2. Checking portfolio company's capitalization data
Portfolio Management
investor

Portfolio Management

This page explains how to manage your portfolio company's equity data on QuotaBook.

🚩 🚩 Navigate to the portfolio company’s page from the lists under [Portfolios] → [Capitalization]

  • From [Capitalization] tab, you check cap tables and financing history of portfolio companies.
  • Portfolio company can grant and manage your access to its data. Please reach out to the portfolio companies directly if you’d like to access.

Checking capitalization data

1. From the portfolio company’s page, click on  [Capitalization] tab.

  • If you cannot see the [Capitalization] tab, please reach out to the portfolio companies directly to gain access.

Checking cap tables (by stakeholder)

1. From the portfolio company’s page, click on  [Capitalization] tab and then [By Stakeholder].

2. Select a date to see the most updated cap table as of the selected date.

3. Drag the slider on the date that had equity events or changes to the cap table.

Checking data by security types/class

1. From the portfolio company’s page, click on  [Capitalization] tab and then [By Security].

2. View portfolio company’s equity data by security type/plan and check the outstanding shares. You can also select a specific date to see the data as of the date.

Checking portfolio company’s financing history

1. From the portfolio company’s page, click on  [Capitalization] tab and then [Financing History].

Running simulations

1. From the portfolio company’s page, click on  [Capitalization] tab and then [Scenario Simulation].

2. Key in pre-money valuation, investment amount and other relevant information to run simulations on the next rounds based on the current cap table.

3. You can also run exit simulation by keying in expected exit valuation of the portfolio company.

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