What is Quoroom?

Quoroom has all set of features for equity, debt and options management, additionally, it includes a highly sophisticated fundraising management solution.

Pricing

Quoroom Starting Price

$ 0/Per Month

Awards
Quoroom Award

Our Awards and Recognition

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Quoroom Screenshots

Key Features of Quoroom

Here are the powerful features that make Quoroom stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • Board Management
  • Business Valuation
  • Cap Table Management
  • Compensation Management
  • Deal Management
  • Dividend Trackers
  • Document Storage
  • Equity Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Management
  • Fund accounting
  • Investment Management
  • Options Management
  • Participant Portal
  • Portfolio Management
  • Private Equity
  • Public Equity
  • Valuation Management
  • Venture Capital Management
  • Vesting Management
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  • Application Sharing
  • Applications Management
  • Budget Management
  • Capacity Management
  • Client Management
  • Collaboration
  • Compliance Management
  • Contact Management
  • Dashboard
  • Data warehousing
  • For Investment Advisors
  • For Traders
  • Gantt Charts
  • Investor Accounting
  • Investor Reporting
  • Issue Management
  • Issue Tracking
  • IT / Software Projects
  • Milestone Tracking
  • Multiple Projects
  • Online Activation
  • Order Management
  • P&L Calculation
  • Partnership Accounting
  • Percent-Complete Tracking
  • Performance Analysis
  • Planning Tools
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Rebalancing
  • Project Comparison
  • Project Planning
  • Project Templates
  • Project Tracking
  • Projections
  • Real Time Comparisons
  • Requirements Management
  • Resource Allocation
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Technical Analysis
  • Time & Expense Tracking
  • Time Tracking by Project
  • Timesheets
  • To-Do List
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  • A/B Testing
  • Accounting
  • Accounting Integration
  • Accounts payable
  • Accounts Receivable
  • Action Item Tracking
  • Ad hoc Analysis
  • Ad Hoc Reports
  • Agent Scheduling
  • Aggregate Reports
  • Analytics/ROI Tracking
  • Appointment Scheduling
  • Archiving & Retention
  • Asset Planning
  • Audit Trail
  • Auto Update
  • Backorder Management
  • Backup Log
  • Backup Scheduling
  • Balance Sheet
  • Billing & Invoicing
  • Billing and invoicing
  • Board Meetings
  • Bookkeeping
  • Budgeting & Forecasting
  • Business Email
  • Business Hours
  • Business Keyboard
  • Business Management
  • Business Plan Templates
  • Cash Management
  • Catalog Management
  • Change Calendar
  • Change Planning
  • Chatbot
  • Checkout
  • Client Management
  • Client Portal
  • Collaboration
  • Committee Meetings
  • Comparative Reports
  • Competency Management
  • Compliance Management
  • Consolidation / Roll-Up
  • Consulting & Training
  • Contact Details
  • Contact Management
  • Content Import/Export
  • Continuous Backup
  • Contract Management
  • Contractor Database
  • Cultural Alignment
  • Custom Domain
  • Custom Pages
  • Customer Call Tracking
  • Customer Enquiry Widget
  • Customer Management
  • Customer Service History
  • Customizable CTAs
  • Customizable Questions
  • Dashboard
  • Data Analysis
  • Data Import & Export
  • Data Security
  • Dispatch Management
  • Document Assembly
  • Document Creation
  • Document Indexing
  • Document Management
  • Document Tagging
  • Drag & Drop
  • Drip Campaigns
  • Dues Management
  • Dynamic content
  • eCommerce Management
  • Email Marketing
  • Employee Alignment
  • Employee Guides
  • Employee Management
  • Encryption
  • Engagement Scoring
  • Equipment Management
  • Equipment Tracking
  • Faculty Management
  • Feedback Management
  • File Sharing
  • Financial Management
  • Financial Projections
  • Financial Templates
  • Fleet Management
  • Forecasting
  • Full Text Search
  • Fundraising Management
  • General Ledger
  • Goal Management
  • Group Summary Report
  • Individual Reports
  • Internal Meetings
  • Inventory control
  • Inventory Management
  • Investor Management
  • Invitation Management
  • Job Costing
  • Key Performance Indicators
  • Landing Pages/Web Forms
  • Lead Management
  • Lead Scoring
  • Local Server Options
  • Marketing Management
  • Meeting Preparation Tools
  • Member Directory
  • Member Portal
  • Membership Database
  • Membership Renewals
  • Minutes Management
  • Mobile Access
  • Monte Carlo Simulation
  • MRP
  • Multi-Company
  • Multi-Department/Project
  • Newsletter Management
  • Notes Management
  • Office Suite
  • Online Store Builder
  • Order Entry
  • Order Fulfillment
  • Order Management
  • Order Tracking
  • Passive Data Capture
  • Payment Collection
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Pipeline Management
  • Pitch Presentation
  • Point of Sale (POS)
  • Polls / Voting
  • Post-Meeting Tools
  • Pre-built Templates
  • Predictive Analytics
  • Premium Support & Training
  • Presentation Tools
  • Prioritization
  • Product Catalog
  • Productivity
  • Productivity To-go
  • Professional Services Automation
  • Profit/Loss Statement
  • Project & Teams
  • Project Management
  • Project Planning
  • Project Tracking
  • Property Layouts
  • Proposal Management
  • Purchasing
  • Qualitative Analysis
  • Quantitative Analysis
  • Quote Management
  • Quotes / Estimates
  • Quotes/Estimates
  • Rater Tracking
  • Real Time Analytics
  • Real Time Editing
  • Recurring Orders
  • Relationship Intelligence
  • Relationship Intelligence Agent
  • Remote Server Options
  • Reporting
