CapLinked Data Room

CapLinked data room is a secure document-sharing solution offering sufficient functionality for transactions in due diligence, corporate mergers and acquisitions, and managing complex deals.

The company was founded in 2010 by a PayPal marketing leader and a banking executive. It is based in Los Angeles, headquartered in California, with data offices in Dubai and India, with a communications agency in South Africa.

CapLinked data room is a suitable solution for businesses in real estate, capital raising, asset sales, financial services, legal compliance, and board and investor reporting.

The following is a detailed Caplinked VDR review about its features, pricing, and real-world examples.

Security Features

CapLinked protects sensitive business data through strong security design and clear controls. The platform uses leading encryption and strict access rules. Clients work with confidence because CapLinked supports safe and simple collaboration.

Verified Standards and Compliance

CapLinked keeps data on ISO 27001-compliant servers that follow global rules for security and privacy. The team maintains SOC 2 controls that cover risk management, access oversight, system checks, and data care. The company follows the EU-US Privacy Shield framework, so cross-border data moves under defined privacy rules.

Specialized Industry Protection                         

CapLinked supports full HIPAA and HITECH requirements and signs BAAs when needed. The platform meets PCI SAQ-D standards to secure payment data and reduce fraud risk. CapLinked also aligns with FISMA by using NIST SP 800-53 controls, which helps federal clients protect important information.

The following are notable Caplinked virtual data room features for premium security.

·   Permission Settings. Administrators set folder permissions and choose whether users can view, edit, or download files.

·   File Access Rules. Each user receives a clear access level. Files stay private by default, and admins can remove access anytime.

·   Privacy Settings. Search engines and web crawlers cannot reach private data.

·   User Activity Checks. Admins can track when users open a Workspace or view or download files.

·   Audit History. CapLinked records a full history of every document action in each Workspace.

·   Watermark Options. Admins add watermarks with the time, date, user email, and IP address.

·   Digital Rights Control. CapLinked FileProtect lets users remove access from downloaded documents.

Caplinked Pricing: Data Room Cost

CapLinked offers two plans that fit both ongoing deal work and short projects. Each plan includes a 14-day free trial, secure file sharing, and collaboration tools. The Team plan starts at $399 a month and suits groups that need reliable storage and strong security at a clear monthly price. The Enterprise plan fits organizations that handle frequent due diligence and complex transactions.

Enterprise clients gain unlimited secure storage and direct help from a dedicated success manager. The plan includes IP whitelisting, real-time virus scanning, and SAML-based SSO. It also supports custom API links that help teams build smoother workflows. Users receive advanced tools like PDF editing, redaction, and strong permission controls. The plan provides a 99.9 percent uptime SLA along with ongoing threat checks.

What’s more, enterprise clients receive 24/7 priority phone and email support. Setup includes data migration and guided project support. Clients can request custom login options and tailored workflows. CapLinked offers a personalized quote and matches any similar written offer.

Unique Features

CapLinked offers a secure and simple platform that supports document sharing and clear teamwork. The system helps organizations manage sensitive files while keeping workflows organized and easy to follow.

Key CapLinked Virtual Data Room Features

·   Simple interface that supports bulk uploads and clean folder organization

·   File previews that remove the need for downloads

·   Strong search tools that help teams find documents fast

·   Concierge help that guides setup and migration

·   Custom watermarks that show user details on documents

·   Data Protection API that connects with email, Box, and Office 365

·   Bank-grade security with 256-bit encryption and 2FA

·   Complete control over viewing, editing, downloading, and printing

·   Real-time collaboration with comments and clear review tools

·   Digital Rights Management that revokes access to downloaded files

·   Activity reports that show who opened or viewed files

·   EZ Q&A that keeps questions organized in one place

Customer Support

CapLinked offers steady support that helps users set up workspaces, adjust settings, train teams, and handle simple questions. The support center also gives access to FAQs, tutorials, Q&A, and other helpful guides.

CapLinked provides support every hour of the year by chat, phone, and email. A dedicated account representative assists each client and answers questions in English. Reviews show that the team replies quickly, although support is not the strongest part of the service.

Training is available through in-person sessions, live online guidance, documentation, and webinars. The platform runs on cloud and web-based systems and includes a free trial. Users can rely on online help, a knowledge base, and community forums whenever they need extra guidance.

Document Management & User Experience

CapLinked offers fast upload options that help teams move files into the workspace with ease. The platform also supports direct editing of Microsoft Office files inside the workspace. Users can view PDFs, Office files, images, and videos in the browser without extra plugins. Version Control helps teams track changes in confidential documents.

