Average Ratings 10 Ratings
Average Ratings 0 Ratings
Description
CapLinked is a leading Virtual Data Room platform that makes it easier, faster, and safer to manage business transactions in cloud. CapLinked's secure platform gives companies easy-to use tools for capital raises and asset sales, mergers and acquisitions, real-estate deals, investor & board reports, business development negotiations, as well as other complex business transactions. The Wall Street Journal referred to CapLinked as "the best place to set up and close deals." Inc. Magazine also named CapLinked to its Top 5 Back-Office Tech Innovations.
CapLinked was founded in Los Angeles in 2010 by Eric M. Jackson, PayPal's first US marketing head, and Christopher Grey, a former investment banking and private equity executive.
Description
DealFlow serves as a comprehensive platform for providing alternative investment options to affluent clients. Users can explore various funds and opportunities, seamlessly engaging in structured workflows and required documentation that facilitate participation in deals with just a few clicks. The design prioritizes a user-friendly investor experience, incorporating intelligent onboarding forms that feature real-time verification of documents and an efficient KYC process, ultimately making the experience swift and minimizing the likelihood of errors. Additionally, DealFlow presents FINRA-regulated professionals with the most rapid and effective method to transact securities on behalf of their clients. Integrated compliance procedures are an essential part of the platform, while Katipult’s eSignature technology guarantees complete transparency in documentation and KYC processes. With its commitment to innovation, DealFlow is poised to redefine the landscape of alternative investments for high-net-worth individuals.
API Access
Has API
API Access
Has API
Integrations
Box
Dropbox
Google Drive
Microsoft OneDrive
Salesforce
VoPay
Pricing Details
$399/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CapLinked
Founded
2010
Country
United States
Website
www.caplinked.com
Vendor Details
Company Name
Katipult
Founded
2014
Country
Canada
Website
www.katipult.com
Product Features
Digital Rights Management
Access Revocation
Audio / Video Protection
Distribution Management
Expiration Management
Image Protection
License Management
Location Control
PDF Protection
Software Application Protection
Subscription Management
Usage Tracking / Analytics
Watermarking
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview