For Private Companies

Fundraising 101


Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service



Data and Reports

For Investors



Invest / Performance


Drafting a Business Report

This article is a guide on how to draft a business report via QuotaBook

Drafting a Business Report

1. Check Email Invitation: Click "Input Details" on invitation email from QuotaBook

2. Drafting an Investor Requested Business Report

  1. Navigate to [Business Report NEW] on your left side toggle menu under “Data & Reports” and select the specific business report requested by one of your investor shareholders

  1. Select [Draft Report] under “To Do” on the right side of the screen

  1. Input data for [Required] sections

Report Guide:

  1. View Requests By Investor: Select specific investor to share the business report with

  2. Category: Select, view, and edit the required categories. Required categories will be marked with “ *

  3. Field Categories: Required sections will be marked with “ *

  4. Input Fields: Enter the appropriate data (name, value, date)

  5. Load existing data”: loads previous data for entire section from data from previous reports stored in QuotaBook

  6. Save”: Please make sure to save prior to moving on to the next report category

  1. Select “Add rows” within the Employee, Borrowing, Ownership, and Capital Change sections to input multiple transactions and individuals

  1. Attaching Files: Select [Upload file] and attach the appropriate files based on category

3. Creating and Drafting Your Own Business Report

  1. Navigate to [Business Report NEW] on your left side toggle menu under “Data & Reports” and select [Create Report]

  1. Customize the format of the business report by (i) type and (ii) base period

If you have further questions, please direct them to our chatting box on the right hand side of the screen, and a customer representative will be in touch with you shortly. 🙂

For Investors

For Private Companies

For Investors

For Private Companies