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 [firstname.lastname@example.org] or click request demo to leave your contact information and we will reach out to you.
QuotaBook's Professional Onboarding Team will guide you through the steps to help you quickly migrated and start your QuotaBook journey.
Please see below for the necessary information and documents needed to be shared with our onboarding team.
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