QuotaBook|User Guide - 1. Checking Portfolio Company's Equity Data

1. Checking Portfolio Company's Equity Data

🚩 Navigate to the portfolio company’s page from the lists under [Portfolios] → [Securities Ownership] From the [Securities Ownership] tab, you can check and manage equity issuances of the portfolio companies

Checking Portfolio Company’s Equity Data

  1. From the portfolio company’s page, select the [Securities Ownership] tab

  2. You can check additional details from the [Shares] and [Options] tab