Investor>Overview

Seamless fund and portfolio
management on a single platform

Everything you need to manage funds,
from data to reporting

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All-in-one ESOP management
to retain your top talent

+ more

I used to copy and paste each and every email address of our startups for business updates but now, I can just click ‘bulk request’ directly on QuotaBook.

Korea Investment Partners

Being able to check cap tables and stock options of portfolio companies really simplifies our work. Newspaper clipping feature is also helpful in staying on top of our portfolio’s updates.

Korea Investment Partners

QuotaBook allows us to communicate better and stay connected with our portfolio companies. Looking forward to the day QuotaBook ends up replacing emails!

Shinhan Capital

Managing 100+ portfolios, we used to be overwhelmed with manual tasks. Excited to use QuotaBook and save our time.

Lotte Ventures

QuotaBook is an effective tool to streamline startup-investor communication and save time in preparing documents for internal reporting.

Amorepacific

QuotaBook team helped organize our convoluted 8-year history of equities such as RCPS, convertible bonds and stock options.

Joonggonara | Finance Manager

Managing cap tables on QuotaBook comes very handy. Whenever there is a change or transaction, we just need to update some numbers and the cap table stays up to date for us and our investors.

Lounge'Lab | Biz Support Manager

QuotaBook helped me save so much time managing the cap table. I no longer need to waste hours to reflect changes or update data upon requests.

Oncocross | HR/Finance Lead

Now that we have QuotaBook, sharing cap table or documents is seamless and fast.

Onda | IR Manager

We've been using Quotabook from very early on to manage ESOP, and as a result, both the firm and employees are satisfied with its simplicity and transparency.

Seoul Robotics | Finance Manager

QuotaBook team was very supportive when we had to update and rearrange our data. They are always open to feedbacks and make sure that our problems are taken care of.

Planetarium | IR Manager

Data belongs to you

SSL Packet
Encryption

ISO27001 Certified
& PCI DSS Level 1
AWS Servers

AES-256 File
Encryption

Real-time Data
Access Alerts

Simplified Fund
and Portfolio Management

Seamless fund and portfolio
management on a single platform

Everything you need to manage funds,
from data to reporting

All-in-one ESOP management
to retain your top talent

Backed and Used by
Investors Globally

Data belongs to you

Ready to get started?
Request free demo now

Simplified Fund and Portfolio Management

Seamless fund and portfolio management on a single platform

Everything you need to manage funds, from data to reporting

All-in-one ESOP managementto retain your top talent

Backed and Used byInvestors Globally

Data belongs to you

Ready to get started?Request free demo now

Simplified Fund
and Portfolio Management

Seamless fund and portfolio
management on a single platform

Everything you need to manage funds,
from data to reporting

All-in-one ESOP management
to retain your top talent

Backed and Used by
Investors Globally

Ready to get started?
Request free demo now