---
title: CapLinked Reviews
meta_title: 'CapLinked Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 85 reviews by the users' company size, role or industry to
  find out how CapLinked works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 85
  scale: '5'
date_modified: '2026-07-22'
parent_category:
  name: Content Management
  url: https://www.g2.com/categories/content-management
---

# CapLinked Reviews
**Vendor:** CapLinked  
**Category:** [Virtual Data Room Software](https://www.g2.com/categories/virtual-data-room-vdr)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 85
## About CapLinked
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&amp;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&amp;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. CapLinked is a secure, cloud-based virtual data room (VDR) for organizations managing confidential transactions and document sharing during M&amp;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&amp;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&#39;re raising capital, selling a business, managing due diligence, or handling investor relations, CapLinked&#39;s virtual data room keeps your deal moving securely and efficiently. Trusted by thousands of organizations worldwide.




## CapLinked Reviews
  ### 1. Secure, Professional Due Diligence Data Room That Keeps Everything Organized

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 13, 2026

**What do you like best about CapLinked?**

CapLinked has been a reliable platform for managing due diligence. It was easy to get the data room set up, organize documents clearly, and control access for different parties involved in the process. The permission settings were especially helpful since we needed to share information with different stakeholders without losing control over sensitive materials. Overall, it felt much more secure and professional than relying on shared drives or email, and it helped keep everything organized during a fast-moving transaction.

**What do you dislike about CapLinked?**

My experience was good overall, though it was not completely plug-and-play at the start. Once we got used to it, it was fine, but a few tools could be easier for first-time users to figure out.

**What problems is CapLinked solving and how is that benefiting you?**

CapLinked gave us a secure way to share sensitive documents with both internal team members and outside parties. I also liked that everyone could view updates in real time, which helped keep the deal moving and made collaboration much easier across organizations. For us, it solved the challenge of sharing information securely while keeping the process organized and compliant.

  ### 2. Secure Data Management with Responsive Support

**Rating:** 3.5/5.0 stars

**Reviewed by:** Arsalkhan 9. | Senior Officer Logistics | Supply Chain Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 20, 2026

**What do you like best about CapLinked?**

I find CapLinked easy to use, and I appreciate its good security. The responsive customer support is something I really like. I also value the digital rights management feature because it gives me control over sensitive data by allowing me to revoke access and prevent forwarding.

**What do you dislike about CapLinked?**

The user interface could be made more modern

**What problems is CapLinked solving and how is that benefiting you?**

I use CapLinked for managing data, and its dashboards are easy to use and secure. The digital rights management gives me control over sensitive data, allowing me to revoke access and prevent forwarding. I also appreciate their responsive customer support.

**Official Response from Greg Brinson:**

> We appreciate that you took the time to submit your review and your feedback. Regarding the modernness of the interface, we have been undergoing a refresh, with some pages being complete, and the rest following over the coming weeks. 

  ### 3. Simplifies Document Management Seamlessly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 16, 2026

**What do you like best about CapLinked?**

I like the simplicity of CapLinked. The user interface is very friendly and it's very easy to download documents. Keeping track of our investments is seamless with the way they show capital accounts and P&L. The initial setup was very easy and seamless as well. I appreciate that the software is reliable and simplifies the process of sharing a huge amount of documents required by our tax advisers.

**What do you dislike about CapLinked?**

Nothing

**What problems is CapLinked solving and how is that benefiting you?**

I use CapLinked to keep up with required documents by tax entities or our LPs. It's easy to download and share documents, simplifying the process and making it seamless to track investments.

  ### 4. Secure Sharing with Easy Permission Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Syed Kashan A. | Finance Intern, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2026

**What do you like best about CapLinked?**

I like CapLinked for its secure file sharing and easy permission management, which help us securely share sensitive files with clients while controlling who can view or download documents. The initial setup was straightforward and easy to manage, allowing us to quickly organize our documents and user access.

**What do you dislike about CapLinked?**

The platform works well overall, but the interface could feel more modern and some navigation features could be more intuitive for new users

**What problems is CapLinked solving and how is that benefiting you?**

I use CapLinked to securely share sensitive documents, manage access permissions, and keep client collaboration organized in one place.

