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Some companies using CapLinked:

Simple Portfolio Management and Secure Transactions

Manage current investments, execute capital raises, and prospect new deals on CapLinked

Management Tools for the Entire Process

Tracking current investments, following up on new leads, updating LPs, and collaborating with partners can create headaches for private investors. From deal sourcing to closing, the sheer volume of messages and documents exchanged can be overwhelming and potentially unsecure. Sharing through traditional means, such as email, is risky and cumbersome. In order to safely and easily exchange documents and collaborate on projects, investment professionals turn to CapLinked.

CapLinked allows investors to manage mission-critical document exchange and ensure that they are always ready to act on time-sensitive deals. Secure, auditable, and easily accessible through the cloud, CapLinked Workspaces are perfect for managing your investment portfolio. CapLinked is fully supported by all mobile systems including iPhone, iPad, and Android. Access your documents and interact with investors and colleagues securely from any location on any device.

Security from First Dollar to Deal Closed

Rather than hoping confidential documents aren’t accidentally forwarded to the wrong individuals, investment professionals use CapLinked’s secure, simple, and cost-effective Workspaces to collaborate and exchange documents with clients, colleagues, and third parties. 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. Your investment team has on-demand access to the files they need most - wherever they need it. Protect, control and monitor information and facilitate document exchange for deal sourcing, due diligence, capital raises, acquisitions, and investor relations.

The CapLinked Workspace Advantage

Too often, professional investors spend time and money on overly complex and outdated file management systems that fail to meet their needs. CapLinked Workspaces provide an easy and intuitive solution for storage and collaboration. Enterprise clients enjoy 24/7 access to a dedicated customer service representative, as well as simple mass uploads, custom branding, and complete activity tracking.

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 provide members more capabilities and cost less than traditional VDRs, making them the obvious choice for serious investors.

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