Finance Due Diligence & Investor Data Room
Managing the financing of your business requires a powerful and secure platform to share documents and collaborate with internal and external parties. CapLinked consolidates document storage and sharing, messages related to the documents, and a complete audit trail into one intuitive platform. Our financial data room is the best way to keep your business financing documents private with tools such as watermarking, print-blocking, download prevention, and proprietary digital rights management.
What is Financial Due Diligence?
The financial due diligence process determines the financial state of a company by analyzing the organization’s current and past expenses and revenue as well as their investments and assets. This financial information can be gathered by outside parties or internal members and typically includes:
- Cash flow statements
- Securities filings
- Balance sheets
- Working capital assessments
- Payroll, including income information and employee benefits
- Financial forecasts
- Regulatory compliance documents , such as ESG reports for emission reporting
These documents are often stored in a virtual data room for investors, potential partners, and other stakeholders to review.
The Importance of Financial Due Diligence
Financial diligence is important to anyone who has a stake in the business. It’s a way for external parties to review objective financial information and come up with an informed business valuation.
For example, your business may submit paperwork to a virtual finance data room if you’re working with transaction advisory services such as investment banks or management consulting firms. Financial projections and reports are securely stored, enabling comprehensive reviews. Internally, having a financial due diligence checklist can reveal potential risk factors, ensuring your corporate finance team handles company costs effectively.
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Raising Capital
CapLinked makes raising capital easier by accelerating investor due diligence processes and keeping stakeholders in the loop. Whether you’re working with an individual investor or a private equity firm, our investor data room stores contacts in one place, organizes important files, and notifies prospective investors regarding updates to documents — all key aspects of an effective workflow. With CapLinked, you can easily organize your existing contacts into groups and avoid redundant messaging to parties not involved with your project. This streamlines investor updates and meetings, allowing them to view your documents, make valuations, and calculate risk without complicated software. Dedicate an entire virtual workspace for investors and control what they see. CapLinked increases efficiencies in capital raising by keeping your sensitive information centralized, while saving you time and money so you can focus on running your business.
Why use CapLinked for financing?
- CapLinked workspaces help make large file structures searchable and secure, so you’ll always stay organized.
- CapLinked works without plug-ins or extraneous downloads, so prospective investors can stay in the loop without involving IT or any extra hassle.
- Stay organized with a modern, intuitive interface that makes communication and sharing with banks, private equity services, and law firms simple and fast.
- Set customized user permissions to keep sensitive documents secure at every stage of the deal.
The Right Plan for Your Business
CapLinked has you covered, whether conducting due diligence and closing deals are a part of your business’s core initiatives, or you just need a data room for a one-off project.
Enterprise
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.
- Unlimited Protected Data
- Priority Email & Phone Support
- API access integration
- SAML-based Single Sign-On (SSO)
- Access Whitelisting by IP
- Real Time Virus Scanning
- Personalized on-boarding
- Full service setup
- 99.9 Uptime SLA
Contact us at (888) 799-6849 for your fully customized virtual data room solution
Team
Our starter virtual data room plan grants teams access to the secure document sharing and advanced security features they need.
- 5GB of Protected Data
- 1 Workspace
- 10 Administrators
- Unlimited Guest Users
- Custom Watermarking
- Digital Rights Management
- No long-term contracts
$149
($299/month after the 1st month)
More Solutions from CapLinked
Browse more of our solutions to optimize your deal process and close more.
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.
Virtual Data Rooms
Implement our enterprise-level virtual data room solution to facilitate secure file sharing, demonstrate due diligence, cloud-based data storage, painless audits, and so much more.
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
Without using a secure virtual data room, data can be breached through unwanted external sources and password sharing.
While there are endless ways to share files online, the most secure way to transfer confidential information is through a virtual data room (VDR) that protects and encrypts your data end-to-end. CapLinked provides a secure platform to conduct and share information with ease.
You need to evaluate each online file sharing platform based on several essential factors, from the control capabilities, compliance and industry standards, to customer service. Please read the 7 features each document security system should have.
No, those online sharing platforms don’t provide enough security for your due diligence. In 2016, file hosting site Dropbox was hacked. Millions of people had their login credentials exposed, which prompted the company to reset all passwords going back four years. Learn more which secure file sharing platform you should use here.
A transaction room allows all parties to sign confidential documents easily. However, it may not be a secure file sharing platform. In some situations, such as due diligence before an M&A deal, may require a higher level of security that a virtual data room provides. Know the difference between a transaction room and VDR before sharing any file online.
The due diligence process before a merger and acquisition deal will work on highly sensitive documents like financial statements, assets, employees data and payroll. In addition to that, there are several parties working on the report. CapLinked makes it easier to compile your due diligence report by enabling your staff to track changes in files, manage file permissions, and even revoke access after download.
You can secure your Word Documents by making them Read-Only and/or encrypt them with a password. However, if you are working on highly sensitive materials, individual document protection is not enough.
You should encrypt your business documents, especially if they contain confidential information and will be shared with multiple people. The level of encryption and security features may vary depending on your business needs. Learn more about types of encryption here.
CapLinked provides a secure document sharing platform for all types of business. It enables different parties to share data and communicate without the risk of any information breach.
User access can be monitored, adjusted, and/or removed at any time by administrators to the dataroom via the Permissions module on the CapLinked browser.
