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CapLinked Virtual Data Room from CapLinked
Enables users to easily share documents with advanced security features, customizable data room structure, real-time activity tracking, and integration with other business tools to streamline the due diligence process.
Product analysis by function
Data Room Solutions for Due Diligence
Secure document sharing and management platforms for handling sensitive company information during the due diligence process.
More Data Room Solutions
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Security and Compliance
(10 Yes /10 Known /12 Possible features)
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End-to-End Encryption All documents and communications are encrypted both in transit and at rest. |
CapLinked advertises 'Advanced Encryption at Rest and In Transit' on its security page, meeting the requirement for end-to-end encryption. | |
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Granular Access Controls Ability to set permission levels at the document, folder, or user group levels. |
CapLinked allows admins to set detailed permission levels at the document, folder, or user group level. | |
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Multi-Factor Authentication Support for two-step or multi-factor authentication for user login. |
Multi-factor authentication is listed among CapLinked's security options. | |
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Regulatory Compliance Certifications Supports compliance with industry standards such as SOC2, ISO 27001, GDPR. |
CapLinked claims compliance with industry standards and regulations, listing SOC2 and GDPR. | |
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Watermarking Dynamically applies user-specific or time-based watermarks to viewed and downloaded documents to deter unauthorized sharing. |
Dynamic watermarking is specifically promoted as a CapLinked feature. | |
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Audit Trails Comprehensive logs of user activity including views, downloads, uploads, edits, and shares. |
Comprehensive audit trails of user activity are advertised in CapLinked's documentation. | |
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Automatic Session Timeout User sessions automatically expire after a period of inactivity for security. |
Automatic session timeout is described in the platform's security features. | |
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Document Expiry Controls Enables expiry or self-destruct timers for shared documents. |
Documents can be set to expire or self-destruct after a set period in CapLinked. | |
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Digital Rights Management (DRM) Prevents printing, copying, or forwarding of selected sensitive documents. |
Digital rights management (preventing printing, copying, or forwarding) is specifically addressed in CapLinked’s documentation. | |
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Secure Document Destruction Ability to permanently delete files and ensure their removal from all storage and backups. |
Files can be permanently deleted, including from backups according to CapLinked’s feature list. | |
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Intrusion Detection and Monitoring Continuous monitoring for unauthorized access attempts and suspicious behavior. |
No information available | |
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Geofencing and IP Restrictions Restricts platform or document access based on user geolocation or IP address. |
No information available |
Document Management and Organization
(10 Yes /10 Known /10 Possible features)
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Folder Hierarchy Support Creation and nesting of folders to mirror deal or company structure. |
Folder creation and nesting is a core organizing capability of CapLinked. | |
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Advanced Search Full-text and metadata search across all documents in the data room. |
Advanced search across all documents and folders is available in CapLinked. | |
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Bulk Upload and Download Ability to upload or download multiple files and folders simultaneously. |
Bulk upload and download are standard data room functions in CapLinked. | |
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Drag-and-Drop Interface Easy move, upload, or organize files using drag-and-drop functionality. |
CapLinked offers a modern drag-and-drop interface for uploads and organization. | |
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Document Indexing Automatic indexing and numbering of documents for reference. |
Automatic document indexing and customizable numbering are part of CapLinked's organization tools. | |
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Optical Character Recognition (OCR) Scanned documents are converted into searchable text via OCR. |
Optical Character Recognition (OCR) for scanned documents is supported as per CapLinked's product information. | |
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Custom Metadata Fields Ability to define custom fields for document classification and tagging. |
CapLinked supports custom metadata fields for classification and document tagging. | |
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Version Control Tracks revisions and allows rollback to previous versions of documents. |
Version history and rollback to previous versions are described as CapLinked features. | |
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Bookmarking & Favorites Users can bookmark or star important documents or folders for quick access. |
Bookmarking and quick access to favorites is standard in the CapLinked UI. | |
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Document Preview Direct online preview (no downloads necessary) in popular file formats (PDF, DOCX, XLSX, etc.). |
Online previews available for popular file formats (PDF, DOCX, XLSX, etc.) as advertised by CapLinked. |
User Collaboration and Communication
(3 Yes /3 Known /8 Possible features)
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Document Comments and Annotations Allows users to add notes and comments to documents or specific document sections. |
Comments and in-document annotations are supported for collaboration. | |
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Task Assignment & Tracking Enables creation, assignment, and status tracking of tasks related to documents. |
No information available | |
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Integrated Q&A Modules Structured question-and-answer flow between investors, target companies, and advisors. |
Structured Q&A modules are included for due diligence processes in CapLinked. | |
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Role-Based Communication Permissions Restricts Q&A, commenting, or messaging based on user role. |
No information available | |
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Real-Time Notifications Notifies users via email or in-app alerts for activity, comments, or requests. |
Real-time notifications by email, platform, or mobile app are featured in CapLinked. | |
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Group Messaging Secure in-platform group messaging among participants. |
No information available | |
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Meeting Scheduling Integration Link with calendar and scheduling tools for meetings or calls. |
No information available | |
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Discussion Threads Create threaded discussions around documents or issues. |
No information available |
User Management and Permissions
(6 Yes /6 Known /7 Possible features)
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Role-Based Access Create and assign roles (e.g., admin, investor, advisor, uploader) with configurable permissions. |
Role-based access with configurable permissions is central to CapLinked's user management. | |
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Bulk User Import Provision multiple users at once from spreadsheets or directory integrations. |
