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

Guide to Self-Onboarding

QuotaBook onboarding process is largely consisted of 3 steps:

  1. Accepting our invitation (explained below)

  2. Updating information about your institution (detailed guide pages linked below)

  3. Updating information about your stakeholders, shares and options (detailed guide pages linked below)

1. Accept Email Invitation to QuotaBook

Please accept our invitation sent to your email to proceed with the account registration process.

email to proceed with the account registration process
  • Please register with the email address of the person to be in charge of QuotaBook’s account.

  • Once registration is complete, don’t forget to click “Notification - Requests - Accept” from the upper-right corner of the page.


delete the account

Your QuotaBook manager has been temporarily set as administrator for the account creation process. If you want to delete the account, delete it from "Company Settings - Users & Permissions".


users and permissions

2. Updating Institution and Board Information

Your institution and board information would have been already updated by your manager upon account creation, based on what's written on official documents.‍