  ### 5. CapLinked’s User-Friendly UX and Features Shine

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aqeela  R. | Executive Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 30, 2026

**What do you like best about CapLinked?**

What I like best about CapLinked is its secure and easy-to-use document sharing system. It helps keep files organized, simplifies collaboration with clients and team members, and saves a lot of time during project management and due diligence processes.

**What do you dislike about CapLinked?**

One thing I dislike about CapLinked is that the interface can feel a bit overwhelming for new users at first. Some features also take time to learn, especially when managing large projects or multiple folders.

**What problems is CapLinked solving and how is that benefiting you?**

CapLinked lets me securely share and manage sensitive documents in one place, saving time and keeping everything organized.

  ### 6. Streamlined Secure Document Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 20, 2026

**What do you like best about CapLinked?**

I find CapLinked very easy to use and secure. It makes managing user permissions simple and is a great solution for handling confidential business transactions. I also appreciate how easy it is to upload and download files. The document permission feature is particularly valuable as it helps control user access.

**What do you dislike about CapLinked?**

Nothing

**What problems is CapLinked solving and how is that benefiting you?**

CapLinked helps us share confidential documents, is easy to use and secure, and simplifies managing user permissions. It's great for handling confidential business transactions and controlling user access, with straightforward upload and download features.

  ### 7. Secure, Easy-to-Use Data Rooms That Simplify Due Diligence

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 14, 2026

**What do you like best about CapLinked?**

What I like best about CapLinked is its strong security features combined with an easy-to-use interface. It makes sharing and managing sensitive documents during due diligence and business transactions simple, secure, and highly organized.

**What do you dislike about CapLinked?**

One downside of CapLinked is that some advanced features and permission settings can take time to fully understand for new users. The interface is clean, but the learning curve can still feel a bit steep for first-time users managing complex data rooms.

**What problems is CapLinked solving and how is that benefiting you?**

CapLinked helps solve the challenge of securely sharing and managing sensitive business documents during due diligence, fundraising, and client transactions. It benefits us by improving collaboration, keeping documents organized, reducing security risks, and making the overall process faster and more efficient.

  ### 8. Effortless File Sharing with Quick Bulk Downloads

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 16, 2026

**What do you like best about CapLinked?**

I use CapLinked for its easy bulk download and quick upload features, which make transferring files straightforward. I appreciate being able to receive materials quickly, and I love that I get email notifications when materials are uploaded. The initial setup was easy too.

**What do you dislike about CapLinked?**

Nothing, worked well

**What problems is CapLinked solving and how is that benefiting you?**

CapLinked helps me with transferring files in a data room. I like the easy bulk download and quick upload features, allowing me to receive and manage materials quickly, with email alerts when materials are uploaded.

  ### 9. Strong Security and Clean UX, Though Some Admin Hurdles Feel Old School

**Rating:** 3.5/5.0 stars

**Reviewed by:** Ashar A. | Account Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 05, 2026

**What do you like best about CapLinked?**

CapLinked is widely regarded for balancing heavy-duty security with a surprisingly clean user experience. If you’re dealing with high-stakes document management or data reconciliation

**What do you dislike about CapLinked?**

While CapLinked is highly effective for security-heavy tasks, it isn't without its frustrations. Depending on how fast-paced your workflow is, you might find some of its administrative and technical hurdles a bit "old school."

**What problems is CapLinked solving and how is that benefiting you?**

1. Accuracy During Data Reconciliation
2. Protecting Sensitive Corporate Data
3. Professionalism in External Communication

  ### 10. Intuitive and Easy-to-Use: Smooth Document Uploads & Clear Usage Tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2026

**What do you like best about CapLinked?**

Intuitive and easy to use. Uploading documents is easy. Tracking usage and access is also quite easy

**What do you dislike about CapLinked?**

Giving access is not the most straight forward process.

**What problems is CapLinked solving and how is that benefiting you?**

We use the VDR for all of our transactions. Clients and counterparties appreciate its ease of use

**Official Response from Greg Brinson:**

> Thank you for taking some time from your day to share your Caplinked review, and for being a Caplinked client. For others who may want to see the process for setting user permissions, videos ten through twelve in our client learning portal provide step by step instructions. 

