Simplify funds and portfolios on Quotabook!

Track company performance and metrics

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.

Uncover past and current investments

All your investment history is outlined to track records and analyze performance, helping you to make smarter decisions on your future investments.

Streamline fund administration

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.

Manage portfolios at your fingertips

Post-investment management is easier with cap table data synced, business performance updated and voting agenda shared to better communicate and understand your portfolios.

Your data
belongs to you

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ISO27001 certified and PCI DSS Level 1 AWS servers
AES-256 file encryption
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Real-time data access alerts

Companies using Quotabook
to simplify equity



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