CAP TABLE MANAGEMENT SOFTWARE
Automated cap table management
Easily manage complex cap tables, maintain shareholder communication and stay compliant
Build Your Accurate Cap Table
- Cloud-Based Cap Table
- Issuance of certified and uncertified shares
- Share classes & rounds
- CapTable Versions & Views
- Share splits & consolidation
- Beneficiary sub-holdings
- Dilution & Valuation history
Manage documents and corporate actions
- Dividend calculations
- Proxy Voting
- Corporate events triggers
- Documents Management (VDR)
- eSignatures
- Board Resolutions & Minutes
- Free Legal Library (Templates)
Stay compliant and stress-free
- Signable share certificates
- SEIS/EIS certificates
- Statutory Registers
- Companies House Filings
- Investors KYC
- US 409A Valuation
- US Rule 701 analysis
- US ASC 718 stock-based compensation expense report
Run a waterfall analysis or model your next round in minutes
- Funding round modeling
- Exit modeling
- Waterfall analysis
Communicate and report to shareholders easily
- Built-in CRM
- Investor / Employee Portal
- Cap Table Access Levels
- Email distributions
- Chat room
SECONDARY TRANSFERS
Offer liquidity to shareholders
- Secondary transfers
- Transaction history
- Share Transfer form
- Automated transfer restrictions
- Transactions auto-update cap table
- Liquidity events (tenders, auctions, etc.)
- Sale pre-emptive rights exercise
Finally in one single place
Manage all investment and corporate matters
Capital Raising
Investor pipeline manager, order book, deal completion workflow with issuance directly to your cap table
Migrate your data easily
Concierge onboarding
Want expert help or don’t have the time to get set up yourself? Concierge onboarding gets you up and running quickly for a one-time fee.
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
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
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
