admin 
When inviting users to a workspace, CapLinked Administrators now have the ability to sign into their Salesforce account and directly add their Salesforce contacts. Once a user has been invited, their contact information will be stored in your CapLinked virtual data room so they can be invited to future workspaces with just one click. If you … Read more
Docurated asked our CEO, Eric Jackson, what is the biggest challenge that firms face when selling to financial services clients today. Here’s what he had to say.
CapLinked Announces New Growth Financing Totaling $3.5M Led by Subtraction Capital; Other Investors Include Peter Thiel, Indicator Ventures, and WTI.
As data increasingly must be shared with outside parties, traditional security measures can no longer be relied upon to protect a company’s proprietary information.
CapLinked administrators now have the ability to set a date at which members of a Permissions group in a workspace will have their access to files revoked.
CapLinked is pleased to announce that Lending Club, the world’s largest online marketplace connecting borrowers and investors, has selected CapLinked’s software as a secure portal for providing due diligence materials to institutional investors.
[vc_row][vc_column][vc_column_text]Subfolder permissions are here in your virtual data room! Workspace administrators can now change ‘View’, ‘Download’, and ‘Upload’ permissions at the subfolder level. These new permissions will provide administrators with more granular control with regard to document access and more flexibility when creating their custom permissions groups. You can learn how to set the new … Read more
[vc_row][vc_column][vc_column_text]CapLinked administrators can sit back and relax after sending their invites to their virtual data room. There is no need to repeatedly check the status of your invites as you will now receive a notification if any of your invites have expired. You can access your Permissions with one easy click and then resend the invite to your users … Read more
Keep yourself on track with CapLinked’s new Not Viewed/Not Downloaded filters. These filters will allow you to see any files that you have not yet viewed or downloaded within a CapLinked workspace.
Managing and tracking deals have become easier than ever with CapLinked’s new DealTracker tool. With its intuitive and user-friendly interface, DealTracker promises to streamline your deals and enhance collaborative efforts within your workspace.
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