Simplified Fund
and Portfolio Management

Simplified Investment Management

Seamless fund/portfolio/deal management on a single platform

Everything you need to manage funds,
from data to reporting

Everything you need to track the deal process
and stay updated at all times

Everything you need to manage portfolios
and gain better visibility

Backed and Used by
Investors Globally

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.

Korea Investment Partners

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.

Korea Investment Partners

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

Shinhan Capital

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

Lotte Ventures

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


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