# CapLinked Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CapLinked the right Virtual Data Room solution for you? Explore 122 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/131751/CapLinked/reviews --- CapLinked 4.5 (122) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 30th, 2026 # Reviews of CapLinked Ease of use 4.4 Customer Service 4.6 ## Pros and Cons in Reviews AW Alfred W Information Security & Compliance ManagerComputer Software, 501 - 1,000 employeesUsed the software for: More than 2 years. “The Caplinked platform plays a vital role for our company to share important documents with our customers.“ April 6, 2023 CH Christine H CFOFinancial Services, 51 - 200 employeesUsed the software for: 6-12 months. “Difficult and time consuming to upload large files.“ July 6, 2022 Patrick D AnalystFinancial Services, 201 - 500 employeesUsed the software for: Less than 6 months. “It is super cheap and a lot of early stage companies use it but it comes at a cost of the quality of the product“ September 6, 2022 PW Peter W Director, Corporate DevelopmentHospital & Health Care, 201 - 500 employeesUsed the software for: 1-2 years. “The permissions functionality was a little clunky and would have liked better alerts for certain activities“ January 18, 2022 MM Michael M Vice PresidentInvestment Management, 2 - 10 employeesUsed the software for: More than 2 years. “We were squeezed into a lower tier product as they recreated their pricing structure (we've been with caplinked since roughly 2016), but it still works for what we need it for at a pricepoint that makes sense.“ August 10, 2021 AD Andy D Research AssistantBiotechnology, 11 - 50 employeesUsed the software for: Less than 6 months. “The invitation process to add new members is not the best and can be a tad inconvenient at times.“ January 20, 2022 PW Peter W Director, Corporate DevelopmentHospital & Health Care, 201 - 500 employeesUsed the software for: 1-2 years. “Overall this was a good virtual data room for storing and transmitting information, tracking activity and managing the process.“ January 18, 2022 FM Fulvio M fulvio@bluewin.chLuxury Goods & Jewelry, 11 - 50 employeesUsed the software for: Less than 6 months. “Sometimes downloaded documents take too long to be readable“ June 1, 2021 ## Showing most helpful reviews Showing 1-25 of 122 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Andrew H. CFO Renewables & Environment Used the software for: 2+ years ### "Solid VDR Option" April 6, 2023 4.0 Pros Relatively easy to navigate, upload documents, enable permissions. Cons Would be nice to make it easier to share one folder with different investors and for them to be able to see consecutive numbers folders according to different permissions Alternatives considered [Dropbox DocSend](https://www.capterra.com/p/136311/DocSend/) Review Source Response from CapLinked May 1, 2023 Hi Andrew, Thank you for your feedback! We take your feedback into consideration for future feature updates. In regards to sharing individual folders, we recently launched a feature that allows you to share specific files/folders with individual users. For more information, please find our support article: https://support.caplinked.com/hc/en-us/articles/360039103392-Administrator-s-Guide-File-Level-Permissions-Share-File-feature- SM Sandra M. Partner Investment Banking Used the software for: 1-2 years ### "CapLinked - Pros and Cons" May 28, 2019 4.0 Pros Compared to similar options, CapLinked is a good value for the product - the pricing is good for what you get with CapLinked. Among the things I like about the software are the search feature, updates are emailed when files are added, it is easy to move folders and files, easy to change the order of folders. The product has a great feature that allows the Administrator to see the view that any User is seeing, which is helpful when Users call with questions. Cons The product is not as intuitive as other secure data vault services I have used. It took me some time to understand that Users have to be part of a "Group." The other thing I don't like is that you have to contact customer support if you want to delete a "Workspace" from the system - Admins are not able to delete. I understand the concept, to avoid inadvertently deleting a workspace, but still prefer to have that ability as the Admin. Alternatives considered [Firmex Virtual Data Room](https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/)[Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) Reason for choosing CapLinked Generally it was about the value. As I said CapLinked is not as intuitive as some other products I have used, but the value we received for the price is very good. Review Source Response from CapLinked December 5, 2019 Hello Sandra We are glad to hear you found our platform cost-efficient! Admins will soon have the ability to delete workspaces at their discretion. We hope to work with you for future projects. Thank you, Caplinked VR Verified Reviewer Former Board Member Capital Markets Used the software for: 2+ years ### "Didn't honor agreement; tried to increase fees more than 300%" April 9, 2019 3.0 Terrible. They gave our non-profit association members a good deal to get us onto their platform and entered into a long-term data room supply agreement; a couple years later, they wouldn't honor their agreement. Don't do business with this company. Pros There are a lot of data room providers and Caplinked was getting off the ground and offered