Pricing
Pricing built for businesses and deals of all sizes
SECURITIES AND DEAL MANAGEMENT
Start your risk-free 7-day free trial
Get a full set of core features with any plan you choose
Light
Free
Free for new customers
- Cap table management (equity, debt, convertibles, employee options)
- Up to 10 stakeholdings
- Investor Updates (up to 3 recipients)
- Round modelling
- Data room
- Statutory registers
- Investor and Employee dashboards
Essentials
£49 /mo
Essential tools for your company
- Everything in the Light plan
- Up to 50 stakeholdings
- Fundraising deal room (data room, Investor CRM, pitch deck views tracking, commitments tracking)
- Legal Library / Contract Templates
- E-Signing
- Guided onboarding
- Email and chat support
Advanced
£112 /mo
Tools and support you need to grow
- Everything in Essential
- Up to 150 stakeholdings
- Unlimited investor updates
- UK Companies House filings (CS01, SH01)
- UK SEIS/EIS Certificates Distribution
- Investor matchmaking
- Beneficiary sub-holdings
- Automated debt conversion
- End-to-end option exercising
- 2FA enforcement
- Dedicated Account Manager
Ultimate
Tailored pricing
Have a large cap table? Want to run liquidity events?
- Everything in the Advanced plan
- Unlimited stakeholders
- Employee Nominee
- Option expensing
- HR integrations
- US 409A or UK VAL231 valuation
- IFRS/ GAAP Financial Reporting
- Waterfall modelling
- Liquidity events (secondary tenders and auctions)
- Full-service onboarding
SECURITIES AND DEAL MANAGEMENT
Start your risk-free 7-day free trial
Get a full set of core features with any plan you choose
Light
Free
Free for new customers
- Cap table management (equity, debt, convertibles, employee options)
- Up to 10 stakeholdings
- Investor Updates (up to 3 recipients)
- Round modelling
- Data room
- Statutory registers
- Investor and Employee dashboards
Essentials
£39 /mo
Essential tools for your company
- Everything in the Light plan
- Up to 50 stakeholdings
- Fundraising deal room (data room, Investor CRM, pitch deck views tracking, commitments tracking)
- Legal Library / Contract Templates
- E-Signing
- Guided onboarding
- Email and chat support
Advanced
£89 /mo
Tools and support you need to grow
- Everything in Essential
- Up to 150 stakeholdings
- Unlimited investor updates
- UK Companies House filings (CS01, SH01)
- UK SEIS/EIS Certificates Distribution
- Investor matchmaking
- Beneficiary sub-holdings
- Automated debt conversion
- End-to-end option exercising
- 2FA enforcement
- Dedicated Account Manager
Ultimate
Tailored pricing
Have a large cap table? Want to run liquidity events?
- Everything in the Advanced plan
- Unlimited stakeholders
- Employee Nominee
- Option expensing
- HR integrations
- US 409A or UK VAL231 valuation
- IFRS/ GAAP Financial Reporting
- Waterfall modelling
- Liquidity events (secondary tenders and auctions)
- Full-service onboarding
Fundraising management
Perfect for managing funding rounds of any size and closing deals with investors. From standardized SAFE, Convertible, and ASA agreements to the hands-on support of a law firm, we have you covered.
View features breakdown
Fundrasing Management
Lite
Essentials
Advanced
Branded deal room*
Deal Terms
Investor Pipeline Manager
Investor Order Book
Bookbuilding*
Pre-emption rights exercise (issuance)*
Access Management
Investor Portal
Cap Table Sharing
Integrated Securities Issuance
Deal Room View History
Chat room*
Investor Outreach
Built-in CRM
Manage all your investors contacts and communications in one single place
Investor Pipeline & Statuses
Build a list of potential investors and manage statuses
Kanban & List Views*
View your potential investors as a list and kanban accordingly to statuses of commitment
Email Distribution*
Connect you email account and use Quoroom to send out emails and updates to investors
Email View History*
Track who have viewed your emails
Matchmaking engine connected to top investor databases (10K+ professional investors)*
Add-on
Add-on
Add-on
se Investor Matchmaking tool to select most suitable investor contacts from public and private databases
Cap Table Management
Digital Cap Table
Dedicated account management
Share allotment
Quoroom supports issuance of certified and uncertified shares
Share certificates (extract from registry)
Signable share certificates
Multiple share classes & rounds
Multiple CapTable Versions & Views
Cap table access levels
Share splits*
Share consolidation*
Dividend calculations*
Valuation history
Beneficiary sub-holdings
UK Companies House Filings
SEIS/EIS certificates*
Cap Table Management
Share plan setup (EMI, CSOP etc)
Option issuance/grant
Grant letters in bulk*
Option exercise workflow
Option exercise can be initiated upon vesting by employee or company admin. Exercise letter generates automatically.
