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Enterprise Concierge Services

Tailored Support for Deal-Makers and Business Leaders

CapLinked’s Enterprise Concierge services deliver hands-on, expert support tailored to the unique needs of enterprise clients. Our dedicated team takes the complexity out of managing your virtual data room (VDR) by providing personalized assistance with data migration, workspace setup, user training, and integration.

Hands On Support for Every Step

Seamless Onboarding & Continuous Guidance

Designed as an add-on to our enterprise plan, these services incur additional fees based on a preapproved statement of work, ensuring you receive customized solutions that drive efficiency and success.

Key features of our enterprise concierge services include:

Data Migration

Moving large volumes of sensitive data doesn’t have to be a headache. Our experts manage the entire migration process—from legacy systems to CapLinked’s secure platform—handling data mapping, transfer, and validation to ensure accuracy and minimal disruption.

Workspace Setup

Get your VDR up and running quickly with our workspace setup services. We configure folder structures, set user permissions, and apply white-label branding, so your team can hit the ground running without the setup burden.

User Training

Empower your team to maximize CapLinked’s platform with comprehensive training. From initial onboarding to ongoing support, we ensure your users are confident and proficient in leveraging every feature.

Integration Capabilities

Seamlessly connect CapLinked to your existing systems with our API-driven integration services. Whether it’s third-party tools or proprietary software, we streamline your workflows for greater efficiency.

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The Value of Enterprise Concierge

With CapLinked’s Enterprise Concierge services, your organization gains:

Time Savings: Delegate tasks to our experts, freeing your team for strategic priorities.
Risk Reduction: Ensure data security and accuracy during migrations and setups.
Faster Adoption: Equip your users with the skills to succeed from day one.
Workflow Efficiency: Integrate CapLinked into your tech stack for a cohesive experience.

Why CapLinked Concierge?

CapLinked is more than just a data room provider—we’re your trusted partner in securing success. Whether you’re conducting due diligence or managing one-off projects, our concierge services deliver the confidence and reliability you need to meet your goals with ease.

Start today and experience a virtual data room tailored to your business needs.

Pricing Tailored to Your Needs

Enterprise Concierge services are an optional add-on to our enterprise plan or other plans, with fees determined by the scope outlined in a preapproved statement of work. Whether you need a single service or a full support package, our sales team will craft a solution that fits your requirements. Contact us for a personalized quote.

Client Success Stories

Over 250,000 professionals from 75+ countries and nearly half of the Fortune 1000 companies use CapLinked.

“I really appreciate the customer service that Caplinked provides. Everything has been great with our service, and we’ve received excellent feedback both internally and externally.”

Director

Accenture

“Everything has been running so smoothly on Caplinked. We have really enjoyed the service you’re providing and would be more than happy to act as a client reference.”

Vice President

Bank of America

Ifeyinwa O.

Project Coordinator | Project Planner

“I love using CapLinked for documenting my projects because it has so many amazing features and is very organized. I love how I can access files easily by searching using the index or title. The workspace features are great, allowing me to create a workspace where I can monitor my teams, see the workspace overview, and attend to Q&A about a document. The activity tracker is another favorite, letting me track my team members’ activities, group activity, and file activity. I can also watermark my documents, which is quite useful. I also appreciate the ease of uploading files and how it notifies team members of newly uploaded files.”

“CapLinked delivers everything I need—secure file sharing, advanced reporting, and user management—at a fraction of the cost of other platforms. It’s efficient, intuitive, and has saved me time and money. Highly recommend!”

Associate

Citi

“Caplinked is fast, secure, and incredibly cost-effective. We’ve been using pricier platforms, but this one stands out for its usability and value. It’s made my workflow so much smoother!”

Senior Consultant

Deloitte

Ghias Q.

Recruitment Consultant | Business Analyst

“What makes CapLinked stand out is that it genuinely feels like it was designed for humans, not just for “compliance.” A lot of enterprise data rooms are clunky and make you jump through hoops just to open a PDF, but CapLinked keeps the experience incredibly smooth with a “no-plugins” approach—you just click and view. It strikes that rare balance of feeling like a high-security vault while still being as easy to navigate as a basic file-sharing app. On top of that, the peace of mind you get from being able to “remotely shred” a document even after someone has downloaded it is a huge win for anyone handling sensitive deals.”

“CapLinked delivers the goods. CapLinked’s elegantly simple yet robust modern technology eliminates the roadblocks and headaches I’ve experienced with competing platforms of yesteryear.”

Senior Associate

American Capital

“We deployed CapLinked to support our lender and shareholder reporting after we sold our firm in 2013. It has been very helpful to us and enabled paperless reporting, lender audits, and more. We saved more in report production and distribution costs than the service cost us.”

CFO

Sokolove Law

Faizan K.

Founder | Business Consultant

“CapLinked gives us a clean, professional space to organize everything without making the process feel complicated for clients or internal team members. I especially like the secure access controls, activity tracking, and ability to manage documents in one centralized platform. It gives us more confidence when sharing confidential information with investors, partners, or clients.”

