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About

Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.

About

When sensitive documents decide the pace of a deal, CapLinked gives teams a secure virtual data room built to keep diligence moving. The platform helps organizations share confidential files, manage buyer and investor review, support M&A, raise capital, handle asset sales, complete audits, and coordinate licensing workflows without relying on scattered email threads or basic file storage. Teams can organize documents in guided workspaces, invite internal and external users, set permission based access, apply watermarking and digital rights management, search with OCR, manage Q&A, track activity, and monitor critical file activity. CapLinked also offers Team and Enterprise plans, integrations with Salesforce, Dropbox, Box, OneDrive, and Google Drive, API options, concierge support, and training resources. For companies that need a faster, safer, and more professional way to run confidential transactions, CapLinked delivers on its promise as The Deal Room That Works. Visit caplinked.com.

Why CapLinked is Better than Box

CapLinked is better than Box for organizations that need a purpose-built virtual data room rather than a general enterprise content-management platform. Box supports broad file collaboration, workflows, AI, and thousands of integrations, with VDR capabilities layered onto its content platform. CapLinked is designed specifically for M&A, fundraising, due diligence, and other sensitive transactions, providing Q&A, dynamic watermarking, redaction, detailed audit trails, view-only access, custom NDAs, automatic indexing, and one-click archiving. This deal-focused approach can reduce configuration and help teams become transaction-ready faster.

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Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Organizations of all kinds and sizes that are interested in a secure, intelligent content platform.

Audience

GLOBAL - Investment Bankers, Private Equity, Legal, Biotech, Pharma, Energy Companies, Mining

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Individuals and Teams:

Individual: Free
Personal Pro: $14/month if billed monthly, $10/month if billed annually
Business Starter: $7/user/month if billed monthly, $5/user/month if billed annually

Businesses:

Business: $20/user/month if billed monthly, $15/user/month if billed annually
Business Plus: $33/user/month if billed monthly, $25/user/month if billed annually
Enterprise: $47/user/month if billed monthly, $35/user/month if billed annually
Enterprise Plus: $50/user/month billed annually
Enterprise Advanced: Contact for pricing
Free Version Supported
Free Trial Not Supported

Pricing

$399/month
Self-serve, Team Plan starting at $399/m

Enterprise plans can be customized for your exact requirements, but base plans including 5GB of data hosting start at just $500 per month. Never pay for what's not being used.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.6 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.7 / 5
support 4.7 / 5

Reviews/Ratings

Overall 4.8 / 5
ease 4.7 / 5
features 4.6 / 5
design 4.5 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • Box is a platform that makes it its priority to be highly secure when uploading files in it and sharing it with others inside and outside of the platform, and I like that I am able to encrypt all files for more security. When working on files inside of the software, I can easily control the security when collaborating with other members and choose what type of access everyone has. Aside from this security aspect, I also like that it's able to integrate with other well-known security tools like Cisco to ensure a better experience in terms of safety. The best functionality of Box, in my opinion, is in its collaboration features, the digital whiteboard is one of them, because it's very easy to annotate things in different manners during a meeting and build ideas with other team members where there is a big creative process going on. There is a space specifically made for creating and working together on projects and I really love that it's possible to access it on a variety of platforms without the files getting altered, the way the mobile application is designed makes it easier to work on it compared to other solutions. In addition to that, the notes feature is such a great tool to obtain a quick overview of what we'll eventually be working on in a certain project.
  • The best i like about Box is how it provides very high security for our sensitive documents. Permission management is an outstanding and fantastic feature which allows us to control who has access to what information.
  • Box makes it extremely easy to manage important and sensitive documents safely and securely in the cloud. It had a simple and user friendly interface which makes it easy to use. It's a cloud-based solution thus making it very easy to access from anywhere anytime.
  • I use Box daily and it's a brilliant and exceptional tool that allows me to easily and safely manage my documents. It has a very clean and intuitive interface making it easy to use. It provides very high security for my files and i highly recommend it.
  • I like how its advanced encryption ensures that our sensitive data is protected during storage and transfer. In addition, permissions management is another outstanding feature, as it allows us to control who has access to what information, minimizing the risk of data leaks. Box also offers flexibility in collaboration that allows teams to work together efficiently.

