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Enterprise Concierge Service

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 creating folder and file structures, populate CapLinked with data, groups, and users. With streamlined project management outsourcing, our team completes those tasks on your behalf. As your customizable corporate concierge, we help you with user permissions, white label branding, and data curation.

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What Are Common Project Management Services?

From managing available project capital to calculating project risk, program management tools help you devise long-term strategies and plan large-scale initiatives. They help you sketch out overall frameworks, mission statements, and milestones over the years.  

A comprehensive project management service guides your business through the various stages of implementing your upcoming project, from planning to turning profits. CapLinked offers a suite of professional services and features to ensure your project’s success, including: 

  • Task management – Stay on track to fulfill your scope with a task management feature that enables data room admins to coordinate tasks, send out updates, and communicate essential information about milestones and goals with project stakeholders. 
  • Dashboards – Quickly access the data rooms that you belong to on a user-friendly dashboard. With an intuitive interface, your CapLinked dashboard makes it simple to locate key documents, receive project updates, and track curated project assets. 
  • Notifications – With a dedicated notifications page, discover activity and alerts pertaining to your project. Stay in the loop and at the ready with a comprehensive look at what’s going on—and where you’re needed. 
  • Updates and messenger – A well-managed office requires your team to communicate efficiently. With CapLinked, data room admins can leverage updates and messaging features to arrange meetings, team training sessions, and more. Whether you’re orienting team members to new materials or flagging a document for further review, it’s easy to manage communications and coordinate moving parts. 

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 have extensive portfolio management needs, regularly uploading customer statements, performance reports, and tax documents. Our enterprise file-sharing service—part of the project management suite—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.

API Integrations

As with all of our business 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’s sensitive data. Together, our software 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.

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 project success, ensuring quality assurance, and streamlining deal-making activities.

Additional Concierge Support Services

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

Virtual Data Room Pricing Made Simple

Start your free-trial today. No credit card or long-term commitment required.

Team Plan Save $150

Our starter virtual data room plan grants teams access to the secure document sharing and advanced security features they need.


($299/month after the 1st month)


Our enterprise plan is ideal for companies that conduct due diligence and close deals as part of their core business functions. Enterprise clients receive exclusive access to Concierge Services.

Contact us at (888) 799-6849 for your fully customized virtual data room solution

Frequently Asked Questions

A virtual data room is a secure document sharing platform that hosts data and allows for collaboration on documents. It is commonly used to facilitate due dilligence process during the M&A process.

A virtual data room provides higher security measures than simple document sharing platforms. The common online sharing platforms, like Dropbox and Google Drive, do not provide security level like Caplinked VDR does. Without using a secure virtual data room, data can be breached through unwanted external sources and password sharing.

No, a VDR has a higher security standard compared to a transaction room. Although a transaction room can be sufficient for simple business needs, it doesn’t meet the requirement for bank-level security and encryption. A cloud-based VDR like Caplinked also provides project management and collaboration features which a transaction room can’t fulfil. Understanding the difference between a VDR and a transaction room can help you decide on what you should use.
Here are some must-have features of a VDR as a secured file sharing platform: security thresholds, access control, ease of collaboration. You can learn further about features of VDR here.

A virtual data room can be used for any industry that requires a secure platform to share and collaborate on documents. It is essential for M&A deals, as a virtual data room allows a secure and easy space to control access for different levels of users, file collaboration, and document editing.

Please reference the pricing page.

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