Company Website

Ratings and Reviews 213 Ratings

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ease
features
design
support

Ratings and Reviews 1 Rating

Total
ease
features
design
support

What is CapLinked?

CapLinked gives organizations a more controlled way to manage confidential documents, share files, and collaborate on important business projects. Known as The Deal Room That Works, CapLinked combines virtual data rooms, document management, permissions, file tracking, and secure collaboration in one web based workspace. Teams use CapLinked for due diligence, mergers and acquisitions, fundraising, audits, licensing reviews, asset sales, legal projects, board materials, and other situations where sensitive information needs to be shared with the right people. Instead of relying on email attachments, open folder links, or scattered document storage, administrators can organize files, manage access, limit downloads, apply watermarks, set expiration rules, and monitor activity. CapLinked also gives external reviewers a cleaner experience. Buyers, investors, attorneys, accountants, advisors, partners, and internal decision makers can review documents in a professional environment, while project owners maintain visibility into access and engagement. This helps reduce version confusion, manual follow up, and uncertainty during complex reviews. From boutique firms to Big Four consultants, global enterprises, and growing teams, CapLinked helps organizations move sensitive work forward with clarity, accountability, and control. Learn more at caplinked.com.

What is 4Degrees?

4Degrees provides smart solutions for managing deals and relationships, enabling your team to maximize their professional connections effectively. The platform integrates intuitive network searching with automated data entry and smart alerts, ensuring you capitalize on every opportunity to forge connections or finalize deals. By leveraging 4Degrees, you can fully harness the potential of your network! Our CRM software is commonly utilized in various fields, including: - Venture Capital - Private Equity - Mergers and Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, showcasing its versatility across different industries.

Media

Media

Integrations Supported

Asana
Basecamp
Box
Evernote
Facebook
Gmail
Google Drive
Jira Service Management
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Pipedrive
PitchBook
Salesforce
Typeform
Wufoo
X (Twitter)
Zapier
Zendesk
monday AI work platform

Integrations Supported

Asana
Basecamp
Box
Evernote
Facebook
Gmail
Google Drive
Jira Service Management
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Pipedrive
PitchBook
Salesforce
Typeform
Wufoo
X (Twitter)
Zapier
Zendesk
monday AI work platform

API Availability

Has API

API Availability

Has API

Pricing Information

$399/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CapLinked

Date Founded

2010

Company Location

United States

Company Website

www.caplinked.com

Company Facts

Organization Name

4Degrees

Date Founded

2017

Company Location

United States

Company Website

4degrees.ai/

Categories and Features

Digital Rights Management

CapLinked offers an integrated digital rights management (DRM) system known as FileProtect, empowering organizations to manage the accessibility, sharing, and utilization of sensitive documents, even post-download. Among its features are dynamic watermarking that incorporates user email addresses, IP addresses, and timestamps, as well as options for view-only access, limitations on printing and downloading, file expiration settings, and the ability to revoke access instantly for files that have already been downloaded. Administrators can conveniently establish expiration dates and track every interaction with documents via comprehensive audit trails. CapLinked's DRM solution is particularly effective for safeguarding intellectual property and confidential business information during processes like mergers and acquisitions, fundraising, due diligence, audits, and client interactions. Ensure the security of your intellectual property and sensitive data throughout their entire lifecycle without the need for additional plugins or software installations.

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

Due Diligence

CapLinked offers a secure virtual data room (VDR) designed to streamline and expedite the due diligence process by providing a centralized hub for the sharing, reviewing, and management of sensitive business documents. Deal teams can create organized file structures with automated indexing, set detailed role-based access permissions, monitor document activity in real-time, and handle multi-party questions and answers effortlessly. The platform is beneficial for both buy-side and sell-side due diligence related to mergers and acquisitions, fundraising, capital raises, audits, and regulatory assessments. With features like dynamic watermarking, FileProtect DRM that allows for immediate access revocation even after files have been downloaded, and infrastructure compliant with SOC 2, ISO 27001, and HIPAA standards, CapLinked ensures the security of confidential information throughout the review process. According to CapLinked’s metrics, users can reduce due diligence timelines by 30-40% and enhance overall deal outcomes.

