Roundtable

Meet Roundtable

Roundtable provides software and operational services for founders, investment clubs, fund managers, and investors working in private markets. Founders can invite investors, share a pitch, collect interest, and coordinate a raise. Investment clubs can organize their community around deals, while fund managers use the platform to support fund formation and ongoing administration.

The service includes onboarding, fundraising workflows, portfolio information, investor updates, and reporting. It also supports special purpose vehicles that pool participants in a particular investment. Roundtable is useful when a group needs a shared place to manage documents, commitments, and investor communication across venture capital, private equity, or real estate activity, with administrative work connected to the investment workflow.