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CapLinked

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CapLinked 2026: Benefits, Features & Pricing

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  • 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

    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

    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
    icon
    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
    icon
    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
    icon
    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
    icon
    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
    icon
    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
    icon
    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
    icon
    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's profile

    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
    icon
    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
    icon
    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

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