
CapLinked
Über CapLinked
CapLinked ist eine cloudbasierte integrierte Dateifreigabe- und Dokumentenverwaltungslösung, die Unternehmen beim Austausch vertraulicher Dokumente mit Dritten unterstützt. Zu den gebräuchlichsten Nutzungsweisen der Anwendung gehören Fusionen und Übernahmen, Kapitalbeschaffung, Lizenzierung, Anlagenverkauf und Due Diligence.
Das Aktivitäts-Dashboard von CapLinked ermöglicht es den Nutzern, Benachrichtigungen zu überwachen, die letzten Aktivitäten einzusehen und Nachrichten und Kontakte zu verwalten. Workspace ist eine sichere Plattform von CapLinked zum Speichern und Teilen von Dokumenten mit Käufern und Verkäufern. Mit rollenbasierten Berechtigungen können Nutzer Dokumentensicherheits- und Zugriffsmodi für verschiedene Nutzergruppen konfigurieren.
Die Kollaborationsfunktionen von CapLinked ermöglichen es Teamkollegen und externen Parteien, ein einziges Dokument zu bearbeiten und daran zusammenzuarbeiten, ohne es herunterladen zu müssen. Dank integriertem Instant Messaging können Mitarbeitende sofort miteinander kommunizieren. Die Activity-Tracker-Funktion verfolgt alle Änderungen, die vorgenommen wurden, einschließlich Downloads, Uploads, Dokumentansichten, Änderungen der Berechtigungen und angesehene Seiten.
CapLinked bietet Integration mit Salesforce, Dropbox, Box, OneDrive und Google Drive. Die Kundenbetreuung bietet allen Kunden einen 24/7-E-Mail- und Telefonsupport.








CapLinked Preis
CapLinked bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von CapLinked ist ab 149,00 $/Monat verfügbar.
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- Branche: Erneuerbare Energien & Umwelt
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Solid VDR Option
Vorteile
Relatively easy to navigate, upload documents, enable permissions.
Nachteile
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
Antwort von CapLinked
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-
- Branche: Investmentbanking
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
CapLinked - Pros and Cons
Vorteile
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.
Nachteile
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.
Gründe für den Wechsel zu 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.Antwort von CapLinked
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
- Branche: Kapitalmärkte
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Didn't honor agreement; tried to increase fees more than 300%
Terrible. They gave our non-profit association members a good deal to get us onto their platform and entered into a long-term data room supply agreement; a couple years later, they wouldn't honor their agreement. Don't do business with this company.
Vorteile
There are a lot of data room providers and Caplinked was getting off the ground and offered our not-for-profit regional association a long-term program to switch from our incumbent provider and join their platform for the same fees we were paying our incumbent provider. After a reasonable transition period, we adopted the program at Caplinked.
We transferred a number of users and conveyed the dynamics of how our association interacts with our incumbent provider and were told there were no issues coming over. The association members used 50-75 data rooms at any given time.
Nachteile
After using the platform for a few years, the company came back and claimed we were getting too good of a deal and they wouldn't honor it. We used the service consistent with how we outlined the service in our contract when we negotiated our agreement. They threatened to shut down the service to the members and then said to stay, we would need to pay fees that were more than 300% higher than our current rates. When you're in the middle of transactions, you don't want a data room supplier threatening to shut down your rooms or holding you hostage to higher fees than you bargained for. We contacted our previous data room vendor, V-Rooms and transitioned back to them for the same rates we had with Caplinked. Obviously, they weren't problematic and we got excellent support from V-rooms transitioning over. The tactics and interactions with Caplinked were terrible. They knew they had you over a barrel and it felt like our not for profit association and its members were being bullied or blackmailed. We will never do business with these guys, no matter what the capabilities of their rooms. We interacted with the Company CEO and VP Sales. We paid annually through September and expected a reasonable transition off their platform for existing rooms in service. They noted they applied our fees to their new proposed rates and we couldn't transition off in a reasonable time-frame.
Antwort von CapLinked
Hello!
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.
Thank you,
Caplinked
- Branche: Pharmazeutika
- Unternehmensgröße: 10.000+ Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
High level Security Control.
