Average Ratings 0 Ratings
Average Ratings 0 Ratings
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!"
Description
For private equity real estate firms, accurately calculating distributions for equity investors is essential, yet managing complex waterfalls within delicate Excel spreadsheets diverts valuable time and resources from more strategic initiatives. As your firm continues to expand through acquisitions, the burden of calculating distributions for each project will only become more cumbersome for your team. Moreover, as investor expectations shift regarding how they receive and understand their investment information, it is imperative to adapt. Investors not only require the established trust of your relationship but also demand constant availability and transparency in their communications. In today's landscape, modern wealth management and investment platforms offer advanced web and mobile portals, setting a new standard that now extends to commercial real estate investments. To meet these evolving expectations, implementing an investor dashboard that integrates all relevant data—such as distributions and investment details—will be crucial for enhancing the overall investor experience and streamlining communications. This approach will ultimately allow your team to focus on more impactful tasks while ensuring that investors remain informed and engaged.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Gmail
No
Google Analytics
No
LinkedIn
Yes
Microsoft Outlook
No
Rocket Data Replicate & Sync
No
SuiteSpot
No
VuSpex
No
Vyzer
No
Xero
Yes
Integrations
Gmail
Yes
Google Analytics
Yes
LinkedIn
No
Microsoft Outlook
Yes
Rocket Data Replicate & Sync
Yes
SuiteSpot
Yes
VuSpex
Yes
Vyzer
Yes
Xero
No
Pricing Details
£9 per month
START - £9/month
GROW - £39/month
SCALE - £89/month
GROW - £39/month
SCALE - £89/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Quoroom
Founded
2018
Country
United Kingdom
Website
quoroom.com
Vendor Details
Company Name
RealPage
Founded
2015
Country
United States
Website
www.investormanagementservices.com
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
Product Features
Commercial Real Estate
Brand Management
No
CRM
Yes
Cash Flow Analysis
Yes
Critical Date Alerts
Yes
Deal Management
Yes
For Appraisers
No
For Brokers
Yes
For Investors
Yes
For Property Managers
Yes
Portfolio Management
Yes
Strategic Planning
Yes
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
No
Client Management
Yes
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
Yes
Performance Metrics
Yes
Portfolio Management
No
Risk Management
Yes
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
No
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
No
Investor Transactions / Valuations
No
Real Estate CRM
Campaign Management
No
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes
Real Estate Transaction Management
Accounting
Yes
Appointment Scheduling
No
CRM
Yes
Commission Management
No
Contract Management
Yes
Critical Date Alerts
Yes
Document Templates
Yes
Electronic Signature
Yes
File Sharing
Yes
Task Management
Yes
Transaction Review
Yes