Featured Customers

The world’s leading enterprises trust CapLinked for simple and secure document sharing.

Investment Banks


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


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.

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.


A Scottish Investment Bank, ES Noble provides M&A, restructuring, and strategic review advisory services for private and public companies.

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.

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


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.



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.


On Deck Capital has been helping small businesses grow since 2007. They have delivered over $600 million since formation. On Deck chose CapLinked for its efficient workflow and design.


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.

SCA Advisors

A leading M&A Advisory firm founded in 1996. Based in Houston, SCA Advisors serves private company owners in M&A advisory transactions. SCA Advisors comes to CapLinked for secure workspace solutions for their M&A needs.


A leading provider of intelligent solutions for data center infrastructure management. RiT Technologies chooses CapLinked as its secure repository of confidential materials.

Life Sciences


Takeda is the largest pharmaceutical company in Japan and Asia that strives to provide better health for people worldwide through leading innovation in medicine.


Relmada Therapeutics is a clinical stage, publicly traded specialty pharmaceutical company, focused on developing novel versions of proven drug products together with new chemical entities that potentially address areas of high unmet medical need in the treatment of pain.


A specialty pharmaceutical company that is committed to enhancing the customer experience for taking medication. They believe that medicine should be simple for caregivers to administer and for patients to swallow.


Genexine was founded in 1999 as a clinical biopharmaceutical company that focuses on development and commercialization of therapeutic vaccines and next-generation Fc fusion protein drugs for the treatment of incurable diseases.


Founded in 1999, inVentiv Health was built to align with their biopharmaceutical clients’ goals. They provide expertise and strategic insights to accelerate the delivery of health innovation.


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.


Muve Health is an innovative healthcare delivery organization that develops, markets and operates a unique set of hyper-specialized assets that provide Total Joint Replacement surgeries in a non-institutionalized setting.


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.


Trevena is a publicly traded clinical stage biopharmaceutical company based in King of Prussia, PA, dedicated to the discovery and development of GPCR biased ligands. Established in late 2007, Trevena was created to translate groundbreaking research on GPCR signaling into a new generation of medicines.

Natural Resources


Galp Energia is a Portuguese energy company with multiple projects worldwide that find and extract oil and natural gas for millions of customers every day.


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.”


One of North America’s leading electric power generation development and asset management companies, Competitive Power Ventures, concentrates on a clean energy strategy by using natural gas and wind-powered generation to meet growing demand across North America.


Wesdome Gold Mines Inc. was created as a joint venture in 1976 for the purpose of exploring and developing the Westdome property in Val d’Or. Their strengths are in their quality gold deposits and an experienced, efficient operating team. They have the capacity to build and operate underground gold mines, a rare skill in an era driven by contract mining.


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.


SoloGen develops mega-watt scale electricity power plants that utilize the geothermal energy potential from oil and gas wells. The SoloGen systems produce electricity for delivery into the utility grid infrastructure on a 24/7 base-load basis.



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.

Customer Testimonials

“Our experience with CapLinked has been excellent. They’ve provided us with an easy to use, efficient solution to manage timely and secure access to our key documents across the globe.”

-Corporate Counsel, 500 Startups


“CapLinked is the best thing ever. I love it! I am a huge fan of your system.”

-Director, Sunbelt Pasadena


“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


“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


“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


“Whether it’s a partnership deal, an investment, or collaborative project, with CapLinked I sleep soundly at night.”

-Director of Business Development & Therapeutic Alliances, ATYR Pharma


“We have been very pleased with CapLinked’s virtual data room. Getting starting was quick, easy and efficient. I am in charge of managing it and I am not very tech-savvy, so it is a relief that the product is so intuitive and easy to use.”

-Executive Administrator, Strong Force Intellectual 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

Experience CapLinked today!