  ### 11. CapLinked Makes Secure Due Diligence and Data Room Management Effortless

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rajib D. | Managing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 09, 2026

**What do you like best about CapLinked?**

CapLinked is a reliable, secure platform for managing sensitive documents, investor communications and due diligence workflows. The interface feels intuitive, the permission controls are strong and the overall user experience makes complex data room management noticeably more efficient. It’s especially valuable for organizations that need solid security, smoother collaboration and a professional way to present materials for high-stakes transactions.

**What do you dislike about CapLinked?**

At this point in time, there’s nothing I can think of.

**What problems is CapLinked solving and how is that benefiting you?**

I primarily used CapLinked’s solution for document security.

  ### 12. Well-Organized Tool That Keeps Our Team on Track

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2026

**What do you like best about CapLinked?**

It is very well organized and helps the team

**What do you dislike about CapLinked?**

Don’t have many complaints off the top of my head

**What problems is CapLinked solving and how is that benefiting you?**

Caplinked has helped us solve many problems in the org

  ### 13. Optimizes Development with Easy Setup

**Rating:** 4.5/5.0 stars

**Reviewed by:** anas j. | AI Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 04, 2026

**What do you like best about CapLinked?**

I like that CapLinked makes my software more optimized, removes bottlenecks, and makes it more scalable. It also helps with software load balancing, which is incredibly beneficial. The initial setup was very easy for my team.

**What do you dislike about CapLinked?**

Front end development game still needs improvement.

**What problems is CapLinked solving and how is that benefiting you?**

CapLinked optimizes my software, removes bottlenecks, and enhances scalability. It assists with software load balancing.

  ### 14. Secure File Sharing, but Downloads Could Be Easier

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** June 25, 2026

**What do you like best about CapLinked?**

It's a secure way to exchange files in the system.

**What do you dislike about CapLinked?**

It's not easy to download the files and bulk download them

**What problems is CapLinked solving and how is that benefiting you?**

It makes files sharing easier and quicker in a secure way

**Official Response from Greg Brinson:**

> Thank you very much for taking the time to post a review. I do want to provide some guidance on bulk downloading. I have provided a link to our client learning portal, Caplinked University, and in Video 18 there are instructions on bulk downloading. One option is to click the dropdown arrow beside the download button and select "Download all Files". The other is to select folders and/or files by clicking the checkbox beside each item, and once your selections are made you can click the download button. If you ever have questions, please email support@caplinked.com. 

  ### 15. Affordable platform with responsive customer service. Lacks features of premium VDRs

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** April 09, 2026

**What do you like best about CapLinked?**

Cheap pricing, responsive customer service, intuitive platform.

**What do you dislike about CapLinked?**

Lacks some features of premium VDR vendors. Can be more time-consuming to edit file names and organize files within the VDR. Fewer options to see which users have viewed specific files and subfolders. Index report option can't be customized like other platforms. Notification frequency can't be customized by subfolder.

**What problems is CapLinked solving and how is that benefiting you?**

Secure platform to exchange sensitive documents between multiple internal and external users.

**Official Response from Greg Brinson:**

> Thank you for your review, and for the details you have provided. Would you be open to sharing more information with a member of our support team? We value customer feedback, and often times it leads to implementing the changes that users are recommending. I would like to learn a little more about what you would like to see in the reporting functionality, as well as getting more details on customizing index reports. If you're open to it, please email support@caplinked.com with additional information, or to arrange a brief call so they can gather more details. There is a link below where you will find more information on reporting in Caplinked. 

Thank you again for your review and for choosing CapLinked as your data room partner.

  ### 16. Affordable and Fully Featured for What I Need

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 09, 2026

**What do you like best about CapLinked?**

It is a relatively cheap product compared to the market place but has all of the functionality I need

**What do you dislike about CapLinked?**

Cannot run reports on who has looked at which files, but I rarely would use that either way

**What problems is CapLinked solving and how is that benefiting you?**

Allows all team members to see files real time, across organizations which creates more speed in a deal

**Official Response from Greg Brinson:**

> Thank you for taking the time to review CapLinked.

I would like to provide some clarification regarding our Activity Reporting. We offer several customizable reports that can be filtered by date range and exported, in addition to our EZ Insights dashboard. I encourage you to contact CapLinked support, as they would be happy to walk you through this functionality and answer any questions you may have.

