CapLinked
CapLinked operates a cloud-based virtual data room platform for secure document sharing, due diligence, and M&A workflows, serving Fortune 1000 enterprises, investment banks, PE firms, defense contractors, and government agencies with VDR, DRM, AI document intelligence, and GovCloud-compliant offerings.
- Company typePrivate
- Founded2010
- HeadquartersManhattan Beach, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CapLinked does
CapLinked, Inc. is a privately held U.S. software company founded in 2010 by Eric Jackson and Christopher Grey, headquartered in Manhattan Beach, California, that operates a cloud-based virtual data room (VDR) platform for secure document sharing, collaboration, and due diligence. The platform is built on enterprise-grade infrastructure including AWS GovCloud support and is designed around a core VDR product extended by add-on modules such as EZ Q&A (due diligence question routing), EZ Insights (deal analytics), Digital Rights Management for PDFs and Office files, Concierge managed services, a Zero Trust security architecture, and a 2025 Compliance Suite for AI and cybersecurity regulations. Its underlying technology stack combines document-level DRM, dynamic watermarking, OCR-based search, granular permissions, comprehensive audit trails, and AI features for document intelligence, predictive deal insights, and anomaly detection, delivered through both a web application and a REST API with HMAC-SHA256 authentication and a Ruby SDK.
CapLinked generates revenue through subscription-based virtual data room services sold under a Team plan at $399/month with self-service onboarding via a 14-day free trial, and a quote-based Enterprise plan with multi-year contracts, concierge project management, SAML SSO, custom API integrations, and a 99.9% uptime SLA. The go-to-market is hybrid, pairing product-led growth for mid-market and SMB customers with field sales for enterprise accounts, and an API-first channel for developer and OEM embedding. Its customer base spans investment banks, private equity firms, corporate development teams, law firms, defense contractors, and government agencies, with named enterprise customers including Bank of America, Citi, Accenture, Deloitte, Houlihan Lokey, and AngloGold Ashanti, and claimed adoption among 45% of Fortune 1000 companies and 250,000+ professionals.
The business has raised approximately $11.65 million across 2010-2016 (most recently $3.6 million in January 2016 from Oakhouse Partners, Indicator Ventures, and Western Technology Investment) and has operated without subsequent external funding, supporting a lean headcount of 11-50 employees. Compliance coverage spans SOC 2, ISO 27001, HIPAA, PCI DSS, FISMA, CMMC 2.0, FedRAMP Continuous Monitoring, ITAR, and DFARS/NIST 800-171, positioning the platform for both regulated commercial workloads and federal/defense use cases on AWS GovCloud.
CapLinked firmographics
Firmographics- Name
- CapLinked
- Legal name
- CapLinked, Inc.
- Website
- https://caplinked.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CapLinked operates a cloud-based virtual data room platform for secure document sharing, due diligence, and M&A workflows, serving Fortune 1000 enterprises, investment banks, PE firms, defense contractors, and government agencies with VDR, DRM, AI document intelligence, and GovCloud-compliant offerings.
- Ownership category
- akta.pro rank
CapLinked industry classification
Industry- Product category
- Virtual Data Room & Secure Document Collaboration Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Data Loss Prevention (DLP) (HDADAFAA)
- akta.pro secondary industries
- Data Security & Privacy for Cloud (DLP, DSPM, Tokenization) (HDABAHAK), Data Security & Access Governance for Data (Entitlements/Policy Enforcement) (HDAEADAH)
Keywords
Where CapLinked is headquartered
LocationHeadquarters
- HQ city
- Manhattan Beach
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
CapLinked business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Virtual Data Room Subscriptions: CapLinked generates revenue primarily through subscription-based pricing for virtual data room services. Two primary tiers are offered: Team plan at $399/month and Enterprise plans with customized pricing. Subscriptions include secure document storage, collaboration tools, and enterprise security features.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Team Plan - Starter VDR solution for teams needing secure document sharing |
| Subscription | Multi-year contract | Enterprise Plan - Full-service VDR for companies with core deal functions |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
CapLinked product offering
Product offeringCore offering
CapLinked operates a cloud-based Virtual Data Room (VDR) platform that enables secure document storage, controlled sharing, granular permissions, dynamic watermarking, audit trails, and collaborative workflows for high-stakes business transactions such as M&A due diligence, fundraising, and legal compliance. The platform includes modules for Digital Rights Management, an EZ Q&A workflow, a REST API for integration, Zero Trust security aligned with CMMC 2.0 and FedRAMP Continuous Monitoring on AWS GovCloud, and concierge managed services for enterprise customers.
