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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: March 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.

Starting price

5000usage based

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 recommend1.00/10
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:

Client management
Fund management

All Roundtable features

Features rating:

Accounting
Activity dashboard
Alerts/Notifications
API
Client management
Client portal
Compliance tracking
Document management
For investment advisors
Fund management
Investments tracking
Mobile access
Performance metrics
Portfolio management
Real-Time data
Reporting/Analytics
Visual analytics

Roundtable alternatives

Roundtable logo

Starting from

5000

One-time payment

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

80

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

249

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

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. Who are the typical users of Roundtable?

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

These products have better value for money


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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