For a video walkthrough of EZ Insights, please visit our client learning portal and navigate to the EZ Insights tab. I have included the resource link with this message for your convenience. 

Thank you again for your review and for choosing CapLinked as your data room partner.

  ### 17. Amazing Service and Outstanding Quality

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ali A. | Legal Intern, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 29, 2026

**What do you like best about CapLinked?**

Its amazing service to be very honest. The quality of service is amazing.

**What do you dislike about CapLinked?**

Nothing really. So far everything seems good.

**What problems is CapLinked solving and how is that benefiting you?**

Very useful for me in my personal usage

  ### 18. Easy to Use, Simple Layout, and Fast Loading

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 26, 2026

**What do you like best about CapLinked?**

Good index and easy to use, simple layout. Loads quick. I wasn't the administrator so don't have a view on price. Didn't need support and didn't experience the AI integration

**What do you dislike about CapLinked?**

Disclaimer every time you log in was annoying. Slightly old school format

**What problems is CapLinked solving and how is that benefiting you?**

Dataroom for M&A deals

**Official Response from Greg Brinson:**

> Thank you for your review. Regarding the disclaimer document being presented each time you logged in and entered the data room, the administrator has the option to present it just once, or to present it each time users log back into Caplinked and enter their data room. They can also require a digital signature the first time users enter, and then choose the setting to never present the document again. In your case they definitely chose for you to see and acknowledge the document every time you entered. We appreciate your feedback. 

  ### 19. Seamless UI That Just Works

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nawal Z. | co founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2026

**What do you like best about CapLinked?**

Seamless UI - it is just very easy to use.

**What do you dislike about CapLinked?**

Nothing really. It gets the job done and does not crash.

**What problems is CapLinked solving and how is that benefiting you?**

it is helping me scale my business.

  ### 20. credit analyst

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** July 21, 2026

**What do you like best about CapLinked?**

easy to navigate, easy to download, and easy to save

**What do you dislike about CapLinked?**

registration can be complicated when starting account

**What problems is CapLinked solving and how is that benefiting you?**

helps me access pertinent documents for business

  ### 21. Secure Platform for Managing Sensitive Documents

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pradyot K. | Chief Executive Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 09, 2026

**What do you like best about CapLinked?**

A highly reliable and secure platform for managing sensitive documents.

**What do you dislike about CapLinked?**

None so far, based on my experience using the product.

**What problems is CapLinked solving and how is that benefiting you?**

CapLinked addressed the challenge of secure, compliant document sharing and deal management for my organization.

  ### 22. Easy Shared Document Tracking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2026

**What do you like best about CapLinked?**

I can keep track of shared documents with my team members, which makes it easier to stay organized and on the same page.

**What do you dislike about CapLinked?**

I’ve been using the free trial, and so far I haven’t noticed any downsides.

**What problems is CapLinked solving and how is that benefiting you?**

It helps me share documents and keep track of everything in one place.

  ### 23. PROTECT YOUR DATA WITHOUT COMPLICATIONS.

**Rating:** 4.0/5.0 stars

**Reviewed by:** liset R. | Recursos Humanos, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 29, 2022

**What do you like best about CapLinked?**

CapLinked is a virtual data room capable of managing documents, creating and sharing a workspace in a few minutes with greater productivity and security, it is a tool that facilitates work in my organization, allowing me to manage thousands of documents quickly and easily with advanced permissions that controls access to rooms, makes it easier to obtain downloads, views and personalized reports, increasing productivity and saving time.

**What do you dislike about CapLinked?**

CapLinked is a virtual data room that offers my work team the opportunity to manage projects in a secure and intelligent way, it is a perfect tool for a pleasant workspace, its level of security is one of its most powerful characteristics because from The first comment offers the confidence that our documents will be protected. It is a tool that is very well developed and works fabulously with its flexible and intuitive features and nothing bothers me.

**Recommendations to others considering CapLinked:**

I recommend CapLinked because it is a collaboration and document editing tool that fits our needs, a software that offers control and management of documents with security and immediacy. In my organization we use it and we are pleased because it makes collaboration with teammates possible. and external parties is safe and easy by storing, editing and maintaining documents in a secure space.

