David Weedmark, Author at CapLinked

The Most Effective Modern Acquisition Strategies

October 20, 2022September 27, 2021 by David Weedmark

There are as many reasons for M&As as there are companies that engage with them. Often, the stated reasons will camouflage the intended strategies, so unless you’re on the inside, understanding the real intentions can be difficult to discern. However, the difference between successful and unsuccessful strategies becomes quite obvious once the dust settles and … Read more

How to Pick the Right FINRA-Approved Cloud Storage Solution

September 9, 2022September 14, 2021 by David Weedmark

The Financial Industry Regulatory Authority (FINRA) is the government-authorized agency for overseeing U.S. broker-dealers to ensure that investors are protected and that their needs are served fairly. As a part of their mandate, FINRA has adopted a set of rules and standards for the proper use, storage and retrieval of financial documents. These rules are … Read more

How Much Should a Virtual Data Room Cost?

September 9, 2022September 14, 2021 by David Weedmark

Comparing the cost of one virtual data room (VDR) to another is much like trying to compare the menus of different restaurants. Some offer buffet-style flat rates, while others have menus akin to “dinner for four” or “dinner for six,” with different options available according to your needs or taste. Still others dress up a … Read more

Crucial Document Security Best Practices

September 9, 2022July 9, 2021 by David Weedmark

Cybersecurity breaches have become all too common. Incidents of malware, ransomware, trojans and phishing have all spiked at unprecedented rates, with attacks becoming more sophisticated, more coordinated and, when they strike, more devastating to companies than ever before. The security of your most important digital documents should be the last bastion in any organization’s cybersecurity … Read more

How to Send a Secure Email

September 9, 2022June 12, 2021 by David Weedmark

Considering the constant exposure we have to email-based security breaches, like spoofing, phishing, malware and ransomware attacks, you might think that email encryption has become a standard implementation for most companies and email platforms — well, think again. Most platforms today do support encryption, but it’s up to you — or your system admin — … Read more

Understanding the Technical Due Diligence Process During M&A Deals

November 17, 2022June 10, 2021 by David Weedmark

Due diligence is the process of verifying, investigating or auditing a potential investment opportunity to confirm that the investor or buyer has all of the relevant information needed. This is done before the deal closes and, if it’s not done right, may terminate the deal. The Role of Due Diligence in M&As On the buyer’s … Read more

How To Add Watermarks to Protect Sensitive and Proprietary Documents

September 9, 2022May 10, 2021 by David Weedmark

How to Add Watermarks in Word Documents and PDFs

Watermarks are an important security measure to mark a document without obscuring its contents. The use of watermarks dates back to the 13th century when paper was pressed with a metal stamp while it was still wet, leaving a permanent mark on the paper. Regardless of what was printed on the document, holding the paper … Read more

How to Track Documents Shared with Third Parties

November 17, 2022May 10, 2021 by David Weedmark

Sharing important documents is an act of trust that can have catastrophic consequences for you and your business if it’s not done properly. An unsecured document, or a document shared with the wrong person, can expose you to risks that may not become evident for years after the original transaction has been completed. But … Read more

10 Tips for Setting Up Your VDR to Ensure Maximum Efficiency

September 9, 2022April 13, 2021 by David Weedmark

When it’s time to decide on your data room setup, take a few minutes to plan ahead so you don’t find yourself making changes and reorganizing your workspaces later. Setting up a data room only takes ten minutes, and Caplinked’s Quick Start tour will show you everything you need to know. However, here are ten … Read more

Understanding VDR Pricing & Introducing Our New Price Match Initiative

November 17, 2022April 13, 2021 by David Weedmark

As with any business decision, when you’re considering a VDR, you need to balance virtual data room pricing with the benefits your organization will receive. Unfortunately, a growing number of companies are charging far too much for the limited features they offer, while other companies are charging extremely low fees without providing the security and … Read more

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