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Roundtable Logo

Investment management platform for private markets

Table of Contents

Roundtable - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: January 2026

Roundtable overview

What is Roundtable?

Roundtable serves as a comprehensive platform and infrastructure for private market investments across Europe. The system enables founders, investment clubs, fund managers, and investors to efficiently participate in venture capital, private equity, and real estate opportunities through streamlined processes. The platform facilitates the creation of Special Purpose Vehicles (SPVs) and funds with professional structures and complete administrative support, allowing users to launch these investment vehicles within days rather than the traditional lengthy timeframes.

The platform features a suite of tools designed to optimize the investment process from start to finish. Users benefit from seamless investor onboarding with intuitive digital flows and integrated compliance checks that support global investors in multiple currencies. The fundraising component allows for secure presentation of deal information, real-time tracking of investment commitments, and streamlined processes through e-signatures and automatic payment reconciliation. Portfolio management capabilities centralize investment data, organize documents, and visualize investment value evolution, while the reporting system handles accounting, secure update sharing, and professional report generation.

Key benefits of using Roundtable

Seamless Onboarding
- Invite your investors easily via email or shareable custom links
- Simplify investor onboarding with intuitive digital flows and integrated compliance checks
- Onboard global investors and raise capital in the currency that suits you

Professional Fundraising
- Present deal information securely and transparently, all in one place
- Track investment commitments and updates in real-time
- Streamline the fundraising with e-signatures and automatic payment reconciliation

Centralized Portfolio
- Easily access all your investment data in one place
- Keep all investment documents safe, organized, and easy to access
- Visualize the evolution of your investment’s value over time

Complete Reporting
- Let Roundtable handle the accounting and reporting for your investment vehicle
- Keep investors informed with centralized and secure investment update sharing
- Generate professional-grade reports in just a few clicks

Starting price

5000usage based

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Roundtable’s user interface

Ease of use rating:

Roundtable reviews

Overall rating

5.0

/5

9

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.89/10
Rating distribution

5

4

3

2

1

9

0

0

0

0

Roundtable's key features

Most critical features, based on insights from Roundtable users:

Performance metrics
Client management
Alerts/Notifications
Portfolio management
Investments tracking
For investment advisors

All Roundtable features

Features rating:

Client portal
Fund management
Reporting/Analytics
Activity dashboard
Compliance tracking
Document management
Mobile access
Real-Time data
Visual analytics

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Roundtable pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Founder SPV

5,000

One-time payment

Investor SPV

5,000

One-time payment

Funds

Empty state illustration for "No pricing info"

No pricing info

User opinions about Roundtable price and value

Value for money rating:

Roundtable support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Knowledge Base

Training options

Live Online
Documentation

Roundtable FAQs

Q. What type of pricing plans does Roundtable offer?

Roundtable has the following pricing plans:
Starting from: €5000.00
Pricing model: One Time License

These products have better value for money


Q. Who are the typical users of Roundtable?

Roundtable has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Roundtable support?

Roundtable supports the following languages:
English, French


Q. Does Roundtable offer an API?

No, Roundtable does not have an API available.


Q. What level of support does Roundtable offer?

Roundtable offers the following support options:
FAQs/Forum, Email/Help Desk, Knowledge Base

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