QuotaBook Description
By creating templates for portfolio companies, you can keep up-to date with them by checking the status of reports, downloading data and customizing templates. To track your investments and analyze performance, all your past investment history can be outlined. This will help you make better decisions about your future investments. Our dashboard is designed to allow you to track capital usage, check ownership changes, and filter metrics based on your requirements. Cap table data is synced, business performance is updated, and voting agendas are shared to make it easier to manage your portfolios. You can manage stock options and plans, including issuance, vesting, awards, as well as other responsibilities. You can request shareholder approval for corporate matters by creating agendas, email reminders, and receiving online voting results using e-signatures.
QuotaBook Alternatives
Diligent Equity
Diligent Equity will be the only platform that investors need to manage their portfolios and cap tables. Manage your investments, portfolios, and LPs better. Say goodbye to inaccurate data and enjoy a clear view of your fund's performance. Diligent Equity's real-time tracking of investment performance is your single source for truth in your entire portfolio, regardless of the cap table software used by your companies. Track performance of funds on one dashboard, including investment multiples and IRRs. You can access real-time data directly from your latest positions, captables, waterfalls and valuations. Track and collect company KPIs for your portfolio companies, from investment to exit. Diligent Equity offers managed services to update and error-check cap tables and KPIs for portfolio companies.
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Ledgy
Ledgy is the trusted equity management solution for high-growth businesses. All countries are compliant with the best-in-class security, privacy, and security.
Digitize your spreadsheets to create a transaction-based captable that's always accurate, scaleable, and can be updated in real time.
Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule.
With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders).
Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations.
Engage your investors by sharing KPIs and accurate funding scenarios, valuations and exits, custom reporting, etc.
Learn why Ledgy's platform is loved by founders, CFOs, HR departments, and their employees. To see it in action, book a custom demo.
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Quoroom
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!
Our automated investor updates, permission-based metrics sharing, and investor matchmaking features make it easy to streamline your investor relations, while our secure data room and cap table management tools help you close deals and stay compliant. Avoid common mistakes and build relationships with investors using Quoroom's proven workflows. Try Quoroom today and get pro support!"
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Midaxo
Midaxo helps corporate development teams manage the entire M&A process from deal sourcing to evaluation and post-merger integration. The Midaxo+ software solution enables frequent acquirers to standardize their approach, visualize deal progress, and create value faster.
Product highlights include:
- Pipeline Management: database of deals, pipeline visualization, tracking contacts, documents, and communications
- Process Management: templatizing, standardizing, and tracking tasks throughout deal sourcing
- Buy-Side Virtual Data Room: managing information requests/disclosure between buyer and seller in due diligence; making docs available to stakeholders in post-merger integration
- Data Security: certified organization-wide for ISO 27001 information security standard
Key features include:
End-to-End M&A Platform
Playbooks
CRM
Buy-Side VDR
Kanban-Style Pipeline
Midaxo Insights
Deal Scoring
Due Diligence Checklists
Information Requests
Deal Workspaces
Dashboards
Slides
Task Management
Progress Tracking
Email Notifications
Outlook Integration
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Integrations
No Integrations at this time
Company Details
Company:
QuotaBook
Year Founded:
2019
Headquarters:
South Korea
Website:
www.quotabook.com
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Product Details
Platforms
SaaS
Customer Support
Phone Support
Online
QuotaBook Features and Options
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