I was using this application for 3 years; I didn't face any issues and it is easy to use
Vorteile
user friendly and easy to share the files
Nachteile
Detailed audit trail is important, and it should meet 21 CFR part 11
Antwort von CapLinked
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
- Branche: Bekleidung & Mode
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Complex scenarios made easy by Caplinked
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.
Vorteile
- 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.
Nachteile
- Reports customization feature is missing.
- Not many support guides available.
Gründe für den Wechsel zu CapLinked
Mainly on cost vs requirements evaluation. They provided me exactly what I needed on a very good and flexible rate.Antwort von CapLinked
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
- Branche: Computer- & Netzwerksicherheit
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Great Data Room for M&A
We are using CapLinked as our data room for M&A. This has worked extremely well and all parties have been very pleased
Vorteile
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
Nachteile
editing names once you send out an invite
In Betracht gezogene Alternativen
Ideals Virtual Data RoomGründe für den Wechsel zu CapLinked
Best customer service, had all the features i was looking for, recommendation from attorneyAntwort von CapLinked
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
- Branche: Essen & Trinken
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Caplinked First Time User
Vorteile
I like the ability to customize the platform and it is cost effective for our company.
Nachteile
It can't do all that the sales team swore that it could.
Antwort von CapLinked
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
- Branche: Computer-Software
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Excellent Document Management Platform
Overall experience has been positive.
Vorteile
The Caplinked platform plays a vital role for our company to share important documents with our customers.
Nachteile
I cannot think of anything I do not like about Caplinked.
Antwort von CapLinked
Hi Alfred,
Thank you for your review! We truly appreciate your positive feedback!

- Branche: Unternehmensberatung
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Super easy to use
Vorteile
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.
Nachteile
None for our application. One nice to have feature would be to have a more comprehensive version control than is currently available.
Antwort von CapLinked
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

- Branche: Bankwesen
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Best Virtual Data Room
This is a great VDR and is reasonably priced, unlike its competitors. I would highly recommend this for secure document sharing.
Vorteile
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.
Nachteile
I would like to be able to add individuals without having to make them part of a group.
Antwort von CapLinked
Hello Penny,
We are glad to hear you experienced ease in using Caplinked security features! We will soon hav single file sharing capabilities for admin, therefore not having to add an individual to a group to share a file. We hope to work with you for future projects.
Thank you,
Caplinked
- Branche: Pharmazeutika
- Unternehmensgröße: 10.000+ Mitarbeiter
- Monatlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Review of CapLinked as a secured document viewing solution
Very good experience and feedback from users.
Vorteile
Ease of use by administrators and users. Good navigation within the tool.
Nachteile
Cannot rotate PDFs documents while viewing; only if permitted to download (which we do not allow our clients to do).
Antwort von CapLinked
Hi Brian,
Thank you for your feedback! We are glad you've had an overall great experience with CapLinked. We plan to release a PDF editor feature that will allow for file rotating in the future!
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Average User
We only had one issue about a month ago and it was sorted out really easy. We just hoped it would trigger some kind of internal alarm since it was a downsize on our payed storage.
Vorteile
It's really easy to use and set up for users.
Nachteile
Trackability/Traceability is a bit odd to get to it. Would be nice to have it simplify, for instance help it see per project of a single user.
Antwort von CapLinked
Hello Armando,
We are glad to hear your experience with CapLinked has been positive! We truly appreciate your feedback and will review your considerations in future updates to our Activity Tracker.
Thank you,
CapLinked
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Solid Data Room Portal for Fund Offerings
Vorteile
I like that it's easy to dupe a workspace and the NDA splashpage is customizable per group
Nachteile
i've had multiple instances where I tried to create a new folder for a new LP and it said that I ran out of file space. the first time this happened, i was indeed over the 5gb space threshold, but after that i kept our file usage to ~3.5gb but there were still issues.
Antwort von CapLinked
Hi Tina,
We are glad that you've of ease in customization of your workspaces. If you encounter an additional space issues, please feel free to contact the support team for further assistance! Thank you for your feedback!
- Branche: Krankenhausversorgung & Gesundheitswesen
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Good combination of value and features
Vorteile
Overall this was a good virtual data room for storing and transmitting information, tracking activity and managing the process.