Investment Banking

CapLinked offers investment bankers a robust virtual data room (VDR) designed for secure deal execution, private document sharing, and efficient management of buyer inquiries. Whether handling pitchbook distribution or managing sell-side auctions, CapLinked delivers the speed, security, and organization essential for the investment banking sector. Its features include 256-bit encryption for file sharing, detailed role-based access controls, real-time activity monitoring, dynamic watermarking, FileProtect DRM with the ability to revoke access after download, SAML-based SSO, and IP whitelisting. CapLinked caters to both buy-side and sell-side transactions, capital raising efforts, restructurings, and IPO processes. Engineered to meet the rigorous confidentiality and compliance requirements of the financial industry, it adheres to SOC 2, ISO 27001, and HIPAA standards and is relied upon by prestigious firms such as Ernst & Young and KPMG.

M&A

CapLinked is a specialized virtual data room (VDR) designed specifically for mergers and acquisitions, facilitating the due diligence process by providing a secure and organized environment for deal teams to share sensitive documents and collaborate seamlessly with buyers, sellers, legal advisors, and other stakeholders. With features such as role-based access controls, integrated Q&A functionality, dynamic watermarking, FileProtect DRM, and real-time tracking of buyer engagement, CapLinked ensures that M&A transactions are both efficient and secure. Buyers benefit from a structured data room for quick access to materials, while sellers retain complete oversight of document permissions, including the ability to instantly revoke access even after files have been downloaded. CapLinked seamlessly integrates with popular platforms like Salesforce, Dropbox, Box, OneDrive, and Google Drive, as well as offering an open API to enhance your existing M&A processes. Used by nearly half of the Fortune 1000 companies and trusted in over 75 countries, CapLinked empowers deal teams to expedite closings with minimal complications, remaining valuable even through the post-merger integration phase.

Private Equity

CapLinked is designed specifically for private equity firms seeking an efficient, secure, and scalable solution for fundraising, managing portfolios, and executing deals. Private equity firms utilize CapLinked to distribute investment documents to limited partners, oversee due diligence processes on prospective companies, and collaborate with advisors and co-investors. With sophisticated permission settings, detailed audit logs, customizable watermarking, and smooth integrations, CapLinked safeguards sensitive investment information throughout all phases. From initial outreach to deal closure, CapLinked equips private equity professionals with the essential tools to conduct organized, compliant, and secure transactions. It is relied upon by top private equity firms around the world.

Virtual Data Room

CapLinked offers a secure, cloud-based virtual data room (VDR) designed for organizations handling sensitive transactions and document exchanges during activities such as mergers and acquisitions, fundraising, initial public offerings, and audits. Unlike conventional cloud storage solutions, CapLinked enhances security with detailed permission settings, dynamic watermarking, real-time tracking of user activities, and robust encryption equivalent to bank standards. This allows deal teams to maintain comprehensive oversight and control over their most vital documents. Built with an emphasis on rapid deployment and security, CapLinked accommodates an unlimited number of users, supports bulk file uploads, and features integrated Q&A capabilities. It also seamlessly connects with platforms like Salesforce, Dropbox, Box, OneDrive, Google Drive, and offers an open API for further customization. CapLinked complies with key security standards including SOC 2, ISO 27001, HIPAA/HITECH, PCI SAQ-D, and FISMA, utilizing AES-256 encryption for data protection. Whether you are seeking investment, selling a company, conducting due diligence, or managing relationships with investors, CapLinked’s virtual data room ensures that your transactions progress smoothly and securely. It is trusted by numerous organizations across the globe.

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Categories and Features

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

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

M&A

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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