Cons

  • I don't have a lot of negative things to say about Box, it's a software that does what it promises, although I do have a few things that I would like to point out. Firstly, I dislike that it takes a long time to upload files to the platform, this has never happened with any other tool that requires uploading files to work on the cloud, but for some reason, it happens with Box, we usually do file back-ups from time to time and it takes so long that it becomes inconvenient at some point. Secondly, I don't like that some formats are not supported by Box and some formats are supported but the viewer makes it hard to actually work on the file. If they improve these two aspects, I feel like Box could be a top-tier tool for collaboration on the cloud.
  • There is nothing to mention as a dislike about Box. It's a brilliant and exceptional tool for document management.
  • I use Box daily and till today i haven't experienced any challenges so nothing negative to mention about it.
  • I have been using Box for years now and i can't remember anything that disappointed me so nothing to dislike.
  • While Box is a powerful tool, we have experienced that syncing large files is sometimes slow, which can affect operational efficiency.

Pros from Real Users

Pros

  • As a corporate/M&A lawyer, I have used CapLinked in the context of transaction and due diligence work. The platform is straightforward to use, document organization is generally clear, and it is easy to access and review large amounts of confidential information. I particularly appreciate the permission settings and security features, which are important when several parties and advisers are involved in a transaction.
  • The best part is the customization and features including the ability to have users sign disclaimers, track all activity, and customize the data room to our needs while having a very simple and intuitive user interface. The CapLinked team has also been very easy to communicate with and the entire process has been seamless.
  • CapLinked is a strong tool from a manager’s perspective because it gives me a more controlled way to share sensitive documents without relying on messy email threads, scattered folders, or one-off file links. For deals, audits, diligence, investor updates, legal reviews, or partner workflows, having everything in one secure workspace makes the process feel much more organized. I like the permission controls the most. As a manager, I need to know who can see what, who downloaded what, and whether access can be changed if someone leaves the process or no longer needs a file. CapLinked’s focus on access controls, audit trails, DRM, watermarking, and permissions management makes it feel built for situations where oversight really matters.
  • Easy to use and create different restrictions for bidders, the security features serve a purpose but there is still concerns about downloaded information post access removed. Overall, it does what is required
  • CapLinked makes it easy to organize, upload, and securely share important documents with the right people. The interface is straightforward, permissions are useful, and the platform helps keep document review more organized and efficient.
  • Easy to use and helpful for sharing documents securely. The platform keeps files organized and makes collaboration more efficient.
  • CapLinked provides a secure and organized environment for sharing sensitive documents and managing business transactions. The interface is straightforward, permissions are easy to configure, and collaboration between team members is efficient. It has helped simplify document management and improve workflow visibility across projects.
  • CapLinked makes it easy to organize, share, and control sensitive documents in one secure workspace. I like the permission controls, clean interface, document tracking, and ability to manage access for different users without making the process complicated.
  • CapLinked makes it simple to securely share and manage confidential documents. The platform is well organized and offers useful tracking and permission features.
  • Caplink is definitely worth it. Honestly, I find it to be an incredibly practical project management tool where I can keep all my information organized, accessible, and easy to navigate. My team stays fully connected, and I can send updates instantly, not just via email, but also directly to their phones. Without a doubt, it delivers far more value than it costs. I’ve already started implementing it in two of my major projects, and we’re even seeing improvements in efficiency.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Box
Founded: 2005
United States
www.box.com

Company Information

CapLinked
Founded: 2010
United States
www.caplinked.com

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Categories

Categories

CapLinked's built-in digital rights management (DRM), called FileProtect, gives organizations control over how confidential documents are accessed, shared, and used even after files are downloaded. Features include dynamic watermarking (with user email, IP address, and timestamps), view-only access, print and download restrictions, file expiration dates, and instant access revocation even on already-downloaded files. Administrators can set expiration dates, revoke access instantly even after download, and track every document interaction through detailed audit trails. CapLinked's DRM is ideal for protecting intellectual property and sensitive business data during M&A, fundraising, due diligence, audits, and client engagements. Keep your intellectual property and confidential data secure throughout its entire lifecycle with no plugins or software installs required.

