A modern pipeline dashboard for easy and secure team collaboration.


Deal Management Simplified

DealTracker keeps all your projects organized in centralized location, making them easy to monitor and manage at every stage of the deal.

  • View all your deals in an intuitive dashboard, and quickly jump to each deal’s page for specific details. Stop creating and sharing spreadsheets to keep track of everything.
  • Add new deals to the pipeline with a single click, then organize deals according to their current stage.
  • Create custom stages as your deals advance through the pipeline. Quickly locate information such as financials, market data, and personnel.
  • Notification updates and other customizable alerts keep colleagues and your entire deal team up to date with minimal effort.

World-Class Security

Protect every piece of data tied to your deal

  • Access to DealTracker pipelines is restricted to you and your team, so your deals always stay private.
  • Documents and notes are stored securely on SSAE16 Type I and ISO 27001 certified servers.
  • CapLinked doesn’t rely on outdated or insecure technologies like Java to protect your sensitive documents.
SOC2 Type II Certified

under SSAE 18 (formerly SAS70)

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Cloud Security Alliance Certified
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PCI Security Standards Council Certified
Get a Demo of DealTracker Today.