our not-for-profit regional association a long-term program to switch from our incumbent provider and join their platform for the same fees we were paying our incumbent provider. After a reasonable transition period, we adopted the program at Caplinked. We transferred a number of users and conveyed the dynamics of how our association interacts with our incumbent provider and were told there were no issues coming over. The association members used 50-75 data rooms at any given time. Cons After using the platform for a few years, the company came back and claimed we were getting too good of a deal and they wouldn't honor it. We used the service consistent with how we outlined the service in our contract when we negotiated our agreement. They threatened to shut down the service to the members and then said to stay, we would need to pay fees that were more than 300% higher than our current rates. When you're in the middle of transactions, you don't want a data room supplier threatening to shut down your rooms or holding you hostage to higher fees than you bargained for. We contacted our previous data room vendor, V-Rooms and transitioned back to them for the same rates we had with Caplinked. Obviously, they weren't problematic and we got excellent support from V-rooms transitioning over. The tactics and interactions with Caplinked were terrible. They knew they had you over a barrel and it felt like our not for profit association and its members were being bullied or blackmailed. We will never do business with these guys, no matter what the capabilities of their rooms. We interacted with the Company CEO and VP Sales. We paid annually through September and expected a reasonable transition off their platform for existing rooms in service. They noted they applied our fees to their new proposed rates and we couldn't transition off in a reasonable time-frame. Review Source Response from CapLinked December 5, 2019 Hello! Thank you for your feedback! We are constantly improving our features for the ease of users. We appreciate input from the user perspective. We hope to work with you again for future projects. Thank you, Caplinked SK Sanil K. Asso.Vice President Pharmaceuticals Used the software for: 2+ years ### "High level Security Control." November 2, 2022 5.0 I was using this application for 3 years; I didn't face any issues and it is easy to use Pros user friendly and easy to share the files Cons Detailed audit trail is important, and it should meet 21 CFR part 11 Alternatives considered [Hunter EDGE](https://www.capterra.com/p/145236/Hunter-HRMS/) Reason for choosing CapLinked technology used in this application and compliance with regulatory requirements, security control, data protection, data recovery....etc Review Source Response from CapLinked January 5, 2023 Hi Sanil, Thank you for your review of CapLinked! We appreciate your feedback and are glad that you've found ease of use overall with file management within the platform. CapLinked Team RR Ricardo R. Group IT Manager Apparel & Fashion Used the software for: 1-2 years ### "Complex scenarios made easy by Caplinked" May 17, 2019 4.0 My Organization requirement was to set up a virtual data room in order to fund race a project initiative. Caplinked made possible to get it up and running with a professional customized interface in record time allowing me to keep track of all the operations as per documents and other media files shared with the invited users, get detailed weekly reports and control the whole operation until the end. Pros \- How friendly it was to set up and customize a virtual data room for my organization. - Robust features, such as: activity tracker, security, Q&A and customized messages. - Everything is recorded by Caplinked. Every single transaction was recorded by Caplinked as much for administrators and organizers as for users. Cons \- Reports customization feature is missing. - Not many support guides available. Alternatives considered [Firmex Virtual Data Room](https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/)[Ideals Virtual Data Room](https://www.capterra.com/p/130909/iDeals-Virtual-Data-Room/)[Box](https://www.capterra.com/p/148766/Box/) Reason for choosing CapLinked Mainly on cost vs requirements evaluation. They provided me exactly what I needed on a very good and flexible rate. Review Source Response from CapLinked December 5, 2019 Hello Ricardo, We are glad to hear you found our platform user-friendly and straightforward! We are constantly improving our features, including updating the Activity Tracker, for the ease of users. We hope to work with you for future projects. Thank you, Caplinked CS Cindy S. Director of Finance Computer & Network Security Used the software for: Less than 6 months ### "Great Data Room for M&A" May 28, 2019 5.0 We are using CapLinked as our data room for M&A. This has worked extremely well and all parties have been very pleased Pros Very easy to use Very easy to add documents Very easy to control access of various documents throughout the process Quick upload to site Very easy to keep data room organized Good alerting system Folder Control Cons editing names once you send out an invite Alternatives considered [Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)[Ideals Virtual Data Room](https://www.capterra.com/p/130909/iDeals-Virtual-Data-Room/)[Box](https://www.capterra.com/p/148766/Box/) Reason for choosing CapLinked Best customer service, had all the features i was looking for, recommendation