Featured Customers

The world’s leading enterprises trust CapLinked for simple and secure document sharing. See why businesses of all sizes choose CapLinked.

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


Many of the top firms use CapLinked in their day to day business operations, as do hundreds of enterprises, multinational corporations, and small businesses.

What Our Customers Say

At 500 Startups, we wanted a faster, easier, and more predictably priced data room platform to close deals and raise funds with less effort. CapLinked delivered on all of those fronts. CapLinked is easy to use and populate, and new workspaces can be set up in minutes, not hours or days. We transitioned our data room requirements to CapLinked in 2015 and couldn’t be more pleased with our decision.

Aman Verjee, COO at 500 Startups

We have integrated CapLinked into many aspects of our business – raising capital from and communicating with LPs, managing our pipeline of potential investments, and leveraging the platform for our portfolio companies to raise subsequent rounds of financing. Not only is it incredibly simple to use for all parties and a huge time saver, but it allows us to carefully control the flow of confidential information in a non-cumbersome way. Furthermore, it allows us to track how existing and potential investors engage with the information we make available, which in turn better informs us as to which people are most interested, and what content is of most value to share.

Geoffrey Bernstein, Co-founder at Indicator Ventures

When it comes to fund raising, we look to Caplinked to securely share information with our investors and prospects. The intuitive structure provides a seamless diligence process and enables us to send updates on an ongoing basis. Beyond the typical applications for data room software, Oakhouse Partners has also leveraged the technology for a variety of other uses, from quarterly and board reporting, to investor updates, and internal collaboration. CapLinked has saved us time and money with its ease of use, customer support, and innovative technology.

Jason Portnoy, Managing Partner at Oakhouse Partners

Case Studies



Roche uses CapLinked’s SSO integrations built atop SAML and Okta to securely control identity and access to their workspaces and valuable information



FTI Consulting turned to CapLinked for their secure document control thanks to CapLinked’s dynamic watermarking and DRM technologies.

Investment Banks


Founded in 1895, Piper Sandler Companies (NYSE: PIPR) is a full-service U.S. investment bank and asset management firm offering M&A advisory, investment underwriting, corporate investment services and institutional brokerage.


Started in 1987, The Mentor Group is a full-service investment banking, financial advisory, and valuation and appraisal firm. They chose CapLinked for M&A engagements due to our responsive support and flexible offering.


Mooreland Partners is a leading global investment bank provides clients with M&A advisory services to clients within the technology sectors.


Southern California-based Lionfish Advisors is a boutique investment bank and financial advisory firm that serves privately-held, smaller middle-market companies. CapLinked provides a secure, accessible workspace environment for their M&A engagements.


Since 1984, Roth Capital Partners have been servicing the needs of small-cap public companiess. Their extensive research has raised over $18 billion for various companies and completed over 185 M&A deals. CapLinked provides a secure environment for their sensitive business documents.


A premier investment bank, Pagemill Partners was founded in 2003 to provide strategic advisory services to middle market technology companies.

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

Private Equity


American Capital, a publicly traded private equity firm and global asset manager, has $92 billion total assets under management invested in virtually every industry sector.


Founded in 1986, The Yucaipa Companies is a private equity and venture capital firm that invests in various industries globally. They have completed mergers and acquisitions valued at more than $30 billion.


Crosslink Capital is a private venture capital firm with a primary focus on technology and the energy industry. Crosslink Capital was founded in 1989 and is headquartered in San Francisco, California.

Caplinked is state of the art when it comes to sharing documents with customers. Platform is intuitive and easy to navigate. Accessing and sharing documents has now become a seamless process and at the same time tremendously secure. Customer support is is very helpful and will walk you through any questions you may have.

Paul R., Inside Sales Manager

Venture Capital

500 Startups is a global venture capital seed fund and startup accelerator based in Silicon Valley with ~$200M in assets under management. We have invested in a wide variety of technology startups all over the world, currently over 1,400 companies since our inception in 2010.

A San Francisco-based venture capital firm with partners such as Peter Thiel and Sean Parker. Formed in 2005, Founders Fund has launched four funds with more than $1 billion in aggregate capital under management by 2011.


Indicator Ventures is a US-based early-stage venture capital firm that backs and supports companies leveraging ‘digital efficiencies’ to generate material time and cost savings, primarily in B2B applications. They focus on capital-efficient businesses solving high-impact problems that can scale quickly.


Canyon Creek Capital invests in seed and series-A stage companies. CapLinked offers them a secure platform to track and perform due diligence on deal flow.