**What problems is CapLinked solving and how is that benefiting you?**

CapLinked is a tool that has had a great impact on my organization. Since we have used it, work progresses and the positive results are notorious. It is a secure and intelligent solution that facilitates collaboration and document control. The way in which team members communicate with each other has also improved, being now in an affective way alerting about changes, sending notifications, sharing through instant messaging and updates, saving time and without missing any details.

  ### 24. "User-Friendly, Absolute, Serviceable and Well-Supported Service"

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mst Rahima K. | Sales Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 27, 2021

**What do you like best about CapLinked?**

CapLinked is an adequate quality for what we receive; in performance, it is the most delicate trade. The search feature that updates emailed, the ability to transfer folders and files, and the software elements that I like. We no longer email files; instead, we send a link to the consistent person, and our data is protected. Also, the software has an appropriate function that allows us as administrators to access any user’s view, which is useful when users call with questions. We use CapLinked because of its modest user interface and ease of usage. Outstanding customer service; swift to respond and know how to address issues; someone is likely 24/7.

**What do you dislike about CapLinked?**

I'd welcome a little more information about versioning. Admins cannot remove workspaces from the system, although they would want to have that option as an Admin. We had chosen a renewal that is versatile and has no flaws. But all I'm saying is that, like other reliable data vault providers, of course, the product is eager to advance.

**Recommendations to others considering CapLinked:**

I enthusiastically advise you to do so! Features that stand out, excellent customer service, and a reasonable price.

**What problems is CapLinked solving and how is that benefiting you?**

For all document storage and sharing, CapLinked has been our go-to tool. This solution allowed me to stop the continuous communications and better arrange our information. We can easily keep track of who provides and downloads documents. As a more efficient filing sharing technique, it saved us time for both our team and the audit team.

  ### 25. Most easy and efficient virtual storage manager!!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Mayuri G. | Purchasing Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 19, 2021

**What do you like best about CapLinked?**

Caplinked manages the documents very effectively. It helps to find any documents from millions of while in just couple of seconds. It's very much easy to use. It's easy user interface makes it more useful. It's search feature performs perfectly well.

**What do you dislike about CapLinked?**

Need to provide more permissions to the admin while managing the workspace.

**Recommendations to others considering CapLinked:**

Get the best in class file storage and managing system to boost productivity.

**What problems is CapLinked solving and how is that benefiting you?**

Caplinked allows to change the files and folders order very easily. It helps to manage all the documents of users, clients. It gives the best feel while managing the storage. Caplinked also allows admin to see what users are seeing and editing in documents.

  ### 26. Caplinked in intuitive and easy to use

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.)

**Reviewed Date:** February 21, 2019

**What do you like best about CapLinked?**

After using Formstack for many years we needed a more powerful solution. I reviewed approximately 8 different products and judging on features and value CapLinked was the clear winner. The ease of use is the one of the reasons why we use CapLinked. We work with a lot of outside consultants and customers that need to access folder and files and not once did anyone struggled to access their data.

**What do you dislike about CapLinked?**

If uploading information, or creating a new folder you make a mistake in writing the name of folder, you have to delete the complete folder and create a new one with the name corrected. You should be able to edit a simple thing as folders name, instead of waisting time if you discover a typo after you have uploaded tons of data (that you will have to upload again).

**Recommendations to others considering CapLinked:**

The base platform is extremely easy to use and to setup your virtual data room. There are so many extras that we found over competitors, which is why we chose caplinked. The best part, is that you can decide who gets to see what document and workflow is quickly and easily monitored and measured here. You can customize the dashboard in almost any way imaginable. For us, the winning factor, was customer service. The Caplinked customer service team was truly phenomenal. Extremely knowledgeable, super responsive and just really kind and helpful. It was truly a 360° service.

**What problems is CapLinked solving and how is that benefiting you?**

The ease of use is amazing. In 30 minutes you can get used managing all the virtual data room functions, permissions, etc. Additionally the capacity to give different type of permissions (can read, download, print, etc.) to different individuals or group of individuals is quiet good and again easy to use.

**Official Response from Greg Brinson:**

> Thank you for submitting your review. Regarding the changing of file and folder names, this can in fact be done quite easily, and has been available for a very long time. For folders, you can double click beside the folder name and make the change, or to the right, you'll see a blue dropdown arrow. Click that and select "Rename". For files you can use the same dropdown menu option. We hope that helps. If you ever have questions please contact support.

