Roundtable
Provides a platform for fundraising, investment clubs, fund management, and investor access, with tools for onboarding, cap table management, and reporting.
A platform and infrastructure for private markets, enabling fundraising, investment clubs, and fund management. It solves the problem of complex administrative, legal, and regulatory processes by digitizing fund administration, LP management, and reporting. The platform serves founders, investment clubs, fund managers, investors, family offices, and private banks, ranging from startups to enterprises. It is delivered as a SaaS platform with an API, offering a streamlined, digital approach to private market transactions.
Key features
- Fundraising tools for founders
- Investment club management
- Fund administration and reporting
- LP management
- Cap table management
- Investor onboarding and KYC
- SPV setup and management
- FATCA form generation
- No social media activity within the last 30 days
GTM channels
- Blog
- Partner program
- Community
- Docs
ICP
- Financial services firms
- Startups
- Enterprises