“Your customer support is outstanding. Our project manager was available when needed, answered every question, and made the initial setup seamless. Their guidance and your training resources made launching our data room easy and stress-free. Exceptional service and support!”

Analyst

Houlihan Lokey

“CapLinked fits our goal of securely providing documents and information in an organized fashion, while allowing us to track and monitor progress. The software is user-friendly for the less technology-inclined, but still provides the features that are most essential to our process.”

Closing Coordinator

Sun Acquisitions

Laure J.

Quality Assurance Specialist & UX Designer

“CapLinked provides a clean, intuitive interface that makes it easy to manage sensitive documents and handle due diligence workflows without hassle. The onboarding process is smooth, and the support team is responsive when questions come up. I also appreciate the AI-powered search and document-organization features, which are a helpful bonus for quickly finding key information when I need it.”

“Caplinked has been our dataroom provider of choice since day one. It has exactly the right functionalities we need to efficiently manage our M&A deals. The price to value ratio is incredibly attractive compared to high priced alternatives. It’s user tracking gives us very good insights about buyer activity. It’s super user friendly for other stakeholders like lawyers and accountants. Coupled with Caplinked’s superb customer support, it’s everything we could wish for in a data room provider.”

Founder & Managing Partner

Venture Advisory Partners

Rajib D.

Project Coordinator | Project Planner

“CapLinked is a reliable, secure platform for managing sensitive documents, investor communications and due diligence workflows. The interface feels intuitive, the permission controls are strong and the overall user experience makes complex data room management noticeably more efficient. It’s especially valuable for organizations that need solid security, smoother collaboration and a professional way to present materials for high-stakes transactions.”

“We are very satisfied with the CapLinked workspace. Internally we find it a lot more intuitive to use than competing products. We used CapLinked on our recent sales process in respect of our mine in the US, Cripple Creek & Victor, which has been acquired by Newmont, the largest US gold miner. There were about ten mining companies in the data room looking at this asset. We certainly did not have any negative feedback from any one of these parties regarding access and functionality.”

VP Strategy

AngloGold Ashanti

Abeeb H.

Splunk Engineer

“I’ve used Caplinked for secure document sharing during transactions, and it does the job well overall. The strongest point is security permission controls and access tracking are clear and reliable, which is important when handling sensitive files. The audit trail feature is also useful for monitoring activity. The interface is fairly simple, though not very modern, and it takes a bit of time to get used to. Performance can be slightly slow when uploading large files. Customer support is okay responsive, but nothing standout.”

Take the Next Step

Experience Unmatched Support & Security

Ready to simplify your enterprise experience with CapLinked’s hands-on support? Contact our sales team today to explore how Enterprise Concierge services can meet your needs.

Secure Document Storage

When you use our VDR to share your enterprise’s data and assets, you can rest assured your information is readily accessible and reliably secure.

Document Management

Confidently share and manage your most sensitive files and documents using the industry’s leading solution.

Due Diligence Data Room

Review financial records and other sensitive documents for M&A due diligence in a secure environment.

Financing

Manage the financing of your business with a a powerful and secure platform to share documents and collaborate with internal and external parties.

Legal Compliance

CapLinked’s legal practice management allows partners, stakeholders, and other collaborators to share and view sensitive IP with customized permission levels and user activity tracking.

Bankruptcy and Restructuring

Data rooms for bankruptcy and restructuring streamline the process by providing effective management tools including DRM and access management.

Frequently Asked Questions

What is the CapLinked Concierge Service?

Our Enterprise Concierge services provide hands-on, expert support tailored to your business needs. From data migration and workspace setup to user training and system integration, we simplify the process of managing your virtual data room (VDR).

Who can benefit from the Concierge service?

Enterprise clients needing additional assistance with setting up and managing their VDR, migrating data, or integrating CapLinked with existing tools will find this service invaluable.

What services are included in the Enterprise Concierge?

The Concierge service includes personalized support for tasks such as:

Data migration, ensuring secure and accurate transfers from legacy systems
Workspace setup, including folder configuration, user permissions, and branding
User training to enhance platform adoption and confidence
API-driven integration with third-party and proprietary systems

Is the Enterprise Concierge service included in the standard plan?

No, the Concierge service is an optional add-on available to Enterprise Plan clients.

How are the service fees determined?

Pricing is based on the scope of work outlined in a preapproved statement of work. This tailored approach ensures you only pay for the services you need.

What are the benefits of adding Concierge services?

By selecting the Concierge service, you can save time, reduce risks during data migration, streamline workflows with integrations, and boost platform adoption with comprehensive training.

Can I purchase a single service instead of the full package?

Yes, the Concierge service is flexible. You can opt for a single service or a full support package, depending on your needs.

How do I get started with Enterprise Concierge?

To learn more or receive a personalized quote, contact our sales team today. We’re here to create a solution tailored to your requirements.

Choose a Better Virtual Data Room

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