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

Viewing Company Dashboard

The company dashboard consists of:

  • Quick Menu

  • Analytics

  • Company Overview

  • News Clipping


1. Quick Menu

Quick menu provides a shortcut to key and frequently used features on QuotaBook.

shortcut to key and frequently used features

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2. Analytics

Analytics section lets you view key company statistics such as the total number of stakeholders and total outstanding shares.

  • Total Stakeholders: Number of stakeholders with at least one share of the company (as of the current date — does not include past stakeholders)

  • Total Outstanding Shares: Total number of shares issued (does not include BW/CB/Stock Options)

  • Total Options: Total number of stock options granted

  • Total Cash Raised: Total amount of cash raised and valuation

Dashboard Analytics

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3. Company Overview

Company Overview section displays key company information including the CEO, registration number, incorporation date and so on.

Compant overview


4. News Clipping

You can add keywords of your interest to stay updated on the latest news.

News Clipping

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