Exercise windows*
Automated and trackable excerise windows after employee departures
Exercise escrow*
Option Exercise history
Standard and custom vesting
EMI notification and EMI annual return filings for HMRC*
Generated automatically
Programmable acceleration triggers
Set up option vesting to accelerate automatically at pre-selected corporate events
UK VAL231 valuation guidelines*
f your company offers options in UK, you need your valuation to be approved by HMRC. Quoroom guides you through the valuatiom process.
Auto-lapse*
Auto-lapse contracts based on termination rules for employees
Option cancellation, acceleration, stop vesting
Option certificates
Share based payments reports*
IFRS2 and GAAP-compliant share based payments reports, including US ASC 718 stock-based compensation expense report
Add-on
Add-on
Restricted phantom shares/VSOP*
Virtual share option plans (VSOPs)
Warrants*
Option expensing audits*
Get instant Monte Carlo & Black-Scholes value calculations and generate reports
Add-on
Add-on
US 409A valuation*
If your company offers options in US, you need a 409A valuation by an independent provider. Get your Standard or complex 409A valuation
Add-on
Add-on
Debt Management
Debt issuance
Support all debt securities types, inluding convertibles
Debt conversions*
You can set up mandatory conversion to be automatically executed at specific corporate events or data
Programmable conversion triggers*
Interest Calculations*
Interest accrual, payment and principal repayment calculations
Debt certificates (extract from registry)
Scenario Modeling
Funding round modelling*
Scenario modelling tool to review the impact of future funding rounds on the capital structure and ownership of the company
Debt conversions*v
Waterfall analysis
Waterfall analysis tool to simulate proceeds at shareholder level in a future liquidation event
Stakeholder relations
Built-in CRM
Manage all your stakeholders contacts in one single place
Shareholder / Employee Portal
Invite shareholders and employeers to Investor Portal to view their portfolio once securities are issued
Email distribution
Send emails directly to selected groups of security holders
Email connection
Connect your email address to send out investor communication
Communication dashboard
Document Management
Document storage
Number of documents uploaded and created, one-time fee £0.2 per extra document added.
up to 50
up to 500
up to 1000
Access control
Require an email verification and KYC to view, set passcode or expiration
Revoke document access
Easily turn off access to documents
Support all file types
Basic file types include PDFs, Microsoft PowerPoint (.pptx, .ppt), Microsoft Word (.docx, .doc), Most Microsoft Excel files (.xlsx, .xlx) and Keynote (.key), Advanced file types include video, audio, zip files, images and gifs*
Create folders & sub-folder structure*
Organize documents for easy access
Document Collaboration
Invite internal or external collaborators to work on the document text
Document Commenting*
Document Notifications*
Instantly alert viewers when you add or edit content
Document View History
Full document viewing history
One-Click NDA*
Upload Non Disclosure Agreements with customizable fields and select which NDA to use with a single click
Dynamic document watermarking
Watermark documents to help prevent leaks and protect your materials
eSignatures
Create and share signable documents
Create and share signable documents
Custom signatory parties
Customise signatory parties for each document (Investors, Directors, Founders, Witnesses etc)
Signatory KYC
All users are required to pass verification (KYC) to sign as an individual or as corporate
Company signatory roles
Set up signatories allowed to sign in different capacities on behalf of your company
Real-time eSignature notifications*
Real-time view notifications and audit trails
Signature requests
Request signature by sending a link or invitation to the signable document
Open Legal Library
Option Agreement
Template of the UK and US options agreement adoptable for other jurisdictions
IP Assignment Agreement
Founders Agreement
Director Appointment Letter
Non-Disclosure Agreement
Investor Report (KPIs)
Board Resolutions and more
Automated Subscription Agreement
Generate Subscription and Shareholder Agreement populated with your company data, deal terms, members of the company etc
Automated Application for Shares/Debentures
Set up your deal to be signed with the Application for Shares and Quoroom will generate the document for each investor
Automated Deed of Adherence*
Set up your deal to be signed with the Deed of Adherence and Quoroom will generate the document for each investor
Automated Board Resolution
Genrate Board Resolution apprving the issuance of new shares to investors
Automated stock transfer agreement*
Set up your secondary deal to be signed with shareholders willing to sell their securities to a company, other shareholders or external investors
Secondary Transactions
Secondary transfers
Automated workflow of transfers that can be initiated by securitiesholders or admins
Transaction history
Share Transfer form*
Share transfer form is auto-generated for investors if consideraton amount is over £1000
Automated transfer restrictions*
Set up a restrictions in your securities class and Quoroom will restrict relateed actions to be performed by securitiesholders or other admins
Transactions auto-update cap table
Get you cap table auto-updated every time when there is new transfer, option exercise or debt convertions
Liquidity events (tenders, auction etc)*
Tender offers made by the company or one or more third parties, buyback, auction, recurring windows of liquidity, or a block sale for key investors
Enterprise
Sale pre-emptive rights exercise*
Also know as a right of first refusal can be executed through running an internal offering of securities in an existing shareholders
Enterprise
Compliance
Statutory Registers
Register of Members, Register of Directors, Register of Persons with Significant Control, Register of Secretaries, Register of Allotments
Board Meeting management
Run organized meetings with agendas and minutes, and share documents on our encrypted platform.
