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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 Kore?

Since its inception in 2016, Kore has been at the forefront of assisting private enterprises in securing funding through its premier online platform. This innovative service simplifies the entire fundraising journey, encompassing everything from security issuance to the management of shareholder relations and capitalization tables. Kore serves as a comprehensive solution for companies engaged in capital raising, adeptly navigating the complexities of RegCF, RegA+, or RegD offerings while ensuring compliance. Our advanced technology enhances communication with investors, elevating the quality of your investor relationships significantly. Various stakeholders, including investors, brokers, attorneys, accountants, and experts in investor acquisition, reap the rewards of our interconnected ecosystem. In addition to our platform’s capabilities, we provide a wealth of educational resources designed to support companies throughout their fundraising efforts. Through our extensive collection of articles, videos, and webinars, we empower investors to gain insights into Private Capital Markets and the opportunities they present, making it an ideal resource for those eager to stay informed about the latest trends in technology and investment strategies. With Kore, every step of the fundraising process is aligned with a commitment to education and support.

Media

Media

Integrations Supported

Canals

Integrations Supported

Canals

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$150 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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

Kore

Date Founded

2016

Company Location

United States

Company Website

www.koreconx.com

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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