Roundtable

Roundtable: The All-in-One Infrastructure for Private Markets

Roundtable is the leading platform and infrastructure for private markets, designed to simplify how individuals and institutions raise, manage, and invest capital. As a comprehensive Fund-as-a-Service provider, Roundtable empowers founders, investment clubs, fund managers, and professional investors to navigate the complexities of private equity, venture capital, and real estate with professional-grade tools.

With over €500M in Assets under Administration and a community of 25,000+ investors across 80+ nationalities, Roundtable has established itself as the trusted partner for over 750 deals. By digitizing the entire investment lifecycle, the platform eliminates the administrative burden, allowing you to focus on financing the next big thing.

What’s Roundtable?

Roundtable is a digital ecosystem that provides the legal, financial, and administrative infrastructure needed to operate in private markets. At its core, it is a platform that allows users to create Special Purpose Vehicles (SPVs) to pool capital efficiently. Whether you are a founder wanting to consolidate 40 angel investors into a single line on your cap table or a fund manager looking to launch a new fund while saving €150,000 in setup costs, Roundtable provides the necessary framework.

Roundtable is registered with the CSSF and operates under strict regulatory standards, ensuring that every investment club, venture capital deal, and private equity structure is compliant and professional. It bridges the gap between elite investment opportunities and the investors who want to access them.

Key Features of the Roundtable Platform

Roundtable offers a suite of integrated solutions designed to streamline investment operations from onboarding to exit.

1. Seamless Investor Onboarding

• Digital Flows: Simplify the entry process with intuitive digital flows and integrated compliance checks (KYC/AML).
• Global Access: Invite investors via email or custom shareable links, allowing you to onboard global participants and raise capital in preferred currencies.
• Efficiency: The onboarding process is designed to be fast, often taking only a week or two if investors are ready.

2. Professional Fundraising Tools

• Secure Data Sharing: Present pitch decks and deal information securely in a centralized location.
• Real-time Tracking: Monitor investment commitments, document reviews, and signatures in real-time.
• Automated Reconciliation: Streamline the closing process with e-signatures and automatic payment reconciliation.

3. Centralized Portfolio Management

• Unified Dashboard: Access all investment data, documents, and historical performance in one place.
• Value Visualization: Track the evolution of investment values over time with easy-to-read visualizations.
• Document Safety: Keep all legal and financial documents organized and secure.

4. Complete Reporting & Administration

• Automated Accounting: Roundtable handles the heavy lifting of accounting and reporting for your investment vehicle.
• Professional Reports: Generate professional-grade reports for LPs and stakeholders in just a few clicks.
• Regulatory Compliance: Benefit from a platform that manages FATCA generation and other regulatory requirements.

Use Cases

Roundtable is a versatile solution catering to various stakeholders in the financial ecosystem:

For Founders

Founders use Roundtable to supercharge their fundraising. By using an SPV, a founder can invite dozens of angel investors to contribute expertise and capital while maintaining a clean cap table. This simplifies governance and reduces the mental load of managing individual investor relations.

For Investment Clubs

Transform your network into a professional investment club. Roundtable allows communities to raise funds for Venture Capital, Private Equity, or Real Estate deals, pooling capital into a single, structured vehicle.

For Fund Managers

Launch top-tier funds for a fraction of the usual time and cost. Fund managers can save significant capital on setup while Roundtable handles the administrative and regulatory requirements (EuVECA and AIFM compliance).

For Private Banks and Family Offices

Enable clients to access private market opportunities and co-invest in exclusive deals. The platform provides the transparency and professional reporting required by high-net-worth individuals and institutional regulators.

FAQ

What’s an SPV?

SPV stands for Special Purpose Vehicle. It is a company formed with the sole purpose of co-investing funds into a specific target. Roundtable creates an SPV per deal to group all investors into one legal entity.

What type of SPVs does Roundtable create?

Roundtable currently structures three types of vehicles depending on the country of residency of the investors and the Deal Lead's preference:

• Luxembourg Special Limited Partnership (SCSp)
• French Société Civile (SC)
• French Société par Actions Simplifiée (SAS)

What is Roundtable's pricing?

Accessing the Roundtable platform is free. Fees are primarily charged during the investment stage:

• Setup Fees: 1% of the amount raised by the vehicle (minimum €5,000 excluding VAT).
• Secondary Transactions: 1% fee on the transaction amount (minimum €1,000, capped at €5,000).
• Additional Fees: Community admins may charge entry fees or carried interest (performance fees).

How does Roundtable help with the Cap Table?

By using an SPV, founders can group numerous investors into a single line on their cap table. This simplifies future fundraising rounds and corporate governance by having one intermediary represent the group of angel investors.

"Roundtable is the perfect platform to make investing accessible and empower more individuals to join cap tables. It simplifies everything for founders and investors alike."