Nachteile
The permissions functionality was a little clunky and would have liked better alerts for certain activities
Antwort von CapLinked
Hello Peter,
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
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
MainStreet CFO CapLinked Review
Vorteile
Easy to use, can set different permissions for different groups, can preview file before opening or downloading.
Nachteile
Difficult and time consuming to upload large files.
Antwort von CapLinked
Hello Christine,
Thank you for your review! We appreciate your feedback as a CapLinked customer.
Thank you,
CapLinked
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
CapLinked is solid and offers a powerful level of communication
Lots of great benefits from engagement to exporting data.
Vorteile
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!
Nachteile
It lacks export tool and better data trends. Offers no easy way to archive old data into the new system.
Antwort von CapLinked
Hello Maria,
We are glad to hear you experienced ease in using Caplinked security features! 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.
Thank you,
Caplinked
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
I am a first time user and my first experience has been good. It is a great product
Vorteile
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.
Nachteile
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.
Antwort von CapLinked
Hello Ashok,
Thank you for your feedback! We are constantly improving our features, including folder level permissions, for the ease of users. You are now able to view the Permissions of a group based on the folder. We hope to work with you again for future projects.
Caplinked
- Branche: Investmentbanking
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Good data room experience overall
I like CapLinked and they are a great value data room
Vorteile
I liked that the software was easy to pick up and use from the start
Nachteile
I think 24 hour service chat could be helpful and some of the documents that got uploaded seemed to randomly become inaccessible
Antwort von CapLinked
Hello William,
We truly appreciate your feedback and are glad that you found ease of use with CapLinked. Please feel free to reach out to our support team with any questions and/or reference our support materials below:
https://support.caplinked.com/hc/en-us
Thank you,
CapLinked
- Branche: Luft- & Raumfahrt
- Unternehmensgröße: 51–200 Mitarbeiter
- Monatlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
CapLinked Review
Ease of populating data on a shared basis
Vorteile
Ease of uploading or deleting files, and the numbering system where all files within a given category are assigned sequential numbers
Nachteile
Having to enter DELETE each time a file is deleted
Antwort von CapLinked
Hi Mark,
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. The additional delete action is to ensure an extra security layer in the case of an accidental deletion.
CapLinked Team
- Branche: Bau
- Unternehmensgröße: 11–50 Mitarbeiter
- Monatlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Virtual Data Room Made Easy
Vorteile
Easy to use, navigate, upload. Teamwork on the platform is also made easy.
Nachteile
Runs out of space too quickly so we had to keep deleting.
Antwort von CapLinked
Hi Heidi,
Thank you for your review of CapLinked! The account storage is based on the plan you have. If you're interested in increasing your storage, please feel free to contact [email protected] to discuss additional plan options!
CapLinked Team
- Branche: Luxusgüter & Schmuck
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Quelle der Bewertung
Perfect tool for mid-sized company due diligence
Vorteile
Ease of use and full features for a very good value for money
Nachteile
Sometimes downloaded documents take too long to be readable
In Betracht gezogene Alternativen
DigifyWarum CapLinked gewählt wurde
PriceZuvor genutzte Software
DroomsGründe für den Wechsel zu CapLinked
Superior interface and pricingAntwort von CapLinked
Hi Fulvio,
Thank you for your review of CapLinked! We appreciate your feedback and are glad that you've found ease of use within the platform.
CapLinked Team
- Branche: Rechtsberatung
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
-
Quelle der Bewertung
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.
Vorteile
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.
Nachteile
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.
Antwort von CapLinked
Hello Matt,
We are glad to hear you found our platform user friendly and straightforward! We hope to work with you again for future projects.
Caplinked
- Branche: Risikokapital & privates Eigenkapital
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
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.
Vorteile
It is designed more specifically to business transactions as opposed to just file sharing: I can add logos, videos and other customization.
Nachteile
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.
Antwort von CapLinked
Hello Heather,
Thank you for your feedback! We are constantly improving our features for the ease of users. Single file sharing and the ability for admins to delete workspaces will be available in the near future. We hope to work with you again for future projects.
Caplinked
- Wöchentlich für 6-12 Monate genutzt
-
Quelle der Bewertung
Fairly easy to get up and running.
