Related Products
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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.
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About
Rundit powers a single source of truth and helps VC, and private equity firms stay on top of their investments and enhance efficiency within their team. With Rundit, fund managers could automate different tasks, from aggregating portfolio data, to calculating fund KPIs and drafting LP reports. Your VC team will get the entire portfolio snapshots, plus quick discovery of insights from the company and fund levels. Here's the list of Rundit features that help investors stay on top of your investments and portfolio performance: Investment analytics and portfolio overview dashboards LP reports Automated calculations of investment returns and related metrics Aggregate portfolio and investment data as a single source of truth Customize metrics, KPIs and report templates for portfolio companies Activity log to keep track of changes made by VC team or portfolio companies Comment on portfolio reports internally or LP reports Capital Allocation to monitor investment diversifications.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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Audience
Businesses looking for a portfolio management and monitoring tool
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
$299 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationRoundtable
Founded: 2021
France
www.roundtable.eu/
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Company InformationRundit
Founded: 2015
Finland
rundit.com
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
No info available.
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Integrations
No info available.
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