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.



55 Reviews of CapLinked

Overall rating

4.60 / 5 stars

Filters:

Showing 1 - 20 of 55 reviews

May 2018

Maria from Inland Empire United Way

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

May 2018

Alicia from SGVEP

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2018

CapLinked is very transparent with its price, has great customer support, and easy to use.

Great online support, customer representative is available all day any time. User friendly and recommended to my friends and business partners.

Pros

Any person who has no experience can learn how to use CapLinked in sorting, filing, audit, and tracking communication. It is super easy to use and has a great platform and extremely secure.

Cons

There can be better methods to export data. For example, exporting data should be user friendly and neatly organized. Some features need update.

April 2018

Paula from Crear Valor

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

It is really easy to go on into the software, and almost like a windows experience

Easy to use, enough features and space to storage valuable data

Pros

Easy to be a experienced user, works fast and you can download the data and watch the files into a very intuitive interface

Cons

no complains from my invited user perspective, its reliable when i needed to use it i could do it, no problems with customer service

March 2018

Kevin from tivo

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

easy setup and management of secure site for file sharing

Pros

service allows for granular controls over content sharing, with ability to liming access / visability in a very flexible way

Cons

challenges with drag/drop nested folders and certain filenames when adding files in bulk to secure site

March 2018

Kartik from Porus Laboratories

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Easy

Pros

The software is user-friendly. The customer support is quick. There are good features and functionalities in the product

Cons

Some of the functionalities of the CapLinked software are not intuitively placed and took some time to find and use.

March 2018

Victoria from Atlantic Western

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Very intuitive software with excellent customer support!

Pros

I really loved how easy it was to navigate. This software was very user-friendly and the support staff was always responsive in a timely matter whenever I had questions.

Cons

I didn't find anything I did not like - I would definitely use them again. We renewed our contract several times as our project was on-going.

March 2018

erik from Raymond James Ltd.

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

2 of 5

Customer support

5 of 5

Functionality

3 of 5

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

Eric from Continental Building Products, Inc.

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

The program is simple and easy to use. Saves us time and makes data collection and sharing easy

Pros

The program is fast and uploads and downloads larger files fairly fast. I like the ease of use and setup.

Cons

I think sometimes the viewing the of the document on CapLinked is not needed and should just appear with the option to download.

March 2018

Diego from ZIMMA

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

Very easy to use, and suitable for our needs. Great value for money.

Being able to administrate a VDR with many people invited.

Pros

As an administrator it was really easy to learn how to use it, how to manage permissions and especially how to upload files. It has been a really good platform for our project.

Cons

Maybe I would give more time to register for people invited to the VDR, as I had to resend many invitations.

March 2018

arturo from Redwood

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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).

March 2018

Chuck from Inveniam Capital Partners

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

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

Mark from Blyncsy

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

1 of 5

Customer support

5 of 5

Functionality

3 of 5

March 2018

I've had a hard time seeing why I would pay the price for a future diligence round

Pros

It was bare bones simple, the login was ease and the ease made it look very secure. Aside from that I don't have other contributions.

Cons

Not the most intuitive user interface, and the software was pretty expensive for a "drive" for data access and sharing. Frankly I don't see why I wouldn't use Drive, Dropbox, etc. next time around

March 2018

Thomas from HealthMine, Inc.

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

Very good experience. Worked as expected.

Potential investors were able to quickly and easily gain access to our data room. I'm also able to maintain the data room quite cost effectively for future use so I continue to extend my plan with Cap Linked.

Pros

It's ease of use is very good and the customer support was excellent. I also liked the ability to customize a click through legal agreement for various parties. And the ability to move files from folder to folder was quite nice.

Cons

The permissioning features were a bit confusing at first. Other than that wrt the permissioning I really didn't notice any cons about the software.

March 2018

Matt from Davis & Kuelthau

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

CapLinked is easy to use and very reliable. Our users have had no complaints.

This allows our attorneys and paralegals an easy way to host client information in scenarios with multiple people, whether when working on a case or just supporting their clients needs. It takes almost no time to get new workspaces going, so it is efficient and reliable.

Pros

I find it easy to use and configure. I setup all the workspaces for people in my firm and assist with any help they may need. My experience is that once people use it, they want to continue using it for the reliability and ease of use.

Cons

The only negative that I've come across is sometimes the invitations to a workspace can get stuck in a third-party spam filter, otherwise I really have no complaints.

March 2018

Daniel from Toro & Neira Investment Banking

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

Its been a real good experience, the platform works well & customer service its outstanding

Excellent customer service throughout the whole process, friendly, fair value

Pros

Friendly, intuitive, customizable, you can find the expected features, reliable, we have not had black outs, so we can say it works really well

Cons

maybe some features could be updated, but they are not a real problem its most like a wishing list,

March 2018

Ivan from Yinson Holdings Berhad

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

Easy to use

We were able to send information across to investors in a secure manner.

Pros

It was easy to use and had minimal technical difficulties with the users. The support staff was also extremely responsive

Cons

The excel viewer is not very friendly with large excel models and excel models with macros. There is also a limitation on the length of the name of a file.

March 2018

Sahil from TURN8

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2018

Splendid!

Investor Management; Document management; DD Management and Contract Management

Pros

Security, Ease of Use and fully feature packed! Customer support was round the clock and very supportive.

Cons

It is really difficult to think of a con. There are no cons. It's one of the best platforms I have ever used.

March 2018

Sungmin from SK Planet

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

March 2018

Great service at a great price

Pros

The Interface was stright forwards and easy to use. The support was promt and was really helpful throug out the entire usage period.

Cons

This feature might have been fixed most recently but during my use an additional admin assigned wasn't able to access the contact list created by others.

March 2018

Liz from The Good Food Institute

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Functionality

4 of 5

March 2018

Fairly easy to get up and running.

Pros

Protects sensitive information, allows us to see who has accessed, when, and for how long. Download and printing permissions/restrictions are available.

Cons

Minor complaint, but I don't like that when you give an existing member access to a new folder, they don't automatically get an email alert. We often use different folders for different projects and the invitations to separate folders may come months apart, so folks forget that they are already in the system.

March 2018

Rosario from Intrepid Investment Bankers

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

4 of 5

Functionality

3 of 5

March 2018

Good platform with helpful features, though could use additional streamlining in certain areas

Pros

The simplicity of many of the features and the ease in which one can view all documents / users. The bulk uploading is also great.

Cons

The reporting software / tools for user usage are not easy to produce quick/understandable outputs from (particularly by group by week, etc.).