from attorney Review Source Response from CapLinked December 5, 2019 Hello Cindy, We are glad to hear you found our platform user-friendly and straightforward! We are constantly improving our features for the ease of users. We hope to work with you for future projects. Thank you, Caplinked VR Verified Reviewer Benefits/HR Administrator Food & Beverages Used the software for: Less than 6 months ### "Caplinked First Time User" May 17, 2019 4.0 Pros I like the ability to customize the platform and it is cost effective for our company. Cons It can't do all that the sales team swore that it could. Alternatives considered [Content Central](https://www.capterra.com/p/19703/Content-Central/)[ADP TotalSource](https://www.capterra.com/p/113109/ADP-TotalSource/)[Revver](https://www.capterra.com/p/123400/revver/) Reason for choosing CapLinked We chose CapLinked based on its ability to control permissions as well as third party users. The cost to store data and use it the way we needed was a huge deciding factor. Review Source Response from CapLinked December 5, 2019 Hello! We are glad to hear you found our platform customizable and cost-efficient! We hope to work with you for future projects. Thank you, Caplinked Elmo L. Business Management Executive Management Consulting Used the software for: 6-12 months ### "Super easy to use" February 7, 2018 5.0 Pros 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. We 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. Cons None for our application. One nice to have feature would be to have a more comprehensive version control than is currently available. Review Source Response from CapLinked December 5, 2019 Hello Elmo, We are glad to hear you found our platform cost efficient and straightforward! We have since updated the ability to upload new versions of files. We hope to work with you again for future projects. Caplinked Paul R. Inside Sales Engineer Mechanical or Industrial Engineering Used the software for: 6-12 months ### "Caplinked is an awesome platform, extremely user friendly and secure. " January 24, 2018 5.0 Sharing documents has never been easier, there is a lot of security and time saving when it comes to looking for the information I need. Pros Caplinked is state of the art when it comes to sharing documents with customers. Platform is intuitive and easy to navigate. Accessing and sharing documents has now become a seamless process and at the same time tremendously secure. Customer support is is very helpful and will walk you through any questions you may have. Review Source Response from CapLinked December 4, 2019 Hello Paul, We are glad to hear you found our platform user friendly and straightforward! We hope to work with you again for future projects. Caplinked Patrick D. Analyst Financial Services Used the software for: Less than 6 months ### "Budget Option and It Shows" September 6, 2022 2.0 Pros It is super cheap and a lot of early stage companies use it but it comes at a cost of the quality of the product Cons Very difficult to use, the access control functionality is not intuitive Review Source Response from CapLinked December 8, 2023 Hi Patrick, We appreciate your feedback! If we can assist in providing a better experience or any additional resources for setting permissions or granting access, please feel free to reach out to our support team or visit https://support.caplinked.com/hc/en-us. The CapLinked Team SP Serena P. Associate Financial Services Used the software for: 1-2 years ### "My Review" May 26, 2020 4.0 Pros When creating a new group, I enjoy that I can select permissions settings from an existing group, which helps creating a new group quicker. (Disclaimer: this is soley only my own personal opinion from my experiences with CapLinked). Cons More branding options for our company to use and display on the data room could be improved. Also, the activity tracker could use more improvement by including how long a user viewed a specific document. Lastly, the best improvement that could be made is to easily search and locate which user is in which group(s). Lastly, it was very upsetting when the data room was closed after we paid for our subscription renewal. (Disclaimer: this is solely only my own personal opinion from my experiences with CapLinked). Review Source Response from CapLinked June 3, 2020 Hello Serena, We are glad to hear you found our Permissions module features user-friendly and helpful! We are constantly working to improve our features, such as the Activity Tracker. You can search a user's email address from the Permissions page search bar, check the box next to their name and the groups they belong to appear on the right sidebar. We appreciate your feedback and hope to work with you on future projects. Thank you, CapLinked MM Michael M. Vice President Investment Management Used the software for: 2+ years ### "Independent PE Sponsor" August 10, 2021 5.0 After caplinked expanded the group limit threshold for me, I can now create a "group" for each of our investors. That allows me to create folders that are only accessible to that individual investor via the investor's unique "group", or create folders broadly available to a subset of investors. We were squeezed into a lower tier product as they recreated their pricing structure (we've been with caplinked since roughly 2016), but it still works for what we need it for at a pricepoint that makes sense. Pros Easy to use user interface. Great customer service - quick to respond