Caplinked University
Learn Caplinked Faster
Step-by-step training, practical guides, and essential resources for administrators and invited users working in secure virtual data rooms.
4.5/5
88/100
Choose Your Training Path
Whether you are setting up a new workspace or joining one as an invited participant, Caplinked University gives you a clear place to start.
20 training modules
Administrator Training
Learn how to configure your workspace, manage permissions, upload and organize files, send announcements, review activity, and control secure access across your data room.
2 Quick-start Modules
User Training
A focused training path for invited users who need to activate their account, access the workspace, and upload requested files securely and correctly.
Essential Resources
Access the checklists, guides, and supporting materials that help teams launch faster, stay organized, and maintain a secure virtual data room.
- Administrator Training Guide
This comprehensive guide serves as an index for all video training content, providing an excellent resource for quick reference.
- User Training Guide
Use this detailed 55-page guide to follow along with the video content. It includes helpful virtual data room screenshots and clear written instructions.
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Workspace
Content Checklist
This article outlines exactly what documents are recommended for inclusion in your workspace to ensure a complete data room.
- Security Documentation
Learn about the enterprise-grade security measures CapLinked employs to keep your sensitive data completely safe.
- Industry Insights
Read the Forbes article discussing the critical importance of online virtual data rooms in Mergers and Acquisitions, which includes a complete list of required data room contents.
Trusted in High-Stakes Workflows
See how professionals use CapLinked to manage secure virtual data rooms with confidence.
“I really appreciate the customer service that Caplinked provides. Everything has been great with our service, and we’ve received excellent feedback both internally and externally.”
Director
Accenture
“Everything has been running so smoothly on Caplinked. We have really enjoyed the service you’re providing and would be more than happy to act as a client reference.”
Vice President
Bank of America
“CapLinked delivers everything I need—secure file sharing, advanced reporting, and user management—at a fraction of the cost of other platforms. It’s efficient, intuitive, and has saved me time and money. Highly recommend!”
Associate
Citi
“Caplinked is fast, secure, and incredibly cost-effective. We’ve been using pricier platforms, but this one stands out for its usability and value. It’s made my workflow so much smoother!”
Senior Consultant
Deloitte
“CapLinked delivers the goods. CapLinked’s elegantly simple yet robust modern technology eliminates the roadblocks and headaches I’ve experienced with competing platforms of yesteryear.”
Senior Associate
American Capital
“We deployed CapLinked to support our lender and shareholder reporting after we sold our firm in 2013. It has been very helpful to us and enabled paperless reporting, lender audits, and more. We saved more in report production and distribution costs than the service cost us.”
CFO
Sokolove Law
“Your customer support is outstanding. Our project manager was available when needed, answered every question, and made the initial setup seamless. Their guidance and your training resources made launching our data room easy and stress-free. Exceptional service and support!”
Analyst
Houlihan Lokey
“CapLinked fits our goal of securely providing documents and information in an organized fashion, while allowing us to track and monitor progress. The software is user-friendly for the less technology-inclined, but still provides the features that are most essential to our process.”
Closing Coordinator
Sun Acquisitions
“Caplinked has been our dataroom provider of choice since day one. It has exactly the right functionalities we need to efficiently manage our M&A deals. The price to value ratio is incredibly attractive compared to high priced alternatives. It’s user tracking gives us very good insights about buyer activity. It’s super user friendly for other stakeholders like lawyers and accountants. Coupled with Caplinked’s superb customer support, it’s everything we could wish for in a data room provider.”
Founder & Managing Partner
Venture Advisory Partners
“We are very satisfied with the CapLinked workspace. Internally we find it a lot more intuitive to use than competing products. We used CapLinked on our recent sales process in respect of our mine in the US, Cripple Creek & Victor, which has been acquired by Newmont, the largest US gold miner. There were about ten mining companies in the data room looking at this asset. We certainly did not have any negative feedback from any one of these parties regarding access and functionality.”
VP Strategy
AngloGold Ashanti
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