What is Roundtable?

Roundtable is a comprehensive platform designed to simplify and streamline operations within the private markets. It serves as the essential infrastructure for founders, investment clubs, fund managers, and investors looking to raise, manage, and participate in private market deals. By offering a Fund-as-a-Service model, Roundtable empowers users to launch Special Purpose Vehicles (SPVs) and funds in a matter of days, complete with professional structures and full administrative support.

The platform aims to democratize access to private markets, making it easier for communities to pool capital, for founders to manage their cap tables and fundraising processes, and for fund managers to operate efficiently without the burden of extensive administrative and regulatory tasks. Roundtable handles everything from onboarding investors and managing deal flow to portfolio reporting and compliance, allowing users to focus on making strategic investment decisions and growing their ventures.

Key Features

• Fundraising & Investor Management:
  • Invite investors easily via email or shareable links.
  • Simplify investor onboarding with digital flows and compliance checks.
  • Onboard global investors and raise capital in preferred currencies.
  • Present deal information securely and transparently.
  • Track investment commitments and updates in real-time.
  • Streamline fundraising with e-signatures and automatic payment reconciliation.
• SPV & Fund Launch:
  • Launch SPVs and funds in days, not months.
  • Utilize pro-structured templates for efficient setup.
  • Benefit from full administrative and regulatory support.
• Portfolio & Reporting:
  • Centralized access to all investment data.
  • Secure storage and organization of investment documents.
  • Visualize investment value evolution over time.
  • Automated accounting and reporting for investment vehicles.
  • Centralized and secure investment update sharing with investors.
  • Generate professional-grade reports with a few clicks.
• Community & Collaboration:
  • Create and manage investment clubs.
  • Pool capital from communities for various deals (VC, PE, Real Estate).
  • Facilitate investment from friends and networks.
• Data & Insights:
  • Access to a database of deals and investors.
  • Insights into investor nationalities and deal sizes.

How to Use Roundtable

Getting started with Roundtable is designed to be straightforward, catering to different user roles:

1. Sign Up/Book a Demo: Visit the Roundtable website and either sign up for an account or book a demo to understand the platform's capabilities tailored to your needs.
2. Choose Your Role: Whether you are a Founder, part of an Investment Club, a Fund Manager, or an Investor, the platform offers specific tools and workflows.
3. Set Up Your Offering:
   • Founders: Create your company profile, invite investors, share your pitch deck, and manage investor interest and commitments.
   • Investment Clubs: Define your investment focus, invite members, and pool capital for specific deals.
   • Fund Managers: Initiate the launch of your fund, defining its structure, strategy, and target investors. Roundtable will assist with the administrative and regulatory setup.
4. Onboard Investors: Utilize the platform's tools to invite investors, guide them through a seamless digital onboarding process, and collect necessary compliance information.
5. Manage Deals & Investments: Present your deals, track commitments, facilitate e-signatures, and manage capital calls. Investors can track their portfolio performance and access reports directly through the platform.
6. Reporting & Administration: Leverage Roundtable's automated reporting features to keep investors informed and ensure compliance. The platform handles much of the back-office administration, freeing up your time.

Use Cases

• Venture Capital Fundraising for Startups: Founders can use Roundtable to efficiently manage their fundraising rounds, from inviting angel investors and VCs to closing deals and managing their cap table post-investment. The platform simplifies communication and documentation.
• Community-Driven Investment Clubs: Individuals can form investment clubs to pool resources and invest collectively in private equity, real estate, or venture capital opportunities. Roundtable provides the structure and tools to manage these clubs professionally.
• Launching Niche Investment Funds: Fund managers can leverage Roundtable's infrastructure to launch specialized funds (e.g., impact investing, sector-specific VC funds) quickly and cost-effectively, with administrative and regulatory support handled by the platform.
• Angel Investor Networks: Networks of angel investors can use Roundtable to organize deal flow, conduct due diligence collectively, and invest in startups through SPVs, streamlining the investment process for all members.
• Family Offices & Wealth Managers: Family offices can utilize Roundtable to manage co-investments, create bespoke SPVs for specific deals, and provide their clients with a transparent and efficient way to access private market opportunities.

FAQ

Q1: What types of private market assets can be invested in through Roundtable?

A1: Roundtable supports investments across various private market asset classes, including Venture Capital (startups), Private Equity, and Real Estate deals. The platform is flexible enough to accommodate different types of investment vehicles and strategies.

Q2: How does Roundtable handle compliance and regulatory requirements?

A2: Roundtable provides administrative and regulatory support to help users navigate compliance. This includes features for investor onboarding, Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, and ensuring that fund structures meet relevant regulatory standards. However, users are ultimately responsible for ensuring their specific activities comply with all applicable laws.

Q3: Can I use Roundtable to manage my existing portfolio of private investments?

A3: While Roundtable excels at facilitating new fundraising and investment activities, its centralized portfolio features allow users to track and manage existing investments. You can upload documents and monitor performance, providing a unified view of your private market holdings.

Q4: What are the costs associated with using Roundtable?

A4: Roundtable offers various solutions and likely has different pricing tiers based on the services used (e.g., fund launch, investor management, reporting). Specific pricing details are typically available upon request or through a dedicated pricing page. Booking a demo is recommended to get a personalized quote.

Q5: Is Roundtable suitable for international investors and founders?

A5: Yes, Roundtable is designed to support global operations. It facilitates onboarding international investors and allows capital to be raised in various currencies, making it a suitable platform for cross-border private market activities.