ShareFile

ShareFile

Progress Software
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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

Securely share content and collaborate with clients and internal teams from any device or location with Progress ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. Secure FTP site alternative: No software installations - for you or your clients

Why CapLinked is Better than ShareFile

CapLinked is better than ShareFile when the central requirement is running confidential transactions rather than managing general client document workflows. ShareFile supports secure file exchange, client portals, requests, tasks, forms, e-signatures, and collaboration across ongoing business relationships. CapLinked is purpose-built for M&A, fundraising, and due diligence, with dynamic watermarking, Q&A, redaction, document-level access controls, audit trails, IP restrictions, SSO, custom NDAs, unlimited guest users, and deal archiving. Its specialized structure helps teams govern information disclosure throughout a transaction.

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Platforms Supported

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

Platforms Supported

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

Audience

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

Audience

Companies of all sizes

Support

Phone Support 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 Not Supported

Screenshots and Videos

Screenshots and Videos

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

Pricing

$50 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

Overall 4.6 / 5
ease 4.7 / 5
features 4.5 / 5
design 4.5 / 5
support 4.3 / 5

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 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.
  • CapLinked provides a very secure and professional environment for sharing confidential files and managing deals. The interface is clean, user-friendly, and easy to navigate even for non-technical users.

Pros & Cons from Real Users

Pros

  • It is the security of all our data in a much more immediate way, that it is based on the cloud gives us confidence and the necessary storage to upload all our documents. It is a totally confidential and personalized system; we can create our own useful and unique workspace that allows us to customize in detail adjusting the options to our work requirements. Having access from any device has opened the doors and a million possibilities for each member of the work team to access the application and exchange or receive files properly, without any type of limitation or sending capacity. It allows us to classify the documents to maintain order and organization in all our work, separating by areas, making it much more comfortable for us to search through filters or mobilize the documents. It allows us to store data, everything we want to keep safe Citrix will do it through encryption, we know that it is 100% committed to security and that absolutely everything will be in the cloud under coverage, so if we need to store something immediately, we send it to Citrix and its protection will be assured. In Citrix ShareFile we store the entire database of our clients, we can transfer each data, organize and categorize and thanks to the security that it provides us, I know that the data of each of our clients will always be safe.
  • For our organization, Sharefile has been of complete benefit because it is perfect for making important and confidential contracts relying completely on the anti-hacking security it offers. Similarly, it has partnerships and integration with Office formats that makes it easy to synchronize and store files in the cloud to share with any employee who has access to the account.
  • Simple to manage. Simple for end my users to use. Simple for my users to use with their clients. Can layer security as deep as you want.
  • It has a good integration alliance with Office and allows us to work collaboratively with all the files we have synchronized without exception. Likewise, it is useful for sharing elements to manage confidential contracts with the security that the platform provides and avoids hacking or information leaks.
  • With Sharefile all our information stored in the cloud can be easily accessible, and we can create, in addition to our own folders for purely personal use, a file box for files that we do not need at the moment, but in the long term, and a trash, with files that eventually will be deleted.

Cons

  • I find the integration with other important platforms of which I would like to guarantee the storage of data that I contain there but I have not been able to due to its lack of integration solidity. We had billing automatically and when we wanted to make some adjustments at the time it was difficult for us to do this and we had to contact support to solve it, being able to configure it on our own would be much better and more efficient. Managing the permissions is not that comfortable either, many times we need to adapt the permissions so that several colleagues are also administrators, and it is cumbersome to add them one by one as we want. It has not been an error or nothing else has happened to us, but we receive constant notifications that the system is being updated and we do not know why, why it is so constant or if it is an error. We do believe it is important that the interface be expanded with new and better tools that give us a much broader and more solid user experience when it comes to sharing, editing, and organizing files. Sometimes we find that it does not synchronize in real time, which interferes with our work, we must update many times until new data or documents appear. I think there are a couple of important points that I truly believe that if they are improved, it can make Citrix a perfectly safe and comfortable place to store each of our important data.
  • With the daily use of the application we have observed that when you have an estimated 20GB of storage usage, the platform becomes very slow and it is difficult to process certain functions. Similarly, when transferring files that exceed a weight of 1G Sharefile has an unexpected shutdown and very rarely deletes files that were previously synced.
  • There are no cons that I have come across thus far.
  • Although its specifications clarify that it has a capacity to share large files up to 100GB, we have found that the platform becomes slow and transfers are mostly cancelled. Also, we have had problems with synchronization and deletion of less heavy files without recovery option.
  • Sharefile has its own inbox for messages, but this cannot be connected to our main mailing service, so with Sharefile we cannot manage our Outlook or Gmail mailing lists automatically, forcing us to opt for purely manual management of our content.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

CapLinked
Founded: 2010
United States
www.caplinked.com

Company Information

Progress Software
Founded: 1981
United States
www.sharefile.com

Alternatives

Alternatives

Cerberus FTP Server

Cerberus FTP Server

Redwood Software

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.

Categories

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

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

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 Not 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 Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control 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

Integrations

Salesforce Supported
Bigtincan Not Supported
Clarity Security Not Supported
Crowdin Not Supported
Data Identification Manager™ Not Supported
Desktop.com Not Supported
Device Magic Not Supported
Diplomat Managed File Transfer Not Supported
Dropbox Supported
Google Drive Supported
Make Not Supported
Microsoft OneDrive Supported
Microsoft Outlook Not Supported
Podio Not Supported
Proventeq Not Supported
QuickBooks Online Advanced Not Supported
StructionSite Not Supported
Symphony OCR Not Supported
Xero Not Supported
Zuar Runner Not Supported

Integrations

Salesforce Supported
Bigtincan Supported
Clarity Security Supported
Crowdin Supported
Data Identification Manager™ Supported
Desktop.com Supported
Device Magic Supported
Diplomat Managed File Transfer Supported
Dropbox Not Supported
Google Drive Not Supported
Make Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Supported
Podio Supported
Proventeq Supported
QuickBooks Online Advanced Supported
StructionSite Supported
Symphony OCR Supported
Xero Supported
Zuar Runner Supported
Claim ShareFile and update features and information
Claim ShareFile and update features and information