Roundtable
UnclaimedThe trusted platform and infrastructure for private market investments.
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TL;DR - Roundtable
- Streamlines private market fundraising and investment for founders, clubs, and managers.
- Handles administrative, legal, and regulatory complexities of private investments.
- Offers tools for investor onboarding, deal management, portfolio tracking, and reporting.
Pricing: Paid only
Best for: Enterprises & pros
Pros & Cons
Pros
- Simplifies complex private market operations and compliance.
- Reduces time and cost for fund setup and management.
- Provides a clean cap table for founders, attracting future investors.
- Enables investment clubs to professionalize and scale their activities.
- Offers access to private markets for individual investors.
Cons
- Pricing details are not transparently listed on the website, requiring direct inquiry.
- The platform's focus is highly specialized for private market investments, not suitable for general investing.
- May have a learning curve for new users unfamiliar with private market terminology and processes.
Ratings Across the Web
2(2 reviews)
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Key Features
Seamless Investor Onboarding (email invites, digital flows, compliance checks)Professional Fundraising (deal information sharing, commitment tracking, e-signatures, payment reconciliation)Centralized Portfolio Management (investment data access, document organization, value visualization)Complete Reporting (accounting, investment updates, professional-grade reports)SPV (Special Purpose Vehicle) Setup & ManagementMulti-currency support (40+ currencies)Cap Table ManagementInvestor KYC (Know Your Customer)
Pricing
Paid
Roundtable offers paid plans. Visit their website for current pricing details.
What is Roundtable?
Roundtable provides a comprehensive platform and infrastructure for private market participants, including founders, investment clubs, fund managers, and investors. It streamlines the entire private investment process, from fundraising and investor onboarding to portfolio management and reporting. The platform aims to simplify the complexities of private market investing by handling administrative, legal, and regulatory requirements, allowing users to focus on deal-making and community building.
For founders, Roundtable facilitates fundraising by offering tools to invite investors, share pitches, and manage commitments while maintaining a clean cap table. Investment clubs can leverage the platform to professionalize their operations, manage deals, and scale their investor networks. Fund managers benefit from efficient fund launching and administration, while individual investors gain access to private markets and elite investment clubs. The platform offers features like seamless investor onboarding with integrated compliance, professional fundraising tools with e-signatures, centralized portfolio tracking, and automated reporting.
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Roundtable FAQ
What is Roundtable?
Roundtable is a platform and infrastructure designed for private markets, offering Fund-as-a-Service solutions. It helps founders, investment clubs, fund managers, and investors manage fundraising, investor onboarding, portfolio tracking, and reporting for private investments, handling administrative and regulatory requirements.
How much does Roundtable cost?
Roundtable charges a one-off cost of 1% of the amount raised in the SPV (minimum €5k) for SPV setup and management fees, invoiced at SPV closing. There's also a 1% fee for partial exit/secondary sales (minimum €1k/maximum €5k per investor). Specific pricing for other services or ongoing management is not detailed publicly, but they claim it's cheaper and faster than doing it yourself, saving up to €20k per deal for investment clubs.
Is Roundtable free?
No, Roundtable is not free. It operates on a paid model with fees associated with SPV setup, management, and secondary transactions, as indicated by the pricing examples provided for founders and investment clubs.
Who is Roundtable for?
Roundtable is for founders looking to raise capital and manage their cap table, investment clubs aiming to professionalize and scale their operations, fund managers seeking efficient fund launching and administration, and investors looking to access private markets and join investment clubs.
Source: roundtable.eu