Product overview
CapLinked is a secure collaboration and workflow platform built around a core Virtual Data Room (VDR) product, supplemented by multiple specialized modules and use-case solutions. The core VDR provides military-level security and collaboration for M&A due diligence, fundraising, real estate, legal, and other critical business transactions. The product portfolio includes: the core VDR platform; the CapLinked API (REST API for DRM, watermarking, permissions, OCR search, and activity tracking); add-on modules like EZ Q&A (due diligence Q&A workflow), EZ Insights (deal analytics), Digital Rights Management (document-level file protection), Concierge (managed services for Enterprise), the Zero Trust Security Platform, GovCloud VDR with CMMC 2.0 and FedRAMP ConMon support, and the 2025 Compliance Suite. Use-case solutions include Due Diligence Data Room, Secure Document Sharing, FTP Alternative, and industry-specific offerings for biotech/life sciences, energy, and healthcare/pharma. Pricing tiers include Team ($399/month) and Enterprise plans with customized pricing.
Differentiator
Problem solved
Functional benefit
Brands
- EZ Q&A: Q&A feature to simplify the due diligence process
- EZ Insights
- Concierge
Products and services
- Virtual Data Room (VDR) Core secure Virtual Data Room platform providing military-level security and intuitive collaboration for M&A due diligence, capital raises, real estate transactions, legal, compliance, and other high-stakes business transactions.
- CapLinked API REST API enabling developers to integrate CapLinked's document security functionality (Digital Rights Management, dynamic watermarking, permissions, activity tracking, OCR search, file storage) into third-party or proprietary applications, with HMAC-SHA256 authentication, Swagger-documented sandbox, and a Ruby SDK.
- GovCloud VDR AWS GovCloud-hosted virtual data room with CMMC 2.0 support, FedRAMP continuous monitoring, preconfigured CMMC collaboration templates, assessor workspaces, immutable audit trails, and U.S.-only infrastructure for ITAR and DFARS compliance.
- FedRAMP ConMon Streamlined reporting and continuous authorization (ATO) workflow for FedRAMP high-impact cloud environments on AWS GovCloud, supporting ongoing compliance monitoring for government clients.
- Concierge Service Managed project management service providing personalized onboarding, a dedicated success manager, full-service setup with data migration, and ongoing project support, available exclusively to Enterprise plan customers.
- Due Diligence Data Room Use-case configured Virtual Data Room for due diligence workflows, offering granular permissions, detailed audit trails, and organized document management to safeguard the most sensitive transaction data.
- Legal Compliance Data Room Use-case configured Virtual Data Room for legal and compliance workflows supporting regulatory filings, audit-ready document handling, and confidential collaboration for law firms and compliance teams.
- Secure Document Sharing Secure document sharing solution for controlling access and tracking touchpoints when sharing confidential documents with external parties.
Quantifiable outcome
- 40% reduction in M&A due diligence timelines through streamlined workflows
- +3 more outcomes
Companies that use CapLinked
Customer profileNamed customers7 records
Segments9 records
Ideal customer profiles3 records
CapLinked technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability4 records
Feature11 records
CapLinked partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- SalesforcecorePre-built integration with Salesforce enables seamless CRM connectivity for enterprise customers managing customer relationships alongside deal workflows.
- OneDrivecoreIntegration with Microsoft OneDrive allows enterprise customers to connect existing document storage with CapLinked's secure VDR capabilities.
- Microsoft OfficecoreCollaborative document editing within CapLinked supports Excel, Word, and PDF files, enabling teams to work on documents without compromising security.
- Google WorkspacecoreIntegration with Google Workspace platforms provides flexibility for enterprise customers using Google's productivity tools.
- AWS GovCloudcoreCapLinked's VDR platform is hosted on AWS GovCloud (US) to support defense contractors and federal agencies requiring CMMC 2.0 and FedRAMP compliance.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
CapLinked competitors and assessment
Company assessmentDirect peers
- Intralinks (SS&C): One of the largest virtual data room providers globally, now owned by SS&C. Directly competes with CapLinked in M&A due diligence, fundraising, and enterprise secure document collaboration with similar DRM, audit, and workflow capabilities.
