CapLinked

What CapLinked is

CapLinked is a virtual data room for secure document sharing and collaboration during M&A, fundraising, and due diligence. Its document management includes bulk uploads, customizable folders, previews, search, and version tracking. Teams can apply granular permissions, two-factor authentication, audit trails, watermarking, a Q&A workspace, and e-signatures. FileProtect digital rights management can revoke access to downloaded documents. Integrations named by CapLinked include Salesforce, Dropbox, and Google Drive, while its API supports custom solutions, permission controls, AES 256-bit encryption, file activity tracking, and connections with email, Box, Dropbox, and Office365. CapLinked states ISO 27001-compliant hosting, a SOC 2 assessment, and HIPAA, PCI SAQ-D, and FISMA compliance. The service has web, Android, and API access. There is no free plan; a 14-day trial allows one workspace, 500 MB of storage, and two admin accounts. Team costs $399 a month with 5GB storage.

Who it suits

It suits transaction teams in investment banking, private equity, legal services, and real estate, from startups to multinational corporations. It is also aimed at organizations needing controlled document sharing and collaboration.

Limits

The 14-day trial permits one workspace, 500 MB of storage, and two admin accounts. Team costs $399 a month and includes 5GB of storage; Enterprise plans start at $500/month or $5,000/year with flexible storage.

Getting started

1. Open https://www.caplinked.com/
2. Start the 14-day free trial
3. Use the web service or Android app
4. Create the trial workspace with its two available admin accounts
5. Connect Salesforce, Dropbox, Google Drive, or other services through the API

Verdict

CapLinked combines virtual data-room controls with transaction collaboration, integrations, and API access. Its paid entry point and limited trial should be weighed against the listed security, workflow, and support features.