Equity Matrix Quoroom

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Equity Matrix:

About

Equity Matrix is a web-based dynamic equity tracking tool for startup founders, co-founders, and small-business partners. Teams record work hours and cash contributions, set hourly market rates, and apply configurable multipliers to cash so contributions can be converted into shares. The platform calculates each participant’s ownership from accumulated contributions and updates the equity table as new work or investment is recorded. Shared, timestamped records help co-founders review contribution history and understand how ownership changes as roles and participation evolve. Users can log contributions in the app or through Slack. When a team is ready to formalize its ownership or prepare for fundraising, its contribution record can serve as a starting basis for a traditional cap table. Equity Matrix is designed for early-stage teams seeking a contribution-based process for documenting and discussing founder equity.
Quoroom:

About

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.
Equity Matrix:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Quoroom:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Equity Matrix:

Audience

Startup founders, co-founders, and small business partners working out a fair equity split.
Quoroom:

Audience

Company Founders and CFOs that need all-in-one solution to raise capital, manage investor relations and cap table
Equity Matrix:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Quoroom:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Equity Matrix:

API

Offers API Not Supported
Quoroom:

API

Offers API Supported
Equity Matrix:

Screenshots and Videos

No images available
Quoroom:

Screenshots and Videos

Equity Matrix:

Pricing

$24/month
$24 per month, billed annually. A 14-day free trial is offered.
Free Version Not Supported
Free Trial Supported
Quoroom:

Pricing

£9 per month
START - £9/month

GROW - £39/month

SCALE - £89/month
Free Version Not Supported
Free Trial Supported
Equity Matrix:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Quoroom:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Equity Matrix:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Quoroom:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Equity Matrix:

Company Information

Equity Matrix
Founded: 2025
United States
equitymatrix.io
Quoroom:

Company Information

Quoroom
Founded: 2018
United Kingdom
quoroom.com
Equity Matrix:

Alternatives

Quoroom:

Alternatives

Equity Matrix:
Quoroom:
Equity Matrix:
Quoroom:
Equity Matrix:
Shareworks

Shareworks

Morgan Stanley
Quoroom:
Equity Matrix:
Quoroom:
Equity Matrix:

Categories

Equity Management Supported
Quoroom:

Categories

Quoroom:

Equity Management Features

Cap Table Management Supported
Deal Management Supported
Document Storage Supported
ESOP Management Not Supported
Financial Modeling Supported
Options Management Supported
Participant Portal Supported
Portfolio Management Supported
Private Equity Supported
Public Equity Not Supported
Valuation Management Supported
Vesting Management Supported
VSOP Management Not Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Not Supported
Electronic Signature Supported
Email Management Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Investor Relations Features

Automated Reporting Supported
Compliance Management Supported
Custom Emails / Newsletters Supported
Data Centralization Supported
Deal & Acquisition Management Supported
Document Creation Supported
Document Management Supported
Electronic Signature Supported
Investor CRM Supported
Investor Transactions / Valuations Supported
IR Website Builder Not Supported
Equity Matrix:

Integrations

LinkedIn Not Supported
Slack Supported
Xero Not Supported
Quoroom:

Integrations

LinkedIn Supported
Slack Not Supported
Xero Supported
Equity Matrix:
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Quoroom:
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