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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.

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