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What is QuotaBook?

Stay updated on your portfolio companies by creating customized templates for founders to fill out, tracking the status of reports, and conveniently downloading information with a single click. You will have a clear view of your entire investment history, enabling you to monitor records and evaluate performance, which helps you make better-informed decisions for future investments. Our uniquely crafted dashboard allows you to stay updated on the latest ownership changes, oversee capital utilization, and filter metrics based on your individual needs. The management of post-investment activities is made easier with synchronized cap table data, current business performance updates, and shared voting agendas, which improve communication and understanding of your investments. Additionally, you can effectively manage stock options and plans throughout their entire lifecycle, encompassing issuance, vesting, and awards. Furthermore, streamline the process of acquiring shareholder approval for corporate matters by setting up agendas, sending email reminders, and collecting online voting results with e-signatures. This all-encompassing strategy guarantees that you stay actively engaged and well-informed about your investments at every stage, allowing for optimal oversight and management. By leveraging these tools, you can ensure that your investment journey remains as efficient and insightful as possible.

What is iPlus?

iPlus is utilized by 85% of investment management firms in Africa that are licensed by central banks. This asset management platform enables organizations to effectively establish, oversee, and control their investment portfolios. With the capabilities of iPlus, firms can manage various investments, including money market, equity, and real estate assets. Additionally, it facilitates periodic portfolio valuations for better financial oversight. Clients benefit from user-friendly web portals that enhance their access to investment information and management tools. This comprehensive solution streamlines investment processes and improves overall efficiency.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

QuotaBook

Date Founded

2019

Company Location

South Korea

Company Website

www.quotabook.com

Company Facts

Organization Name

ITAfrica

Company Location

Malawi

Company Website

www.itafrica.biz

Categories and Features

Equity Management

Not specified

Categories and Features

Equity Management

Not specified

Financial Reporting

Not specified

Financial Services

Compliance Management
Customer Engagement

Investment Management

Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Performance Metrics
Portfolio Management
Risk Management

Loan Origination

Compliance Management
Customer Database
Fee Management
Loan Processing

Loan Servicing

Application Management
Business Loans
Collections Management
Compliance Management
Customer Database
Fee Management
Investor Management
Loan Processing

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