Quoroom
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- View up to ten years of 10-K annual reports
- Access the most recent quarterly 10-Q company reports
- Read 8-K results of operations and financial condition
- Save SEC filings as PDF and Excel files
- Review stock market data including price ratios
Pricing Info
Integrations
Integrations
Last 10K provides integrated PDF downloads, Microsoft Word downloads, and Microsoft Excel downloads. It links to analytic resources provided by Ask9W.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Huffington Post, USA Today, Seeking Alpha
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
An in-depth catalog detailing every aspect of a company's financial statements, such as earnings, revenue, cash flow trends and debt load.
Company Email
Contact No.
Company's Address
106 Rinaldi
Irvine, California 92620
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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
Company's Address
HighCastle Technologies Ltd.
Kemp House, 160 City Road,
London, United Kingdom
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You shouldn’t count on just a broad set of features and scalable pricing plans from a popular Accounting Software. Almost as crucial as main features is a top-notch customer support. You want to make sure that when you have any questions about Last 10K or Quoroom, or you face some problems, or maybe you’ll need to request a specific change or functionality useful to your business you can rely on a responsive and helpful customer support. Check out whether services such as phone support, tickets or live chat are provided. Additionally, it’s a major asset if you can profit from individual training or at the very least a knowledge base you can use.
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