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EQUITY PLAN AUTOMATION

Automation of employee equity

Save time and legal fees by issuing and managing equity options and warrants in the cloud.

Equity plan management

Equity options issuance

Employee engagement

Exercise workflow

EQUITY PLAN MANAGEMENT

Design and manage equity schemes

Get a free consultation to design a tax-efficient employee option scheme and manage your equity plans digitally

  • Share plan setup (EMI, CSOP, VSOP etc)
  • Standard and custom vesting
  • Programmable acceleration triggers
  • EMI notifications
  • EMI annual return filings
  • UK VAL231 valuation guidelines
EQUITY PLAN MANAGEMENT
EQUITY OPTIONS ISSUANCE

EQUITY OPTIONS ISSUANCE

Issue equity options and warrants

Sign contracts and Issue equity options and warrants for your team, advisors & NEDs

  • Options and warrants granting
  • Restricted phantom shares
  • Option agreement
  • Grant letters
  • Option certificates

EMPLOYEE ENGAGEMENT

Incentivize employees and show them the money

Equity is a valuable tool for attracting and retaining talents – but only if they are engaged and understand it. Quoroom provides an employee dashboard to see the option value, vesting schedule, and initiate the exercise.

  • Employee Dashboard
  • Built-in CRM
  • eSignatures
  • Vesting & Exercise statuses
  • Estimated value at rounds & exit
  • UK VAL231 valuation guidelines
EMPLOYEE ENGAGEMENT
EXERCISE WORKFLOW

EXERCISE WORKFLOW

Exercise and pause options

Exercise options into shares, cancel options and pause vesting for leave of absence.

  • Option exercise workflow
  • Exercise windows
  • Exercise history
  • Auto-lapse
  • Option cancellation, acceleration, stop vesting

FINALLY IN ONE PLACE

Manage all investment and corporate matters

Capital Raising

Investor pipeline manager, order book, deal completion workflow with issuance directly to your cap table

Data Room

All investment and corporate documents are signable and sharable securely

Debt Management

Create automated interests and payment calculations.

Digital cap table

Transaction-based cap table that auto-updates in real-time

WORLDWIDE

Quoroom supports companies in 40 countries

Quoroom is country agnostic and we work to automate filings in major jurisdictions

United Kingdom

Automated Companies House
filings, option exercising and
transfers. Support for EMI, CSOP,
EIS/EIS certificates.

France

Support for BSPCE and
customizable vesting schedules

Germany

Secure VSOP management,
share numbering and virtual shares.

United States

US share certificates and equity
schemes

WORLDWIDE

Data ownership

Your Data Belongs to You

It's your company and it's your equity information. We support multiple import and export formats to help you get your data in and out of Quoroom

You Manage the Access to Data

Manage the access levels, from full company management by Directors to an individual or full ownership view for shareholders

You Are in Full Control of Cap Table

Don't worry if you haven't yet got all shareholders online, you can still manage their shareholdings easily and communicate invitations to corporate events over email

85% Faster. 95% Fewer mistakes

Quoroom for all your needs

Join our community of modern companies and grow faster with Quoroom

All your corporate and investments
matters in one place

Solutions

Equity ManagementEmployee Equity SchemesDebt ManagementFundraising ManagementSecondary LiquidityDeal Matching Software

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© QUOROOM 2022. All Rights Reserved
QUOROOM is the trading name for Highcastle Technologies Ltd, a company registered in England and Wales (No. 11263488)
The Highcastle Technologies Ltd is registered with the Information Commissioner's Office (No. ZA379217)
Address: 81 Unit C, Curtain Road, London, England, EC2A 3AG