Quoroom
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Income Statement
- Balance Sheet
- Cash Flow Statement
- Trial Balance
- Aged Receivables Report
- Receivables Movement Report
- Aged Payables Report
- Payables Movement Report
- Full General Ledger Report
- Full Journal Entries Report
- Full Transactional History
- Double Entry Level Drill Down Functionality
- End User Reconciliations
- Covenant Reports
- Sales Invoice Reports
- Full Audit Preparation Pack
- Monthly Management Accounts
Pricing Info
Contact Validis for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.
Integrations
Validis integrates with the following business systems and applications:
- Acomba
- Avantage
- Microsoft Dynamics NAV
- Microsoft Dynamics GP
- Intuit QuickBooks
- Intuit QuickBooks Online
- Sage ACCPAC
- Sage 50 (Peachtree)
- Xero
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Deloitte, Moore Stephens, Withum
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
Validis is a cloud-based business solution designed and developed exclusively for lenders and auditors.
Company Email
salesUSA@validis.com
Contact No.
Company's Address
11801 Domain Drive, Suite 300
Austin, TX 78752
USA
Validis Comparisons
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Both Quoroom and Validis were evaluated by a panel of reliable B2B experts who carried out a detailed analysis of all key elements of each service. Their final score was calculated by means of unique SmartScore system which provides a separate partial score to each factor such as: main functionalities, customer support, mobile support, security, client satisfaction as well as media presence. Here at FinancesOnline we realize useful features are not the only factor essential to a business so we make an effort to pay attention to all sides of a software before coming up with its final rating.
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