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What do Roundtable services cover?
What do Roundtable services cover?

Roundtable services for funds

Julien Fissette avatar
Written by Julien Fissette
Updated today

When you launch your fund with Roundtable, we take care of:

🎓 Drafting the legal documentation, based on our standard, tailored to your preferences (amount of carried interest, duration of the investment period, etc.) → Save up to €150,000 in legal and tax fees.

📑 Handling all regulatory approvals and reporting: Roundtable will be the Fund’s AIFM, meaning we will manage marketing, risk management, and portfolio management, while you focus on sourcing good deals!

🌍 Investor onboarding: collect your investors’ commitments on our platform, and we take care of the rest (KYC/AML, signing of documentation, calculation of equalization fees, etc.).

📝 Investing in the deals sourced by you, managing payments and capital calls.

📈 Valuation and audit of the fund (up to 20 investments).

📁 Preparing investor reports, based on the information you provide us.

For more information, check out the description of our fund administration and AIFM services.

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