Founded in 2019 by former venture capitalists, QuotaBook is a fintech startup dedicated to simplifying equity management for startups, employees, and investors. The company's core mission is to streamline equity data and company ownership through comprehensive cap table management, analyses, and simulations. QuotaBook's platform also includes features for managing stock options, thereby aligning employee incentives with company growth. Investors benefit from automated portfolio performance tracking. QuotaBook primarily targets the global startup ecosystem.
QuotaBook has garnered attention from notable investors and industry leaders, contributing to its rapid growth and widespread adoption. The platform manages over $40 billion in investment assets and supports various equity award grants, including stock options, RSUs, and phantom stock. By providing a centralized solution for equity management, QuotaBook has significantly impacted how startups and investors handle ownership and performance tracking, fostering more efficient and transparent financial operations.