---
title: "CapLinked Software Reviews, Demo & Pricing - 2026"
description: "Review of CapLinked Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
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CapLinked

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Overview

[Reviews](https://www.softwareadvice.com/file-sharing/caplinked-profile/reviews/)[Alternatives](https://www.softwareadvice.com/file-sharing/caplinked-profile/alternatives/)

# CapLinked Review

From $399-$5,000/month Free trial 3 plans

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

CapLinked

4.5

[(122)](https://www.softwareadvice.com/file-sharing/caplinked-profile/reviews/)

Pricing

Starting at $399.00 flat rate per month

Top Alternatives

### About CapLinked

CapLinked is a secure, cloud-based virtual data room (VDR) for organizations managing  
confidential transactions and document sharing during M&A, fundraising, IPOs, and audits.  
Unlike standard cloud storage, CapLinked adds granular permission controls, dynamic  
watermarking, real-time audit trails, and bank-grade AES-256 encryption, giving deal teams  
full visibility and control over their most critical files. Built for speed and security, CapLinked  
supports unlimited users, bulk uploads, and integrated Q&A, plus integrations with Salesforce, Dropbox, Box, OneDrive, Google Drive, and an open API.

FileProtect, CapLinked's built-in digital rights management, keeps files protected even after download - with view-only access, print and download restrictions, file expiration, and instant access revocation. CapLinked meets SOC 2, ISO 27001, HIPAA/HITECH, PCI SAQ-D, and FISMA compliance standards. Whether you're raising capital, selling a business, managing due diligence, or handling investor relations, CapLinked keeps your deal moving securely and efficiently - trusted across 75+ countries by nearly half of the Fortune 1000.

## CapLinked User Interface

## Popular CapLinked Alternatives

Main Product

CapLinked

4.5

[(122)](https://www.softwareadvice.com/file-sharing/caplinked-profile/reviews/)

Ratings Breakdown

-   4.42Ease of use
-   4.40Value for money
-   4.59Customer support
-   4.21Functionality

Pricing

Starting at $399.00 per month

Alternative Product

[Firmex Virtual Data Room](https://www.softwareadvice.com/cms/firmex-profile/)

4.8

[(358)](https://www.softwareadvice.com/cms/firmex-profile/reviews/)

Ratings Breakdown

-   4.70Ease of use
-   4.67Value for money
-   4.87Customer support
-   4.58Functionality

Pricing

Available upon request

Alternative Product

[Datasite Diligence Virtual Data Room](https://www.softwareadvice.com/virtual-data-room/datasiteone-profile/)

4.7

[(143)](https://www.softwareadvice.com/virtual-data-room/datasiteone-profile/reviews/)

Ratings Breakdown

-   4.69Ease of use
-   4.14Value for money
-   4.67Customer support
-   4.61Functionality

Pricing

Available upon request

Alternative Product

[Digify](https://www.softwareadvice.com/virtual-data-room/digify-profile/)

4.8

[(176)](https://www.softwareadvice.com/virtual-data-room/digify-profile/reviews/)

Ratings Breakdown

-   4.81Ease of use
-   4.65Value for money
-   4.83Customer support
-   4.66Functionality

Pricing

Starting at $140.00 per month

Alternative Product

[Revver](https://www.softwareadvice.com/cms/revver-profile/)

4.4

[(1019)](https://www.softwareadvice.com/cms/revver-profile/reviews/)

Ratings Breakdown

-   4.28Ease of use
-   4.24Value for money
-   4.39Customer support
-   4.21Functionality

Pricing

Starting at $25.00 per month

Alternative Product

[Ideals Virtual Data Room](https://www.softwareadvice.com/legal/ideals-profile/)

4.8

[(321)](https://www.softwareadvice.com/legal/ideals-profile/reviews/)

Ratings Breakdown

-   4.75Ease of use
-   4.55Value for money
-   4.75Customer support
-   4.62Functionality

Pricing

Available upon request

## CapLinked Pricing and Plans

Starting price: $399.00 per month

Free Trial

Free Version

Team Plan

$399.00

flat rate, per month

Plan includes:

-   5GB of Storage
-   Unlimited Guest Users
-   Custom Dynamic Watermarking
-   FileProtect digital rights management
-   Permission-based access control
-   Integrated EZ Q&amp;A
-   Access expiration by time and view-only access
-   Activity tracker and full audit trail
-   Enforceable two-factor authentication
-   Automatic file indexing and full-text OCR search

Read More

Enterprise Transactional Plans

$500.00

flat rate, per month

Plan includes:

