CapLinked Software

4.60 / 5 (55)

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 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.



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Supported Operating System(s):

Web browser (OS agnostic)

55 Reviews of CapLinked

Average User Ratings

Overall

4.60 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(37)

4 stars

(16)

3 stars

(1)

2 stars

(0)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 55 reviews

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January 2018

jackson from CyberCoders

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Modern interface, easy to use - refreshing change of pace from software used in the past.

Pros

CapLinked is intuitive, cutting edge, and very transparent in their pricing. Their customer support is responsive, helpful, and thorough - providing an excellent customer experience.

Uploading files and folders is also a seamless process. Uploading whole folder structures at a time makes my job extremely easy. It retains the same indexing and formatting I had on my desktop which is very convenient.

August 2016

Jeff from ENLIGN Advisors

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2016

Solid platform with ever evolving features.

After using Formstack for many years we needed a more powerful solution. I reviewed approximately 8 different products and judging on features and value CapLinked was the clear winner.

Pros

Watermarking, white labeling, ability to send feature ideas/requests to customer service that actually get reviewed and implemented.

Cons

Areas that are under development to be improved have to do with navigation, reporting and general user experience. There are no serious flaws.

Response from CapLinked of CapLinked

Replied August 2016

Hi Jeff, thank you for choosing CapLinked! Glad to hear you had a positive experience with us.

February 2018

Elmo from YGreen Capital and Advisory

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

January 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Caplinked is powerful and easy to use

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.

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.

February 2018

Richard from Gypsum Ridge

Company Size: 2-10 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

February 2018

it was great

it helped us do half a deal

Pros

it's super cheap, which made it super accessible to my small team and I . Truly significantly priced under competitors with just as many features.

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).

January 2018

Paul from DMG Corporation, LA

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

January 2018

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

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.

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.

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

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

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

3 of 5

March 2018

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

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

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,

February 2018

Ashok from MaGC

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

February 2018

I am a first time user and my first experience has been good. It is a great product

Pros

the ease of use is what stands out. It was easy to onboard other users as well quickly. The user interface is intuitive and the software is stable. I was able to do the initial configuration within 15 minutes. I have used customer support extensively. They have been very patient and helpful. they seem committed to resolving the customer's issue. Suggestions to improve the product were taken in the right spirit. I do hope some of the suggested features find place in subsequent releases.

Cons

The software has certain issues handling PDF documents created by scanning physical documents. There is no feature to view permissions for a folder directly. The Search functionality is very basic and there is ample scope for improvement.

January 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Everything we needed and more!

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.

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.

February 2018

Penny from Aberdeen Advisors, Inc.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

February 2018

CapLinked is an excellent VDR that is easy to navigate.

This program works perfectly for our needs. The invites sometimes get caught in spam but that's to be expected. Manual invites are simple to send when this happens.

Pros

Reasonably priced, secure and easy to use software. Great customer support!
I would definitely recommend this software to anyone looking for a virtual data room.

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

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.

January 2018

Ulises from UPS

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Caplinked has helped manage processes very effectively.

Pros

Caplinked offers a variety of functionalities and is user friendly. I like the 2FA, DRM, and Watermarking features for my users. Great customer support that is very helpful when answering any inquiries.

October 2017

Alexandra from Latbash Interiors

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

October 2017

Wonderful Experience

Its a pretty good software

Pros

It is appropriate for organizations of all sizes and serves clients across practically every industry. With CapLinked, clients over the globe can work together and make content on different devices.

Cons

The feature set for CapLinked is pretty robust, and growing software. It was pretty hard using it but I got the hand of it at the long run...

February 2018

Heather from Touchstone Advisors

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

February 2018

Everyone at CapLinked has been great and it's an easy platform to use.

Our users should get the impression that we are very professional when they are using it.

Pros

It is designed more specifically to business transactions as opposed to just file sharing: I can add logos, videos and other customization.

Cons

I miss being able to email files directly from folders like I used to do in ShareFile and I wish I could delete work spaces on my own. I also wish I could group work spaces because we use them for 3 different purposes and I would like to keep them separate.

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,