QuotaBook
Integrated management of securities, shareholder voting, stock compensation, investor-rela
QuotaBook is a digital platform for managing corporate securities, board and shareholder resolutions, stock compensation, and investor relations, paired with financial consulting for IPO preparation and capital strategy. It centralizes share and equity data, regulatory checks, document generation, history storage, and real-time sharing in a single system, aiming to reduce manual errors and preserve records through staff changes and organizational restructuring.
The platform includes modules for securities issuance and management, electronic resolutions for boards and general meetings, RSU and stock option administration, and investor relations. IR features cover investor discovery, review requests, sales reporting with KiiPS integration, and automated financial reporting through Alfred integration, OCR-based financial PDF data entry, and registry document recognition. Consulting services address IPO stock administration, underwriter selection, and stock compensation plan design, with results applied directly within the system. Security features include SSL communication, AES-256 file encryption, ISO/IEC 27001:2022 certification, and cloud or on-premise deployment.
QuotaBook serves companies from early-stage startups through listed enterprises and large corporations. The platform is packaged as flat-rate subscriptions by module: securities, resolutions, stock compensation, and investor relations, with unlimited users on most modules and per-user plans for stock compensation. Consulting services are quoted separately.
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