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VDR Product Features

Intelligent and easy-to-use tools to help you share files with confidence.

CapLinked Overview


Your central hub for all CapLinked activity, the dashboard enables you to access Workspaces, view recent activity, monitor your notifications feed, and manage your messages and contacts from a user-friendly interface.

Access CapLinked’s web-based platform from anywhere, on any device, including mobile.


Workspaces serve as a secure “vault” for sharing documents with buyers and brokers, managing M&A transactions, capital raises, due diligence projects, and more.

Document Control and Management

Quickly upload thousands of documents directly from your browser or use CapLinked’s powerful desktop uploader, Safelink. Then leverage a powerful suite of online document editing tools to make changes to files directly from your Workspace.


CapLinked’s intuitive document editing and communication tools make collaborating with teammates and external parties simple and easy. Store, edit, and correspond on documents in a secure Workspace without downloading countless files.

Built for Enterprise

Rely on our dedicated support team and customer success managers.

Service is what sets Enterprise plans apart from self-serve plans. Enterprise clients receive customized team training from one of our customer success managers, so that your team can utilize the full power of our platform. Whether its organization-wide or in a single department, CapLinked can often be implemented and deployed in a matter of hours.

User training typically requires only 45 minutes or less, and our intuitive software interface makes collaboration and sharing simple for all parties involved. Our software-as-a-service offering is device and infrastructure agnostic. No plugins or downloads are needed for CapLinked to help kickstart your deals.

Customizable Permissions

Create custom groups and configure view, download, and upload permissions for all documents or individual folders and files.

Group 1236

Activity Tracker

Track all actions and changes made within a Workspace, including document views, downloads, uploads, permissions changes, and viewed pages.

Digital Rights Management

FileProtect provides a secure digital rights management (DRM) wrapper around your sensitive files, protecting documents with encryption and systematic authorization.


Enhance security when sharing documents using CapLinked Watermarking. Apply custom Watermarks that include time, date, user email, and IP address, on viewed or downloaded documents.


Protect your sensitive documents with the industry’s most secure technology and credentials.

What is a Virtual Data Room?

A virtual data room is a cloud-based platform for sharing and storing confidential documents. Virtual data room features typically include:

What is a Virtual Data Room Best Used For?

These secure online spaces are perfect for sensitive document handling. Because of their advanced security features and strong due diligence processes, they allow for stress-free document storage and confidential collaborations. Virtual data rooms are often used in: 

  • Legal processes such as due diligence and M&A deals 
  • Financial sectors including private equity and venture capital 
  • Any industry, including with high-profile clients, valuable company IP, or sensitive user data

Choose a better virtual data room​

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