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Enable private market access for your clients
Distribute exclusive fund allocations to your clients through compliant feeder vehicles. Launch in 1 week—fully digital, fully compliant.
Scale your private markets business without operational burden
Distribute allocations across hundreds of clients with minimal manual work. Empower CGPs to onboard clients while you maintain oversight and reporting.
Streamline distribution
Syndicate allocations efficiently across clients with minimal manual work
Empower CGPs to onboard their clients while you maintain oversight and consolidated reporting
Enable clients to share exclusive fund access with others via feeder structures
Stay compliant
Integrated KYC and AML workflows
Secure e-signatures and documentation
Built-in regulatory guardrails for every deal
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Enhance client experience
Fully digital onboarding in just a few clicks
Transparent reporting and dashboards for clients
Professional, modern experience that builds trust
Distribute allocations at scale with full compliance
Distribute allocations with digital quota management. Enable CGPs to manage their clients while you track everything centrally—fully compliant with MiFID II and GDPR.
Create your private deal page
Distribute allocations across multiple clients or advisors with digital quota management
Close deals faster with automated subscriptions and secure e-signatures
Track commitments in real-time through a unified dashboard
Invite and manage investors
Enable CGPs to manage their clients through dedicated white-labeled portals
Maintain oversight with consolidated reporting across all advisor channels
Track commitments, signatures, and capital calls in one centralized system
Close your fundraising
Built-in KYC/AML checks, e-signatures, and regulatory documentation
Audit-ready records for every investment and client interaction
European regulatory compliance (MiFID II, GDPR) built into every workflow
3 steps to distribute a deal
Distribute opportunities across your client base with real-time tracking and automated compliance.
Set up the opportunity
Upload terms and define allocations
Invite clients or advisors
Send secure subscription links
Close and manage
Collect commitments and generate reports
Cheaper and faster than doing it yourself
Launch your first deal in 1 week. No upfront costs, no internal IT resources required.
By yourself
SPV set up & mgmt fees
(7 years)
One off cost of 1% of the amount raised in the SPV (min €5k)* - only invoiced at SPV closing
*Excluding taxes
Starting at €20k
Time to set up**
1 week
1+ month(s)
Partial exit / Secondary sale
1% of the secondary transaction*
*min 1k€/max €5k per investor
*Excluding taxes
Not available
Raising in other currency
(even if you raise in Euros, you can invest in 40+ currencies for free)
€1k*
*Only available for Luxembourg SPVs
*Excluding taxes
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Common Questions
Everything you need to know about investing through Roundtable.
By using a founder SPV, you can:
- keep a clean cap table,
- simplify governance,
- reduce costs related to cap table software and operations, including legal fees for future fundraising,
- leverage more operator investors to collect even small checks from high-value individuals.
- Direct-like investment: in case of a purchase offer, each investor can sell as many shares as they want - investors are no longer locked into an SPV!
- Increased liquidity (subject to founder approval):
- Within the SPV
- Outside the SPV
- Reduced administrative burden: investors can focus on supporting founders while making cap table management easier for the founding team.
- Helps you maintain a clean cap table and gain stronger bargaining power with VC funds in later funding rounds.
- Smaller ticket size: investors can access deals even with smaller ticket sizes.
In most cases, the SPV set up with Roundtable can accept US investors.
Limits
While Roundtable may onboard US investors (provided that no marketing actions have been undertaken in the US), there are certain limits.
All investors (including US investors) are encouraged to seek tax advice before making any investment.
PFIC
In certain circumstances, investing in a non-US SPV may represent a significant tax or administrative burden. Indeed, such SPV could qualify as a Passive Foreign Investment Company (”PFIC”) under US tax law. US investors who are shareholders of a PFIC are generally required to file a US Form 8621 for each tax year. This is the sole responsibility of the investor.
In addition, US law provides for deterrent tax treatments when investments are made through a PFIC, which can potentially diminish the investor's return. Certain elections (e.g. Qualifying Electing Fund) can be made by the investor, but Roundtable is not able to assist with this.
Luckily, we understand that our Luxembourg SPV and some of our French SPVs (société civile) are likely to be treated as partnerships in the US (although no check-the-box election will be made), and the PFIC issue should thus not materialize.
As always, you should consult your tax advisor prior to making an investment in a non-US SPV. For more information, you may consult the following resources:
- What is a Passive Foreing Investment Company ("PFIC")?
- Investing in Foreign Startups? How to Avoid Unfavorable PFIC Consequences and Improve Returns
In most cases, the SPV set up with Roundtable can accept US investors.
Limits
While Roundtable may onboard US investors (provided that no marketing action have been undertaken in the US), there are certain limits:
However, all investors (including US investors) are encouraged to seek their own tax advice before making any investment.
PFIC
In certain circumstances, investing in a non-US SPV may represent a significant tax or administrative burden. Indeed, such SPV could qualify as a Passive Foreign Investment Company (”PFIC”) under US tax law. US investors who are shareholders of a PFIC are generally required to file US Form 8621 for each tax year. This is the sole responsibility of the investor.
In addition, US law provides for deterrent tax treatments when investments are made through a PFIC, which can potentially diminish your return. Certain elections (e.g. Qualifying Electing Fund) can be made by the investor, but Roundtable is not able to assist with this.
Luckily, we understand that our Luxembourg SPV and some of our French SPVs (société civile) are likely to be treated as partnerships in the US (although no check--the-box election will be made), and the PFIC issue should thus not materialize.
As always, you should consult your tax advisor prior to making an investment in a non-US SPV. For more information, you may consult the following resources:
Have more questions?
Ready to enhance your private market offering?
Book a demo and see how Roundtable can support your clients.