1. Home
  2. Reviews
  3. CapLinked
CapLinked logo

CapLinked review for fundraising

CapLinked lists a monthly price of $299, a free trial, Q&A, watermarks, view control and an API. It is used for M&A, asset sales and capital raises.

Research file reviewed Oct 1, 2026 · Since 2010 · United States · Cloud

Key facts

Pricing
$299 a month
Free trial
Offered
Hosting
Cloud
SOC 2
Yes
ISO 27001
Not listed
Founded
2010
Headquarters
United States

Overview

CapLinked, founded in 2010, publishes its price, which is rare in this field. It lists Q&A, watermarks, view-only and download control, two-step login, bulk upload and an open API.

For a raise, the listed price makes budgeting easy. The research file rates its interface and support below the leaders, and it does not list AI help or redaction.

Raises it suits

Company rounds, private placements, asset sales used to raise capital and real estate raises with a known budget.

Scores on five raise criteria

CapLinked scores 7.3 overall. Its highest criterion is cost of a raise at 8.9. The black mark on each bar is the mean of the 16 rooms on this site.

How each criterion is calculated: scoring approach.

Investor tracking (22%)7.0
Permission control (20%)7.0
Raise workflow (20%)7.0
Investor onboarding (18%)6.8
Cost of a raise (20%)8.9

Mean of the 16 rooms on this site

Strengths

  • Listed monthly price
  • Open API
  • Q&A and view control listed
  • Free trial available

Gaps to check

  • No AI help listed
  • No redaction listed
  • Support rated below the leaders

Features for a raise

7 of the 12 features we track are listed by CapLinked. Not listed: built-in redaction, nda e-sign step, native mobile app, sso for your team, ai features.

FeatureCapLinkedWhy it matters in a raise
Q&A moduleLPs and lead investors post questions on a file; the deal team routes each one, drafts a reply and decides who sees it.
Investor activity logA per-investor record of opens, pages and minutes, which tells the IR team who is in diligence and who stalled.
Dynamic watermarksStamps the reader and a timestamp over every page, so a PPM that leaks carries its source with it.
Built-in redactionMasks fee splits, investor names or personal data in place, with no edited duplicate to keep in sync.
NDA e-sign stepConfidentiality terms an investor must accept in the room before folder one appears.
Native mobile appAn installed app for phones and tablets, on top of reading in the mobile browser.
API accessLets a CRM or an internal script add investors, push files or pull the activity record.
SSO for your teamStaff on the issuer side log in with the company identity provider rather than a separate password.
2-step verificationA code or an approval on a second device every time someone logs in.
Drag-and-drop foldersAn entire numbered folder tree goes up in a single drop, structure intact.
View-only filesFiles can be read but not saved or printed, and the setting can change mid-raise without a new invite.
AI featuresHelp the vendor lists, for example summaries, search across documents, automatic filing or draft answers.

CapLinked pricing for a raise

CapLinked lists $299 a month. The figures below multiply that list price by the months each raise usually keeps a room open.

Company round

$1,196

4 months, 3 users, list price

Fund raise

$2,990

10 months, 4 users, list price

Real estate raise

$897

3 months, 2 users, list price

Debt raise

$897

3 months, 3 users, list price

Compare the cost of your own raise

Raise type
  1. Ellty $596Listed price Visit Ellty
  2. CapLinked $1,196Listed price Pricing notes

USD before tax, for the full raise period. Vendor list prices where published; elsewhere our planning bands, which are budgeting ranges and never a vendor quote. Get a written price before you commit.

Security, setup and support

Self-serve on the listed plans, with help on larger accounts.

Certifications in our research file: SOC 2. Two-step login is listed. Dynamic watermarks are listed. Request the newest attestation report before LPs or lenders start reading.

Before you sign: six hands-on checks

  • Recreate your real index (01 Offering, 02 Terms...) and drop one full folder in.
  • Send an invite to your own personal inbox and count the clicks to the first document.
  • Lock the financial model to reading only, then try to print and save it as that test reader.
  • Check that the test reader's name shows on the page and that the visit appears in the log.
  • Post a mock LP question and route it to a colleague for the reply.
  • Pull the activity export and compare it with what your IR file or CRM needs.

CapLinked alternatives

Firmex

7.3

Easy, reliable deal room favored by mid-market advisers.

Full review

SecureDocs

7.4

Simple flat-rate deal room with signing and Q&A.

Full review

Intralinks

7.2

One of the oldest deal rooms, common on bank-led transactions.

Full review

Side-by-side pages: CapLinked vs Digify

CapLinked: questions and answers

What will CapLinked cost over a raise?

CapLinked lists $299 a month. A four-month company round with three users comes to about $1,196 at list price, before tax.

Can I try CapLinked before paying?

Yes. Our research file records a free trial for CapLinked; its length and limits are set by the vendor.

Can investors ask diligence questions inside CapLinked?

Yes. A Q&A module is listed, so a DDQ follow-up or a lender query can be raised, routed and closed without leaving CapLinked.

What security attestations does CapLinked list?

Our research file records SOC 2. Before signing, request the latest report under NDA and check its date and scope.

Which data room fits your raise?

Four questions. About thirty seconds.

Step 1 of 4What are you raising?