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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

Editing Company Settings and Information

Setting Up Company Information

Navigate to [Company Settings] → [Settings] → [Institution Info]

Setting Up Company Information

Input the required (" * ") company information as listed on the company registration documents. Many of QuotaBook features make use of the information on this page so please make sure the information is accurate.

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Description of Each Field Below: 

  • ‍Institution Name: Registered Company Name

  • Registration Number: Registration Number of the Company

  • Tax ID: Tax ID of the Institution

  • Address: Official Address of the Institution

  • Website: Company Website

  • Incorporation Date: Incorporation Date as Stated in Company Registration Documents

  • Total Shares Authorized: Total Number of Outstanding Shares Authorized to be Issued

  • Initial Par Value: Par Value as Stated in Company Registration Documents

  • Currency: Currency as Stated in Income Statement or Company Registration Documents