---
description: Review of CapLinked Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: CapLinked | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Document Management Software](/directory/722/document-management/software) > [CapLinked](/software/127654/caplinked)

# CapLinked

Canonical: https://www.softwareadvice.co.uk/software/127654/caplinked

Page: 1 / 6\
Next: [Next page](https://www.softwareadvice.co.uk/software/127654/caplinked?page=2)

> When a deal depends on trust, speed, and clean document access, CapLinked gives teams a secure virtual data room built for high stakes business work. The platform helps organizations share confidential files, control access, manage diligence, and collaborate with outside parties without turning sensitive transactions into a maze of email attachments, shared drives, and disconnected tools. It supports mergers and acquisitions, capital raises, asset sales, audits, licensing, legal reviews, investor communications, IPO preparation, and other workflows where document security and stakeholder visibility matter from the first invitation through the final close.&#10;&#10;CapLinked is designed for the people who cannot afford confusion during a transaction. Corporate development teams, financial services professionals, legal teams, investors, advisors, and enterprise users can create organized workspaces, upload and structure documents, invite approved reviewers, and assign permission based access that controls whether users can view, download, upload, edit, or print files. These controls help teams protect private information while giving reviewers the access they need to move quickly.&#10;&#10;The platform also helps administrators understand what is happening inside every workspace. Activity tracking shows document views, downloads, uploads, page views, permission changes, and other important actions, giving teams clearer insight into buyer, investor, or partner engagement. OCR search helps users find important information faster, while Q\&amp;A tools, notifications, messaging, and secure collaboration features keep communication organized and easier to manage.&#10;&#10;CapLinked gives organizations a stronger alternative to basic file sharing by combining usability with security controls that are built for serious transaction work. Custom watermarking, digital rights management, IP whitelisting, real time virus scanning, SAML based single sign on, redaction, PDF editing, robust reporting, and API options help teams create a process that feels professional to outside reviewers and accountable to internal stakeholders. Integrations with Salesforce, Dropbox, Box, OneDrive, and Google Drive make it easier to connect CapLinked with existing workflows.&#10;&#10;The Team plan is built for teams that need secure document sharing, flexible storage, unlimited guest users, activity tracking, support, training resources, and essential compliance features without a long term contract. It starts at $399/month and includes a 14 day free trial. The Enterprise plan is built for organizations that conduct due diligence and close deals as a core business function. It starts at $500/month or $5,000/year and can be customized with concierge services, dedicated onboarding, priority support, expanded storage, advanced customization, and enterprise grade reliability.&#10;&#10;For organizations that need a more polished and secure way to manage confidential transactions, CapLinked positions the entire deal process in one controlled workspace. It helps teams protect sensitive information, reduce friction for external reviewers, understand engagement, and move complex transactions forward with greater confidence. That is why the new tagline fits naturally. CapLinked is The Deal Room That Works for teams that need security, speed, and clarity when every document matters. &#10;&#10;Visit caplinked.com to see how a better deal room can support your next transaction.
> 
> Verdict: Rated **4.5/5** by 122 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 122 Reviews |
| Ease of Use | 4.4/5 | Based on overall reviews |
| Customer Support | 4.6/5 | Based on overall reviews |
| Value for Money | 4.4/5 | Based on overall reviews |
| Features | 4.2/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: CapLinked
- **Location**: Manhattan Beach, US
- **Founded**: 2010

## Commercial Context

- **Starting Price**: US$399.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: Team Package:&#10;CapLinked Team is the starter virtual data room plan for organizations that need secure document sharing, flexible storage, unlimited guest users, advanced security features, OCR search, activity tracking, permission based access, bulk invites, EZ Q\&amp;A, support, training resources, and SOC 2 aligned controls without a long term contract. The Team plan starts at $399/month and includes a 14 day free trial.&#10;&#10;Enterprise Package:&#10;CapLinked Enterprise is built for companies that conduct due diligence and close deals as part of their core business. Enterprise clients receive concierge services, dedicated onboarding, priority support, expanded secure data storage, SAML based single sign on, IP whitelisting, real time virus scanning, redaction, PDF editing, custom API integrations, advanced customization, and enterprise grade reliability. Enterprise plans start at $500/month or $5,000/year, with customized quotes available for larger or more specialized needs.&#10;&#10;All plans include 5GB of data hosting, 10 administrators, and unlimited users.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 207 more

