Quick filters for deals 🔖
To simplify deal progression management for deal admins, quick filters help streamline reminders for pending KYC/KYB or wire transfers that may be halting progress. Alternatively, the Completed KYC/KYB filter helps identify investors ready for closing whose compliance sessions have already been approved.
👉 You can access quick filters in the Commitments tab of each deal. If needed, you can message investor(s) directly from the platform!
Admin role management is now available at any stage of the deal lifecycle 👩💼
As Roundtable continues expanding its offering for more comprehensive post-investment deal management, deal roles can now be modified even after a deal is closed.
👉 Go to Deal > Settings > Users & roles to add or remove admins for your deal.
Revamped deal creation flow 🆕
Investment target type
👉 For all future deals, you will be able to specify the investment target type at Roundtable from the beginning of deal creation — during the Investment target step, indicate whether you are planning to invest in a private company, another SPV or a fund.
Deal currency
👉 You can determine the deal currency (EUR, USD, GBP or CHF) in the Deal information section of the deal creation flow.
Hurdle
👉 An optional hurdle (either in the form of an IRR or a multiple) can be set in the Financial terms section of the flow.
Votes for funds 🗳️
Great news for our present and future Fund Leads — the vote feature for funds is now live on Roundtable!
👉 All active votes can be found in the dedicated Votes tab within each fund.
FATCA Generator 🦾
To streamline the FATCA form-filling process, we have created a FATCA portal, enabling fund investors to pre-fill the relevant form in a faster and more intuitive way.
👉 The portal is accessible directly in the Documents section for all onboarding fund investors. You can also access it by using this link.
As always, thank you for being part of the journey! We cannot wait to show you what is coming in Q3 🤩