Vorteile
Protects sensitive information, allows us to see who has accessed, when, and for how long. Download and printing permissions/restrictions are available.
Nachteile
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.
Antwort von CapLinked
Hello Liz,
Thank you for your feedback! We are constantly improving our features, including notifications feature, for the ease of users. We appreciate input from the user perspective. We hope to work with you again for future projects.
Caplinked
- Branche: Risikokapital & privates Eigenkapital
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
-
Quelle der Bewertung
Cheap and does the job !!
Vorteile
Cost and Ease of Setup - Flexible to use
Nachteile
Few whitelable options - not a very "pretty" portal
Antwort von CapLinked
Hello Anuraag,
We are glad to hear you experienced ease in setting up and using CapLinked!
Thank you for your feedback,
CapLinked

- Branche: Schreiben & Editieren
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Caplinked ,un excellent logiciel
Vorteile
C'est un logiciel vraiment très fiable et avec de très bon fonctionnalités. Avec cette application un très bon partage des numériques est assuré.
Nachteile
Malgré son bon fonctionnement , elle n'est pas totalement fiable.
L'accès gratuit a tout les données ne sont pas possible.
Antwort von CapLinked
Hi Bellevida,
Thank you for your review! We truly appreciate your positive feedback!
- Branche: Biotechnologie
- Unternehmensgröße: 11–50 Mitarbeiter
- Monatlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Hope to provide traditional Chinese language
You can become familiar with the operation after using it for a period of time
Vorteile
payment mechanism is good to use, share funtion is good too.
Nachteile
nop, i don't think i have anything to say.
Antwort von CapLinked
Hi Kevin,
Thank you for sharing your feedback!
- Branche: Lagerung
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Looking for a new solution
Looking for an alternative and my M&A group agrees.
Vorteile
Cheap and simplistic. Not a very sophisticated system.
Nachteile
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.
Antwort von CapLinked
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!
- Branche: Internet
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
-
Quelle der Bewertung
CapLinked Review
Overall experience was positive.
Pros:
1. Incorporated tutorial videos for each section
2. Fancy look, video can be uploaded on the welcome page
3. Q&A section: reply from admin user can be send directly to requester which will then only be visible for these 2 individuals or admin user can reply posting this to the Q&A section where the requester will stay anonymous but all users in the work space would be able to see the question and answer.
Cons:
1. Although the platform has some really great features, it is in some places somewhat cumbersome to handle.
2. Permissions are on the folder level and not on a the file level. File would have to be uploaded into an individual folder to restrict access
3. No restricted view access for single users within a group available. Permissions are on the non-admin group level. The individual would need to be in his or her own non-admin group to receive different permissions
4. No notification will be send out if a file or folder is deleted
Vorteile
- Personalising the data room with company logo and also being able to upload videos.
- Folders and sub-folders can be restricted to view only or download and upload as well. However, permissions can only be restricted on group level not on individual level. Solution to create team group for individual to restrict view access for different folders / sub-folders. No option to restrict view / download permission on individual files.
- E-mails via the workspace can be send to members of the same workspace to ask questions or for collaboration.
Nachteile
Although Q&A availability is great, unfortunately the usability is not very user-friendly, especially when trying to find the already answered questions. It would be good if the Q&A section would have a better order so one can see where the answers and questions relate to similar to a table of contents i.e. pointing to the folder if one would like to review all related questions to a specific topic in a folder or sub-folder.
Antwort von CapLinked
Hello!
We are glad to hear your experience with Caplinked overall positive! We are currently working on a new version of our Q&A feature that will provide many new updates for advanced usability. Thank you for your feedback!
Thank you,
Caplinked
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
My Review
Vorteile
When creating a new group, I enjoy that I can select permissions settings from an existing group, which helps creating a new group quicker. (Disclaimer: this is soley only my own personal opinion from my experiences with CapLinked).
Nachteile
More branding options for our company to use and display on the data room could be improved. Also, the activity tracker could use more improvement by including how long a user viewed a specific document. Lastly, the best improvement that could be made is to easily search and locate which user is in which group(s). Lastly, it was very upsetting when the data room was closed after we paid for our subscription renewal. (Disclaimer: this is solely only my own personal opinion from my experiences with CapLinked).
