Roundtable

Name: Roundtable
Brand: Roundtable
Rating: 5 (16 reviews)

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The trusted platform and infrastructure for private market investments.

Paid plans only

Paid Finance Fundraising Investment Apps

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5.0 (16 across the web)

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Reviews on G2

16 reviews tracked

The Bottom Line

Updated Nov 2, 2026

Price: Paid plans only. Compare plans

Key facts

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.

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.

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

Data compiled by Toolradar How we evaluate

Source roundtable.eu

Ratings Across the Web

5 (16 reviews)

Roundtable holds an aggregate rating of 5 out of 5 from 16 reviews across G2, last checked September 17, 2026.

G2 16 reviews

5/5

Ratings aggregated from independent review platforms. Learn more

Preview

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 & Management
Multi-currency support (40+ currencies)
Cap Table Management
Investor KYC (Know Your Customer)

Pricing

Paid

Roundtable offers paid plans. Visit their website for current pricing details.

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Roundtable by the numbers

Roundtable compared with 10 Investment Apps tools on Toolradar, as of Nov 2026
Metric	Roundtable	Peer median	Position (1 is best)
Free plan	No	4 of 10 have one	n/a
Listed as an alternative to	1 tool	3	#7 of 10 (joint)

Listed as an alternative to: #7 on 2026-10-16 to #7 on 2026-11-02 (rank among 10 tools, 1 is best).

Each position is counted among the tools that have data for that row, as noted under it. How we compute this. Advertising and placement fees are not inputs to any position.

Cite this: Toolradar, “Roundtable by the numbers”, Nov 2026.

Reviews

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5.0/5

Across 16 verified user reviews on G2

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Still deciding?

Most buyers shortlist 2 or 3 tools before committing. Pull a side-by-side comparison or browse the full alternatives shortlist below.

All Roundtable alternatives 6+ tools ranked, pricing + verdict per pick Roundtable vs Velora Head-to-head: features, pricing, who wins Roundtable vs Pulley Head-to-head: features, pricing, who wins Roundtable vs Carta Head-to-head: features, pricing, who wins

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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

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