and understands how to solve problems. Fair price point. Cons Cannot print directly from the site. It requires the user to download the document before printing. Inability to add a folder that does not automatically adopt the rights of the parent folder. I often want sub folders to have unique access rights, and it's a pain to go back into permissions to toggle it each time. Review Source Response from CapLinked August 31, 2021 Hello Michael, We are glad to hear your experience with CapLinked has been overall positive! We truly appreciate your feedback. Thank you, CapLinked jE jackson E. Executive Recruiter Used the software for: 2+ years ### "Modern interface, easy to use - refreshing change of pace from software used in the past." January 16, 2018 5.0 Pros CapLinked is intuitive, cutting edge, and very transparent in their pricing. Their customer support is responsive, helpful, and thorough - providing an excellent customer experience. Uploading files and folders is also a seamless process. Uploading whole folder structures at a time makes my job extremely easy. It retains the same indexing and formatting I had on my desktop which is very convenient. Review Source Response from CapLinked December 4, 2019 Hello Jackson, We are glad to hear you found our platform user friendly and straightforward! We hope to work with you again for future projects. Caplinked JS Jeff S. Principal Broker Management Consulting Used the software for: 1-2 years ### "Solid platform with ever evolving features." August 2, 2016 5.0 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. Pros Watermarking, white labeling, ability to send feature ideas/requests to customer service that actually get reviewed and implemented. Cons Areas that are under development to be improved have to do with navigation, reporting and general user experience. There are no serious flaws. Review Source Response from CapLinked August 2, 2016 Hi Jeff, thank you for choosing CapLinked! Glad to hear you had a positive experience with us. MC Maria C. Administrative Assistant Non-Profit Organization Management Used the software for: 1-2 years ### "CapLinked is solid and offers a powerful level of communication" May 4, 2018 5.0 Lots of great benefits from engagement to exporting data. Pros This is an amazing program, offers a higher level of engagement for groups. Works great for small business who need flexibility and is budget friendly. It is easy to navigate too! Cons It lacks export tool and better data trends. Offers no easy way to archive old data into the new system. Review Source Response from CapLinked December 5, 2019 Hello Maria, We are glad to hear you experienced ease in using Caplinked security features! We are constantly improving our features for the ease of users. We appreciate input from the user perspective. We hope to work with you again for future projects. Thank you, Caplinked AR Ashok R. Executive Director Used the software for: Less than 6 months ### "I am a first time user and my first experience has been good. It is a great product" February 7, 2018 4.0 Pros the ease of use is what stands out. It was easy to onboard other users as well quickly. The user interface is intuitive and the software is stable. I was able to do the initial configuration within 15 minutes. I have used customer support extensively. They have been very patient and helpful. they seem committed to resolving the customer's issue. Suggestions to improve the product were taken in the right spirit. I do hope some of the suggested features find place in subsequent releases. Cons The software has certain issues handling PDF documents created by scanning physical documents. There is no feature to view permissions for a folder directly. The Search functionality is very basic and there is ample scope for improvement. Review Source Response from CapLinked December 5, 2019 Hello Ashok, Thank you for your feedback! We are constantly improving our features, including folder level permissions, for the ease of users. You are now able to view the Permissions of a group based on the folder. We hope to work with you again for future projects. Caplinked WT William T. Analyst Investment Banking Used the software for: Less than 6 months ### "Good data room experience overall" May 20, 2021 4.0 I like CapLinked and they are a great value data room Pros I liked that the software was easy to pick up and use from the start Cons I think 24 hour service chat could be helpful and some of the documents that got uploaded seemed to randomly become inaccessible Alternatives considered [Firmex Virtual Data Room](https://www.capterra.com/p/131320/Firmex-Virtual-Data-Rooms/)[Intralinks VDRPro](https://www.capterra.com/p/131416/Intralinks-Virtual-Data-Room/)[Datasite Diligence Virtual Data Room](https://www.capterra.com/p/130910/Datasite-Diligence/) Review Source Response from CapLinked May 25, 2021 Hello William, We truly appreciate your feedback and are glad that you found ease of use with CapLinked. Please feel free to reach out to our support team with any questions and/or reference our support materials below: https://support.caplinked.com/hc/en-us Thank you, CapLinked MC Mark C. Director of Contracts Aviation & Aerospace Used the software for: 1-2 years ### "CapLinked Review" May 5, 2022 5.0 Ease of populating data on a shared basis Pros Ease of uploading or deleting files, and the numbering system where all files within a given category are assigned sequential numbers Cons Having to enter DELETE