-   Everything in the Team plan, plus:
-   Flexible storage with no maximum
-   Priority support and a dedicated Customer Success Manager
-   SAML-based single sign-on and IP whitelisting
-   Real-time Active Directory sync (Okta, OneLogin, Ping)
-   Real-time virus scanning
-   PDF redaction and electronic signatures
-   Custom branding, login pages, NDAs, and workflows
-   Custom API integrations
-   Full-service setup, data migration, and Concierge Services

Read More

Enterprise Subscription Plans

$5,000.00

flat rate, per year

Plan includes:

-   Everything in the Team plan, plus:
-   Flexible storage with no maximum
-   Priority support and a dedicated Customer Success Manager
-   SAML-based single sign-on and IP whitelisting
-   Real-time Active Directory sync (Okta, OneLogin, Ping)
-   Real-time virus scanning
-   PDF redaction and electronic signatures
-   Custom branding, login pages, NDAs, and workflows
-   Custom API integrations
-   Full-service setup, data migration, and Concierge Services

Read More

## CapLinked Features

-   Popular features found in Virtual Data Room
    
    Audit Trail
    
    Bulk Uploading
    
    Collaboration Tools
    
    Document Classification
    
    Document Management
    
    Drag & Drop
    
    Multi-Factor Authentication
    
    Search/Filter
    
    Secure Data Storage
    
    Secure File Viewer
    
-   More features of CapLinked
    
    Access Controls/Permissions
    
    Activity Tracking
    
    Alerts/Notifications
    
    API
    
    Authentication
    
    Automatic Backup
    
    Commenting/Notes
    
    Compliance Management
    
    Customizable Branding
    
    Data Import/Export
    
    Data Security
    
    Data Storage Management
    
    Document Review
    
    Electronic Signature
    
    File Management
    
    Full Text Search
    
    HIPAA Compliant
    
    Indexing
    
    Mobile Access
    
    Q&A Management
    
    Remote Access/Control
    
    Reporting/Analytics
    
    Single Sign On
    
    SSL Security
    
    Third-Party Integrations
    
    User Management
    
    Version Control
    
    Watermarking
    

## CapLinked Integrations

OneDrive

Integration rated undefined from -1 review

Salesforce Sales Cloud

Integration rated undefined from -1 review

Box

Integration rated undefined from -1 review

Dropbox

Integration rated undefined from -1 review

Google Drive

Integration rated undefined from -1 review

## CapLinked User Reviews

Overall Rating

4.5

Ratings Breakdown

5

56%

4

39%

3

3%

2

1%

1

1%

Secondary Ratings

Ease of Use

4.4

Value for money

4.4

Customer support

4.6

Functionality

4.2

Penny P.

Verified reviewer

Banking

11-50 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

Best Virtual Data Room

5

This is a great VDR and is reasonably priced, unlike its competitors. I would highly recommend this for secure document sharing.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

Functionality

Previously 5

Pros:

The CapLinked platform is super easy to navigate and share and lets you keep confidential documents secure at all times. It allows different levels of control for each group which saves a lot of time.

Cons:

I would like to be able to add individuals without having to make them part of a group.

Read More

VR

Verified

Reviewer

Used daily for less than 12 months

Review source

Reviewed January 2018

Caplinked is powerful and easy to use

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

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.

Vendor Response

Hello! We are glad to hear you found our platform user friendly and straightforward! We hope to work with you again for future projects. Caplinked

Replied December 2019

Read More

VR

Verified

Reviewer

Warehousing

10000+ employees

Used daily for less than 2 years

Review source

Reviewed March 2021

Looking for a new solution

3

Looking for an alternative and my M&A group agrees.

Ratings Breakdown

3

Ease of use

3

Value for money

1

Customer support

2

Functionality

Pros:

Cheap and simplistic. Not a very sophisticated system.

Cons:

It's website touts that you have permission control, but you don't, you can NEVER correct, delete, change anyone you have put in your system. The customer service person is snarky and rude. I have used other products at other companies and am very aware of what a quality system can do. This isn't it.

Reasons for choosing CapLinked

I was told because it was cheap.

Vendor Response

Hello, Thank you for your review and we appreciate your feedback. We are sorry to hear that you experienced difficulty with navigating user access permissions. CapLinked allows for management of user access with the data room via the Permissions page. Please feel free to reach out our support team resources with any questions for assistance!

Replied March 2021

Read More

VR

Verified

Reviewer

11-50 employees

Used daily for less than 12 months

Review source

Reviewed March 2018

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

4

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

Ratings Breakdown

4

Ease of use

5

Value for money

3

Customer support

3

Functionality

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,

Vendor Response

Hello! We are glad to hear you found our platform cost efficient and straightforward! The Activity Tracker provides index reports in several categories. We hope to work with you again for future projects. Caplinked

Replied December 2019

Read More

VR

Verified

Reviewer

Computer Software

2-10 employees

Used other for more than 2 years

Review source

Reviewed August 2019

Useful Data Room Service

5

I advise a lot of early stage companies and turned several clients onto this instead of our home grown solution.

