Products

Use Cases

Resources

Company

Products

Use Cases

Resources

Company

ENG

For Private Companies

Fundraising 101

Shares

Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self-Onboarding

Dashboard

Data and Reports

For Investors

Fund

Portfolio

Invest / Performance

Others

Managing Groups

Managing Groups

This guide will demonstrate how to add and manage stakeholder or manager groups on QuotaBook.

Add Stakeholder / Manager Groups

You can group your stakeholders based on your needs from the [Groups] tab. Group stakeholders by funding rounds, or employees who received stock options.

This grouping feature comes in handy when you need to alert a group with a specific common trait about various company and stakeholder updates.

Go to [Stakeholders] → [All Stakeholders] → [Groups]

1. Click [+Add Groups], then enter a group name.

https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/61f221762130e516946810c8/file-ZruaYppZOE.png
  • You can enter a group name of your choice. If an institution has more than one manager, you may drill down the drop down list to specify a particular contact point within that institution to create a group.

2. Go to [⋮] → [Edit] to make changes to the groups you created.

Read Next

For Investors

For Private Companies

For Investors

For Private Companies