each time a file is deleted Review Source Response from CapLinked June 2, 2022 Hi Mark, Thank you for your review of CapLinked! We appreciate your feedback and are glad that you've found ease of use overall with file management within the platform. The additional delete action is to ensure an extra security layer in the case of an accidental deletion. CapLinked Team HC Heidi C. Senior Legal Counsel Construction Used the software for: 1-2 years ### "Virtual Data Room Made Easy" May 19, 2022 4.0 Pros Easy to use, navigate, upload. Teamwork on the platform is also made easy. Cons Runs out of space too quickly so we had to keep deleting. Review Source Response from CapLinked June 2, 2022 Hi Heidi, Thank you for your review of CapLinked! The account storage is based on the plan you have. If you're interested in increasing your storage, please feel free to contact sales@caplinked.com to discuss additional plan options! CapLinked Team FM Fulvio M. fulvio@bluewin.ch Luxury Goods & Jewelry Used the software for: Less than 6 months ### "Perfect tool for mid-sized company due diligence " June 1, 2021 5.0 Pros Ease of use and full features for a very good value for money Cons Sometimes downloaded documents take too long to be readable Alternatives considered [Digify](https://www.capterra.com/p/158671/Digify/) Reason for choosing CapLinked Superior interface and pricing Switched from [Drooms](https://www.capterra.com/p/131472/Drooms-Virtual-Data-Room/) Price Review Source Response from CapLinked June 9, 2021 Hi Fulvio, Thank you for your review of CapLinked! We appreciate your feedback and are glad that you've found ease of use within the platform. CapLinked Team VR Verified Reviewer Co-Founder & CEO Hospitality Used the software for: Less than 6 months ### "Corporate user, very satisfied" February 9, 2018 4.0 Pros Ease of inviting people to use the platform. Ease of uploading documents. Ease of adding group access and turning off certain documents to certain groups. Cons Expiring links. UX interface is older. Preview function for viewing documents that are uploaded is low quality. Review Source Response from CapLinked December 5, 2019 Hello! Thank you for your feedback! We are constantly improving our features for the ease of users. The invite expiration limit is now selected by the admin. We have also updated our UX for a better user experience. We hope to work with you again for future projects. Caplinked AC Alicia C. Administrative Assistant Non-Profit Organization Management Used the software for: Less than 6 months ### "CapLinked is very transparent with its price, has great customer support, and easy to use." May 3, 2018 5.0 Great online support, customer representative is available all day any time. User friendly and recommended to my friends and business partners. Pros Any person who has no experience can learn how to use CapLinked in sorting, filing, audit, and tracking communication. It is super easy to use and has a great platform and extremely secure. Cons There can be better methods to export data. For example, exporting data should be user friendly and neatly organized. Some features need update. Review Source Response from CapLinked December 5, 2019 Hello Alicia, We are glad to hear you experienced ease in using Caplinked security features! We are constantly improving our features for the ease of users. We appreciate input from the user perspective. We hope to work with you again for future projects. Thank you, Caplinked VR Verified Reviewer COO/CFO Health, Wellness and Fitness Used the software for: Less than 6 months ### "CapLinked Review" May 24, 2019 4.0 We are using it in our effort in raising money. I have had a good experience with it and positive feedback from users. Pros Very easy to set up, add logos, add files, a video intro, change files, add investors, track usage. Cons The Quick Tour opportunity pops up every time I log in. It should be able to be turned off or know that I am an admin and do not require it. Review Source Response from CapLinked December 5, 2019 Hello! We are glad to hear you found our platform user-friendly and straightforward! We hope to work with you for future projects. Thank you, Caplinked VR Verified Reviewer Principal Investment Banking Used the software for: 1-2 years ### "Safe Vault for Client Info" May 19, 2019 4.0 We had a secure place for Due Diligence Info Pros Posting Documents and Tracking Users' Progress Cons It seems like it is easy to post in the wrong section Review Source Response from CapLinked December 5, 2019 Hello! We are glad to hear your experience with Caplinked went well! We truly appreciate your feedback. We hope to work with you for future projects. Thank you, Caplinked DN Daniel N. Managing Partner Investment Banking Used the software for: 1-2 years ### "Its been a real good experience, the platform works well & customer service its outstanding" March 21, 2018 5.0 Excellent customer service throughout the whole process, friendly, fair value Pros Friendly, intuitive, customizable, you can find the expected features, reliable, we have not had black outs, so we can say it works really well Cons maybe some features could be updated, but they are not a real problem its most like a wishing list, Review Source Response from CapLinked December 5, 2019 Hello Daniel, We are glad to hear your experience with Caplinked went well! We hope to work with you again for future projects. Caplinked Talk to a Capterra advisor for free and get results within 15 minutes.