For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

Drafting a Business Report

Drafting a Business Report

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

Input Details on invitation email


2. Drafting an Investor Requested Business Report

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

select the specific business report


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

Select Draft Report


  1. Input data for [Required] sections

Input data for required sections

Report Guide:

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

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

  • Field Categories: Required sections will be marked with “ *

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

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

  • 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

employee inormation sectionownership section


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

attach the appropriate files based on reports


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]

Create Report


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

Customize the format of the business report