Quoroom Review
What is Quoroom?
Quoroom is a modern investment solution that digitizes the business operations of various players in the private finance market, including investors, shareholders, issuers, and partners. It allows capital fundraising campaigns, private equity and debt securities, shareholder communications, and deal workflows to be efficiently and cost-effectively managed in a single platform.
Quoroom makes it easier for private equity companies and investors to find and connect with companies they can invest capital into. They can also access shareholder registers and portfolio analytics in real-time and buy and sell securities electronically.
Likewise, the investment solution streamlines and enhances how portfolio companies and issuers reach out to potential investors, raise the capital or funds they need, and handle equity and debt holdings. Using Quoroom’s programmable workflow and reporting capabilities, they can automate funding rounds, securities issuances, compliance and document management procedures, and digital signature collections. They can handle all engagements with investors with ease, from onboarding and deal completion to electronic securities transfer and shareholder management.
Show MoreOverview of Quoroom Benefits
Business Growth
Quoroom enables companies to connect and engage with private equity firms, investors, and shareholders so they can raise funds for developing and expanding their business operations. They can access a network of investors that may be willing to provide the funds they need in exchange for ownership or share of the company’s private equity.
They’ll be able to handle all their communications and engagements with investors in an easy, fast, and affordable way. For instance, they can generate digital documents to quickly close deals, issue or transfer securities, and comply with legal requirements.
Private Equity & Debt Management
Private equity firms and investors can use Quoroom to streamline various aspects of managing private equity and debt. With its cap table management features, they can easily manage a large number of shareholdings and debt holdings in one place without using spreadsheets. Quoroom also permits them to electronically receive and transfer equity and debt securities.
The investment solution automates the execution of essential corporate actions, such as setting up dividends and allocating interests, voting by proxy, and generating and submitting shareholder proposals. Quoroom assists users in growing their own network of portfolio companies. They can reach out to companies who need funding for a start-up venture, company acquisition, or business expansion.
Valuable Partnerships
Quoroom’s provider offers partnerships with various businesses and professionals so they can serve their clients better or help their portfolio companies automate equity management. For instance, fund administrators, advisers, accountants, and lawyers along with their clients can use Quoroom to save resources in managing private equity, communicating with investors, signing documents, and issuing securities.
You can extend Quoroom to portfolio companies and let them engage in secure and reliable securities exchanges. You can also refer companies that need to digitize their start-up programs or funding rounds.
Show MoreOverview of Quoroom Features
- Investment Marketplace
- Equity & Debt Management
- Shareholder Management
- Shareholder Register Access
- Cap Table Management
- Automated Corporate Actions
- Electronic Securities Transfer
- Capital Fundraising
- Deal Workflows
- Document Management
- E-Signatures
- Partnership Program
- Portfolio Analytics & Reporting
What Problems Will Quoroom Solve?
- CFOs and Founders utilize Quoroom to manage complex cap tables and shareholder communication. This is specifically relevant for crowdfunded companies, which have to manage hundreds of shareholders, including nominees and beneficiary owners.
- Growing companies grant equity options to incentivize their employees. Companies utilize Quoroom to create tax-advantaged and unapproved share schemes and issue securities to their option holdings with the time-based or performance-based vesting schedule. Quoroom platform automates a full flow for share schemes, option vesting, and exercise of options.
- Startup and scaling companies utilize Quoroom to manage their debt or equity funding rounds. Quoroom provides companies with the investor pipeline management, access to new investors database, the templates of the legal documents to sign and complete funding round.
Awards & Quality Certificates
Quoroom Position In Our Categories
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Position of Quoroom in our main categories:
Every enterprise is different, and might need a specific Financial Reporting Software solution that will be designed for their company size, type of customers and staff and even individual niche they cater to. It's not wise to count on locating an ideal software that is going to work for every business no matter what their history is. It may be a good idea to read a few Quoroom Financial Reporting Software reviews first and even then you should keep in mind what the service is intended to do for your business and your workers. Do you require an easy and intuitive app with only elementary features? Will you actually use the complex tools needed by experts and large enterprises? Are there any particular tools that are especially useful for the industry you operate in? If you ask yourself these questions it will be much easier to get a solid app that will fit your budget.
How Much Does Quoroom Cost?
Quoroom Pricing Plans:
Free Trial
Start
£12/month
Grow
£49/month
Scale
£99/month
Enterprise
by quote
What are Quoroom pricing details?
Quoroom Pricing Plans:
Free Trial
Start
£12/month
Grow
£49/month
Scale
£99/month
Enterprise
by quote
Quoroom provides four pricing plans for managing securities and shareholders. Start, Grow, and Scale are priced for monthly or annual billing. Their Enterprise pricing plan is quote-based and is ideal if you have a large cap table. Here are the details:
Start – £12/month ( £9 for annual billing)
- Up to 10 stakeholders
- Investors KYC and accreditation
- Legal library
- Document storage and e-Signing
- Fundraising management
- Integrated securities issuance
- Statutory registers
- Companies House filings
- Cap table, share certificates
Optional Add-Ons
- Investor matchmaking for £1.5 per contact, per month
- Investor AML for £2.5 per contact, per month
Grow – £49/month ( £39 for annual billing)
- Everything in the Start plan, plus
- Up to 25 stakeholders
- Option agreements
- Employee share plan management
- Board Management
- Convertibles management
- SEIS/EIS Certificates
- Investor relations and reporting
- Beneficiary sub-holdings
- Phone/Video support
Scale – £99/month ( £79 for annual billing)
- Everything in the Grow plan, plus
- Up to 50 stakeholders
- Debt management
- Secondary transfers
- Pre-emption rights exercise
- Scenario modeling
- Advanced data rooms
Enterprise – by quote
- Everything in the Scale plan, plus
- Unlimited stakeholders
- HR integrations
- Liquidity events (secondary tenders and auctions)
- Option expensing
- Dedicated account manager
User Satisfaction
Positive Social Media Mentions
45
Negative Social Media Mentions
1
We are aware that when you make a decision to buy a Financial Reporting Software it’s vital not only to see how professionals rank it in their reviews, but also to find out if the actual clients and companies that use it are actually content with the service. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Quoroom reviews across a broad array of social media sites. The data is then featured in a simple to digest way indicating how many people had positive and negative experience with Quoroom. With that information at your disposal you will be equipped to make an informed business choice that you won’t regret.
Video
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Free
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Quoroom?
Quoroom provides API integration to selected partners.
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