CapLinked Customer Reviews 2025 | Document Management

CapLinked

Composite Score

6.9 /10

CX Score

6.7 /10

32 Reviews Write a Review

Claim Software

What is CapLinked?

CapLinked is more than just document management software – setup your workspace data room in under 10 minutes, then edit, share, and collaborate on documents faster than ever before with our intuitive interface. CapLinked makes it faster, safer, and easier to manage business transactions in the cloud. CapLinked’s secure platform provides companies with easy-to-use tools for capital raises, asset sales, mergers & acquisitions, real estate deals, investor & board reporting, business development negotiations, and other types of complex business transactions.

Company Details

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Awards & Recognition

CapLinked won the following awards in the Document Management category

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0 Top Rated Capabilities

1 Top Rated Features

Latest Award, 2025

0 Top Rated Capabilities

1 Top Rated Features

2023

0 Top Rated Capabilities

1 Top Rated Features

2022

CapLinked Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on CapLinked.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

79 Likeliness to Recommend

2
Since last award

93 Plan to Renew

2
Since last award

70 Satisfaction of Cost Relative to Value

3
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+72 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love CapLinked?

2% Negative

32% Neutral

66% Positive

Pros

Saves Time
Respectful
Acts with Integrity
Reliable

Cons

Under Delivered
Commodity Features

Feature Ratings

Average 79

Virtual Data Room

Document Hosting

Access Tracking

Security and Access Control

Searchability

Publication Workflow

Version Control

Metrics and Reporting

Document Sharing

Indexing and Classification

Editor Functions

Vendor Capability Ratings

Average 74

Ease of Implementation

Usability and Intuitiveness

Ease of Data Integration

Ease of IT Administration

Business Value Created

Vendor Support

Breadth of Features

Product Strategy and Rate of Improvement

Availability and Quality of Training

Quality of Features

Ease of Customization

CapLinked Reviews

Doug H.

Role: C-Level
Industry: Finance
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Oct 2024

Very fair price point. User functionality is good

Likeliness to Recommend

9 /10

What differentiates CapLinked from other similar products?

Very fair price point. Software is fairly easy to use.

What is your favorite aspect of this product?

Very fair price point. Software is fairly easy to use.

What do you dislike most about this product?

Character limitations for file names and labeling

What recommendations would you give to someone considering this product?

For the price, it has the functionality that we need. There are other competitive products that have more bells and whistles, but come at a much higher cost.

Ogunwuyi E.

Role: Information Technology
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jul 2025

Secure & User-Friendly, But Needs Deeper Reporting

Likeliness to Recommend

9 /10

What differentiates CapLinked from other similar products?

CapLinked stands out from competitors thanks to its comprehensive API support, which enables seamless integration into internal applications,

What is your favorite aspect of this product?

My favorite aspect of CapLinked is its intuitive, user-friendly interface combined with top-tier security and outstanding customer support, making it easy to manage confidential documents securely while receiving prompt, knowledgeable assistance whenever needed

What do you dislike most about this product?

It's limited reporting and analytics capabilities,

What recommendations would you give to someone considering this product?

Leverage the 14-Day Trial for Hands-On Testing, Plan Your File & Folder Structure According to Best Practices. Whitelisting for Seamless System Performance Monitor API Integration Use-Cases

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Saumya S.

Role: Finance
Industry: Banking
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2025

Easy to use features

Likeliness to Recommend

8 /10

What differentiates CapLinked from other similar products?

Cost effective product!

What is your favorite aspect of this product?

Ease of use

What do you dislike most about this product?

Interface can be improved

What recommendations would you give to someone considering this product?

If a user friendly VDR is needed at a reasonable cost, CapLinked is a great option

Pros

Helps Innovate
Performance Enhancing
Enables Productivity
Unique Features

CapLinked

What is CapLinked?

Company Details

Need Assistance?

Awards & Recognition

CapLinked Ratings

79 Likeliness to Recommend

2 Since last award

93 Plan to Renew

2 Since last award

70 Satisfaction of Cost Relative to Value

3 Since last award

Emotional Footprint Overview

+72 Net Emotional Footprint

How much do users love CapLinked?

Pros

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Virtual Data Room The ability to allow administrators to communicate with their invited users regarding deals, legal cases, audits, etc. related to specific documents.

Document Hosting Centralized hosting of electronic documents, allowing the ability for contributors to upload to a secure area.

Access Tracking The tracking of document access, including who had opened it or downloaded it.

Security and Access Control Securing of electronic documents from unauthorized access and the ability to assign access to specific users or user groups.

Searchability DMSes generally allow for the ability to conduct searches on document content.

Publication Workflow Workflow capability that routes documents across defined roles in the publication process, either for review, editing, publication, etc.

Version Control Tracking of document versions with each iteration of document changes.

Metrics and Reporting This feature enables the DMS administrator to produce reports on the DMS, such as document volumes, document access, publication trends, etc.

Document Sharing Document sharing is the ability to share a document with those who have not been granted explicit access

Indexing and Classification Where the DMS will search the contents of all documents, index search results and organize them based on the organization’s taxonomy

Editor Functions Features to allow designated editors to have the ability to review a document, make notes, corrections, and insert markups for re-editing by the author(s).

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

CapLinked Reviews

Doug H.

Very fair price point. User functionality is good

Likeliness to Recommend

Ogunwuyi E.

Secure & User-Friendly, But Needs Deeper Reporting

Likeliness to Recommend

Pros

Saumya S.

Easy to use features

Likeliness to Recommend

Pros

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Feature Ratings

Virtual Data Room

Document Hosting

Access Tracking

Security and Access Control

Searchability

Publication Workflow

Version Control

Metrics and Reporting

Document Sharing

Indexing and Classification

Editor Functions

Vendor Capability Ratings

Ease of Implementation

Usability and Intuitiveness

Ease of Data Integration

Ease of IT Administration

Business Value Created

Vendor Support

Breadth of Features

Product Strategy and Rate of Improvement

Availability and Quality of Training

Quality of Features

Ease of Customization