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CapLinked

CapLinked 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

CapLinked
CapLinked
4.5
(122)

Pricing

Starting at $399.00 per month

About CapLinked

CapLinked is a cloud-based virtual data room for file sharing and document management 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.

https://www.caplinked.com...

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CapLinked Screenshots

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CapLinked Pricing and Plans

Starting price: $399.00 per month
Free Trial
Free Version

Team Plan

$399.00

flat rate, per month

No plan information available

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    CapLinked Features

    • Popular features found in Document Control
      Archiving & Retention
      Change Management
      Electronic Signature
      Version Control
    • More features of CapLinked
      Access Controls/Permissions
      Access Expiration Management
      Access Revocation
      Active Directory Integration
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      API
      Approval Process Control
      Audio/Video Protection
      Audit Management
      Audit Trail
      Authentication
      Automatic Backup
      Bulk Uploading
      Collaboration Tools
      Commenting/Notes
      Compliance Management
      Compliance Tracking
      Copy/Save/Print Restrictions
      Customizable Branding
      Data Import/Export
      Data Security
      Data Storage Management
      Digital Distribution Management
      Digital Watermarking
      Document Capture
      Document Classification
      Document Generation
      Document Management
      Document Review
      Document Storage
      Drag & Drop
      File Conversion
      File Management
      File Recovery
      File Sharing
      File Transfer
      Forms Management
      Full Text Search
      HIPAA Compliant
      Image Protection
      Indexing
      IP Restriction
      License Management
      Location Control
      Messaging
      Mobile Access
      Monitoring
      Multi-Factor Authentication
      Multiple Format Support
      Offline Access
      Offline DRM
      Optical Character Recognition
      PDF Protection
      Q&A Management
      Real-Time Notifications
      Real-Time Reporting
      Remote Access/Control
      Reporting/Analytics
      Reporting & Statistics
      Role-Based Permissions
      Search/Filter
      Secure Data Storage
      Secure File Viewer
      Single Sign On
      Software Application Protection
      SSL Security
      Task Management
      Third-Party Integrations
      Two-Factor Authentication
      Usage Tracking/Analytics
      User Management
      Watermarking

    CapLinked Integrations

    OneDrive
    OneDrive
    Salesforce Sales Cloud
    Salesforce Sales Cloud
    Box
    Box
    Dropbox Business
    Dropbox Business
    Google Drive
    Google Drive

    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

    Andrew's profile

    Andrew H.

    Verified reviewer

    Renewables & Environment

    2-10 employees

    Used monthly for more than 2 years

    Review source

    Reviewed April 2023

    Solid VDR Option

    4

    Ratings Breakdown

    5
    Ease of use
    3
    Value for money
    4
    Functionality
    icon
    Pros:
    Relatively easy to navigate, upload documents, enable permissions.
    Cons:
    Would be nice to make it easier to share one folder with different investors and for them to be able to see consecutive numbers folders according to different permissions

    Vendor Response

    Hi Andrew, Thank you for your feedback! We take your feedback into consideration for future feature updates. In regards to sharing individual folders, we recently launched a feature that allows you to share specific files/folders with individual users. For more information, please find our support article: https://support.caplinked.com/hc/en-us/articles/360039103392-Administrator-s-Guide-File-Level-Permissions-Share-File-feature-

    Replied May 2023

    Read More

    SM

    Sandra M.

    Verified reviewer

    Investment Banking

    2-10 employees

    Used daily for less than 2 years

    Review source

    Reviewed May 2019

    CapLinked - Pros and Cons

    4

    Ratings Breakdown

    3
    Ease of use
    5
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    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.

    Vendor Response

    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

    Read More

    Penny's profile

    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
    icon
    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

    Sk

    Sanil k.

    Verified reviewer

    Pharmaceuticals

    10000+ employees

    Used weekly for more than 2 years

    Review source

    Reviewed November 2022

    High level Security Control.

    5

    I was using this application for 3 years; I didn't face any issues and it is easy to use

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    3
    Customer support
    5
    Functionality
    icon
    Pros:
    user friendly and easy to share the files
    Cons:
    Detailed audit trail is important, and it should meet 21 CFR part 11

    Reasons for choosing CapLinked

    technology used in this application and compliance with regulatory requirements, security control, data protection, data recovery....etc

    Vendor Response

    Hi Sanil, Thank you for your review of CapLinked! We appreciate your feedback and are glad that you've found ease of use overall with file management within the platform. CapLinked Team

    Replied January 2023

    Read More

    RR

    Ricardo R.