This seed capital fund specializes in $25,000 – $500,000 investments in early-stage high growth technology startups in sub-Saharan Africa. Savannah Fund chose CapLinked to manage its growing portfolio and track deal flow.

Seed-stage investors with typical investments in the $250,000 – $500,000 range. They rely on CapLinked to manage their investment portfolio.

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




Verba Technologies makes extensive use of CapLinked’s digital rights management technology to secure communications with outside parties. Their analysts and administrators use the Q&A feature to collaborate on protected documents


Trident Trust is a leading independent provider of corporate, trust and fund administration services to the financial services sector worldwide.


Sunbelt is the world’s largest business brokerage operation with over 5,000 business-for-sale listings. CapLinked provides secure workspaces for Sunbelt offices to use as cloud storage for buyer and seller materials.


The world’s leading source of intelligent information for businesses and professionals. They rely on CapLinked to provide secure workspaces for performing due diligence on various transactions.


FTI Consulting is a global business advisory firm that provides multidisciplinary solutions to complex challenges and opportunities. With the full power of our unique depth of thought combined with the global expertise of leading professionals, we are committed to protecting and enhancing the enterprise value of our clients.

Life Sciences



Life Sciences companies utilize CapLinked software to securely collaborate with critical business partners. Ease of uploading documents and granting permissions were deciding factors for one such company.


Invitae is one of the fastest growing genetic information companies, whose mission is to bring comprehensive genetic information into mainstream medical practice to improve the quality of healthcare for billions of people. Invitae specializes in genetic diagnostics in clinical areas across all stages of life.


Edwards Lifesciences is the global leader in the science of heart valves and hemodynamic monitoring. Edwards Lifesciences trusts CapLinked as a consulting project management platform.


Atyr Pharma is a pharmaceutical company that leverages Physiocrine biology, a new and important area of human health, to develop first-in-class medicines to treat patients suffering from severe, rare diseases with significant unmet medical need.


F. Hoffmann-La Roche AG is a Swiss multinational healthcare company that operates worldwide under two divisions: Pharmaceuticals and Diagnostics. Its holding company, Roche Holding AG, has bearer shares listed on the SIX Swiss Exchange. The company headquarters are located in Basel.

CapLinked on average can reduce the amount of time spent performing due diligence on a sizable loan portfolio by 20% to 30%.

Senior Director at an Investment Bank

Natural Resources and Heavy Industry



Corporations from the infrastructure, energy, and resource industries continually choose CapLinked to secure data, close construction bids, and share classified documents.


Hess Corporation is an American global independent energy company engaged in the exploration and production of crude oil and natural gas. Hess, headquartered in New York City, placed #394 in the 2016 list of Fortune 500 corporations.


GPS is a provider of tier 1 Northern White frac sand based in Barron County, Wisconsin on the Union Pacific railroad. The GPS project, Sioux Creek Silica, has proven recoverable reserves in excess of 60+ million tons of the highest quality, API Spec, Northern White frac sand.


SkyPower is the largest and one of the most successful developers and owners of utility-scale solar energy projects in the world. The experienced and accomplished SkyPower team has built, assembled and acquired an extensive pipeline of over 25 GW worldwide.


Integra Gold Corp is a Canadian company that focuses on production of gold in Lamaque South within Canada’s premier gold producing district the “Valley of Gold.”

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



With lawyers from coast-to-coast in the United States, as well as in Europe, Asia and the Middle East, Reed Smith is known for its experience across a broad array of industry sectors. Reed Smith counsels 13 of the world’s 15 largest commercial and savings banks; 25 of the world’s 35 largest oil and gas companies; and the world’s three largest pharmaceutical distribution and wholesale companies.


Allen Matkins is a prominent law firm based in California with more than 220 attorneys serving clients from five offices based in Los Angeles, Orange County, San Diego and San Francisco.


For a century, Davis Graham & Stubbs LLP has ranked among the region’s most prominent law firms, consistently offering quality legal services to emerging and established businesses of the Rocky Mountain West.


Cowan Liebowitz is recognized worldwide as a leading intellectual property law and litigation firm. They represent clients in the areas of corporate and commercial law, information technology, customs, international cargo & regulatory compliance, real estate law, trusts and estates, and military law.


For more than 30 years, Sokolove Law has worked to educate people about their rights. They’ve helped people in all 50 states get the legal support they need to move personal injury claims successfully through the court system.


Olshan is a leading New York law firm representing clients ranging from public companies, hedge, venture capital, private equity and other investment funds to entrepreneurs and private companies.

Experience CapLinked today!