CapLinked gives you the tools to make every transaction easier, faster, and more secure.
Dashboard
All your deals in one place. Wherever you go.
The dashboard is the hub of all your CapLinked activity. See high-level overviews of your most active workspaces and easily dig deeper if you need to with a single click. View recent deal activity in your notifications feed, quickly access your messages and contacts, or manage your workspace security controls conveniently from a single page.
File Manager
Complete control over who can access your files.
Organize all your content using familiar and intuitive folders. Upload nearly any file type with simple drag-and-drop onto your workspace, then easily assign permissions so you know who can see what. Preview files directly in your browser — no download required.
Permission Manager
Sharing has never been more secure.
Create customized permission settings for your deal. Intuitive user interface makes it easy to manage many files for many different people. In less than 10 minutes, set up an entire workspace with permissions for download/upload capabilities, watermarking, invites and uploads. Create multiple permission levels inside a single workspace, perfect for different due diligence requests.
Send Updates
Send secure messages to your workspace members.
Make announcements about your deal to prospects, advisors, and other collaborators directly by posting an update in your workspace. Forget about sending repetitive emails — we’ve made it simple to send out notifications to your workspace members. Send to all, or select by permission level. We also archive your message so you can keep track of who said what without having to dig through old emails.
Activity Tracker
Know who is interested. And who is not.
See every event that happens in your workspace as it happens with high-level and detailed reports. Get optional instant notifications when someone views your workspace or a specific file, letting you see who’s actively working on your deal. Choose between a daily or weekly email summary digest so you always know what’s going on.
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Workspace
Secure content sharing accessible from any device.
CapLinked workspaces are designed from the ground up to make it easy to manage asset sales, capital raises, M&A, business development, or any type of business transaction. Share files, set permissions, collaborate with colleagues, send updates, and much more — securely and in the cloud. Setup takes just minutes, and you can manage your deal from anywhere, in the office or on the go, using a computer, tablet, or smartphone.
Contacts Manager
Everyone you do business with, all in one place.
Securely store your existing contacts on CapLinked so it’s easy to send invitations to your workspaces and syndicate deals. Create customizable groups for your connections, making it easy to track your contacts in lists that make sense to you (e.g. NYC Developers, Acme Corp Dev, Biotech Investors, etc.). Compatible with Microsoft Outlook, Google Gmail, LinkedIn, and others so you can get set up quickly.
Private Network
Collaborate with colleagues and clients.
Your organization will have its own network for you to connect with other professionals. Use it to search for people you've done business with in the past or continue existing relationships. Exchange messages and hold discussions on topics relevant to your transactions with only the people you choose.
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