PackHedge™FinLab Solutions SA
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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.
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About
PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation.
A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
GLOBAL - Investment Bankers, Private Equity, Legal, Biotech, Pharma, Energy Companies, Mining
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Audience
Family Offices, Wealth Managers, Investment Managers, Chief Investment Officers, Private & Institutional Banks, Endowment & Sovereign Funds, Pension & Insurance Funds, Funds of Funds, Managed Accounts & Fund Managers.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$399/month
Free Version
Free Trial
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Pricing
$5,000 per year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCapLinked
Founded: 2010
United States
www.caplinked.com
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Company InformationFinLab Solutions SA
Founded: 1999
Switzerland
www.finlab.com
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Alternatives |
Alternatives |
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CategoriesCapLinked'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. 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. 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. 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. 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. 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. |
Categories |
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Digital Rights Management Features
Access Revocation
Audio / Video Protection
Distribution Management
Expiration Management
Image Protection
License Management
Location Control
PDF Protection
Software Application Protection
Subscription Management
Usage Tracking / Analytics
Watermarking
Virtual Data Room Features
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
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Financial Reporting Features
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Risk Management Features
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Fund Accounting Features
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Hedge Fund Features
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management Features
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
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Integrations
Bloomberg
Box
Dropbox
Google Drive
Microsoft OneDrive
Quandl
Salesforce
Yahoo Finance
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Integrations
Bloomberg
Box
Dropbox
Google Drive
Microsoft OneDrive
Quandl
Salesforce
Yahoo Finance
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