--- description: Review of Roundtable Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Roundtable | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Roundtable](/software/530824/Roundtable) # Roundtable Canonical: https://www.softwareadvice.com.au/software/530824/Roundtable Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/530824/Roundtable?page=2) > Roundtable is a platform and infrastructure solution for private markets, enabling the launch of SPVs and funds with professional structures and administrative support. It serves various stakeholders in the investment ecosystem, including founders, investment clubs, fund managers, and individual investors across Europe. Roundtable manages assets under administration and serves investors from numerous nationalities, establishing itself as a platform for private market investments. The platform offers features to streamline the investment process. It includes an investor onboarding system with integrated compliance checks, supporting global investors in multiple currencies. Fundraising management capabilities include secure deal presentation, real-time commitment tracking, e-signatures, and automatic payment reconciliation. Roundtable also provides centralized portfolio management with document storage and visualization tools to track investment value over time. Roundtable supports diverse investment types across venture capital, private equity, and real estate markets. It offers multiple SPV structures, such as Luxembourg special limited partnership, French société civile, and French société par actions simplifiée, to accommodate different investment needs. As a registered EuVECA manager with the Commission de Surveillance du Secteur Financier, Roundtable ensures regulatory compliance and simplifies cap table management by consolidating multiple investors into single investment vehicles. > > Verdict: Rated **5.0/5** by 9 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 9 Reviews | | Ease of Use | 5.0/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 5.0/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Roundtable ## Commercial Context - **Starting Price**: EUR 5,000.00 - **Pricing model**: Usage Based - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French - **Available Countries**: France, Germany, Spain ## Features - API - Accounting - Activity Dashboard - Alerts/Notifications - 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 ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base ## Category - [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software) ## Reviews ### "A professional backbone for community-driven private-equity investing" — 5.0/5 > **Christophe** | *5 December 2025* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Roundtable gave our Wolfpack community a reliable framework to bring experienced private-equity investors together around high-quality opportunities. The SPV structure made it easy to coordinate commitments from a dispersed group, while the platform’s transparency and documentation flow helped us maintain the level of rigor our members expect. As a syndicate leader, having one place to manage everything—from investor onboarding to final closing—allowed us to operate with the discipline of an institutional process while keeping the flexibility of a community-driven model. > > **Cons**: No meaningful concerns came up during our use. Managing a sophisticated investor community naturally involves some detailed steps, but the platform supported them well. Any small refinements we needed were manageable and didn’t disrupt deal execution. > > Roundtable enabled us to run community-based investments with professional standards, helping us coordinate seasoned investors efficiently while preserving the quality and trust that define Wolfpack’s approach to private-equity deals. ----- ### "The gold standard for scaling a 300+ angel investing community, enabling us to build SPVs with efficiency and compliance" — 5.0/5 > **Baptiste** | *3 October 2025* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Designed for seamless operation and compliance at every stage, the platform aligns perfectly with our needs. Its sharp product focus has enabled it to scale alongside our community’s rapid growth—accelerated by their proactive efforts to introduce our solution to their user base. With Better Angle, we’ve used the platform to secure commitments, process wire transfers, and explore secondary opportunities. Backed by a dedicated legal team, every procedure is meticulously managed, and their consistent support has been invaluable throughout the entire SPV journey. > > **Cons**: So far, the experience has been outstanding—they’re not just keeping up, but actively building, adapting, and responding at the speed we need. Their agility and proactive approach make collaboration seamless and effective > > Roundtable streamlines syndicate management, eliminating unnecessary complexity. At Better Angle, we manage a community of 300+ entrepreneurs, where seamless communication and compliance are critical—Roundtable not only saves us time but also reduces risk. The platform accelerates deal closures, enhances investor communication, and provides liquidity solutions, giving us a competitive advantage in angel investing. Above all, it frees us to focus on what matters most: nurturing a vibrant investment community, not administrative burdens. ----- ### "Efficient way to open real estate club deals to smaller investors" — 5.0/5 > **Mohamed** | *19 December 2025* | Real Estate | Recommendation rating: 9.0/10 > > **Pros**: Roundtable allowed us to structure a clean and compliant investment vehicle to open a real estate deal to investors who could not meet our usual minimum ticket. The platform made it easy to group 15–20 investors into a single SPV while outsourcing onboarding, KYC, legal structuring, voting, and long-term administration. Everything is handled digitally, which saved significant internal time and resources and allowed us to focus on asset management and value creation. For a real estate professional running club deals, this operational efficiency is a real advantage. > > **Cons**: Overall, there are no real complaints. The real estate offering was still evolving when we started, which meant a few structural and technical topics needed discussion, such as capital structuring or tax considerations. That said, these points were addressed collaboratively with the team, and the platform proved flexible enough to adapt to our needs. The experience remained positive throughout, with no major drawbacks impacting the deal. > > Our experience with Roundtable has been very positive. The platform enabled us to widen investor participation in a Paris real estate investment while keeping governance simple and compliant. The digital SPV setup, combined with responsive support, made the process efficient and reliable for both our team and our investors. ----- ### "A seamless SPV setup for our search fund acquisition" — 5.0/5 > **Victor** | *15 December 2025* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: What stood out most was how fast, reliable, and simple the SPV setup was, especially at a moment when we needed a turnkey structure to bring together friends and family investors without adding legal or administrative complexity. As a founder running a search fund, having such a clean and well-managed solution made the entire fundraising phase smoother and far more efficient. > > **Cons**: I didn’t encounter any real issues during the process, as everything worked smoothly and as expected. The setup was clear, the support was responsive, and nothing caused delays or concern, so there isn’t much to point to in terms of drawbacks. > > Using Roundtable made it possible to syndicate 25 friends-and-family investors quickly, securely, and without administrative burden. For a founder running a search fund, the simplicity, speed, and reliability of the setup were genuinely invaluable. ----- ### "A straightforward way to pool angels into one SPV" — 5.0/5 > **Verified Reviewer** | *17 December 2025* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: Roundtable gave us a clear and efficient way to bring multiple angel investors together without adding unnecessary complexity to our cap table. Pooling angels into a single SPV reduced legal coordination, simplified onboarding, and kept all investor interactions organized. As a founder, having one structured process instead of managing many individual commitments made fundraising far more manageable. > > **Cons**: I did not encounter any major issues while using the platform. Some steps naturally require attention when coordinating several investors, but these were expected and well supported. Overall, the process remained smooth and dependable throughout the round. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/530824/Roundtable?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/530824/Roundtable) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data