Roundtable
UnclaimedThe trusted platform and infrastructure for private market investments.
Visit WebsitePaidVisit Website
Reviews onG2
2 reviews trackedThe Bottom Line
Entry price
Paid plans only
Biggest pro
Simplifies complex private market operations and compliance.
Biggest con
Pricing details are not transparently listed on the website, requiring direct inquiry.
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
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.
Available on: Web
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)
Ratings aggregated from independent review platforms. Learn more
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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.
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Roundtable FAQ
How does Roundtable assist founders with fundraising?
Roundtable facilitates fundraising for founders by providing tools to invite investors, share pitches, and manage commitments. It also helps maintain a clean cap table, which can attract future investors.
Which teams benefit most from using Roundtable?
Roundtable is designed for private market participants, including founders, investment clubs, fund managers, and individual investors. It helps these groups streamline their private investment processes and manage compliance.
How does Roundtable compare to Carta for managing private investments?
Roundtable, similar to Carta, aims to simplify private market operations and compliance, but it specifically focuses on streamlining the entire private investment process from fundraising to portfolio management. It also emphasizes professionalizing investment clubs and providing access to private markets for individual investors.
What kind of limitations should users consider before adopting Roundtable?
Users should be aware that Roundtable is highly specialized for private market investments and not intended for general investing. Additionally, there may be a learning curve for those new to private market terminology and processes.
How is Roundtable priced?
Roundtable is a paid product and does not offer a permanently free tier. Specific pricing details require direct inquiry.
Can investment clubs use Roundtable to scale their operations?
Yes, investment clubs can leverage Roundtable to professionalize their operations, manage deals, and scale their investor networks. The platform helps them streamline administrative and compliance tasks.
Does Roundtable include features for investor onboarding and compliance?
Yes, Roundtable offers seamless investor onboarding with integrated compliance features. It handles administrative, legal, and regulatory requirements to simplify the process for users.
Source: roundtable.eu