Make equity simple
with QuotaBook

Without Quotabook, it would have been impossible to manage options of hundreds of  employees. Not only provides data security but also vesting schedule customization, e-contracting features and more!

Quotabook team saved us considerable amount of time and cost in setting up the initial  data on Quotabook, with seamless updates and feedback on requested features.

Quotabook is by far the best platform to optimize stock options from digital contracting to tracking and managing daily operations.

Basically, it’s a huge advantage to be able to generate various documents on equities and their transaction histories on a single platform.

Documentation process for managing equity and board meetings has become tremendously efficient with Quotabook. Needless to say how easier cap table and option management has become.

Quotabook team helped organize our convoluted 8-year history of equities such as RCPS, convertible bonds and stock options.

Managing cap tables on Quotabook comes very handy. Whenever there is a change or transaction, we just need to update some numbers and the cap table stays up to date for us and our investors.

Quotabook helped me save so much time managing the cap table. I no longer need to waste hours to reflect changes or update data upon requests.

Now that we have Quotabook, sharing cap table or documents is seamless and fast.

We've been using Quotabook from very early on to manage ESOP, and as a result, both the firm and employees are satisfied with its simplicity and transparency.

Quotabook team was very supportive when we had to update and rearrange our data. They are always open to feedbacks and make sure that our problems are taken care  of.

I used to copy and paste each and every email address of our startups for business updates but now, I can just click ‘bulk request’ directly on Quotabook.

Being able to check cap tables and stock options of portfolio companies really simplifies our work. Newspaper clipping feature is also helpful in staying on top of our portfolio’s updates.

Quotabook allows us to communicate better and stay connected with our portfolio companies. Looking forward to the day Quotabook ends up replacing emails!

Managing 100+ portfolios, we used to be overwhelmed with manual tasks. Excited to use Quotabook and save our time.

Quotabook is an effective tool to streamline startup-investor communication and save time in preparing documents for internal reporting.