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

3. LP Portal

Inviting LPs and Other Investors to QuotaBook

🚩Navigate to [Funds][Partners]

  1. Select the individuals or institutions you wish to invite to the LP Portal and click [ ⁝ ] and select [Invite]

Select the individuals or institutions


  1. An email invitation will be sent to the invited investors and they'll be given access to their individual portal

email invitation


LP Portal Announcement Board

🚩Navigate to [Funds][Partners] [Board]

  1. Select [Create Post]

  2. Select an existing category or input a new entry

  3. Draft title, post details, and attach relevant files if applicable

  4. Choose to send to all LPs or select select LPs for receipt

Create Post
  1. An email alarm will be sent to the LPs and they'll be able to send messages in response.

send messages in response