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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  • CapLinked doesn’t rely on outdated or insecure technologies like Java to protect your sensitive documents.
AICPA SOC2 logo
SOC2 Type II Certified

under SSAE 16 (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.