Antwort von CapLinked
Hello Serena,
We are glad to hear you found our Permissions module features user-friendly and helpful! We are constantly working to improve our features, such as the Activity Tracker.
You can search a user's email address from the Permissions page search bar, check the box next to their name and the groups they belong to appear on the right sidebar.
We appreciate your feedback and hope to work with you on future projects.
Thank you,
CapLinked
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Monatlich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Straightforward, cost friendly and manageable
Fab service allowing our team to manage data room. One stop shop! Really great way to collaborate with external parties.
Vorteile
- quick learning curve
- robust file/content management
- secure environment
- ease of managing/inviting users and roles
Nachteile
- no cons really this service meets all our needs
Antwort von CapLinked
Hi Nolan,
Thank you for your review of CapLinked. We appreciate your feedback and are glad that you've found CapLinked straightforward and easy to use!
CapLinked Team
- Branche: Vermögensverwaltung
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Independent PE Sponsor
After caplinked expanded the group limit threshold for me, I can now create a "group" for each of our investors. That allows me to create folders that are only accessible to that individual investor via the investor's unique "group", or create folders broadly available to a subset of investors. We were squeezed into a lower tier product as they recreated their pricing structure (we've been with caplinked since roughly 2016), but it still works for what we need it for at a pricepoint that makes sense.
Vorteile
Easy to use user interface. Great customer service - quick to respond and understands how to solve problems. Fair price point.
Nachteile
Cannot print directly from the site. It requires the user to download the document before printing.
Inability to add a folder that does not automatically adopt the rights of the parent folder. I often want sub folders to have unique access rights, and it's a pain to go back into permissions to toggle it each time.
Antwort von CapLinked
Hello Michael,
We are glad to hear your experience with CapLinked has been overall positive! We truly appreciate your feedback.
Thank you,
CapLinked
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Caplinked is powerful and easy to use
Vorteile
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.
Antwort von CapLinked
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
- Branche: Verbraucherdienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Owner
So far so good except the cons described above. Having a data room is very professional and we love offering that service through caplinked!
Vorteile
Easy to use and is visually appealing (to look at on a daily basis). Good price and has basic features that everyone needs. I like having the control to the dataroom and have knowing what user has what type of access.
Nachteile
I think the biggest con is to have to contact caplinked to delete a data room, and that to they only delete on Thursdays. Also I think caplinked should send out an email when your running over your space in the data room. Those are the two biggest problems
Antwort von CapLinked
Hello Raj,
We are glad to hear your experience with Caplinked went well! Admins will soon have the ability to delete workspace at their discretions. We truly appreciate your feedback. We hope to work with you for future projects.
Thank you,
Caplinked
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
It's a good low-cost solution but certainly lacks some of the functionality of a premium...
Was able to conduct file sharing for a sellside M&A process with multiple potential buyers each requiring different permission levels.
Vorteile
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
Nachteile
Lack of reporting functions such as well-organized index reports, permission setting, draft mode takes the whole data room offline,
Antwort von CapLinked
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

- Branche: Maschinenbau oder Wirtschaftsingenieurwesen
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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.
Vorteile
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.
Antwort von CapLinked
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
- Branche: Computer-Software
- Unternehmensgröße: 2–10 Mitarbeiter
- Weitere für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Useful Data Room Service
I advise a lot of early stage companies and turned several clients onto this instead of our home grown solution.
Vorteile
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.
Nachteile
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.
Antwort von CapLinked
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

- Branche: Finanzdienstleistungen
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Budget Option and It Shows
Vorteile
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
Nachteile
Very difficult to use, the access control functionality is not intuitive
Antwort von CapLinked
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
- Weitere für 1-5 Monate genutzt
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Quelle der Bewertung
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.
Vorteile
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.
Nachteile
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.
Antwort von CapLinked
Hello!
We are glad to hear your experience with Caplinked went well! We hope to work with you again for future projects.
Caplinked
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Modern interface, easy to use - refreshing change of pace from software used in the past.
Vorteile
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.