  ### 27. Doubles in price after 3 months for no reason

**Rating:** 0.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 13, 2018

**What do you like best about CapLinked?**

It has what we need as a data room. When someone views or downloads a document - the details of that action are document and sent via email to the administrators.  

**What do you dislike about CapLinked?**

They continue to increase our bills and plans without notice or justification. We were on a professional plan which included unlimited workspaces and data. Without notice they changed our plan to the enterprise plan which is double the price a month and said it was due to usage. Why would usage change a plan that's already unlimited?

**Recommendations to others considering CapLinked:**

They will increase your plan and billing without notice and tell you it's due to your usage, after stating that the Professional Plan in unlimited. Their customer service is extremely poor and they will not give you notice when increasing or changing your account, and will do so without just reason or cause. (outside of charging you more, even double, for the same service) Caplinked is a scam.

**What problems is CapLinked solving and how is that benefiting you?**

Storage and access of documents 

  ### 28. Great software!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 19, 2019

**What do you like best about CapLinked?**

The ease of use is the one of the reasons why I use CapLinked.
Our company works with a lot of outside consultants and customers that need to access folder and files, so we basically tested a few data rooms and CapLinked was by far the best value for money. We moved away from emailing any files, we just send the CapLinked link to the relevant person and our data is safe and secure. 



**What do you dislike about CapLinked?**

All in all, its a great tool-however, It does lack some export tool and possibly better data trends. 

**What problems is CapLinked solving and how is that benefiting you?**

This is an amazing program, offers a higher level of engagement for groups. 
Also, lots of great benefits from engagement to exporting data.


  ### 29. Easy to use, very secure

**Rating:** 5.0/5.0 stars

**Reviewed by:** Elmo L. | Business Growth Strategist, Management Consulting, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2018

**What do you like best about CapLinked?**

I liked the user interface, it is very easy to navigate and everyone that I invited can immediately start accessing their files.  
The audit trail is also very help full when ever there is an query from any party about when was what accessed by who.

**What do you dislike about CapLinked?**

I would like a bit more detail on versioning.

**Recommendations to others considering CapLinked:**

I highly recommend this software for any company that need to share confidential documents among workers and external parties.

**What problems is CapLinked solving and how is that benefiting you?**

We work with a team professionals spread over the whole country who need to collaborate securely and access very confidential documents of our clients which when leaked will cause a lot of reputation damage to us and to them.  CapLinked solved this problem for us and has become our tool of choice for all document storing and sharing.

  ### 30. CapLinked for Due Diligence 

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 26, 2018

**What do you like best about CapLinked?**

Honestly, i did not like them at all really. The interface was alright, but nothing really stood out

**What do you dislike about CapLinked?**

The support  received was terrible. I was never able to get a hold of the representative and the support team. 

**Recommendations to others considering CapLinked:**

If you are looking to have a solid support team, i would suggest looking somewhere else 

**What problems is CapLinked solving and how is that benefiting you?**

Due Diligence sharing, but they did not do anything the competition was not already doing better

**Official Response from Greg Brinson:**

> We're always looking to improve and considering the other reviews found here, this one certainly surprises us. Please send an email to sales@caplinked.com and reference the G2 review. I'd like to learn a little more about your experience and understand what went wrong. I'd like to make things right.

*The reviewer never reached out. 

Greg B

  ### 31. Simple, Easy to Use, Fast and Affordable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 13, 2018

**What do you like best about CapLinked?**

The program is a simple platform that requires barely any work to set up and maintain.  It uploads large documents fast that cause problems in email and I never seem to have ANY issues with.

**What do you dislike about CapLinked?**

The think I personally don't like is how the program seems to default to previewing the file on the application, instead of download.  I personally prefer to just download it and see it in excel, instead of in the preview panel.  But this is not a large complaint at all.

**What problems is CapLinked solving and how is that benefiting you?**

This product enabled me to stop the constant emails between auditors and my team and organize our documents better.  We can easily track when people provide and download the documents.  It truly saved us time for our team and the audit team as a more efficient filing sharing method.

