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Average Ratings 213 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

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

Description

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution PitchBook’s clients: - Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms Request a free trial today and see what comprehensive private market data can do for your business.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
4Degrees
Affinity
Allvue
AlternativeSoft
Altvia
Backstop
Bloomflow
Box
Claude for Financial Services
Dynamo Software
Edda
Intapp DealCloud
Microsoft OneDrive
Nasdaq eVestment
Navatar
Raylu
ReubenAI
eFront

Integrations

Salesforce
4Degrees
Affinity
Allvue
AlternativeSoft
Altvia
Backstop
Bloomflow
Box
Claude for Financial Services
Dynamo Software
Edda
Intapp DealCloud
Microsoft OneDrive
Nasdaq eVestment
Navatar
Raylu
ReubenAI
eFront

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

PitchBook

Founded

2007

Country

United States

Website

pitchbook.com

Product Features

Digital Rights Management

CapLinked offers integrated digital rights management (DRM) solutions that empower businesses to manage access, sharing, and utilization of sensitive documents effectively. Key functionalities include dynamic watermarking, the ability to remotely delete documents, view-only permissions, restrictions on downloads, and measures to prevent screen capturing. Administrators have the ability to assign expiration dates to files, revoke access immediately, and monitor document interactions through comprehensive audit logs. These DRM features are particularly beneficial for safeguarding critical business information during transactions, fundraising efforts, audits, and client interactions. Ensure the protection of your intellectual property and confidential information at every stage with CapLinked's robust offerings.

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

Due Diligence

CapLinked streamlines and expedites the due diligence process by providing a secure, centralized platform designed for the sharing, assessment, and management of essential business documents. Deal teams can efficiently organize their files within structured workspaces, set detailed access permissions, monitor document activity in real time, and effortlessly handle Q&A workflows. CapLinked caters to both buy-side and sell-side due diligence across various scenarios including mergers and acquisitions, fundraising efforts, audits, and regulatory assessments. With features like dynamic watermarking, remote document shredding, and a SOC 2-compliant infrastructure, CapLinked guarantees the protection of sensitive information throughout the review process. Enhance deal outcomes and shorten due diligence timelines with CapLinked's robust solutions.

Investment Banking

CapLinked offers investment bankers a robust and secure platform designed for efficient deal execution, client document exchange, and managing transaction workflows. Whether distributing pitchbooks or overseeing complete deal rooms, CapLinked delivers the necessary speed, security, and organization that the investment banking sector requires. Key features include secure file sharing, detailed user permissions, live activity monitoring, dynamic watermarking, and easy integrations with popular tools such as Salesforce and Google Drive. CapLinked caters to both buy-side and sell-side transactions, capital fundraising, restructuring efforts, and IPO activities. Crafted to adhere to the confidentiality and compliance standards of financial services, CapLinked is the trusted choice for investment banking professionals.

M&A

CapLinked simplifies the process of mergers and acquisitions (M&A) by offering a secure and well-organized platform for deal teams to facilitate due diligence, exchange confidential documents, and collaborate effectively with buyers, sellers, and advisors. Featuring role-specific permissions, Q&A management, watermarking, and real-time analytics, CapLinked ensures that M&A operations are both efficient and secure. Buyers can swiftly access materials within a structured data room, while sellers retain complete control over who can view their documents. CapLinked seamlessly integrates with popular tools such as Salesforce, Dropbox, and Google Drive, allowing it to blend effortlessly into your current M&A processes. Expedite your deal closures and reduce friction with CapLinked’s specialized M&A platform.

Private Equity

CapLinked is specifically designed for private equity firms seeking a rapid, secure, and scalable 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 prospective companies, and collaborate with advisors and co-investors. Featuring sophisticated permission settings, comprehensive audit trails, dynamic watermarking, and effortless integrations, CapLinked guarantees the safety of sensitive investment information at every phase. From the first outreach to the closing stage, CapLinked equips private equity professionals with the necessary tools to conduct transactions that are organized, compliant, and secure. It is trusted by top private equity firms internationally.

Virtual Data Room

CapLinked offers a highly secure virtual data room (VDR) tailored for businesses dealing with confidential transactions and document exchanges. Equipped with robust encryption comparable to banking standards, precise permission settings, dynamic watermarking, and real-time monitoring of activities, CapLinked ensures that deal teams maintain complete oversight and authority over their essential documents. Designed for optimal performance and security, this platform accommodates an unlimited number of users, supports bulk file uploads, facilitates Q&A workflows, and integrates seamlessly with platforms like Salesforce, Dropbox, Box, and Google Drive. Whether you're in the process of capital raising, selling a company, or handling investor communications, CapLinked's virtual data room streamlines your transactions while safeguarding sensitive information. It has earned the trust of countless organizations across the globe.

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

Product Features

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

FactSet Reviews

FactSet

FactSet Research Systems