Investors

Manage portfolio
data and reports
at fingertips

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Real-Time Portfolio Data

Access portfolio data anytime, anywhere

Quickly view portfolio’s basic information

Uncover past and current equity data without the need to ask companies.

Visualized Statistics & Analytics

Gain more insights
on your portfolio companies

Better understand funding and valuationstatus of portfolio companies

Log and share notes on your investmentsinternally

Discover how QuotaBook can streamlineyour cap table management