Trace Gordon 
The success of a merger and acquisition (M&A) deal isn’t guaranteed after the deal is signed and sealed. The integration period is every bit as crucial to ensuring that the acquiring business is able to achieve the goals it intended to with the transaction. How to ensure this phase of your M&A goes … Read more
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
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 particular file 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
A statutory financial statement is a kind of statutory report required by every publicly held company. These statutory reports must be shared with stockholders and also filed with the Securities and Exchange Commission. But even if your company is not publicly held, it’s a smart idea to keep these important financial statements up to date … Read more
Information rights management (IRM) is a discipline that involves managing, controlling and securing content from unauthorized access or compromise. IRM is a subset of digital rights management (DRM), which protects intellectual property from patent infringement and piracy. IRM focuses on protecting sensitive data and documents, especially data and documents that are exchanged with … Read more
Startup founders have a lot to think about when they first enter the fundraising phase of their business. Venture capital firms and angel investors will undoubtedly want to go through a multi-step due diligence process. While due diligence can vary widely based on the industry and what traits the investors are looking for, it is … Read more
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
Establishing a consistent naming convention for your files and folders may be the most important investment of time you can make before uploading those files to your virtual data room (VDR) workspace. A few minutes invested today will save you many hours down the road sorting, organizing and searching for files. What’s in a name? … Read more
Due diligence is the common term for the question and answer (Q&A) portion of a transaction, a voluntary investigation in virtually every M&A. Although there are many reasons for companies to combine (including diversification, acquisition of assets and value creation, among others) and multiple flavors of M&As, the need (and process) for due diligence remains … Read more
Due diligence: two words that are at the heart of virtually every business dealing. In a capital-raising phase for your company, potential investors or venture capital firms no doubt want to have a pretty clear picture of your company’s assets and liabilities, both financial and otherwise. The due diligence performed by a venture capitalist (VC) … Read more