    Verified reviewer

    Apparel & Fashion

    1001-5000 employees

    Used weekly for less than 2 years

    Review source

    Reviewed May 2019

    Complex scenarios made easy by Caplinked

    4

    My Organization requirement was to set up a virtual data room in order to fund race a project initiative. Caplinked made possible to get it up and running with a professional customized interface in record time allowing me to keep track of all the operations as per documents and other media files shared with the invited users, get detailed weekly reports and control the whole operation until the end.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    - How friendly it was to set up and customize a virtual data room for my organization. - Robust features, such as: activity tracker, security, Q&A and customized messages. - Everything is recorded by Caplinked. Every single transaction was recorded by Caplinked as much for administrators and organizers as for users.
    Cons:
    - Reports customization feature is missing. - Not many support guides available.

    Reasons for choosing CapLinked

    Mainly on cost vs requirements evaluation. They provided me exactly what I needed on a very good and flexible rate.

    Vendor Response

    Hello Ricardo, We are glad to hear you found our platform user-friendly and straightforward! We are constantly improving our features, including updating the Activity Tracker, for the ease of users. We hope to work with you for future projects. Thank you, Caplinked

    Replied December 2019

    Read More

    CS

    Cindy S.

    Verified reviewer

    Computer & Network Security

    51-200 employees

    Used daily for less than 6 months

    Review source

    Reviewed May 2019

    Great Data Room for M&A

    5

    We are using CapLinked as our data room for M&A. This has worked extremely well and all parties have been very pleased

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Very easy to use Very easy to add documents Very easy to control access of various documents throughout the process Quick upload to site Very easy to keep data room organized Good alerting system Folder Control
    Cons:
    editing names once you send out an invite

    Reasons for choosing CapLinked

    Best customer service, had all the features i was looking for, recommendation from attorney

    Vendor Response

    Hello Cindy, We are glad to hear you found our platform user-friendly and straightforward! We are constantly improving our features for the ease of users. We hope to work with you for future projects. Thank you, Caplinked

    Replied December 2019

    Read More

    VR

    Verified
    Reviewer

    Food & Beverages

    1001-5000 employees

    Used daily for less than 6 months

    Review source

    Reviewed May 2019

    Caplinked First Time User

    4

    Ratings Breakdown

    5
    Ease of use
    4
    Value for money
    3
    Customer support
    3
    Functionality
    icon
    Pros:
    I like the ability to customize the platform and it is cost effective for our company.
    Cons:
    It can't do all that the sales team swore that it could.

    Reasons for choosing CapLinked

    We chose CapLinked based on its ability to control permissions as well as third party users. The cost to store data and use it the way we needed was a huge deciding factor.

    Vendor Response

    Hello! We are glad to hear you found our platform customizable and cost-efficient! We hope to work with you for future projects. Thank you, Caplinked

    Replied December 2019

    Read More

    Elmo's profile

    Elmo L.

    Verified reviewer

    Management Consulting

    Used daily for less than 12 months

    Review source

    Reviewed February 2018

    Super easy to use

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Vendor Response

    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

    Read More

    Paul's profile

    Paul R.

    Verified reviewer

    Mechanical or Industrial Engineering

    51-200 employees

    Used daily for less than 12 months

    Review source

    Reviewed January 2018

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

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Vendor Response

    Hello Paul, 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

    Patrick's profile

    Patrick D.

    Verified reviewer

    Financial Services

    201-500 employees

    Used daily for less than 6 months

    Review source

    Reviewed September 2022

    Budget Option and It Shows

    2

    Ratings Breakdown

    1
    Ease of use
    1
    Functionality
    icon
    Pros:
    It is super cheap and a lot of early stage companies use it but it comes at a cost of the quality of the product
    Cons:
    Very difficult to use, the access control functionality is not intuitive

    Vendor Response

    Hi Patrick, We appreciate your feedback! If we can assist in providing a better experience or any additional resources for setting permissions or granting access, please feel free to reach out to our support team or visit https://support.caplinked.com/hc/en-us. The CapLinked Team

    Replied December 2023

    Read More

    Showing 1 - 10 of 122 Reviews

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