Bulk user import via directory integration and spreadsheet upload is available. | |
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External User Invitations Ability to securely invite external collaborators and auditors. |
External auditors and collaborators can be invited securely with time-limited access. | |
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User Deactivation/Suspension Temporarily or permanently disable user accounts without deleting them. |
Admins can deactivate or suspend users without deleting them. | |
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Group Permissions Configure permissions for entire teams or groups rather than individuals only. |
Group-based permissions are supported for easier management. | |
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Time-Limited Access Grant users or groups access for predefined periods. |
Time-limited access can be provisioned for users/groups. | |
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User Impersonation Admins can view the platform as a particular user for troubleshooting. |
No information available |
Usability and User Experience
(4 Yes /4 Known /7 Possible features)
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Modern Intuitive UI Clean, responsive design compatible with modern browsers and devices. |
CapLinked UI is modern, responsive, and works on all popular browsers as shown by site demo and screenshots. | |
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Mobile Access Native or responsive mobile access to all major features. |
Mobile access via responsive web app is supported, as described in CapLinked's user materials. | |
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Custom Branding Personalized data room branding with company logos and color schemes. |
Custom branding with client logos and colors is available. | |
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Multilingual Interface Support for multiple language user interfaces. |
No information available | |
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Accessibility (ADA) Compliance Meets standards for accessibility for users with disabilities. |
No information available | |
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Fast Load Time Typical time for data room or document preview to load. |
No information available | |
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Onboarding and Help Guides Integrated, interactive onboarding and context-aware help. |
Onboarding guides and integrated help tools are described in CapLinked's documentation and tutorials. |
Integration and Interoperability
(6 Yes /6 Known /6 Possible features)
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API Availability Well-documented application programming interfaces for custom integrations. |
API access is advertised for integration and automation purposes. | |
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Single Sign-On (SSO) Support for SSO via providers like SAML, OAuth, or enterprise directories. |
CapLinked supports SSO via SAML, Google, and enterprise directories. | |
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Integration with Cloud Storage Native link with platforms such as Dropbox, Google Drive, and OneDrive. |
Integration with Dropbox, Google Drive, and OneDrive available in CapLinked. | |
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Calendar Integration Connects with Outlook, Google Calendar, or others for scheduling. |
Calendar integrations are available for meeting and deadline tracking. | |
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Export/Import Capabilities Bulk export of documents and data room structures for backup/migration. |
Export/import entire data room structures and files for backup/migration is available. | |
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Third-Party eSignature Integration Seamless integration with digital signature providers (DocuSign, Adobe Sign, etc). |
Third-party eSignature integrations (DocuSign, Adobe Sign) are supported and documented by CapLinked. |
Reporting and Analytics
(4 Yes /4 Known /5 Possible features)
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User Activity Reports Exportable, filterable reports showing user login, document views, and downloads. |
Downloadable and filterable user activity reports are available in the reporting module. | |
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Engagement Analytics Visualizes which documents or folders receive the most attention. |
Engagement analytics dashboard is included for data room managers. | |
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Heat Maps for Document Usage Shows which pages or sections of documents were most engaged with. |
No information available | |
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Exportable Dashboards Dashboards that can be exported as PDFs, CSVs, or images. |
Report dashboards can be exported as PDF/Excel from the analytics module. | |
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Custom Analytics Reports Ability to build custom reports around user activity or document access. |
CapLinked allows building custom activity reports based on user/document data. |
Performance and Scalability
(0 Yes /0 Known /5 Possible features)
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Concurrent User Support Number of users that can access the platform at the same time without performance degradation. |
No information available | |
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Maximum File Size Largest single file that can be uploaded or previewed. |
No information available | |
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Maximum Data Room Size Total storage capacity per project or data room. |
No information available | |
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Uptime Guarantee Service Level Agreement uptime metrics. |
No information available | |
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Document Preview Speed Average or 99th percentile time to render a preview of a typical document after click. |
No information available |
Support and Service
(3 Yes /3 Known /5 Possible features)
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24/7 Support Availability Help desk available around the clock via phone, chat, or email. |
24/7 support access via phone, chat, and email is promoted on CapLinked's support page. | |
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Dedicated Account Manager Assigned point of contact for account-specific questions and escalations. |
No information available | |
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Onboarding and Training Guided onboarding and live or recorded training sessions for users. |
Onboarding and live/recorded training sessions are offered to new customers. | |
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Knowledge Base Access Comprehensive help articles, guides, and FAQs. |
Extensive knowledge base with articles and video tutorials is accessible to all users. | |
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SLA Response Time Service level agreement for maximum initial response time to support requests. |
No information available |
Pricing and Contract Flexibility
(2 Yes /2 Known /5 Possible features)
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Transparent Pricing Clear, publicly available pricing tiers and features. |
Pricing tiers and features are explicitly listed on CapLinked's website. | |
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Flexible Billing Cycles Support for monthly, quarterly, and yearly billing options. |
No information available | |
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Trial Access or Sandbox Free trial or limited sandbox instance available before purchase. |
Free trial and sandbox instance are available on request according to CapLinked. | |
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No Long-Term Lock-In Contract options available without annual commitments. |
No information available | |
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Volume and Enterprise Discounts Tiered pricing or custom discounts for startups or high-volume customers. |
No information available |
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