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Average Ratings 224 Ratings

Total
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features
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support

Description

The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.

Description

CapLinked is a web-based platform built for organizations that need a better way to manage, protect, and share sensitive business documents during high stakes work. Known as The Deal Room That Works, CapLinked gives teams, advisors, and lawyers a controlled workspace for due diligence, mergers and acquisitions, fundraising, audits, licensing, asset sales, and confidential projects where accuracy, speed, and oversight matter. Instead of relying on email attachments, consumer file sharing links, or scattered folders, teams can organize documents in structured workspaces with clear folder layouts, searchable files, user groups, and permissions. Administrators can decide who can view, upload, print, download, or share materials, while watermarking, passwords, expiration settings, tracking, and reporting help reduce risk when information is shared outside the organization. CapLinked makes complex document review more efficient for internal teams and external reviewers. Buyers, investors, attorneys, accountants, partners, and other stakeholders can access the materials they need in a professional environment, while project owners maintain visibility into engagement and adjust access as a review changes. This helps reduce version confusion and manual follow up when managing sensitive files across organizations. For boutique firms, Big 4 consultants, global enterprises, and teams in between, CapLinked supports secure collaboration without unnecessary complexity. Its data room and document tools help companies protect financial records, legal documents, intellectual property, contracts, operational files, and strategic materials while keeping reviews organized. Visit caplinked.com to see how CapLinked can help teams share documents, control access, and move work forward

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Asana Yes 
Basecamp Yes 
Box No 
Bullhorn Yes 
Evernote Yes 
Facebook Yes 
Gmail Yes 
Google Drive No 
Google Workspace Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jira Service Management Yes 
LinkedIn Yes 
Mailchimp Yes 
Pipedrive Yes 
PitchBook Yes 
Typeform Yes 
Wufoo Yes 
X (Twitter) Yes 
Zendesk Yes 

Integrations

Asana No 
Basecamp No 
Box Yes 
Bullhorn No 
Evernote No 
Facebook No 
Gmail No 
Google Drive Yes 
Google Workspace No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jira Service Management No 
LinkedIn No 
Mailchimp No 
Pipedrive No 
PitchBook No 
Typeform No 
Wufoo No 
X (Twitter) No 
Zendesk No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$399/month
Self-serve, Team Plan starting at $399/m

Enterprise plans can be customized for your exact requirements, but base plans including 5GB of data hosting start at just $500 per month. Never pay for what's not being used.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

4Degrees

Founded

2017

Country

United States

Website

4degrees.ai/

Vendor Details

Company Name

CapLinked

Founded

2010

Country

United States

Website

www.caplinked.com

Product Features

Commercial Real Estate

Brand Management Yes 
CRM Yes 
Cash Flow Analysis Yes 
Critical Date Alerts Yes 
Deal Management Yes 
For Appraisers Yes 
For Brokers Yes 
For Investors Yes 
For Property Managers Yes 
Portfolio Management Yes 
Strategic Planning Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

M&A

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing No 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Product Features

Digital Rights Management

CapLinked offers a comprehensive digital rights management (DRM) solution known as FileProtect, which empowers organizations to oversee the access, sharing, and utilization of sensitive documents, even post-download. This system includes features such as dynamic watermarking that displays user email, IP address, and timestamps, alongside restrictions on printing and downloading, view-only access, file expiration settings, and the ability to revoke access instantly even for files that have already been downloaded. Administrators have the capability to establish expiration timelines, withdraw access in real-time, and monitor every interaction with documents through extensive audit trails. CapLinked's DRM is particularly suited for safeguarding intellectual property and confidential business information during critical processes such as mergers and acquisitions, fundraising efforts, due diligence procedures, audits, and client interactions. Ensure the security of your intellectual property and sensitive data throughout its entire lifecycle without the need for any plugins or software installations.

Access Revocation Yes 
Audio / Video Protection Yes 
Distribution Management Yes 
Expiration Management Yes 
Image Protection Yes 
License Management Yes 
Location Control Yes 
PDF Protection Yes 
Software Application Protection Yes 
Subscription Management Yes 
Usage Tracking / Analytics Yes 
Watermarking Yes 

Due Diligence

CapLinked offers a secure virtual data room (VDR) designed to streamline and expedite the due diligence process, serving as a centralized hub for the sharing, examination, and management of sensitive business documents. Deal teams can efficiently arrange files into organized workspaces with automatic indexing, establish detailed role-based permissions, monitor document activity in real time, and facilitate multi-party Q&A effortlessly. CapLinked caters to both buy-side and sell-side due diligence needs for M&A transactions, fundraising initiatives, capital raises, audits, and regulatory assessments. With features like dynamic watermarking and FileProtect DRM, which allows for immediate access revocation even after files have been downloaded, alongside a robust infrastructure compliant with SOC 2, ISO 27001, and HIPAA standards, CapLinked ensures the utmost protection of confidential information during the review process. According to CapLinked's metrics, users can decrease due diligence timelines by 30–40% and enhance overall deal outcomes.

