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 ...
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CapLinked User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4

Showing 1 - 5 of 101 reviews

User Profile

Elmo

YGreen Capital and Advisory

Verified reviewer

Industry: Management Consulting

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed 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.

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 December 2019

Sandra

Murphy McCormack Capital Advisors

Verified reviewer

Company size: 2-10 employees

Industry: Investment Banking

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

3

Value for money

5

Customer support

4

Functionality

4

Reviewed May 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.

Reasons for choosing 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.

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 December 2019

Michael

PS Capital Partners

Verified reviewer

Company size: 2-10 employees

Industry: Investment Management

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Customer support

5

Functionality

4

Reviewed August 2021

Independent PE Sponsor

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.

Response from CapLinked

Hello Michael, We are glad to hear your experience with CapLinked has been overall positive! We truly appreciate your feedback. Thank you, CapLinked

Replied August 2021

Anonymous

Verified reviewer

Company size: 51-200 employees

Time used: More than 2 years

Review Source: GetApp

This review was submitted organically. No incentive was offered

Ease-of-use

3

Value for money

3

Customer support

1

Functionality

3

Reviewed 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.

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 December 2019

Armando

Kapital Financial Services

Verified reviewer

Company size: 2-10 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

Ease-of-use

5

Value for money

3

Customer support

5

Functionality

4

Reviewed May 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.

Reasons for switching to CapLinked

Security, ease of use and traceability of information mainly.

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 May 2021

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