Guide to Onboarding Service
Welcome to QuotaBook🎉Please check below for the steps needed to take advantage of our complimentary onboarding service.
If you'd like to update data yourself, please check this page instead.
Note: If you don’t have a QuotaBook account yet, please email us at [global@quotabook.com] or click request demo to leave your contact information and we will reach out to you.
![https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/61668c7a2b380503dfdf9d88/file-XrV7nrVfgw.png](https://framerusercontent.com/images/uHz6TdIshNfadhQmzjoxRJHKi0.png)
QuotaBook's Professional Onboarding Team will guide you through the steps to help you quickly migrated and start your QuotaBook journey.
![](https://framerusercontent.com/images/L9ChR3hHlb2ge5A79dM537qXc.png)
Please see below for the necessary information and documents needed to be shared with our onboarding team.
Basic Documents:
Certificate of Incorporation - Company incorporation information will be displayed within your main account dashboard
Current and Historical Cap Table - Ownership information will depict historical changes and current stakeholders table
Purchase Agreements (SPA, Acquisition Agreements)/Term Sheets - Official documents depicting the price per share, number of shares, share issuance dates
Stakeholder contact points (names & emails) - Needed for creating individual IDs for your stakeholders, including investors and employees. Email confirmations to your stakeholders will not be sent by QuotaBook unless specifically requested
Also, if applicable:
SAFEs and Convertibles Contracts
Stock Option Plan Contracts