  ### 32. Strong tool for your Virtual Data Room

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel N. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 16, 2018

**What do you like best about CapLinked?**

It is a very friendly tool, fast, good features, very kind customer service, and fair value

**What do you dislike about CapLinked?**

I dont dislike anything, but maybe for some kind of special VDR maybe you could need an extra feature, but for the regular needs it really works well

**Recommendations to others considering CapLinked:**

Strong tool for regular needs, outstanding customer service & fair value.

**What problems is CapLinked solving and how is that benefiting you?**

We need to share information with multiple counterparties, all we need a safe, accurate and strong interface, that what we get with this software

  ### 33. Very easy to use, functional, secure and good service support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Arturo A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 19, 2018

**What do you like best about CapLinked?**

The ease of use is amazing. In 30 minutes you can get used managing all the virtual data room functions, permissions, etc. Additionaly the capacity to give different type of permisssions (can read, download, print, etc.) to different individuals or group of individuals is quiet good and again easy tu use.

**What do you dislike about CapLinked?**

Nothing to say against it. We have renewed our contract for several months given that our project hasn't an established limit. The renewals are very flexible also.

**What problems is CapLinked solving and how is that benefiting you?**

We are using Caplinked in an M&A process. Again the ability to give different type of permissions to groups or individual is crucial managing confidential information, in this sense Caplinked is very easy to use.

  ### 34. We use CapLinked for our M&A Firm.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Heather L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2018

**What do you like best about CapLinked?**

Customer Service - there is someone to help 24-7 and they provide extensive training. As much as you need.

**What do you dislike about CapLinked?**

I wish we could email documents through CapLinked directly to clients.

**Recommendations to others considering CapLinked:**

Take the time to practice using the site. You have to remember little details such as updating permissions when adding folders or the users can't see them. It just takes practice until it becomes habit.

**What problems is CapLinked solving and how is that benefiting you?**

We needed a secure and easy to use data room to market businesses and a place to store/share due diligence materials with users. CapLinked is a more affordable solution than ShareFile.

  ### 35. Caplinked had excellent support and the workspace fit our needs perfectly.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Victoria L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2018

**What do you like best about CapLinked?**

I was very happy with the format and ease of use.  I also loved that support was available whenever I had a question or problem that needed to be solved.

**What do you dislike about CapLinked?**

There was not anything that I did not like about the workspace.  I would definitely use them again.

**Recommendations to others considering CapLinked:**

Do not be afraid to ask any questions you have - support is available and responsive.

**What problems is CapLinked solving and how is that benefiting you?**

We were able to share a lot of information with potential clients, but more importantly, we were able to track their use of that information.


## CapLinked Discussions
  - [What is CapLinked used for?](https://www.g2.com/discussions/what-is-caplinked-used-for) - 1 comment, 1 upvote

- [View CapLinked pricing details and edition comparison](https://www.g2.com/products/caplinked/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-22+17%3A27%3A33+-0500&secure%5Bsession_id%5D=c0c43fe5-ef01-44a0-9f02-f2622b487214&secure%5Btoken%5D=39b3831ef6f94c918f56b066a4b183301028da89c3824f68f7543d22016a3ac9&format=llm_user)
## CapLinked Integrations
  - [Box](https://www.g2.com/products/box/reviews)
  - [Dropbox](https://www.g2.com/products/dropbox/reviews)
  - [Google Drive &amp; Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews)
  - [Google Drive to OneDrive Migration Tool](https://www.g2.com/products/google-drive-to-onedrive-migration-tool/reviews)
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews)

## CapLinked Features
**Platform Additional Functionality**
- Remote Shred
- Watermarks

**Content Protection**
- Watermarking
- Location Control
- Expiration Management
- License Management
- Subscription Managenent
- Access Management
- Usage Tracking
- Password Protection

**Platform Basics**
- Document Permissions
- Mobile
- Document Security

**Content Type**
- Document Protection
- Media Protection

**Platform Content**
- File Sharing

**Platform Data**
- Reporting

**Platform Performance**
- Bulk Upload
- Full Text Search

## Top CapLinked Alternatives
  - [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) - 4.6/5.0 (560 reviews)
  - [Ideals Virtual Data Room](https://www.g2.com/products/ideals-virtual-data-room/reviews) - 4.7/5.0 (845 reviews)
  - [Bynder](https://www.g2.com/products/bynder/reviews) - 4.5/5.0 (1,130 reviews)