  • Resource Management
  • Returns Management
  • Role-Based Permissions
  • Scheduling
  • Scorecarding
  • Secure Data Storage
  • Segmentation
  • Self Service Portal
  • Sensitivity Analysis
  • SEO Management
  • Service Catalog
  • Shipping Management
  • Shopping Cart
  • Social Sharing
  • Special Order Management
  • Step-by-Step Wizard
  • Strategic Planning
  • Subscriber Management
  • Supports External Reviewers
  • Survey Builder
  • Surveys
  • Task Management
  • Team Chat
  • Templates
  • Time & Expense Tracking
  • Time and Expense
  • Time Tracking
  • Training Management
  • Trend / Problem Indicators
  • Unlimited Photo Gallery
  • Unlimited Website Bandwidth
  • Vendor Management
  • Version Control
  • Voting Management
  • Web Access / Restoration
  • Website Management
  • Website Social Share Plugin
  • Weekly Reports
  • What If Scenarios
  • Work Hour Tracking
  • Work order management
  • Workflows Management
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  • Account Alerts
  • Accounting
  • Accounting Management
  • Accounts payable
  • Accounts Receivable
  • Activity Tracking
  • Ad hoc Analysis
  • Ad Hoc Reports
  • Amortization Schedule
  • Analytical Reporting
  • Analytics
  • Application Management
  • Asset Management
  • Audit Trail
  • Auditing
  • Balance Sheet
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Bonds / Stocks
  • Bonus Management
  • Branch Optimization
  • Budgeting & Forecasting
  • Cap Table Management
  • Cash Flow Analysis
  • Cash Management
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Commercial Mortgages
  • Commercial Properties
  • Commodity Futures
  • Compensation Assessment
  • Compensation Calculation
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Compliance Reporting
  • Consolidation / Roll-Up
  • Construction Loans
  • Contact Management
  • Credit Risk Management
  • Critical Date Alerts
  • CRM
  • Customer DataBase
  • Customer Engagement
  • Customer Statements
  • Dashboard
  • Data Import / Export
  • Data warehousing
  • Deal Management
  • Document Management
  • Document Templates
  • Electronic Signature
  • Email Marketing
  • Employee Reward Programs
  • ETL - Extract / Transfer / Load
  • Exceptions Management
  • Expense Management
  • Fee Management
  • File Sharing
  • Financial Modeling
  • For Brokers
  • For Hedge Funds
  • For Investment Advisors
  • For Investors
  • For Investors & Traders
  • For Traders
  • Forecasting
  • Fund Management
  • General Ledger
  • Goal Setting / Tracking
  • Household Tracking
  • Income Statements
  • Influence Tracking
  • Interaction Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Key Performance Indicators
  • KPIs
  • Lead Management
  • Lease Management
  • Liquidity Analysis
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Market Data Access
  • Market Risk Management
  • Marketing Management
  • Modeling & Simulation
  • Multi-Company
  • Multi-Department / Project
  • Multiple Data Sources
  • Operational Risk Management
  • Options Management
  • Order Management
  • P&L Calculation
  • Participant Portal
  • Partnership Accounting
  • Performance Analysis
  • Performance Management
  • Performance Metrics
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Position Management
  • Pre-Qualification
  • Private Equity
  • Profit / Loss Statement
  • Project Management
  • Public Equity
  • Purchasing & Receiving
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Estate
  • Real Time Tracking
  • Relationship Tracking
  • Residential Mortgages
  • Residential Properties
  • Resource Management
  • Risk Analytics Benchmarks
  • Risk Assessment
  • Risk Management
  • Salary Planning
  • Scorecards
  • Segmentation
  • Strategic Planning
  • Stress Tests
  • Task Management
  • Tax Management
  • Team Assignments
  • Technical Analysis
  • Territory Management
  • Transaction Review
  • Vacancy Tracking
  • Valuation Management
  • Value At Risk Calculation
  • Vesting Management
  • Wash Sale Detection
  • Web Services
  • What If Scenarios
Show More
  • Action Management
  • Approval Process Control
  • Calendar Management
  • Case Management
  • Change Management
  • Domain Monitoring
  • Electronic Signature
  • Investigation Management
  • Marketplace Monitoring
  • Action Item Tracking
  • Agenda Management
  • Annual Filings
  • Approval Process Management
  • Archiving & Retention
  • Attendee Management
  • Audit Trail
  • Board Management
  • Board Meetings
  • Brand Management
  • Brand Protection
  • Calendar Management
  • Chat
  • Collaboration
  • Committee Management
  • Committee Meetings
  • Company Formation
  • Company Register
  • Compliance Management
  • Contract Management
  • Discussion Boards
  • Dividend Administration
  • Document Management
  • Document Templates
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Legal Management (ELM)
  • Entity Management
  • Experience Management
  • File Sharing
  • For Nonprofits
  • Forecasting
  • General Ledger
  • Important Dates Reminders
  • Incentive Programs
  • Internal Meetings
  • Invitation Management
  • Legal Document Management
  • Legislative Meetings
  • Liquidity Analysis
  • Materials Management
  • Matter Management
  • Meeting Preparation Tools
  • Member Communities
  • Member Directory
  • Minutes Management
  • Multi-Company
  • Officer Management
  • Operational Risk Management
  • Polls / Voting
  • Portfolio Management
  • Portfolio Modeling
  • Post-Meeting Tools
  • Risk Alerts
  • Role-Based Permissions
  • Scheduling
  • Search
  • Shareholder Management
  • Version Control
  • Voting Management
  • What If Scenarios
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Quoroom Pricing

