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Average Ratings 0 Ratings

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ease
features
design
support

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Description

CalibreRMS, a complete Research Management System, has an intuitive interface that allows you to record, share, and collaborate on data in a mobile-friendly, customizable, and user-friendly format. Calibre RMS is more than a note management tool. It seamlessly integrates your qualitative research with your modeling, analytics and modeling. It can be customized to your investment strategy and allows for immediate collaboration between teams from any location and on any device. Calibre RMS allows you to integrate it with other modeling tools and analytics tools without being locked in a proprietary system. It also includes audit trails to simplify compliance.

Description

Stay informed about your portfolio companies by tailoring templates for founders to complete, monitoring report statuses, and easily downloading data with just one click. Your entire investment history is clearly presented, allowing you to track records and assess performance, which will facilitate more informed decisions regarding future investments. You can depend on our specially designed dashboard to keep an eye on the latest changes in ownership, monitor capital utilization, and filter metrics according to your specific requirements. Post-investment management is streamlined with synchronized cap table data, updated business performance, and shared voting agendas, enhancing communication and comprehension of your investments. Oversee stock options and plans throughout their lifecycle, including issuance, vesting, and awards. Additionally, efficiently manage the process of seeking shareholder approval for corporate matters by establishing agendas, dispatching email reminders, and obtaining online voting results with e-signatures. This comprehensive approach ensures that you remain engaged and informed about your investments at every level.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Calibre Financial Technology

Founded

1999

Country

Australia

Website

www.calibreft.com

Vendor Details

Company Name

QuotaBook

Founded

2019

Country

South Korea

Website

www.quotabook.com

Product Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Product Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Alternatives

Alternatives

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