For Private Companies

Fundraising 101


Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service



Data and Reports

For Investors



Invest / Performance


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 [] 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.

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

For Investors

For Private Companies

For Investors

For Private Companies