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

Managing User Profile

This page explains how to:

  • Update user account settings

  • Change language preference

  • Update email address

‍

Update user account settings

1. You can update user information in the [My Accounts] page. Click on your user name on the top right to expand the menu and click on [My Accounts]

Update user account settings

2. Click on the [Account] tab to edit your name, social security number and address. Once you are done editing click Submit on the bottom right corner to save the changes.

‍

Change language preference

1. Click on the user name in the top right corner and click on [My Accounts].

Change language preference

2. Scroll down to select a preferred language and click Submit to save.

select language

‍

Update email address

1. Click on the user name in the top right corner and click on [My Accounts].

Update email address

2. Scroll down to click [Change Email].

Change Email

3. Enter the email address you wish to update and click [Send Link].

send link

4. Check your email inbox and find a verification request sent from QuotaBook. Click Verify Email and your email will be updated.

Verify Email and your email will be updated.