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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Conducting in-person meetings during the quarantine has become exceedingly difficult. The online iteration of Patentem software was specifically developed to facilitate virtual meetings. It allows for collaborative efforts in agenda preparation and provides remote access to the agenda along with the ability to create private notes through mobile applications. The interface features a user-friendly operator's screen that can manage a list of speakers and adjust speaking times. Additionally, it incorporates the use of a Digital Signature for secure authentication and signing of results, along with options for remote voting and video conferencing. The software enhances teamwork during the agenda formation process and enables seamless handling of accompanying documents online. Furthermore, it supports the creation and publication of meeting protocols under typical operational circumstances. The standout feature of the Patentem OnLine version is its capacity to host meetings via video conferencing while allowing participants to vote online securely using a digital signature, ensuring both reliability and safety in the authentication process. This innovative approach significantly streamlines the meeting experience, making it more efficient and accessible for all participants.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

STERKONIX

Founded

2014

Country

Czech Republic

Website

patentem.com

Vendor Details

Company Name

QuotaBook

Founded

2019

Country

South Korea

Website

www.quotabook.com

Product Features

Meeting

Action Item Tracking Yes 
Agenda Management Yes 
Attendee Management Yes 
Board Meetings Yes 
Committee Meetings Yes 
Internal Meetings Yes 
Invitation Management No 
Legislative Meetings Yes 
Materials Management Yes 
Meeting Feedback No 
Meeting Preparation Tools Yes 
Meeting Room Booking No 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting Management Yes 

Product Features

Equity Management

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

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