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Intralinks review for fundraising

Intralinks has hosted deal and capital markets rooms since 1996, with strong security, SSO, redaction and audit tools. Pricing is quoted and usually sits in the institutional band.

Research file reviewed Oct 1, 2026 · Since 1996 · United States · Cloud

Key facts

Pricing
Quote per project
Free trial
Not listed
Hosting
Cloud
SOC 2
Yes
ISO 27001
Yes
Founded
1996
Headquarters
United States

Overview

Intralinks is part of SS&C and is widely used by investment banks, lenders and large fund managers. It covers permissions, watermarks, view control, two-step login, SSO and a Q&A module, with a long record in regulated industries.

Fund managers meet it on the LP side as well, since SS&C also serves fund administration. For a raise run by the issuer alone, it asks for more setup and a bigger budget than most of the field.

Raises it suits

Syndicated loans and credit facilities, large fund raises with institutional LPs, capital markets work and processes where the bank picks the platform.

Scores on five raise criteria

Intralinks scores 7.2 overall. Its highest criterion is permission control at 8.7. 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%)7.6
Permission control (20%)8.7
Raise workflow (20%)7.1
Investor onboarding (18%)7.2
Cost of a raise (20%)5.5

Mean of the 16 rooms on this site

Strengths

  • Long record on bank-led processes
  • SSO, redaction and detailed audit tools
  • High security rating
  • Familiar to many institutional investors

Gaps to check

  • Quote-only pricing in the institutional band
  • No free trial listed
  • Interface rated harder to learn than most

Features for a raise

8 of the 12 features we track are listed by Intralinks. Not listed: nda e-sign step, native mobile app, api access, ai features.

FeatureIntralinksWhy 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.

Intralinks pricing for a raise

Intralinks prices each project on request. The figures below use our institutional platforms band, which is a planning range, not a vendor quote.

Company round

$5,600 to $15,600

4 months, 3 users, planning band

Fund raise

$19,600 to $54,600

10 months, 4 users, planning band

Real estate raise

$8,400 to $23,400

3 months, 2 users, planning band

Debt raise

$5,900 to $16,400

3 months, 3 users, planning band

Compare the cost of your own raise

Raise type
  1. Ellty $596Listed price Visit Ellty
  2. Intralinks $5,600 to $15,600Planning band 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

Setup usually runs through a sales and onboarding team. Support is available around the clock, and large projects can get a dedicated contact.

Certifications in our research file: SOC 2, ISO 27001. 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.

Intralinks alternatives

SmartRoom

6.9

Security-focused deal room with detailed permission controls.

Full review

Datasite

7.6

Bank-grade platform for large processes, with AI and a mobile app.

Full review

iDeals

7.8

Long-running M&A platform with layered permissions and fast support.

Full review

Side-by-side pages: iDeals vs Intralinks

Intralinks: questions and answers

What will Intralinks cost over a raise?

Intralinks does not publish a price; each project is quoted. For planning we place it in our institutional platforms band: about $5,600 to $15,600 for a four-month company round. Ask the vendor for a written quote.

Can I try Intralinks before paying?

No trial is recorded for Intralinks. Plan on a sales demo and a written quote.

Can investors ask diligence questions inside Intralinks?

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

What security attestations does Intralinks list?

Our research file records SOC 2, ISO 27001. 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?