## Features

- API
- Access Controls/Permissions
- Access Expiration Management
- Access Revocation
- Active Directory Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Audio/Video Protection
- Audit Management
- Audit Trail
- Authentication
- Automatic Backup
- Bulk Uploading
- Change Management
- Collaboration Tools
- Commenting/Notes
- Compliance Management

## Integrations (5 total)

- Box
- Dropbox Business
- Google Drive
- OneDrive
- Salesforce Sales Cloud

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Document Management Software](https://www.softwareadvice.co.uk/directory/722/document-management/software)

## Related Categories

- [Document Management Software](https://www.softwareadvice.co.uk/directory/722/document-management/software)
- [Records Management Software](https://www.softwareadvice.co.uk/directory/1859/records-management/software)
- [Virtual Data Room Software](https://www.softwareadvice.co.uk/directory/4521/virtual-data-room/software)
- [File Sharing Software](https://www.softwareadvice.co.uk/directory/4535/file-sharing/software)
- [Document Control Software](https://www.softwareadvice.co.uk/directory/4233/document-control/software)

## Alternatives

1. [M-Files](https://www.softwareadvice.co.uk/software/433195/m-files-dms) — 4.4/5 (275 reviews)
2. [Revver](https://www.softwareadvice.co.uk/software/18244/revver) — 4.4/5 (922 reviews)
3. [Docsvault](https://www.softwareadvice.co.uk/software/320916/docsvault) — 4.7/5 (40 reviews)
4. [Content Central](https://www.softwareadvice.co.uk/software/318165/content-central-ademero) — 4.3/5 (41 reviews)
5. [Google Workspace](https://www.softwareadvice.co.uk/software/344998/google-workspace) — 4.7/5 (17564 reviews)

## Reviews

### "Best Virtual Data Room" — 5.0/5

> **Penny** | *17 May 2019* | Banking | Recommendation rating: 10.0/10
> 
> **Pros**: The CapLinked platform is super easy to navigate and share and lets you keep confidential documents secure at all times.  It allows different levels of control for each group which saves a lot of time.
> 
> **Cons**: I would like to be able to add individuals without having to make them part of a group.
> 
> This is a great VDR and is reasonably priced, unlike its competitors.  I would highly recommend this for secure document sharing.

-----

### "Caplinked is powerful and easy to use" — 5.0/5

> **Verified Reviewer** | *24 January 2018* | Recommendation rating: 10.0/10
> 
> **Pros**: 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.

-----

### "Looking for a new solution" — 3.0/5

> **Verified Reviewer** | *12 March 2021* | Warehousing | Recommendation rating: 1.0/10
> 
> **Pros**: Cheap and simplistic. Not a very sophisticated system.
> 
> **Cons**: 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.
> 
> Looking for an alternative and my M\&amp;A group agrees.

-----

### "It's a good low-cost solution but certainly lacks some of the functionality of a premium service" — 4.0/5

> **Verified Reviewer** | *20 March 2018* | Recommendation rating: 6.0/10
> 
> **Pros**: 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
> 
> **Cons**: Lack of reporting functions such as well-organized index reports, permission setting, draft mode takes the whole data room offline,
> 
> Was able to conduct file sharing for a sellside M\&amp;A process with multiple potential buyers each requiring different permission levels.

-----

### "Useful Data Room Service" — 5.0/5

> **Verified Reviewer** | *25 August 2019* | Computer Software | Recommendation rating: 9.0/10
> 
> **Pros**: 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.
> 
> **Cons**: 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.
> 
> I advise a lot of early stage companies and turned several clients onto this instead of our home grown solution.

