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CapLinked
Caplinked Virtual Data Room Better Platform Better Price
Value for money rating
4.4
/5
123
Price starts from
149
Per month
Flat Rate
What users say
Price starts from
199
Per month
Pricing model
Free trial
Price starts from
10000
Per year
Pricing model
Free trial
Price starts from
10
Per month
Pricing model
Free trial
Price starts from
15
Per month
Pricing model
Free trial
Price starts from
4000
Per year
Pricing model
Free trial
Verified reviewer
Computer Software, 11-50 employees
Used weekly for 1-2 years
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Simple and to the point, as it should be. Once we closed our funding round, we had far less need for it. I tried to negotiate a lower monthly price to keep access (until our next round), but they were not interested. Too bad, probably lost a long term client due to short term inflexibility
Easy to use. User tiers Drag and drop functionality
Interface is a bit clunky. UI is dated Invites often go to junk mail.
Hello! Thank you for your feedback! We are constantly improving our features, including our UI, for the ease of users. We appreciate input from the user perspective. We hope to work with you for future projects. Thank you, Caplinked
Doug S.
Transportation/Trucking/Railroad, 10,001+ employees
Used weekly for 6-12 months
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Mostly positive.
Straightforward pricing and easy to use document uploading interface.
The Q&A feature is not intuitive to use. Also the fine print on the pricing caught us off guard.
Hello Doug, We are glad to hear you found our platform user-friendly and straightforward! We are constantly improving our features, including the Q&A feature, for the ease of users. This feature will be updated in the near future. We hope to work with you again for future projects. Thank you, Caplinked
Michael M.
Investment Management, 1-10 employees
Used weekly for 2+ years
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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.
Easy to use user interface. Great customer service - quick to respond and understands how to solve problems. Fair price point.
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.
Hello Michael, We are glad to hear your experience with CapLinked has been overall positive! We truly appreciate your feedback. Thank you, CapLinked
jackson e.
Used daily for 2+ years
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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.
No cons were added to this review
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
Richard A.
Financial Services, 1-10 employees
Used daily for 2+ years
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it helped us do half a deal
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.
No cons were added to this review
Hello Richard, We are glad to hear you found our platform cost efficient and straightforward! We hope to work with you again for future projects. Caplinked
Lee B.
Computer Software, 11-50 employees
Used other for 2+ years
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The software is easy to use and convenient for multiple users in the organization to make updates.
The only con we've experienced has been the price increase. It is still worth the cost, but not as great of a deal as it used to be.
Hi Lee, Thank you for your feedback! We're glad to hear that you've found ease of use with CapLinked! Thank you for being a CapLinked client. CapLinked
Daniel N.
Investment Banking, 11-50 employees
Used weekly for 1-2 years
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Excellent customer service throughout the whole process, friendly, fair value
Friendly, intuitive, customizable, you can find the expected features, reliable, we have not had black outs, so we can say it works really well
maybe some features could be updated, but they are not a real problem its most like a wishing list,
Hello Daniel, We are glad to hear your experience with Caplinked went well! We hope to work with you again for future projects. Caplinked
Thomas S.
Used monthly for 1-2 years
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Potential investors were able to quickly and easily gain access to our data room. I'm also able to maintain the data room quite cost effectively for future use so I continue to extend my plan with Cap Linked.
It's ease of use is very good and the customer support was excellent. I also liked the ability to customize a click through legal agreement for various parties. And the ability to move files from folder to folder was quite nice.
The permissioning features were a bit confusing at first. Other than that wrt the permissioning I really didn't notice any cons about the software.
Hello Thomas, We are glad to hear your experience with Caplinked went well! We are constantly improving our features, including folder level permissions, for the ease of users. We hope to work with you again for future projects. Caplinked
Nolan B.
Information Technology and Services, 11-50 employees
Used monthly for 2+ years
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Fab service allowing our team to manage data room. One stop shop! Really great way to collaborate with external parties.
- quick learning curve - robust file/content management - secure environment - ease of managing/inviting users and roles
- no cons really this service meets all our needs
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
Sandra M.