Due Diligence Supported

CapLinked is a secure virtual data room (VDR) that simplifies and accelerates due diligence, a centralized platform for sharing, reviewing, and managing confidential business documents. Deal teams can organize files into structured workspaces with auto-indexing, assign granular role-based permissions, track document activity in real time, and manage multi-party Q&A with ease . CapLinked supports both buy-side and sell-side due diligence for M&A, fundraising, capital raises, audits, and regulatory reviews. . With dynamic watermarking, FileProtect DRM with instant access revocation (even after download), and SOC 2, ISO 27001, and HIPAA-compliant infrastructure, CapLinked keeps sensitive information protected throughout the review . Reduce due diligence timelines by 30–40%, per CapLinked's own benchmarks and improve deal outcomes.

Investment Banking Supported

CapLinked gives investment bankers a secure virtual data room (VDR) for deal execution, confidential client document sharing, and buyer Q&A management. From pitchbook distribution to sell-side auction management, CapLinked provides the speed, security, and organization investment banking demands. . Features include 256-bit encrypted file sharing, granular role-based permissions, real-time activity tracking, dynamic watermarking, FileProtect DRM with post-download access revocation, SAML-based SSO, and IP whitelisting . CapLinked supports buy-side and sell-side engagements, capital raises, restructurings, and IPO processes. Built for the confidentiality and compliance demands of financial services; SOC 2, ISO 27001, and HIPAA, CapLinked is trusted by firms including Ernst & Young and KPMG.

M&A Supported

CapLinked is a purpose-built M&A virtual data room (VDR) that streamlines due diligence, giving deal teams a secure, organized platform to share confidential documents and coordinate across buyers, sellers, legal counsel, and advisors. With role-based permissions, integrated Q&A, dynamic watermarking, FileProtect DRM, and real-time buyer engagement tracking, CapLinked keeps M&A processes efficient and secure. Buyers can quickly review materials in a structured data room while sellers maintain full control over document access, with the ability to revoke access instantly, even after download. CapLinked integrates with Salesforce, Dropbox, Box, OneDrive, and Google Drive plus an open API to fit into your existing M&A workflow. Trusted across 75+ countries by nearly half of the Fortune 1000, CapLinked helps deal teams close faster with less friction and the data room stays useful through post-merger integration.

Private Equity Supported

CapLinked is purpose-built for private equity firms that need a fast, secure, and scalable platform for fundraising, portfolio management, and deal execution. PE firms use CapLinked to share investment materials with LPs, manage due diligence on target companies, and coordinate with advisors and co-investors. With advanced permission controls, audit trails, dynamic watermarking, and seamless integrations, CapLinked ensures sensitive investment data stays protected at every stage. From initial outreach through close, CapLinked gives private equity professionals the tools they need to run organized, compliant, and secure transactions. Trusted by leading PE firms globally.

Virtual Data Room Supported

CapLinked is a secure, cloud-based virtual data room (VDR) for organizations managing confidential transactions and document sharing during M&A, fundraising, IPOs, and audits. Unlike standard cloud storage, CapLinked adds granular permission controls, dynamic watermarking, real-time audit trails, and bank-grade encryption giving deal teams full visibility and control over their most critical files. . Built for speed and security, CapLinked supports unlimited users, bulk uploads, and integrated Q&A, plus integrations with Salesforce, Dropbox, Box, OneDrive, Google Drive, and an open API. CapLinked meets SOC 2, ISO 27001, HIPAA/HITECH, PCI SAQ-D, and FISMA compliance standards, with bank-grade AES-256 encryption. Whether you're raising capital, selling a business, managing due diligence, or handling investor relations, CapLinked's virtual data room keeps your deal moving securely and efficiently. Trusted by thousands of organizations worldwide.