- Datasite: Formerly Merrill Corporation, Datasite is a leading M&A-focused VDR with deep penetration in investment banking and legal channels. Competes head-to-head with CapLinked for deal-room mandates in mid-market and enterprise M&A.
- Firmex: Canadian-headquartered VDR provider serving M&A, legal, and corporate transactions. Closely comparable to CapLinked in mid-market positioning, pricing model, and use-case focus on due diligence and document security.
- Ansarada: AI-powered virtual data room provider headquartered in Australia with global reach. Competes directly with CapLinked in M&A, capital raises, and tender offers, and is a strong comparable on AI-driven deal workflow features.
- iDeals Solutions: Global VDR provider serving M&A, IPO, and corporate transactions across more than 100 countries. Overlaps with CapLinked on SMB/mid-market pricing tiers, document security, and self-serve onboarding.
Broad incumbents
- Box: Enterprise secure content and collaboration platform with Box Drive, Box Sign, and governance capabilities. Competes with CapLinked for secure document sharing and compliance use cases, though broader in scope than deal-focused VDRs.
- Citrix ShareFile: Secure file sharing and document collaboration platform widely used by regulated industries including healthcare and financial services. Overlaps with CapLinked on secure external document sharing and DRM-style controls.
- Microsoft SharePoint / OneDrive: Enterprise content management and secure document collaboration inside the Microsoft 365 ecosystem. Already integrates with CapLinked but competes as a free or bundled alternative for organizations standardizing on Microsoft.
Emerging players
- DocSend: Secure document sharing platform with analytics, used heavily for fundraising pitch decks and early-stage deal workflows. Comparable to CapLinked's SMB/mid-market use case of secure document distribution with engagement tracking.
- Digify: Singapore-headquartered secure document and VDR provider with DRM, tracking, and self-destructing links. Direct SMB-tier competitor to CapLinked, particularly in Asia-Pacific and on cost-sensitive team use cases.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CapLinked social profiles
Digital presenceCapLinked compliance and trust
Trust signalCompliance9 records
CapLinked financial estimates
Financial estimateRevenue estimate
Valuation estimate
CapLinked leadership team
Management profileNumber of profiles
Profiles2 records
CapLinked funding detail
Funding detailFunding overview
Funding rounds9 records
Investors13 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CapLinked M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CapLinked
What does CapLinked do?
CapLinked operates a cloud-based Virtual Data Room (VDR) platform that enables secure document storage, controlled sharing, granular permissions, dynamic watermarking, audit trails, and collaborative workflows for high-stakes business transactions such as M&A due diligence, fundraising, and legal compliance. The platform includes modules for Digital Rights Management, an EZ Q&A workflow, a REST API for integration, Zero Trust security aligned with CMMC 2.0 and FedRAMP Continuous Monitoring on AWS GovCloud, and concierge managed services for enterprise customers.
Is CapLinked a public or private company?
CapLinked is a private company. It is classified as venture growth investor backed and is currently operating.
When was CapLinked founded?
CapLinked was founded in 2010. It employs 11 to 50 people.
Where is CapLinked based?
CapLinked is headquartered in Manhattan Beach, United States, in the North America region.
How does CapLinked make money?
One revenue line is on record: virtual Data Room Subscriptions.
Who are CapLinked's main competitors?
Direct peers on record are Intralinks (SS&C), Datasite, Firmex, Ansarada and iDeals Solutions. Broad incumbents are Box, Citrix ShareFile and Microsoft SharePoint / OneDrive. Emerging players are DocSend and Digify.
Does CapLinked have an API?
Yes. CapLinked provides a REST API enabling developers to integrate document security functionality into third-party or proprietary applications. The API supports: Digital Rights Management (DRM) for PDFs and Office files; dynamic watermarking with user info, timestamps, email, and IP; activity tracking and reporting; granular permissions (create, update, view, download); OCR-based file search; and file storage and archiving. Authentication uses HMAC-SHA256 signing with public/private API keys. A sandbox environment with Swagger docs is available. API keys require application approval. Ruby SDK is provided (v0.3.4 per changelog). Developer documentation is at developer.caplinked.com.
What industry is CapLinked in?
CapLinked's product category is Virtual Data Room & Secure Document Collaboration Software. Its primary akta.pro industry code is HDADAFAA, Data Loss Prevention (DLP), with a secondary code of HDABAHAK, Data Security & Privacy for Cloud (DLP, DSPM, Tokenization). Its NAICS code is 51821 and its SIC code is 7372.