Investment Banking

CapLinked offers investment bankers a robust virtual data room (VDR) designed for efficient deal execution, safe sharing of sensitive client documents, and effective management of buyer inquiries. Whether it's distributing pitchbooks or managing sell-side auctions, CapLinked delivers the speed, security, and organization that the investment banking sector requires. Key features include 256-bit encrypted file sharing, detailed role-based access controls, real-time activity monitoring, dynamic watermarking, FileProtect DRM with the ability to revoke access after download, SAML-based single sign-on, and IP whitelisting. CapLinked facilitates both buy-side and sell-side transactions, capital raising efforts, restructurings, and IPO activities. Tailored to meet the strict confidentiality and compliance standards of the financial services industry, CapLinked is SOC 2, ISO 27001, and HIPAA compliant, earning the trust of leading firms such as Ernst & Young and KPMG.

M&A

CapLinked is a specialized virtual data room (VDR) designed specifically for mergers and acquisitions (M&A), enhancing the due diligence process by providing a secure and well-organized environment for deal teams to exchange sensitive documents and collaborate with buyers, sellers, legal professionals, and advisors. Featuring role-based access controls, an integrated Q&A section, dynamic watermarking, FileProtect DRM, and real-time tracking of buyer engagement, CapLinked ensures that M&A transactions are both efficient and secure. Buyers can swiftly access and review documents within a structured data room, while sellers retain complete authority over document accessibility, including the ability to instantly revoke access, even after files have been downloaded. CapLinked seamlessly integrates with Salesforce, Dropbox, Box, OneDrive, and Google Drive, along with an open API to align with your current M&A processes. With a trusted presence in over 75 countries and nearly half of the Fortune 1000 utilizing its services, CapLinked empowers deal teams to expedite closings with minimal obstacles, and the data room remains beneficial throughout the post-merger integration phase.

Private Equity

CapLinked is specifically designed to meet the needs of private equity firms seeking a rapid, secure, and adaptable solution for fundraising, managing portfolios, and executing deals. Private equity firms utilize CapLinked to distribute investment documents to limited partners, oversee due diligence processes on potential acquisitions, and collaborate with advisors and co-investors. The platform features robust permission settings, comprehensive audit trails, dynamic watermarking, and smooth integrations, ensuring that sensitive investment information remains safeguarded throughout every phase. From initial outreach to final closure, CapLinked equips private equity professionals with the essential tools for conducting organized, compliant, and secure transactions. It is a trusted choice for top private equity firms around the world.

Virtual Data Room

CapLinked offers a secure, cloud-based virtual data room (VDR) designed for businesses that need to manage sensitive transactions and document exchanges during processes such as mergers and acquisitions (M&A), fundraising, initial public offerings (IPOs), and audits. Unlike traditional cloud storage solutions, CapLinked provides advanced features including detailed permission settings, dynamic watermarking, real-time tracking of activities, and robust encryption akin to banking standards, ensuring comprehensive visibility and control for deal teams over their essential documents. Engineered for optimal performance and security, CapLinked accommodates unlimited users, supports bulk uploads, and includes integrated Q&A functionalities, along with compatibility with platforms like Salesforce, Dropbox, Box, OneDrive, Google Drive, and an open API for further customization. It adheres to multiple compliance standards, including SOC 2, ISO 27001, HIPAA/HITECH, PCI SAQ-D, and FISMA, employing AES-256 encryption for data protection. Whether you're seeking investment, divesting a company, overseeing due diligence, or managing investor communications, CapLinked’s virtual data room ensures your transactions progress safely and effectively. It has garnered the trust of thousands of organizations around the globe.

Anonymity Management Yes 
Audit Trail Yes 
Collaboration Yes 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management Yes 
Project Management Yes 
Role-Based Permissions Yes 
Secure Preview Yes 

Alternatives

Alternatives