threshold, but after that i kept our file usage to ~3.5gb but there were still issues.

Response from CapLinked

Hi Tina,

We are glad that you've of ease in customization of your workspaces. If you encounter an additional space issues, please feel free to contact the support team for further assistance! Thank you for your feedback!

Replied 01/04/2021

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