Roundtable is a platform that facilitates high-end private equity transactions by enabling users to create and join investment communities, streamlining the administrative processes associated with Special Purpose Vehicles (SPVs) and compliance. This approach reduces the time and complexity involved in managing investments, allowing users to focus on identifying and funding promising opportunities.
Funding
$3.2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Managing Special Purpose Vehicles (SPVs) and ensuring compliance in private equity transactions can be complex and time-consuming, diverting focus from identifying and securing promising investment opportunities. The administrative overhead associated with onboarding investors, handling legal documentation, and maintaining a clean cap table adds friction to the investment process.
Solution
Roundtable provides a platform designed to streamline private market investments by enabling the creation and management of investment communities and SPVs. The platform simplifies investor onboarding through digital flows and integrated compliance checks, and facilitates secure sharing of deal information. By automating administrative tasks, Roundtable allows investment clubs, fund managers, and founders to focus on deal sourcing and portfolio management. The platform supports multi-currency transactions, electronic signatures, and real-time commitment tracking, while also providing tools for centralized portfolio monitoring and professional report generation.
Target Audience
Roundtable targets founders seeking to raise capital, investment clubs looking to formalize their operations, fund managers aiming to launch and manage funds efficiently, and investors seeking access to private market deals.
Features
- Digital investor onboarding with automated KYC/AML
- SPV creation and management tools
- Multi-currency support for global investors
- Electronic signatures and automatic payment reconciliation
- Secure deal information sharing
- Real-time commitment tracking and management
- Centralized portfolio monitoring with performance tracking
- Professional report generation
- Fundraising tools for founders to invite investors and manage cap tables
- Community features for investment clubs to raise funds for venture capital, private equity, and real estate deals