CapLinked

3.9
(10)

CapLinked’s secure platform provides companies with easy-to-use tools for capital raises, asset sales, mergers & acquisitions, real estate deals, investor & board reporting, business development negotiations, and other types of complex business transactions.

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CapLinked review by Elmo L.
Elmo L.
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Verified Current User
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"Easy to use, very secure"

What do you like best?

I liked the user interface, it is very easy to navigate and everyone that I invited can immediately start accessing their files.

The audit trail is also very help full when ever there is an query from any party about when was what accessed by who.

What do you dislike?

I would like a bit more detail on versioning.

Recommendations to others considering the product

I highly recommend this software for any company that need to share confidential documents among workers and external parties.

What business problems are you solving with the product? What benefits have you realized?

We work with a team professionals spread over the whole country who need to collaborate securely and access very confidential documents of our clients which when leaked will cause a lot of reputation damage to us and to them. CapLinked solved this problem for us and has become our tool of choice for all document storing and sharing.

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CapLinked review by Administrator in Hospital & Health Care
Administrator in Hospital & Health Care
Validated Reviewer
Review Source
content

"Caplinked in intuitive and easy to use"

What do you like best?

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. 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.

What do you dislike?

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).

Recommendations to others considering the product

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.

What business problems are you solving with the product? What benefits have you realized?

The ease of use is amazing. In 30 minutes you can get used managing all the virtual data room functions, permissions, etc. Additionally the capacity to give different type of permissions (can read, download, print, etc.) to different individuals or group of individuals is quiet good and again easy to use.

What Virtual Data Room solution do you use?

Thanks for letting us know!
CapLinked review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source
content

"Simple, Easy to Use, Fast and Affordable"

What do you like best?

The program is a simple platform that requires barely any work to set up and maintain. It uploads large documents fast that cause problems in email and I never seem to have ANY issues with.

What do you dislike?

The think I personally don't like is how the program seems to default to previewing the file on the application, instead of download. I personally prefer to just download it and see it in excel, instead of in the preview panel. But this is not a large complaint at all.

What business problems are you solving with the product? What benefits have you realized?

This product enabled me to stop the constant emails between auditors and my team and organize our documents better. We can easily track when people provide and download the documents. It truly saved us time for our team and the audit team as a more efficient filing sharing method.

CapLinked review by Administrator
Administrator
Validated Reviewer
Review Source
content

"Doubles in price after 3 months for no reason"

What do you like best?

It has what we need as a data room. When someone views or downloads a document - the details of that action are document and sent via email to the administrators.

What do you dislike?

They continue to increase our bills and plans without notice or justification. We were on a professional plan which included unlimited workspaces and data. Without notice they changed our plan to the enterprise plan which is double the price a month and said it was due to usage. Why would usage change a plan that's already unlimited?

Recommendations to others considering the product

They will increase your plan and billing without notice and tell you it's due to your usage, after stating that the Professional Plan in unlimited. Their customer service is extremely poor and they will not give you notice when increasing or changing your account, and will do so without just reason or cause. (outside of charging you more, even double, for the same service) Caplinked is a scam.

What business problems are you solving with the product? What benefits have you realized?

Storage and access of documents

CapLinked review by Daniel N.
Daniel N.
Validated Reviewer
Verified Current User
Review Source
content

"Strong tool for your Virtual Data Room"

What do you like best?

It is a very friendly tool, fast, good features, very kind customer service, and fair value

What do you dislike?

I dont dislike anything, but maybe for some kind of special VDR maybe you could need an extra feature, but for the regular needs it really works well

Recommendations to others considering the product

Strong tool for regular needs, outstanding customer service & fair value.

What business problems are you solving with the product? What benefits have you realized?

We need to share information with multiple counterparties, all we need a safe, accurate and strong interface, that what we get with this software

CapLinked review by Arturo A.
Arturo A.
Validated Reviewer
Review Source
content

"Very easy to use, functional, secure and good service support"

What do you like best?

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.

What do you dislike?

Nothing to say against it. We have renewed our contract for several months given that our project hasn't an established limit. The renewals are very flexible also.

What business problems are you solving with the product? What benefits have you realized?

We are using Caplinked in an M&A process. Again the ability to give different type of permissions to groups or individual is crucial managing confidential information, in this sense Caplinked is very easy to use.

CapLinked review by Heather L.
Heather L.
Validated Reviewer
Review Source
content

"We use CapLinked for our M&A Firm."

What do you like best?

Customer Service - there is someone to help 24-7 and they provide extensive training. As much as you need.

What do you dislike?

I wish we could email documents through CapLinked directly to clients.

Recommendations to others considering the product

Take the time to practice using the site. You have to remember little details such as updating permissions when adding folders or the users can't see them. It just takes practice until it becomes habit.

What business problems are you solving with the product? What benefits have you realized?

We needed a secure and easy to use data room to market businesses and a place to store/share due diligence materials with users. CapLinked is a more affordable solution than ShareFile.

CapLinked review by User in Architecture & Planning
User in Architecture & Planning
Validated Reviewer
Review Source
content

"Great software!"

What do you like best?

The ease of use is the one of the reasons why I use CapLinked.

Our company works with a lot of outside consultants and customers that need to access folder and files, so we basically 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.

What do you dislike?

All in all, its a great tool-however, It does lack some export tool and possibly better data trends.

What business problems are you solving with the product? What benefits have you realized?

This is an amazing program, offers a higher level of engagement for groups.

Also, lots of great benefits from engagement to exporting data.

CapLinked review by Victoria L.
Victoria L.
Validated Reviewer
Review Source
content

"Caplinked had excellent support and the workspace fit our needs perfectly."

What do you like best?

I was very happy with the format and ease of use. I also loved that support was available whenever I had a question or problem that needed to be solved.

What do you dislike?

There was not anything that I did not like about the workspace. I would definitely use them again.

Recommendations to others considering the product

Do not be afraid to ask any questions you have - support is available and responsive.

What business problems are you solving with the product? What benefits have you realized?

We were able to share a lot of information with potential clients, but more importantly, we were able to track their use of that information.

CapLinked review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source
content

"CapLinked for Due Diligence "

What do you like best?

Honestly, i did not like them at all really. The interface was alright, but nothing really stood out

What do you dislike?

The support received was terrible. I was never able to get a hold of the representative and the support team.

Recommendations to others considering the product

If you are looking to have a solid support team, i would suggest looking somewhere else

What business problems are you solving with the product? What benefits have you realized?

Due Diligence sharing, but they did not do anything the competition was not already doing better

Kate from G2 Crowd

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* We monitor all CapLinked reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.