Quoroom

NOAWARDS
YET
Pricing:
Starting from $159.95
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Custom Templates
- Over 500 sample plans
- Visual Cash Planning
- Market research and industry profiles
- Detailed guidance
- Business Valuation Tools
- Import from Microsoft Excel
- Thorough, error-free checking
- Quarterly and 24-month Data
- Plan vs. Actual
- Business Management
- Instant spreadsheets and charts
- Easy financial forecasting
- Tutorials, help, and expert advice
- Simple export to PDF, Excel and Word
- Format corresponds to those required by financial institutions, lenders and investors
- Available to download for Mac and Windows
- Extensive list of additional materials for SMBs
Pricing Info
Pricing Info
It is available in two editions:
Premier – $159.95
- Its top seller, with more tools you need to succeed.
Standard — $99.95
- What you need to get started with your plan.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
1-800-229-7526
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Remove the guesswork out of writing a business plan with Business Plan Pro.
Company Email
None@indicated
Company's Address
Palo Alto Software, Inc.
44 West Broadway
Suite 500
Eugene, OR 97401
United States
Business Plan Pro Comparisons
Popular Business Plan Pro Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Investment Marketplace
- Equity & Debt Management
- Shareholder Management
- Shareholder Register Access
- Cap Table Management
- Automated Corporate Actions
- Electronic Securities Transfer
- Capital Fundraising
- Deal Workflows
- Document Management
- E-Signatures
- Partnership Program
- Portfolio Analytics & Reporting
Pricing Info
Quoroom provides four pricing plans for managing securities and shareholders. Start, Grow, and Scale are priced for monthly or annual billing. Their Enterprise pricing plan is quote-based and is ideal if you have a large cap table. Here are the details:
Start – £12/month ( £9 for annual billing)
- Up to 10 stakeholders
- Investors KYC and accreditation
- Legal library
- Document storage and e-Signing
- Fundraising management
- Integrated securities issuance
- Statutory registers
- Companies House filings
- Cap table, share certificates
Optional Add-Ons
- Investor matchmaking for £1.5 per contact, per month
- Investor AML for £2.5 per contact, per month
Grow – £49/month ( £39 for annual billing)
- Everything in the Start plan, plus
- Up to 25 stakeholders
- Option agreements
- Employee share plan management
- Board Management
- Convertibles management
- SEIS/EIS Certificates
- Investor relations and reporting
- Beneficiary sub-holdings
- Phone/Video support
Scale – £99/month ( £79 for annual billing)
- Everything in the Grow plan, plus
- Up to 50 stakeholders
- Debt management
- Secondary transfers
- Pre-emption rights exercise
- Scenario modeling
- Advanced data rooms
Enterprise – by quote
- Everything in the Scale plan, plus
- Unlimited stakeholders
- HR integrations
- Liquidity events (secondary tenders and auctions)
- Option expensing
- Dedicated account manager
Integrations
Quoroom provides API integration to selected partners.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Openbrix, RMRF, Go To-U
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
HighCastle is an investment management solution that automates capital fundraising, private securities administration, and shareholder engagement.
Company Email
ulyana.shtybel@highcastle.co
Company's Address
HighCastle Technologies Ltd.
Kemp House, 160 City Road,
London, United Kingdom
Quoroom Comparisons
Popular Quoroom Alternatives
Both Business Plan Pro and Quoroom were tested by a group of reliable SaaS experts who prepared a full study of all core aspects of each service. Their total score was prepared by means of unique SmartScore system that calculates a separate partial score to each component such as: main functionalities, client support, mobile device support, security, customer satisfaction as well as media presence. Here at FinancesOnline we know useful features are not the only factor crucial to a company so we make sure we pay attention to all aspects of a service before coming up with its final score.
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