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Quoroom

by Quoroom · Since 2018
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Active1+ countriesCloud
Quick facts
VendorQuoroom
Year launched2018
StatusActive
LocationBlooming Founders Unit C, 81 Curtain Rd, London, EC2A 3AG
Countries served1+
Languages6
Integrations
Free tier
Free trial
Contact sales

About Quoroom

Quoroom is a capital management software from Quoroom that helps manage capital raising, equity, debt, and employee options. It combines built-in CRM & data room, order book & bookbuilding, and investor KYC & accreditation so users can efficiently manage their fundraising processes. The platform also provides legal documents, UK incorporation, and bank account setup, making it a comprehensive tool for financial management. Quoroom offers features like a fundraising deal room and cap table management, which facilitate better decision-making and organization. Key capabilities: built-in CRM & data room order book & bookbuilding investor KYC & accreditation legal documents UK incorporation & bank account Best for: finance professionals that need assistance with capital raising and management.

Quoroom presents itself as a holistic solution for the intricate world of private company capital management, aiming to consolidate the disparate processes of fundraising, equity management, and compliance into a single, streamlined platform. The software's primary objective is to liberate companies from the shackles of manual, error-prone methods, particularly the ubiquitous and often inadequate reliance on spreadsheets. The platform’s advertised ease of use is a significant draw, with user testimonials consistently highlighting the simplicity of data onboarding and the overall intuitiveness of the interface. This suggests a design philosophy that prioritizes accessibility, a crucial factor for companies with varying degrees of technical proficiency among their staff. The emphasis on digitizing and automating complex workflows, from cap table management to statutory filings, indicates a commitment to modernizing traditionally cumbersome administrative tasks. Delving into its functionality, Quoroom boasts a comprehensive suite of features that address the multifaceted needs of private companies. The fundraising deal room, with its integrated CRM, data room, and KYC capabilities, offers a structured approach to investor relations, facilitating efficient pipeline management and outreach.

Pros & Cons

What users like
  • +Comprehensive capital management solution for private companies
  • +Automates compliance and statutory filings in multiple jurisdictions
  • +Secure document management with eSignatures & audit trails
  • +Digital issuance of equity, debt, and employee options
  • +Strong data security and encryption standards
What users flag
  • Limited information on integrations with other financial tools
  • No explicit mention of mobile app availability
  • Secondary marketplace & auction features still "coming soon"
  • Possibly complex for smaller businesses unfamiliar with cap table management

Features

Key features

1. Fundraising Management – Investor pipeline, built-in CRM, KYC & accreditation, legal documents, UK incorporation
2. Cap Table Management – Digital cap table, issuance of shares, stakeholder communication, dividends & interest calculations
3. Employee Options – Manage share schemes, automate vesting & exercising of options
4. Documents Management – Secure storage, eSignatures, access control, audit trail, NDAs
5. Statutory Registers & Filings – Automates compliance filings, digital certificates, shareholder resolutions
6. Secondary Transfers – Facilitates liquidity events for investors and employees

Additional features

1. Fundraising Deal Room (Investor management, legal documents, KYC, bank accounts)
2. Cap Table Digitization (Stakeholder communication, corporate actions, scenario modeling)
3. Equity & Debt Issuance (Convertibles, dividends, share certificates)
4. Employee Equity Schemes (Options management, agreements, vesting schedules)
5. Document Management (Secure data room, dynamic watermarking, one-click NDAs)
6. Compliance & Reporting (Companies House filings, statutory registers, audit trails)
7. Security & Access Control (TLS 1.3, GDPR compliance, encryption, SSO, 2FA)

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Essentials

GBP 49

Advanced

GBP 112

Countries & Languages

1
Countries served
6
Interface languages
1
Billing currencies

Available in

All Countries.

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇬🇧GBP

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