CapLinked Concierge

Customized Support for Modern Day Deal-Makers

Project Management

Project management for enterprise customers encompasses many facets of the deal-making process. Rather than spending time create folder and file structures, populating Caplinked with data, groups, and users, our team can complete those tasks on your behalf. You can also look to your project manager to set user permissions, white label branding, and for data curation.

API Integrations

As with all of our concierge services, our enterprise customers are able to use Caplinked’s API to integrate with any application to quickly and easily share, protect, and track your business’ sensitive data. Together, our development teams can integrate our document security functionality into your own applications and workflows. Integrate the Caplinked platform into your existing enterprise technology stack for streamlined file sharing. Our API works seamlessly with third-party or proprietary applications.

File Management

Depending on your use case(s) for Caplinked, there may be a requirement for uploading new documents on an ongoing and frequent basis. As an example, our fund administrator clients need to add customer statements, performance reports, and tax documents regularly. Your project manager can become an outsourced member of your team to ensure that the work is done quickly and correctly. File management requirements are very specific and will be detailed and agreed to in a statement of work. Let us know what you need so that we can develop your customized file management solution.

Client Support and Management

At Caplinked, we take our customers relationships very seriously. We want to be there when you need us and provide you with a team of support personnel to address all of your needs in an expeditious manner. Your assigned project manager and sales director are your front line support, and will not only be highly responsive to your inquiries, but will be proactive in supporting your business and deal-making activities.

Additional Concierge Support Services

Single Sign-On

SAML-Based single sign-on capabilities


Workspace Archiving

Closing and workspace archiving support



Custom usage, activity and more


Team or individual training sessions


User Support

Support for your invited users as well as administrators


Periodic Business Review

Semi-Annual meeting and business reviews


Get a Quote Today

Experience the unrivaled support of Caplinked’s project management team.