Ratings Breakdown

4

Ease of use

4

Functionality

Pros:

It is a very robust, lower cost option for companies that need to use a data room for their funding transactions. Especially compared to larger vendors or building an in-house system.

Cons:

May not have all the bells and whistles of the larger vendors, but not critical ones. If you don't need every functionality out there, this will work.

Vendor Response

Hello! We are glad to hear you experienced ease in using Caplinked security features! We truly appreciate your feedback. We hope to work with you for future projects. Thank you, Caplinked

Replied December 2019

Read More

VR

Verified

Reviewer

Used other for less than 6 months

Review source

Reviewed January 2018

Everything we needed and more!

5

Ultra-fast due diligence, seamless transaction and and extremely easy to use VDR platform at a competitive cost. The ability to monitor workflow and ease of mind regarding document security made a usually chaotic and confusing experience easy to navigate.

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

The base platform is extremely easy to use and to setup your virtual data room. There are so many extras that we found over competitors, which is why we chose caplinked. The best part, is that you can decide who gets to see what document and workflow is quickly and easily monitored and measured here. You can customize the dashboard in almost any way imaginable. For us, the winning factor, was customer service. The Caplinked customer service team was truly phenomenal. Extremely knowledgeable, super responsive and just really kind and helpful. It was truly a 360° service.

Cons:

There wasn't anything I would complain about. It could get a bit complicated in extreme customization, but that is completely to be expected. If you don't use a VDR on a daily basis, it's hard to understand all of the Caplinked capabilities available to you. That's where their superior customer service comes into play.

Vendor Response

Hello! We are glad to hear your experience with Caplinked went well! We hope to work with you again for future projects. Caplinked

Replied December 2019

Read More

VR

Verified

Reviewer

Investment Banking

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2019

CapLinked is integral in managing our M&A Office

5

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Ease of use and the tracking functionality

Cons:

Can't delete workspaces without contacting support.

Vendor Response

Hello! We are glad to hear you experienced ease in using Caplinked! 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 December 2019

Read More

VR

Verified

Reviewer

Entertainment

201-500 employees

Used daily for less than 6 months

Review source

Reviewed January 2018

CapLinked has provided my company with a secure platform with all the functions we need, yet easy en

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

CapLinked's organizational interface makes it easy to navigate files and manage documents. You never feel insecure while sharing confidential information through CapLinked. The permission settings make it easy to decide which groups can and cannot read specific files.The best part is the tracking system to review activity on each file.

Vendor Response

Hello! We are glad to hear you experienced ease in using Caplinked security features! We hope to work with you again for future projects. Caplinked

Replied December 2019

Read More

Qixiang Y.

Verified reviewer

Education Management

51-200 employees

Used monthly for free trial

Review source

Reviewed December 2021

A well made product

4

Ratings Breakdown

4

Ease of use

4

Customer support

3

Functionality

Pros:

Easy to set up and have cross-platform capabilities.

Cons:

The overall is quite good. One weakness is the integration. I would love to have more integrations such as with Slack.

Vendor Response

Hello Qixiang, We are glad to hear you experienced ease overall using CapLinked! We are always working to improve CapLinked for our clients and appreciate your review. Thank you for your feedback, CapLinked

Replied January 2022

Read More

TD

Ted D.

Verified reviewer

Oil & Energy

Used daily for less than 6 months

Review source

Reviewed March 2018

Very limited software for large databases. Can't handle folder downloads over 4GB

1

Not much. If they had an ftp, I could have finished getting the data from the VDR in a few hours instead of days...

Ratings Breakdown

2

Ease of use

1

Value for money

1

Customer support

1

Functionality

Pros:

Easy to navigate the page.

Cons:

This software is not user friendly. It is designed for admins who never actually download their own files 1) Commonly fails to prepare folders for download and you have to start over. 2) Can only download folders < 4GB or 2,000 files. For projects with images, this is a major fail. 3) When I contacted support about #2, the told me to use the clipboard to keep track of the files I downloaded in a folder. Really? Should I get my Model T out too? They turned a 2 hr job into an all day affair.

Vendor Response

Hello Ted, 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. Caplinked

Replied December 2019

Read More

Showing 1 - 10 of 122 Reviews

[See All Reviews](https://www.softwareadvice.com/file-sharing/caplinked-profile/reviews/)

## CapLinked Popular Comparisons

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