CapLinked Review

Set Up Workspaces For Easy Document Sharing And Collaboration

As a virtual data room solution, CapLinked provides users with the ability to establish online workspaces where they can store all important files and documents and collaborate on them conveniently. Whether they need to handle tasks related to mergers and acquisitions, capital raising activities, due diligence projects, or files they have to share with brokers and brokers, CapLinked allows them to do that on a secure environment which serves as a storage and collaboration vault. These workspaces can be set up quickly and accessed on desktop computers and mobile devices easily.

User-Friendly Dashboard

CapLinked is equipped with a user-friendly dashboard that functions as central hub for monitoring all activities and actions being performed throughout its system. This dashboard permits users to directly access their workspaces, view notification feeds, see messages from colleagues and collaborators, and manage contact information.

Document Control And Management

Document control and management using CapLinked is a breeze. In fact, this is one of the core components and features of the virtual data room solution. With CapLinked, users can view, add, and edit files and documents right straight from their web browser. These files and documents include PDS, Microsoft Office files, images, and videos. The built-in document editing capabilities of the solution enables them to make changes to their documents directly within the platform.

A Plug-In Free Technology With Version Control

What’s great about is that they can do this without the need to install plug-ins or third-party programs. As soon as they modify a file or document, the solution instantly generates a new version of it and stores it in a secure server. If they want to monitor all the changes made to their files and documents, CapLinked’s version control feature will help them perform such task easily.   

Enhace Collaboration Using Alerts

CapLinked offers a set of collaboration features that keep everyone in the loop as they work on their files and documents and improve how users communicate with their colleagues and external collaborators. The solution is built with an alerting functionality which means users can send automated alerts and notifications to all the members who are collaborating within a workspace.

This way, team members and collaborators will always be reminded when there are modifications made in files and documents. The alerting functionality also lets them keep track of important dates and deadlines and view all information related to their projects. In case team members and collaborators are currently not using the solution, alerts and notifications can still be sent via email.

Integrated Instant Messaging

To enhance how users collaborate, CapLinked has a built-in instant messaging feature. With this feature, users will be able to exchange messages with collaborators directly within the solution.

Assign Administrators or Subject Matter Experts To Permission Groups

Another collaboration feature offered by CapLinked is its Q&A Assignment feature. How does this feature work? This feature allows users to assign administrators to specific permission groups. They are the ones in charge of answering questions being raised and submitted by users included in those groups. Thus, they are subject matter experts that are knowledgeable about certain topics. In addition, each permission group can have one or more administrators or subject matter experts.

Track All Activities And Actions Within Workspaces

Activity tracking is also included in CapLinked. With this feature, users will be able to track all activities and actions being performed within workspaces such as document viewing, downloading, and editing, permission modification and configuration, and page viewing. In other words, they can  determine how many times a file or document have been viewed and downloaded, a page has been viewed; as well as check all previous versions of a file or document and the specific changes that were made. As users keep an audit trail of all workspace-related activities and actions, CapLinked permits them to also generate detailed reports and apply custom filters to such reports. As a result, team members, collaborators, and investors will always be updated on all important matters and ensured that they are  on the same page.

Security And Digital Rights Management

CapLinked makes sure that teams are users are able to protect all their important files and documents, including the sensitive and confidential information they contain. This is made possible through the aid of its digital rights management features. Because the solution doesn’t use plug-ins, files and documents won’t be exposed to malware, viruses, and other harmful content coming from third-party plug-ins and applications. Users can also name the persons who are allowed to view, download, and print documents; and control the permissions granted to those individuals.

Protect Sensitive Files And Documents By Applying Custom Watermarks

The virtual data room software comes with a watermarking feature. In general, watermarking is a method applied to digital content management wherein data and information are embedded into the content to confirm its credibility and authenticity and give details about the owner of such content. This is a mechanism which protects files and documents from unauthorized access, publication, and distribution. With CapLinked, users can utilize customizable watermarks like time, date, user email, and  IP address.

Modern Pipeline Dashboard

Summing it up, CapLinked provides a modern pipeline dashboard which makes its easy for users to organize all transactions, documents, and information associated with their deals. This dashboard centralizes all information in one place such as financials, market data, and personnel. As a result, users won’t have a hard time finding the exact data or information they need. With just a single click, they will be able to add new deals to the pipeline and arrange them based on which stage of the pipeline they belong to. Automated alerts can also be sent out as users perform deal management using this dashboard.