Call Us: (888) 799-6849

Streamline Deal Flow and Manage Files with Ease

Protect and share confidential documents with a CapLinked Workspace

A Better Solution for Finance

Security and speed are top priorities for financial professionals. The right people need to get the right documents at the right time. To ensure confidentiality is always protected and organization is always optimized, finance leaders turn to dedicated file management systems to share documents and collaborate on deals.

CapLinked provides a superior, cost-effective, and simple solution to easily manage projects, keep clients informed, and close deals faster, all on a secure, auditable and easily accessible online platform. CapLinked is fully supported by all mobile systems including iPhone, iPad, and Android. Access your documents and interact with your clients securely from any location on any device.

Secure and Simple

Finance professionals have long been forced to choose between insecure email sharing and overly complex, extremely expensive virtual data rooms (VDRs). Hoping confidential documents are not accidentally forwarded to the wrong parties and spending hours trying to make sense of antiquated VDRs is impractical and inefficient. CapLinked Workspaces ensure secure sharing with 256-bit file encryption, simple tools to restrict file access, fully automated reports of Workspace activity, and automated email notifications when important events occur.

CapLinked Workspaces support all confidential document types. Financial professionals can easily monitor and protect documents and expedite the flow of information for financial due diligence, IPOs, M&A transactions, deal sourcing, or any other document intensive project. Workspaces make communication with multiple clients, legal teams, colleagues, and advisors simple by providing a simple easy to use platform for the entire deal portfolio.

Why CapLinked?

Financial professionals are often forced to use overly complex, expensive, and outdated file management systems. CapLinked Workspaces provide an easy and intuitive alternative for storage and collaboration with virtually no training needed. Enterprise clients enjoy 24/7 access to a dedicated customer service representative, as well as simple mass uploads, custom branding, and complete activity tracking control.

The days of paying per page, per bit, or per data room are over. CapLinked Teams get access to unlimited cloud storage, and can share files with as many people as they wish with no fear of a price increase. CapLinked Workspaces give users more tools and cost less than traditional VDRs, making them the obvious choice for finance professionals.

"Fund managers who make Caplinked a central component of their business will have a competitive advantage."

— Stephen E. Roulac CEO of Roulac Global Funds

 Already have an account? Sign In Now