Audience

Businesses searching for an equity management platform to track cap tables, stock options and investor updates

About QuotaBook

You can stay up-to-date with portfolio companies by customizing templates for founders to fill in, checking status of reports and downloading data with a single click. All your investment history is outlined to track records and analyze performance, helping you to make smarter decisions on your future investments. You can rely on our dashboard crafted for you to check latest ownership changes, track capital usage and filter down metrics based on your needs. Post-investment management is easier with cap table data synced, business performance updated and voting agenda shared to better communicate and understand your portfolios. Manage stock options and plans from issuance, vesting, awards, and more. Requesting shareholder approval on corporate matters can be effectively handled by creating agendas, sending email reminders and receiving online voting results with e-signatures.

Integrations

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Company Information

QuotaBook
Founded: 2019
South Korea
www.quotabook.com

Videos and Screen Captures

QuotaBook Screenshot 1
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Product Details

Platforms Supported
SaaS
Support
Phone Support
Online

QuotaBook Frequently Asked Questions

Q: What kinds of users and organization types does QuotaBook work with?
Q: What languages does QuotaBook support in their product?
Q: What kind of support options does QuotaBook offer?

QuotaBook Product Features

Equity Management

Financial Modeling
Cap Table Management
Document Storage
Deal Management
Private Equity
Participant Portal
Valuation Management
Portfolio Management
Vesting Management
Options Management
Public Equity
ESOP Management
VSOP Management