Investors KYC & Accreditation
All deal signatories and investors pass a professional KYC check. You can set up documents to be viewed only by verified users
Companies House SH01 filing*
Use Quoroom to submit SH01 form notifiing the UK Commpanies House about allotment of new shares
Proxy Voting*
Real-time view notifications and audit trails
Corporate events settings
Set up corporate events triggers
Investor AML
You can set up your deal to be acceptable only for accredited investors or investors from specific countries. Quoroom does professional AML check as part of acreeditation process.
Add-on
Add-on
Add-on
Integrations
Connect your email
Connect your email address to send out investor communication
Connect your website/offering page
Run approved offering of securities at your website and use Quoroom as a back-end to manage the orderbook and deal completion
HR software integrations*
Add-on
Add-on
Add-on
Privacy and Security
World-class data storage
Your data is protected and stored using world-class hosting infrastructure in Google Cloud at designated data centers
ISO 27001 and SOC 2 compliant
Fully-comply with ISO 27001 SOC 2 through annual security audits held by reputable third parties
TLS 1.3 encryption
Encrypt data and user credentials with 2TLS 1.3 Advanced Encryption Standard
SAML SSO (single sign-on) login
Manage user access centrally through your preferred single sign-on provider
Two-factor authentication
Enhance your account security with two-factor email verification at login
User permissions sets
Customize what users can do and see in Quoroom with user access to deals, documents, folders and tiered administrative roles
Audit trails
Keep track of who has accessed your content, performed activities and when
Support
Online help center
Get answers to your questions in our Knowledge Base articles
Live chat support*
Receive live chat support 7 days a week
Phone/Video support
Schedule calls with the members of our support team
Dedicated account management
Have access to a dedicated Account Manager for all your Quoroom needs
Enterprise
* coming soon
ADD-ON FEATURES & SERVICES
Customize your plan
Concierge Onboarding
One-time onboarding fee of £5 per security holding
Trainings for company users
Get a dedicated manager to run a custom traning/s for your admins, employees or investors
US Rule 701 analysis and ASC 718 stock-based compensation expense report
Get a dedicated analyst to run your Rule 701 analysis or ASC 718 stock-based compensation expense report
Pre-emptive rights exercise
Run new issuance or sale pre-emption rights exercise at Quoroom Deal Room
US 409A or UK VAL231 valuation
If your company offers options, you need a 409A valuation in the US or VAL231 in the UK. Get your Standard or complex
Liquidity programs
Run custom tender offer at Quoroom Deal Room
Legal Counsel
Legal support you need to manage employee contracts, option agreements, IP, data privacy and more.
£1000/mo – 8 hours, accumulative within a quarter
Option Scheme Setup and Legals
Get expert help to set up EMI/ Unapproved or any other options scheme and prepare legal documents for £1,490
SEIS/EIS Advance Assurance and Compliance
Get expert expert-checked application to ensure speedy approval from HMRC, we also prepare SEIS/EIS compliance and get SEIS/EIS Certificates for your investors for £490
Are you crowdfunded?
Get volume discount to manage beneficiary owners
Are you an investment platform?
Get integrated with Quoroom back-end to help your clients sign deals with investors, manage nominee, and beneficiary owners
Are you a broker?
Manage clients and their non-direct holdings in public and private companies
Are you a fund or potential partner?
Interested in managing your LPs or want to get a volume discount to migrate your portfolio companies on Quoroom?
EXTRA OPPORTUNITIES
Included for FREE!
Unlimited Users
We do not limit the number of users you can provide admin permission to manage cap table
Unlimited Investors CRM
Effectively manage hundreds and thousands of potential investors and current shareholders, invite them to your new funding round, build and share deal pipeline with your team advisers.
Unlimited Emails
Use Quoroom to communicate with potential investors and stakeholders (share-, bond-, option holders)
Unlimited Data Rooms
Create, share and sign documents online. Our data rooms are perfect for a professional due diligence process. Unlimited Data Rooms are included with all plans
Unlimited E-Signatures
Sign agreements, resolutions and other documents securely at Quoroom. Quoroom does KYC for all users, so you can be sure that all signatories are properly identified.
Unlimited Investor Updates
Keep your investors and shareholders informed, send them email communication, unlimited investor updates, share news, and post to a closed shareholder channel
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