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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.
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.
Too often, professional investors spend time and money on overly complex and outdated file management systems that fail to meet their needs.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.
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