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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.

About

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$399/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

Overall 3.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 3.0 / 5
support 3.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CapLinked
Founded: 2010
United States
www.caplinked.com

Company Information

PitchBook
Founded: 2007
United States
pitchbook.com

Alternatives

Alternatives

FactSet

FactSet

FactSet Research Systems

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.

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.

M&A

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

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

Data Discovery Features

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization Features

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

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

Integrations

Salesforce
Affinity
Allocator
Allvue
AlternativeSoft
Altvia
Backstop
BlueFlame AI
Box
Cobalt
Dynamo Software
Edda
Microsoft OneDrive
Nasdaq eVestment
Raylu
ReubenAI
TFS Manager for Dynamics CRM
Unified.to

Integrations

Salesforce
Affinity
Allocator
Allvue
AlternativeSoft
Altvia
Backstop
BlueFlame AI
Box
Cobalt
Dynamo Software
Edda
Microsoft OneDrive
Nasdaq eVestment
Raylu
ReubenAI
TFS Manager for Dynamics CRM
Unified.to
Claim PitchBook and update features and information
Claim PitchBook and update features and information