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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Enhance your fundraising capabilities and expedite your closing process with an integrated suite that includes data rooms, lead management, online subscriptions, and a tailored CRM for private fundraising. Eliminate the need for spreadsheets with intuitive tools designed for calculating returns, managing waterfalls, and automating workflows for investors. Offer your clients exceptional reporting and instant access to their investments through the top investor portal in the industry. Optimize your fundraising initiatives and accelerate closings using customizable data rooms and online subscription options. Seamlessly create and securely distribute personalized notices, financial statements, and reports that meet industry standards. Effortlessly oversee partnership accounting while automating distribution calculations and tracking payments all from a single, centralized dashboard. This comprehensive approach not only simplifies processes but also enhances client satisfaction and engagement.

Description

Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Our automated investor updates, permission-based metrics sharing, and investor matchmaking features make it easy to streamline your investor relations, while our secure data room and cap table management tools help you close deals and stay compliant. Avoid common mistakes and build relationships with investors using Quoroom's proven workflows. Try Quoroom today and get pro support!"

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Compudyne Yes 
Docusign Yes 
Gmail Yes 
Google Analytics Yes 
LinkedIn No 
Lob Yes 
Mailchimp Yes 
MaxPatrol Yes 
Microsoft Outlook Yes 
Oracle S&OP Yes 
Vectra AI Yes 
Vyzer Yes 
Xero No 

Integrations

Compudyne No 
Docusign No 
Gmail No 
Google Analytics No 
LinkedIn Yes 
Lob No 
Mailchimp No 
MaxPatrol No 
Microsoft Outlook No 
Oracle S&OP No 
Vectra AI No 
Vyzer No 
Xero Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

£9 per month
START - £9/month

GROW - £39/month

SCALE - £89/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Juniper Square

Founded

2014

Country

United States

Website

www.junipersquare.com

Vendor Details

Company Name

Quoroom

Founded

2018

Country

United Kingdom

Website

quoroom.com

Product Features

Commercial Real Estate

Brand Management No 
CRM Yes 
Cash Flow Analysis No 
Critical Date Alerts Yes 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers No 
Portfolio Management Yes 
Strategic Planning No 

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management Yes 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management No 
Risk Management Yes 

Real Estate Transaction Management

Accounting Yes 
Appointment Scheduling No 
CRM Yes 
Commission Management No 
Contract Management No 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention No 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Equity Management

Cap Table Management Yes 
Deal Management Yes 
Document Storage Yes 
ESOP Management No 
Financial Modeling Yes 
Options Management Yes 
Participant Portal Yes 
Portfolio Management Yes 
Private Equity Yes 
Public Equity No 
VSOP Management No 
Valuation Management Yes 
Vesting Management Yes 

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Investor Relations

Automated Reporting Yes 
Compliance Management Yes 
Custom Emails / Newsletters Yes 
Data Centralization Yes 
Deal & Acquisition Management Yes 
Document Creation Yes 
Document Management Yes 
Electronic Signature Yes 
IR Website Builder No 
Investor CRM Yes 
Investor Transactions / Valuations Yes 

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