Guide to Onboarding Service

QuotaBook's Professional Onboarding Team will guide you through the steps to help you quickly migrated and start your QuotaBook journey.

Please see below for the necessary information and documents needed to be shared with our onboarding team.

‍ Basic Documents:

• Certificate of Incorporation - Company incorporation information will be displayed within your main account dashboard

• Current and Historical Cap Table- Ownership information will depict historical changes and current stakeholders table

• Purchase Agreements (SPA, Acquisition Agreements)/Term Sheets - Official documents depicting the price per share, number of shares, share issuance dates

• Stakeholder contact points (names & emails) - Needed for creating individual IDs for your stakeholders, including investors and employees. Email confirmations to your stakeholders will not be sent by QuotaBook unless specifically requested

Also, if applicable:

• SAFEs and Convertibles Contracts

• Stock Option Plan Contracts