Here are the pricing plans for Quoroom. Choose the plan that best fits your requirements and budget. Get Detailed Quoroom pricing as per your requirements.

Starter
$ 0
Per Month
  • All share management features
  • Document storage and management
  • Electronic signatures
  • Investor Portal, KYC and Identity Management
Get Pricing
Growth
$ 33
Per Month
  • All share management featurea
  • Document storage and management
  • Electronic signatures
  • Investor Portal, KYC and Identity Management
Get Pricing
Convertibles, Debt and Options
$ 3
Per Month
  • All debt, convertibles and options management
  • Document storage and management
  • Electronic signatures
  • Investor Portal, KYC and Identity Management
Get Pricing
Private Placement
$ 300
Month
  • Investor KYC and accreditation
  • Subscription Agreement and deal completion documents
  • Data Room
  • Digital Share Registry
  • Investor Pipeline Management
  • Investor Matchmaking Engine
Get Pricing

Quoroom Specifications

Get a closer look at the technical specifications and system requirements for Quoroom. Find out if it's compatible with your operating system and other software.

Deployment :
Cloud Based
Subscription Plan :
Monthly, Yearly
Accessibility :
API
Customization
Mobile Support
Desktop Platforms :
Web app
Language Support :
English
Business :
StartUps
SMBs
Enterprises
Available Support :
Email
Live Support
Training
Tickets
Company Details :
Company Name : HighCastle
Headquarter : London
Website : Visit Website
Full Address : Unit C, 81 Curtain Rd, London EC2A 3AG

Quoroom Description

Here's the comprehensive description of Quoroom. Gain a brief understanding of its unique features and exceptional benefits.

Quoroom provides a unique all-in-one SaaS solution to facilitate the management of investor pipeline, dealing with new investors, securing closure of funding rounds with the provision of all necessary legal documentation, issuance and management of equity, convertibles, options and debt securities, management of regulatory filings and the maintenance of shareholder relations in one single place, efficiently and professionally.

Many companies choose to migrate their company records from static spreadsheets to a digital platform from the early stage of their business as it’s extremely secure and helps to keep your company organized and ready for the next funding round, options execution, share transfers and Company House Filings.

Quoroom equity management is free for companies with up to 10 shareholders.

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Alternatives of Quoroom

Explore alternative software options that can fulfill similar requirements as Quoroom. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Quoroom FAQs

How much does Quoroom cost?

The starting price of Quoroom is ₹ 0/Per Month. It has different pricing plans:

  1. Starter : ₹ 0/Per Month
  2. Growth : ₹ 2376/Per Month
  3. Convertibles, Debt and Options : ₹ 216/Per Month
  4. Private Placement : ₹ 21600/Month

Quoroom also provides a free trial to users.

What are the top 5 features for Quoroom?

The top 5 features for Quoroom are:

  • CRM
  • Document Management
  • Task Management
  • Fundraising Management
  • Document Storage

What type of customer support is available from Quoroom?

The available support which Quoroom provides is:

  • Email
  • Live support
  • Tickets
  • Training
Free Demo Get Pricing
Free Demo