-----

Page: 1 / 6\
Next: [Next page](https://www.softwareadvice.co.uk/software/127654/caplinked?page=2)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/127654/caplinked)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/software/127654/caplinked> |
| en | <https://www.softwareadvice.com/file-sharing/caplinked-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/127654/caplinked> |
| en-GB | <https://www.softwareadvice.co.uk/software/127654/caplinked> |
| en-IE | <https://www.softwareadvice.ie/software/127654/caplinked> |
| en-NZ | <https://www.softwareadvice.co.nz/software/127654/caplinked> |
| fr | <https://www.softwareadvice.fr/software/127654/caplinked> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"CapLinked","description":"When a deal depends on trust, speed, and clean document access, CapLinked gives teams a secure virtual data room built for high stakes business work. The platform helps organizations share confidential files, control access, manage diligence, and collaborate with outside parties without turning sensitive transactions into a maze of email attachments, shared drives, and disconnected tools. It supports mergers and acquisitions, capital raises, asset sales, audits, licensing, legal reviews, investor communications, IPO preparation, and other workflows where document security and stakeholder visibility matter from the first invitation through the final close.\n\nCapLinked is designed for the people who cannot afford confusion during a transaction. Corporate development teams, financial services professionals, legal teams, investors, advisors, and enterprise users can create organized workspaces, upload and structure documents, invite approved reviewers, and assign permission based access that controls whether users can view, download, upload, edit, or print files. These controls help teams protect private information while giving reviewers the access they need to move quickly.\n\nThe platform also helps administrators understand what is happening inside every workspace. Activity tracking shows document views, downloads, uploads, page views, permission changes, and other important actions, giving teams clearer insight into buyer, investor, or partner engagement. OCR search helps users find important information faster, while Q&amp;A tools, notifications, messaging, and secure collaboration features keep communication organized and easier to manage.\n\nCapLinked gives organizations a stronger alternative to basic file sharing by combining usability with security controls that are built for serious transaction work. Custom watermarking, digital rights management, IP whitelisting, real time virus scanning, SAML based single sign on, redaction, PDF editing, robust reporting, and API options help teams create a process that feels professional to outside reviewers and accountable to internal stakeholders. Integrations with Salesforce, Dropbox, Box, OneDrive, and Google Drive make it easier to connect CapLinked with existing workflows.\n\nThe Team plan is built for teams that need secure document sharing, flexible storage, unlimited guest users, activity tracking, support, training resources, and essential compliance features without a long term contract. It starts at $399/month and includes a 14 day free trial. The Enterprise plan is built for organizations that conduct due diligence and close deals as a core business function. It starts at $500/month or $5,000/year and can be customized with concierge services, dedicated onboarding, priority support, expanded storage, advanced customization, and enterprise grade reliability.\n\nFor organizations that need a more polished and secure way to manage confidential transactions, CapLinked positions the entire deal process in one controlled workspace. It helps teams protect sensitive information, reduce friction for external reviewers, understand engagement, and move complex transactions forward with greater confidence. That is why the new tagline fits naturally. CapLinked is The Deal Room That Works for teams that need security, speed, and clarity when every document matters. \n\nVisit caplinked.com to see how a better deal room can support your next transaction.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/8a193a15-5941-4f90-872f-916f13be0179.png","url":"https://www.softwareadvice.co.uk/software/127654/caplinked","@id":"https://www.softwareadvice.co.uk/software/127654/caplinked#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.5,"bestRating":5,"ratingCount":122},"offers":{"price":"399","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.softwareadvice.co.uk/software/127654/caplinked#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Document Management Software","position":2,"item":"/directory/722/document-management/software","@type":"ListItem"},{"name":"CapLinked","position":3,"item":"/software/127654/caplinked","@type":"ListItem"}]}]}
</script>