Notable Features

·   Quick bulk upload lets teams add many files fast and keep work on track smoothly.

·   Safelink desktop uploader helps users add large files quickly and keeps their workflow simple today.

·   Direct editing allows users to open Office files inside CapLinked and make quick updates easily.

·   In-browser viewing lets users check PDFs, Office files, images, and videos without any extra tools.

·   Version Control tracks document changes clearly and helps teams follow updates across important shared files.

CapLinked also offers a simple interface that helps users move through tasks with ease. The setup feels clear because the platform gives step-by-step guidance. Uploading and sharing documents works smoothly, and permission tools help teams stay organized. Some users find the layout a bit clunky, and the Q&A feature can feel hard to search. Based on Capnlinked reviews on Capterra, the platform holds a 4.4 ease-of-use score, which sits slightly below the category average of 4.7.

You can also explore dataroomreviews to find other high-rated virtual data rooms that offer better ease of use and advanced features.

Pros and Cons of Caplinked Data Room

CapLinked supports teams that handle mergers, acquisitions, and fundraising activities. The data room offers secure sharing and simple tools that help teams move through deals with clarity. However, some limits appear in certain workflows, so companies should review their needs first.

Pros

·   Granular permissions help admins control access across each workspace

·   FileProtect lets teams change or revoke access after sharing a document

·   Strong security uses 256-bit encryption and multi-factor authentication

·   Bulk uploads work well and handle common file types without plugins

·   Microsoft Office integration allows in-browser viewing and editing

Cons

·   The platform fits active deals and may not suit long-term record storage

·   Advanced review tools often sit in higher tiers or outside services

·   Very large batches can feel slow when teams rely on the desktop uploader

Clientele and Case Studies

Caplinked virtual data room has served over 250,000 professionals and almost 500 Fortune 1000 companies. Notable clients include Bank of America, KPMG, and Deloitte. Here are some real-world examples of how Caplinked data room helped businesses achieve their goals.

Roche Uses Caplinked SSO

Challenge

Roche needed a secure platform to share sensitive data with internal and external partners. They wanted full control over who could access documents and for how long. The IT team required a solution that supported single sign-on (SSO) and met strict security standards.

Solution Provided

CapLinked provided a platform that met Roche’s requirements. The team configured SSO logins and worked with CapLinked to customize watermarking on large files.

Roche initially used the platform for a specialized event requiring secure data sharing with external parties. After the event, the operations team adopted CapLinked as their main platform for hosting and sharing sensitive information. The solution gave Roche complete access control and confidence that its data remained secure while supporting collaboration with partners.

FTI Consulting—Ease of Use

Challenge

FTI Consulting needed a secure way to share confidential data during mergers and acquisitions. Their team required a platform that protected sensitive information while allowing easy collaboration with external parties. They wanted full control over who could access documents and how files were shared.

Solution Provided

CapLinked provided a solution that met FTI’s needs immediately. The platform allowed them to set up quickly and start sharing documents securely. Dynamic watermarking ensured files stayed protected outside the data room. Administrators could customize view, upload, and download permissions for individual files or entire folders.

FTI found the platform simple compared to other providers, which made managing access easier. CapLinked supported their M&A communications by giving complete control over document sharing. This allowed FTI to focus on delivering expert advisory services while keeping client data safe. The platform continues to streamline its workflow and enhance security across all deal stages.

Verba Technologies—Risk Minimization

Challenge

Verba Technologies needed a secure way to collaborate on sensitive corporate information. They required a platform that controlled access for internal and external users. Internal users needed private comment capabilities, while external users could ask questions without seeing others. The company also wanted strong control over documents shared with outside parties.

Solution Provided

CapLinked provided solutions that met these requirements. The Q&A feature allowed internal teams to comment privately while letting external parties submit questions visible only to them and internal users. Digital Rights Management gave Verba control over shared documents, including the ability to revoke access at any time.

The platform ensured secure internal collaboration and safe sharing with external parties. Administrators could confidently manage permissions while maintaining privacy and compliance. CapLinked’s tools helped Verba reduce risk and maintain oversight over sensitive information. The company now uses the platform to handle data securely while collaborating efficiently with internal teams and external partners.

FAQ Section

What is Caplinked?

CapLinked is an online platform for safely storing data, managing deals, and working with teams. It offers simple tools that help make transactions and workflows easier across any industry.

Who owns Caplinked?

CapLinked is owned by CapLinked, Inc., a private company founded by Eric M. Jackson and Christopher Grey.

How much does Caplinked cost?

Caplinked virtual data room pricing starts at $399 a month. Companies with bigger needs turn to the Enterprise plan, while the cost is determined based on the nature of the project.