Antwort von CapLinked
Hello Jackson,
We are glad to hear you found our platform user friendly and straightforward! We hope to work with you again for future projects.
Caplinked
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 11–50 Mitarbeiter
- Wöchentlich für 1-5 Monate genutzt
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Quelle der Bewertung
"Great Product"
Excellent.
Vorteile
The ease of use is one of the reasons why we like CapLinked. We work with many outside consultants and investors who need to access folders and files so finding a platform that they could all access without trouble and allows us to give access to different documents for different organizations was great.
Sharing links is easy and the feature that shows you the detailed activities of each invitee is also very helpful.
Nachteile
The look and feel of the site. It could be a lot more crisp and modern.
Antwort von CapLinked
Hello Jaleli,
We truly appreciate your feedback and will review your considerations in future updates. Thank you for your glowing review!
Thank you,
CapLinked
- Branche: Investmentbanking
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
CapLinked is integral in managing our M&A Office
Vorteile
Ease of use and the tracking functionality
Nachteile
Can't delete workspaces without contacting support.
Antwort von CapLinked
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

- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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.
Vorteile
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.
Antwort von CapLinked
Hello Penny,
We are glad to hear you found our platform cost efficient and straightforward! We hope to work with you again for future projects.
Caplinked
- Branche: Unternehmensberatung
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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.
Vorteile
Watermarking, white labeling, ability to send feature ideas/requests to customer service that actually get reviewed and implemented.
Nachteile
Areas that are under development to be improved have to do with navigation, reporting and general user experience. There are no serious flaws.
Antwort von CapLinked
Hi Jeff, thank you for choosing CapLinked! Glad to hear you had a positive experience with us.
- Branche: Verbraucherdienste
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für Kostenlose Testversion genutzt
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Quelle der Bewertung
Ajuda real
Vorteile
O produto e facil de usar, na manutenção de computadores e softwares
Nachteile
Ha recursos que sao um pouco difíceis de achar
Antwort von CapLinked
Hi Jeice,
Thank you for your review of CapLinked! We appreciate your feedback and are glad that you've found ease of use within the platform.
You can view all of our Support material here: https://caplinked.zendesk.com/hc/en-us
CapLinked Team

- Unternehmensgröße: 501–1.000 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
Does what I need it to do
Easy to conduct a survey without frustratingly long and complex questions
Vorteile
Caplinked makes it easy to upload confidential files and can control who has access to them. I like the way I can limit the time users have to view files.
Nachteile
Would be nice to build our own graphical reports. There's really only 1 graphical report, the activity tracker.
Antwort von CapLinked
Hello Christopher,
We are glad to hear you found our platform user friendly and straightforward! We are currently working on updated the Activity Tracker feature for an improved experience. We hope to work with you again for future projects.
Caplinked
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Wöchentlich für 6-12 Monate genutzt
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Quelle der Bewertung
A Dataroom provider very well positioned in terms of pricing
Veryy good experience overall with CapLinked
Vorteile
Best quality/price Dataroom provider out there.
(Competitors usually charge several times Caplinked's fees)
All the basic functions are there, as well as some more advanced ones
Nachteile
Ergonomy / User-interface could be improved to make it more intuitive / fluid
Antwort von CapLinked
Hi Nicolas,
Thank you for your review! CapLinked is always looking for ways to improve for ease and fluidity for our users. We appreciate your feedback.
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Works well, could use more bells and whistles
Vorteile
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.
Nachteile
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.
Antwort von CapLinked
Hello Erik,
We are glad to hear your experience with Caplinked went well! We are constantly improving our features for the ease of users. Custom branding is now available for teams and workspaces. The Activity Tracker provides detailed reports on the workspace level. We hope to work with you again for future projects.
Caplinked
- Branche: Finanzdienstleistungen
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
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.
Vorteile
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.
Nachteile
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).
Antwort von CapLinked
Hello Arturo,
We are glad to hear you found our platform user friendly and straightforward! We are constantly improving our features for the ease of users. You now have the ability to rename folders without having to delete anything. We hope to work with you again for future projects.
Caplinked
- Branche: Unterhaltung
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
CapLinked has provided my company with a secure platform with all the functions we need, yet...
Vorteile
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.
Antwort von CapLinked
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