CommonSubDocFormidium
|
||||||
Related Products
|
||||||
About
Discover the Future of Fund Management and Investor Relations with CommonSubDoc. Our purpose-built, easy-to-use, cloud-based SaaS platform with CRM capabilities is the ultimate solution for fund managers, investment managers, and fund administrators.
Why Choose Us?
Experience: With years of experience in the financial industry, we understand the unique challenges faced by fund managers and investors.
Innovation: We continuously invest in technology to bring you the latest features and ensure you stay ahead in a dynamic market.
Security: Your data and investments are our top priority. Our platform employs robust security measures to keep your information safe.
Customer Support: Our dedicated support team is available to assist you every step of the way, ensuring a smooth and satisfying user experience.
|
About
Roundtable is a platform and infrastructure solution designed to power private market investments across Europe by enabling users to launch Special Purpose Vehicles (SPVs) and funds with professional structures and full administrative support. It provides a centralized environment where founders, investors, fund managers, and investment clubs can raise capital, structure deals, and manage investments without handling the legal, regulatory, or operational complexity typically involved. It supports end-to-end workflows, including investor onboarding with integrated compliance checks such as KYC and AML, fundraising with secure deal sharing and real-time commitment tracking, and portfolio management with document storage and performance monitoring tools. Users can create and customize fund parameters, define investment strategies, and manage investor relationships through a single dashboard, while Roundtable handles fund administration, reporting, and regulatory requirements.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Fund Managers, Fund Administrators and Investment Managers
|
Audience
Emerging fund managers and investment groups wanting a platform to quickly launch, manage, and scale private market investment vehicles without handling legal and administrative complexity
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
Free
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationFormidium
Founded: 2016
United States
www.commonsubdoc.com
|
Company InformationRoundtable
Founded: 2021
France
www.roundtable.eu/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Investor Relations Features
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
Investor CRM
Investor Transactions / Valuations
IR Website Builder
|
||||||
Integrations
Seamless
|
||||||
|
|
|