New SPV set-ups
Rolling closings
Not every deal fits a single-batch closing. Some deal leads want to start collecting funds from investors who are ready, without waiting for the last KYC to clear. We now offer two closing types to match the way a deal actually runs:
- Regular closing: documentation is sent in one batch to all investors once every KYC/KYB check has been approved.
- Rolling closing: documentation goes out to investors directly from the platform as they are ready, so you can start collecting funds faster. Learn more.
Feeder SPVs with capital calls
Feeder SPVs investing into funds rarely need all the capital on day one. Capital Calls let you onboard investors right away and then collect funds over multiple months or years, matching the drawdown schedule of the underlying fund.
Cap table cleaning
Preparing for a new round often means cleaning up a fragmented cap table first. You can now pool existing direct shareholders into an SPV, which keeps the cap table simple and clean going into the next round.
Co-syndication
Community leads often want to open the same deal to more than one community, but doing so used to require setting up the deal twice. You can now share a deal across multiple communities at once, with no duplicate setup.
Entry fees as a natural person
Collecting entry fees previously required a holding company, which added friction for deal leads who could already invoice properly. If you can invoice with the appropriate VAT treatment, you can now collect entry fees as a natural person, no holding company required. Available for Luxembourg SCSp set-ups.
Contact us to launch your next SPV.
New admin features
Data Rooms for deals and funds
Deal leads and fund managers have been sharing documents with investors through a mix of email threads and external tools, which made it hard to control what is seen and by whom. Data Rooms are now embedded directly in every deal and fund. You can:
- create custom folders to organise exactly what you share;
- apply confidentiality settings, including watermarks, a custom NDA required before access, or disabled downloads.
Documents managed by Roundtable also appear in the Data Room through protected folders. Learn more.
Weekly deal digests
Checking in on deal progression manually adds up when you are running several deals at once. Deal admins now receive a weekly email per deal with a snapshot of where each investor stands on signatures, KYC/KYB, and wire transfers. It is automatic, requires no setup, and you can unsubscribe at any time.
Platform improvements
New authentication system
Logging in used to mean requesting a one-time password every time, which added a step to every session. Alongside OTP, users can now set a personal password and enable two-factor authentication for stronger account security.
Manage both options under Account Settings > Security.
Search
Navigating the platform used to mean clicking through menus to reach a specific deal or action. Search, accessible from the sidebar or with Cmd+K, lets you jump to any deal, trigger actions, and move anywhere in the app from a single input.
Other improvements
A handful of smaller things also shipped this quarter:
- Performance: loading times are significantly faster across the platform.
- Text editor: new collaborative features for managing deal and fund descriptions.
- KYC/KYB flows: Spanish-speaking investors can now complete KYC/KYB entirely in Spanish.
- Account: users can update their email address directly from Account settings.
- Banking details: investors can now add ABA routing numbers, For Further Credit (FFC) instructions, and Intermediary Bank instructions to their bank details.
As always, thanks for being part of the journey. A lot more is coming in Q2 2026, and we cannot wait to share it with you.
