For Private Companies

Fundraising 101


Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service



Data and Reports

For Investors



Invest / Performance


Editing Company Settings and Information

Here, we will demonstrate how to set up basic company information on QuotaBook!

[Note: Refer to this page if you are looking to add or manage board members]

Setting Up Company Information

Navigate to [Company Settings] → [Settings] → [Institution Info]

  • Input the required (" * ") company information as listed on the company registration documents. Many of QuotaBook features make use of the information on this page so please make sure the information is accurate.

Description of Each Field Below: 

  ∘  Institution Name: Registered Company Name
  ∘  Registration Number: Registration Number of the Company
  ∘  Tax ID: Tax ID of the Institution
  ∘  Address: Official Address of the Institution
  ∘  Website: Company Website
  ∘  Incorporation Date: Incorporation Date as Stated in Company Registration Documents
  ∘  Total Shares Authorized: Total Number of Outstanding Shares Authorized to be Issued
  ∘  Initial Par Value: Par Value as Stated in Company Registration Documents
  ∘  Currency: Currency as Stated in Income Statement or Company Registration Documents

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