Investment Banking, 1-10 employees
Used daily for 1-2 years
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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.
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.
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
Raj P.
Consumer Services, 1-10 employees
Used daily for 1-2 years
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So far so good except the cons described above. Having a data room is very professional and we love offering that service through caplinked!
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.
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
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
Verified reviewer
Warehousing, 10,001+ employees
Used daily for 1-2 years
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Looking for an alternative and my M&A group agrees.
Cheap and simplistic. Not a very sophisticated system.
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.
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!
Elmo L.
Management Consulting,
Used daily for 6-12 months
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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.
None for our application. One nice to have feature would be to have a more comprehensive version control than is currently available.
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
Verified reviewer
Used daily for 6-12 months
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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.
No cons were added to this review
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
Jeff S.
Management Consulting, 11-50 employees
Used daily for 1-2 years
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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.
Watermarking, white labeling, ability to send feature ideas/requests to customer service that actually get reviewed and implemented.
Areas that are under development to be improved have to do with navigation, reporting and general user experience. There are no serious flaws.
Hi Jeff, thank you for choosing CapLinked! Glad to hear you had a positive experience with us.
William T.
Investment Banking, 11-50 employees
Used daily for less than 6 months
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I like CapLinked and they are a great value data room
I liked that the software was easy to pick up and use from the start
I think 24 hour service chat could be helpful and some of the documents that got uploaded seemed to randomly become inaccessible
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
Verified reviewer
Food & Beverages, 1,001-5,000 employees
Used daily for less than 6 months
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I like the ability to customize the platform and it is cost effective for our company.
It can't do all that the sales team swore that it could.
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
Fulvio M.
Luxury Goods & Jewelry, 11-50 employees
Used weekly for less than 6 months
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Ease of use and full features for a very good value for money
Sometimes downloaded documents take too long to be readable
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
Verified reviewer
11-50 employees
Used daily for 6-12 months
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Was able to conduct file sharing for a sellside M&A process with multiple potential buyers each requiring different permission levels.
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
Lack of reporting functions such as well-organized index reports, permission setting, draft mode takes the whole data room offline,
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
Verified reviewer
Computer Software, 1-10 employees
Used other for 2+ years
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I advise a lot of early stage companies and turned several clients onto this instead of our home grown solution.
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.
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.
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
Verified reviewer
Used other for less than 6 months
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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.
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.
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.
Hello! We are glad to hear your experience with Caplinked went well! We hope to work with you again for future projects. Caplinked
Alicia C.
Nonprofit Organization Management, 51-200 employees
Used daily for less than 6 months
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Great online support, customer representative is available all day any time. User friendly and recommended to my friends and business partners.
Any person who has no experience can learn how to use CapLinked in sorting, filing, audit, and tracking communication. It is super easy to use and has a great platform and extremely secure.
There can be better methods to export data. For example, exporting data should be user friendly and neatly organized. Some features need update.
Hello Alicia, 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
Kyle K.
Investment Banking, 51-200 employees
Used weekly for 2+ years
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Average
Can't beat it for the price. It's a good alternative for cost sensitive clients.
No good reporting functionality and adding users could definitely be easier.
Hello Kyle, We are glad to hear you found our platform cost-efficient! The Activity Tracker will be updated in the coming months for user ease. We hope to work with you for future projects. Thank you, Caplinked
Peter W.
Hospital & Health Care, 201-500 employees
Used weekly for 1-2 years
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Overall this was a good virtual data room for storing and transmitting information, tracking activity and managing the process.
The permissions functionality was a little clunky and would have liked better alerts for certain activities
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
Sungmin K.
Used weekly for 6-12 months
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The Interface was stright forwards and easy to use. The support was promt and was really helpful throug out the entire usage period.
This feature might have been fixed most recently but during my use an additional admin assigned wasn't able to access the contact list created by others.
Hello Sungmin, We are glad to hear you found our platform user friendly and straightforward! Fellow admins can view contacts that have been sent invites, but contact lists are private per admin because the may be part of different workspaces. We hope to work with you again for future projects. Caplinked