CapLinked Reviews

Caplinked is an awesome platform, extremely user friendly and secure.

Comments: Sharing documents has never been easier, there is a lot of security and time saving when it comes to looking for the information I need.

Pros:

Caplinked is state of the art when it comes to sharing documents with customers. Platform is intuitive and easy to navigate. Accessing and sharing documents has now become a seamless process and at the same time tremendously secure. Customer support is is very helpful and will walk you through any questions you may have.

Caplinked is powerful and easy to use

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

Comments: Looking for an alternative and my M&A group agrees.

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.

CapLinked is an excellent VDR that is easy to navigate.

Comments: This program works perfectly for our needs.
The invites sometimes get caught in spam but that's to be expected. Manual invites are simple to send when this happens.

Pros:

Reasonably priced, secure and easy to use software. Great customer support! I would definitely recommend this software to anyone looking for a virtual data room.

Does what I need it to do

Comments: Easy to conduct a survey without frustratingly long and complex questions

Pros:

Caplinked makes it easy to upload confidential files and can control who has access to them. I like the way I can limit the time users have to view files.

Cons:

Would be nice to build our own graphical reports. There's really only 1 graphical report, the activity tracker.

Budget Option and It Shows

Pros:

It is super cheap and a lot of early stage companies use it but it comes at a cost of the quality of the product

Cons:

Very difficult to use, the access control functionality is not intuitive

A well made product

Pros:

Easy to set up and have cross-platform capabilities.

Cons:

The overall is quite good. One weakness is the integration. I would love to have more integrations such as with Slack.

Very limited software for large databases. Can't handle folder downloads over 4GB

Comments: Not much. If they had an ftp, I could have finished getting the data from the VDR in a few hours instead of days...

Pros:

Easy to navigate the page.

Cons:

This software is not user friendly. It is designed for admins who never actually download their own files 1) Commonly fails to prepare folders for download and you have to start over. 2) Can only download folders < 4GB or 2,000 files. For projects with images, this is a major fail. 3) When I contacted support about #2, the told me to use the clipboard to keep track of the files I downloaded in a folder. Really? Should I get my Model T out too? They turned a 2 hr job into an all day affair.

I had a great experience with CapLinked, would recommend to others

Pros:

The software was very easy to manage and was simple to set up. The secure document sharing improved my day to day work.

Love my experience with CapLinked

Pros:

The software provided by Caplinked was easy to set up and is now very simple to manage. The ability to have secure document sharing makes my day-to-day business transactions easier to process. Exactly what I needed!

Hope to provide traditional Chinese language

Comments: You can become familiar with the operation after using it for a period of time

Pros:

payment mechanism is good to use, share funtion is good too.

Cons:

nop, i don't think i have anything to say.

My Review

Pros:

When creating a new group, I enjoy that I can select permissions settings from an existing group, which helps creating a new group quicker. (Disclaimer: this is soley only my own personal opinion from my experiences with CapLinked).

Cons:

More branding options for our company to use and display on the data room could be improved. Also, the activity tracker could use more improvement by including how long a user viewed a specific document. Lastly, the best improvement that could be made is to easily search and locate which user is in which group(s). Lastly, it was very upsetting when the data room was closed after we paid for our subscription renewal. (Disclaimer: this is solely only my own personal opinion from my experiences with CapLinked).

Independent PE Sponsor

Comments: After caplinked expanded the group limit threshold for me, I can now create a "group" for each of our investors. That allows me to create folders that are only accessible to that individual investor via the investor's unique "group", or create folders broadly available to a subset of investors. We were squeezed into a lower tier product as they recreated their pricing structure (we've been with caplinked since roughly 2016), but it still works for what we need it for at a pricepoint that makes sense.

Pros:

Easy to use user interface. Great customer service - quick to respond and understands how to solve problems. Fair price point.

Cons:

Cannot print directly from the site. It requires the user to download the document before printing. Inability to add a folder that does not automatically adopt the rights of the parent folder. I often want sub folders to have unique access rights, and it's a pain to go back into permissions to toggle it each time.

Modern interface, easy to use - refreshing change of pace from software used in the past.

Pros:

CapLinked is intuitive, cutting edge, and very transparent in their pricing. Their customer support is responsive, helpful, and thorough - providing an excellent customer experience. Uploading files and folders is also a seamless process. Uploading whole folder structures at a time makes my job extremely easy. It retains the same indexing and formatting I had on my desktop which is very convenient.

Solid platform with ever evolving features.

Comments: After using Formstack for many years we needed a more powerful solution. I reviewed approximately 8 different products and judging on features and value CapLinked was the clear winner.

Pros:

Watermarking, white labeling, ability to send feature ideas/requests to customer service that actually get reviewed and implemented.

Cons:

Areas that are under development to be improved have to do with navigation, reporting and general user experience. There are no serious flaws.

Works well, could use more bells and whistles

Pros:

Reasonably quick to get up and running; reliable platform. I don't have much else to say, however the review software won't let me upload a short review so I've padded it out with this sentence.

Cons:

Could use more flexibility on use of graphics, custom reporting and dashboards, other customizations to custom brand (including workspace address). I don't have much else to say, however the review software won't let me upload a short review so I've padded it out with this sentence.

it was great

Comments: it helped us do half a deal

Pros:

it's super cheap, which made it super accessible to my small team and I . Truly significantly priced under competitors with just as many features.

Good software price/quality

Comments: Good experience

Pros:

The product is cheap, fast and have a lot of room.

Cons:

Could improve the upload of documents, the support and had a bug.

Excellent product

Comments: Excellent

Pros:

Ease of implementation and features of the product…

Cons:

The cost seems high, especially considering the use that our company needs it for.

Easy to use

Pros:

The software is easy to use and convenient for multiple users in the organization to make updates.

Cons:

The only con we've experienced has been the price increase. It is still worth the cost, but not as great of a deal as it used to be.

CapLinked vs Sharepoint

Comments: Very positive. Company was going through re-financing and required a virtual data room for authenticated prospects/investors. CapLinked helped in setting structure for various documents and management of the distribution of the documents.

Pros:

Ease of use, UI , role / project based set up. For most part very intuitive and address majority of the requirements. We shifted form internal Sharepoint solution and were up and running with CapLinked in under 4 hours.

Cons:

Having to manage documents in multiple places. Would have preferred to have caplinked manage the LINKS to documents in their "native" locations rather than uploading them and having to maintain consistency with revisions.

EASY AND EFFECTIVE

Comments: Perfect for manging VDR

Pros:

The softwre is very user friendly, easy to use, reasonably priced

Cons:

Sometimes view and download are slow and not immediate

CapLinked is very transparent with its price, has great customer support, and easy to use.

Comments: Great online support, customer representative is available all day any time. User friendly and recommended to my friends and business partners.

Pros:

Any person who has no experience can learn how to use CapLinked in sorting, filing, audit, and tracking communication. It is super easy to use and has a great platform and extremely secure.

Cons:

There can be better methods to export data. For example, exporting data should be user friendly and neatly organized. Some features need update.

CapLinked Review

Comments: We are using it in our effort in raising money. I have had a good experience with it and positive feedback from users.

Pros:

Very easy to set up, add logos, add files, a video intro, change files, add investors, track usage.

Cons:

The Quick Tour opportunity pops up every time I log in. It should be able to be turned off or know that I am an admin and do not require it.

Safe Vault for Client Info

Comments: We had a secure place for Due Diligence Info

Pros:

Posting Documents and Tracking Users' Progress

Cons:

It seems like it is easy to post in the wrong section