Virtual Data Room Features

Anonymity Management Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Supported
Project Management Supported
Role-Based Permissions Supported
Secure Preview Supported

Cloud Storage Features

Access Control Supported
Archiving & Retention Supported
Backup Supported
Data Migration Supported
Data Synchronization Supported
Encryption Supported
File Sharing Supported
Version Control Supported

Collaboration Features

Brainstorming Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Not Supported
Real Time Editing Supported
Task Management Not Supported
Version Control Supported
Video Conferencing Supported

Content Collaboration Features

Client Portal Supported
Cloud Storage Supported
Digital Asset Management Supported
Document Creation / Editing Supported
Document Management Supported
Electronic Signature Supported
Feedback Management Supported
File Sharing Supported
Messaging / Discussion Supported
Real-Time / Interactive Editing Supported
Roles / Permissions Supported
Search Supported
Version Control Supported
Video / Image Editing Supported
Workflow / Approval Process Supported

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Supported
E-forms Supported
Full Text Search Supported
Image Editor Supported
SEO Management Supported
Text Editor Supported
Version Control Supported
Video Content Supported
Website Management Supported

Digital Asset Management Features

Asset Categorization Supported
Asset Library Supported
Asset Sharing Supported
Brand Control Not Supported
Customizable Branding Supported
File Conversion Not Supported
Metadata Management Supported
Mobile App Not Supported
Reporting/Analytics Supported
Search Within Document Supported
Search/Filter Supported
Version Control Supported
Watermarking Supported
Workflow Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Document Collaboration Features

Access Control / Permissions Supported
Autosave Supported
Chat / Messaging Not Supported
Cloud Storage Supported
Comments / Annotations Supported
Edit / Change Tracking Supported
Electronic Signature Supported
Multiple File Formats Supported
Pre-made Templates Supported
Search Supported
User Tagging Supported
Version Control Supported
Workflow / Approval Process Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Enterprise Content Management (ECM) Features

Archiving & Retention Supported
Collaboration Tools Supported
Content Lifecycle Management Supported
Digital Asset Management Supported
Document Management Supported
Electronic Signature Supported
Information Governance Supported
Mobile Access Supported
Search Supported
Version Control Supported
Workflow Management Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Supported
Encryption Supported
File Synchronization Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Supported

Knowledge Management Features

Artificial Intelligence (AI) Supported
Cataloging / Categorization Supported
Collaboration Supported
Content Management Supported
Decision Tree Supported
Discussion Boards Supported
Full Text Search Supported
Knowledge Base Management Supported
Self Service Portal Supported

Remote Work Features

Collaboration Supported
Credential Management Not Supported
Electronic Signature Supported
Employee Monitoring Not Supported
Live Chat Not Supported
Meeting Management Not Supported
Project Management Not Supported
Remote Access Not Supported
Remote Support Not Supported
Screen Sharing Not Supported
Softphone Not Supported
Task Management Not Supported
Time Zone Tracking Not Supported
Video Chat Not Supported
Web Conferencing Not Supported

Virtual Data Room Features

Anonymity Management Supported
Audit Trail Supported
Collaboration Supported
Data Protection Supported
Data Storage Management Supported
Document Tagging Supported
Due Diligence Management Supported
Procurement Management Supported
Project Management Supported
Role-Based Permissions Supported
Secure Preview Supported

Digital Rights Management Features

Access Revocation Supported
Audio / Video Protection Supported
Distribution Management Supported
Expiration Management Supported
Image Protection Supported
License Management Supported
Location Control Supported
PDF Protection Supported
Software Application Protection Supported
Subscription Management Supported
Usage Tracking / Analytics Supported
Watermarking Supported

Integrations

Salesforce Supported
3D Source Product Configurator Supported
CloudEagle.ai Supported
Everlaw Supported
GRIN Supported
Generis CARA Supported
Google Workspace Supported
Helpware Supported
Hive Perform Supported
JotNot Scanner Supported
Leankor Supported
Leo Supported
Piktures Supported
PolicyManager Supported
SCANSimpli Supported
Timereaction Supported
Vibe Interactive Whiteboard Supported
WeVideo Supported
Workato Supported
envivo Supported

Integrations

Salesforce Supported
3D Source Product Configurator Not Supported
CloudEagle.ai Not Supported
Everlaw Not Supported
GRIN Not Supported
Generis CARA Not Supported
Google Workspace Not Supported
Helpware Not Supported
Hive Perform Not Supported
JotNot Scanner Not Supported
Leankor Not Supported
Leo Not Supported
Piktures Not Supported
PolicyManager Not Supported
SCANSimpli Not Supported
Timereaction Not Supported
Vibe Interactive Whiteboard Not Supported
WeVideo Not Supported
Workato Not Supported
envivo Not Supported
Claim Box and update features and information
Claim Box and update features and information