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

Starting the Vote

Navigate to: [Meetings & Consents] → [Investor Consents] -> Agenda you want to start vote

1. Click [Start Voting] at the agenda detail page or click [Start Voting] from [⋮] button on the right of the table.

view agenda detailsinvestor consents

2. You can send the email with agenda document. Choose the sending option of your preference.
You can check how the email will look like by [Send a Test Email].

check the mail

If you send an email using QuotaBook template, it will be sent as below.

email using QuotaBook template

3. Compose email body and click [Send]. Voting will begin.

Compose email

Click [See details] of Request Status on the table to check if everyone received email.

details of Request Status