--- title: "Quoroom Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Quoroom Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/214233/Fundraising-and-Cap-Table-Management-Platform/" page_type: "product" language: "en" --- # Quoroom Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 7, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Quoroom ## What is Quoroom? Quoroom equity management software is designed for companies' Directors and CFOs to automate the management of complex cap tables and issue employee options or warrants. Quoroom has a built-in CRM for investor relations, an advanced data room for document storage and eSignatures - all you need to run and close your funding round with immediate auto-update of the cap table. Quoroom integration with UK Companies House and legal workflows saves time you spend on compliance and filings. ## What is Quoroom used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/) Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £9 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Quoroom?[Manage this product listing](https://www.g2.com/products/quoroom/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Quoroom 4.7 (6) VS. [### Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) [4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/) Starting Price £9 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (6) Ease Of Use 4.5 (85) Value For Money 4.7 (6) Value For Money 4.4 (65) Customer Service 4.7 (6) Customer Service 4.8 (80) ## Quoroom alternatives [Orchestra](https://www.capterra.com/p/215575/Orchestra/) [4.8 (11)](https://www.capterra.com/p/215575/Orchestra/reviews/) Starting price $2.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/215575/Orchestra/) [InvestNext](https://www.capterra.com/p/185770/InvestNext/) [4.7 (20)](https://www.capterra.com/p/185770/InvestNext/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/185770/InvestNext/) Highest Rated [Ledgy](https://www.capterra.com/p/173939/Ledgy/) [4.9 (29)](https://www.capterra.com/p/173939/Ledgy/reviews/) Starting price $3.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/173939/Ledgy/) [Capboard](https://www.capterra.com/p/248720/Capboard/) [4.7 (10)](https://www.capterra.com/p/248720/Capboard/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/248720/Capboard/) ## FAQs about Quoroom Overview ### What company size and specific industries is Quoroom built for? Quoroom is designed for growing private companies that need a single workplace to manage investment and corporate matters. It is aimed at private businesses rather than a specific industry, making it a fit for organizations handling fundraising, ownership, and corporate administration as they expand. Features and Usability ### What are the key features of Quoroom? Quoroom offers cap table management, deal management, and investments tracking for equity and private equity workflows. It also includes portfolio management, valuation management, vesting management, and options management, plus reporting and statistics, document management, role-based permissions, transaction history, and third-party integrations. Getting Started and Support ### What training and onboarding options does Quoroom offer? Quoroom provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided remote setup, webinars present scheduled overviews, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does Quoroom offer? Quoroom provides email/help desk support, FAQ/forum access, a knowledge base, and chat. No reviewer feedback about support experience is available, so user sentiment on response speed, helpfulness, or common issues cannot be summarized here. ## Features AI summary Based on 314 Equity Management reviews Capterra data shows that buyers of equity management software rank the following features as their top priorities: - **Vesting Management** (**49%** of reviewers rated this feature as critical) - **Client Portal** (**48%**) - **Reporting & Statistics** (**45%**) Quoroom supports all three of the features reviewers rate highest: **Vesting Management**, **Client Portal**, and **Reporting & Statistics**. Together, these capabilities help businesses track equity schedules accurately, share information securely with stakeholders, and monitor ownership data through clear reporting, allowing teams to manage equity operations with better visibility and control. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Cap Table Management Breakdown of all equity of the shareholders of a company Quoroom 33 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Cap Table Management: Breakdown of all equity of the shareholders of a company - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Reward Programs: Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Reporting: Compile and report on all investor activities - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Multi-Currency: Manage and handle various international currencies - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Valuation Management: Assessment technique to estimate the current worth of an asset or company - Vesting Management: Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (6) 4.7 Based on 6 reviews ## Pricing Value for money 4.7 (6) Free Trial Free Version Basic £9.00 Per User,Per Month Value for money 4.7 (6) 4.7 Based on 6 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (6) 4.7 Based on 6 reviews ## User reviews Overall rating 4.7 Based on 6 reviews Filter by rating 5(5) 4(0) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent DM Derek M. CFO Consumer Electronics ### "Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 February 4, 2022 Useful tool for cap table management Pros Easy to upload existing data for initial entry Cons Some of the access set up routines were a bit clunky Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RA Raed A. Designer Civil Engineering ### "HighCastle Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 August 19, 2021 Pros Very similar and close to Capdesk, Seedlegals and other software you are able to manage all your equity as well as control it all in one independent window Cons It is very flexible in addition to the great ease of use and help me complete tasks very smoothly Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LA Lyubov A. Chief Operating Officer Translation and Localization ### "Very helpful to get ready for a funding round" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 16, 2021 HighCastle is really good platform, very qualitative and simple to use. I would not ever come back to using spreadsheet for my captable, HighCastle is much more intuitive and inexpensive. Pros Easy to use and efficient software. We used it first to prepare our captable for a funding round, then we started to use it to send share certificates, communicate with shareholders, sign documents. We also plan to use HighCastle for issuance of equity options, they have highly advance functionality for options vesting and exercise. Cons I could create a draft shares and see how my potential cap table would look like after the couple of funding rounds, but i would prefer to have also a visualisation for my scenario modelling. I hope it's coming in next releases. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VV Vitalii V. CTO International Trade and Development ### "Best ever service for Start-Ups who need to be prepared to get investments" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 16, 2021 1\. Helped to register a company 2. Provided a shareholder agreement 3. Helped open a bank account Pros The software is easy to use. If you have any difficulties, there is great support that can help you to solve any issue. But this service is even more about human service, about possibilities, which Fundraising and Cap Table Management Platform provides. Highly recommend. Cons There are always features to improve and add, but currently everything is good. Reasons for choosing Quoroom There is no alternative product at the market (at least we couldn't find any) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Carsten H. Co-founder Financial Services ### "Highly recommended" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 15, 2021 Pros At least as good as Capdesk, Seedlegals etc. in managing all your equity on a single online platform but much better priced and includes highly sophisticated fundraising management tools. Very suitable also for more senior companies as they have fantastic documents management and data room availability. All you need in one place including fantastic customer support. Cons Nothing really, very easy to use and if I have any questions, they are answered immediately. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ET Eugeny T. CCO/CFO Computer & Network Security ### "Super easy to keep track of shareholders, share certificates and transfers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 15, 2021 Overall it's really good, saving us a lot of time and helps to keep cap table well organized Pros HighCastle software is simple to use and makes it easier for a company with a small or large number of shareholders to manage cap table, official registers, share certificates, share transfers, Companies House filings and shareholder communication. Cons It seems all features are in place, except for the facilitation of payments. Anyway, we still can do interest/dividends payments from our online banking based on the calculations provided by HighCastle software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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