Simplify Portfolio Performance & Reporting
Simplify Portfolio Performance & Reporting
Hassle-free portfolio management on QuotaBook
Hassle-free portfolio management on QuotaBook
Portfolio Management Made Easy
Portfolio Management
Made Easy
Real-time Data Review
Review portfolio data without extra requests
Review portfolio data without extra requests
Share issues, capital changes, and
cap tables available real-time
Share issues, capital changes, and
cap tables available real-time
Visualized Data
No more data filled with numbers
Visualized dashboard providing share and option types, company valuations, and funding amount all at once
Visualized Data
No more data filled with numbers
Visualized dashboard providing share and option types, company valuations, and funding amount all at once
Simplified Value Inputs
Easily record portfolios’ valuations and reduction types
Easy-to-follow interface for recording expected returns and reductions aligned with every portfolio’s funding history
Simplified Value Inputs
Easily record portfolios’ valuations and reduction types
Easy-to-follow interface for recording expected returns and reductions aligned with every portfolio’s funding history
Portfolio Management
Real-time Data Review
Review portfolio data without extra requests
Share issues, capital changes, and
cap tables available real-time
Visualized Data
No more data filled with numbers
Visualized dashboard providing share and option types, company valuations, and funding amount all at once
Simplified Value Inputs
Easily record portfolios’ valuations and reduction types
Easy-to-follow interface for recording expected returns and reductions aligned with every portfolio’s funding history
Simplify Management with QuotaBook
Simplify Management with QuotaBook