Audience
Investors that need a deal platform
About Foleo
Foleo is an intelligent deal distribution platform built for investment agents. With each investment deal there can be hundreds of documents and buyers. Teams are still using traditional file sharing methods to distribute these, like email or Dropbox. Foleo cuts through the noise and provides a centralized portal for all deal files. Revoke file access easily at any time. Prevent downloads – force in-browser viewing. New device validation via email.
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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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Platform highlights:
-Pipeline Management: a single source of truth for deals, with pipeline visualization and tracking of contacts, documents, and communications
-Process Management: templatize, standardize, and track tasks across every stage of a deal
-Buy-Side Virtual Data Room: manage information requests and disclosure between buyer and seller in diligence, then carry documents into integration
-Connected Intelligence: diligence findings travel into integration planning, and deal context stay
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Agora
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Integrations
No integrations listed.
Company Information
Huddle Digital
Founded: 2015
United Kingdom
getfoleo.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online
Foleo Product Features
Virtual Data Room
Audit Trail
Data Protection
Data Storage Management
Due Diligence Management
Project Management
Role-Based Permissions
Anonymity Management
Collaboration
Document Tagging
Procurement Management
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