CapLinked Software

4.57 / 5 (56)

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.



Read More

Supported Operating System(s):

Web browser (OS agnostic)

56 Reviews of CapLinked

Average User Ratings

Overall

4.57 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(37)

4 stars

(16)

3 stars

(2)

2 stars

(0)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 56 reviews

Do you use this product?Write a review

April 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: GetApp


Ease-of-use

3.0

Value for money

3.0

Customer support

1.0

Functionality

3.0

April 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.

January 2018

jackson from CyberCoders

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

Modern interface, easy to use - refreshing change of pace from software used in the past.

Pros

CapLinked is intuitive, cutting edge, and very transparent in their pricing. Their customer support is responsive, helpful, and thorough - providing an excellent customer experience.

Uploading files and folders is also a seamless process. Uploading whole folder structures at a time makes my job extremely easy. It retains the same indexing and formatting I had on my desktop which is very convenient.

August 2016

Jeff from ENLIGN Advisors

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2016

Solid platform with ever evolving features.

After using Formstack for many years we needed a more powerful solution. I reviewed approximately 8 different products and judging on features and value CapLinked was the clear winner.

Pros

Watermarking, white labeling, ability to send feature ideas/requests to customer service that actually get reviewed and implemented.

Cons

Areas that are under development to be improved have to do with navigation, reporting and general user experience. There are no serious flaws.

Response from CapLinked of CapLinked

Replied August 2016

Hi Jeff, thank you for choosing CapLinked! Glad to hear you had a positive experience with us.

February 2018

Elmo from YGreen Capital and Advisory

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 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.

January 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

Caplinked is powerful and easy to use

Pros

We chose Caplinked for it's easy to use/ fast modern interface, great customer support, powerful features and transparent pricing. They have a lot of features that you won't find in other VDR's (I've tried 3 different competitors). Their customer support really stood out to me as they've been very responsive and personable throughout our entire experience; from on-boarding to day-to-day use. Every member of our team was able to quickly learn the software. I feel very comfortable sharing sensitive and confidential documents through Caplinked.

May 2018

Maria from Inland Empire United Way

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

CapLinked is solid and offers a powerful level of communication

Lots of great benefits from engagement to exporting data.

Pros

This is an amazing program, offers a higher level of engagement for groups. Works great for small business who need flexibility and is budget friendly. It is easy to navigate too!

Cons

It lacks export tool and better data trends. Offers no easy way to archive old data into the new system.

February 2018

Richard from Gypsum Ridge

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2018

it was great

it helped us do half a deal

Pros

it's super cheap, which made it super accessible to my small team and I . Truly significantly priced under competitors with just as many features.

March 2018

arturo from Redwood

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2018

Very easy to use, secure, functional and good service support

Very ease to use. Good support service, accesible form different types of devices (cellphone, pc, etc.). It a a tool that makes the passing of information very efficiently.

Pros

The ease of use is amazing. In 30 minutes you can get used managing all the virtual data room functions, permissions, etc. Additionaly the capacity to give different type of permisssions (can read, download, print, etc.) to different individuals or group of individuals is quiet good and again easy tu use.

Cons

If uploading information, or creating a new folder you make a mistake in writing the name of folder, you have to delete the complete folder and create a new one with the name corrected. You should be able to edit a simple thing as folders name, instead of waisting time if you discover a typo after you have uploaded tons of data (that you will have to upload again).

January 2018

Paul from DMG Corporation, LA

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

Caplinked is an awesome platform, extremely user friendly and secure.

Sharing documents has never been easier, there is a lot of security and time saving when it comes to looking for the information I need.

Pros

Caplinked is state of the art when it comes to sharing documents with customers. Platform is intuitive and easy to navigate. Accessing and sharing documents has now become a seamless process and at the same time tremendously secure. Customer support is is very helpful and will walk you through any questions you may have.

March 2018

erik from Raymond James Ltd.

Review Source: Capterra


Ease-of-use

4.0

Value for money

2.0

Customer support

5.0

Functionality

3.0

March 2018

Works well, could use more bells and whistles

Pros

Reasonably quick to get up and running; reliable platform. I don't have much else to say, however the review software won't let me upload a short review so I've padded it out with this sentence.

Cons

Could use more flexibility on use of graphics, custom reporting and dashboards, other customizations to custom brand (including workspace address). I don't have much else to say, however the review software won't let me upload a short review so I've padded it out with this sentence.

March 2018

Chuck from Inveniam Capital Partners

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

March 2018

CapLinked is the only modern platform with full API support for integrating it with our applications

Pros

CapLinked is the only modern platform with full API support for integrating it with our applications. No other product comes close to providing the same level of support.

Cons

We need better tools for importing and exporting data. There is no easy way to archive old deal rooms.

March 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

3.0

Functionality

3.0

March 2018

It's a good low-cost solution but certainly lacks some of the functionality of a premium service

Was able to conduct file sharing for a sellside M&A process with multiple potential buyers each requiring different permission levels.

Pros

Quickness of uploads, it's a low-cost solution, we also appreciated the amount of data we were to upload and that the pricing was not a variable per page model

Cons

Lack of reporting functions such as well-organized index reports, permission setting, draft mode takes the whole data room offline,

February 2018

Ashok from MaGC

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support