Investor
What can I expect to find in the SPV’s annual accounts
Please note that this article refers to the SPV’s accounts. If you are looking to assess the performance of your investment, you should refer to the t...
I received a request for the approval of the SPV’s annual accounts. What should I do?
Annual accounts/votes Roundtable’s SPVs, like all companies, are required to submit their annual accounts for approval by their shareholders. In this ...
Certification for UK investors
🇬🇧 This section only applies to you if you are a UK resident. To access investment opportunities via Roundtable, you need to qualify either as a se...
Which emails are sent to my investors?
Emails & notifications sent by Roundtable to your investors To streamline deal closings, Roundtable ensures that investors receive timely email notifi...
What is the investment process in the SPV?
Once the deal is closing, you can wire the funds. For an easier payment reconciliation, please share the wire reference. When the deal is closing, you...
International wire transfers
Payment instructions (BEN, SHA, OUR) for international / SWIFT wires. When wiring your funds to the SPV's bank account, you need to make sure that the...
Can I update the investment entity related to my commitment?
Edit your commitment Yes, as long as the deal is still open, you can modify the investment entity related to your commitment. To do so: Go to the deal...
I didn't receive my login code: what should I do?
How to sign-in and where to find your verification code 📨 When you log into our platform, a temporary code is sent to you by email. This verification...
Who represents the SPV?
SPV Representative The Deal Lead, i.e. the business angel, who shared the investment opportunity with its close network, will represent the SPV as a s...
What are the steps to invest in a deal with Roundtable?
All steps involved from your commitment to your investment Commit to the deal on the platform On the deal page, you can enter the amount that you wish...
Does Roundtable accept US Investors?
US - FATCA - PFIC In most cases, the SPV set up with Roundtable can accept US investors. While Roundtable may onboard US investors (provided that no m...
What tax exemptions can I benefit from (PEA, 150-0-B Ter, (S-)EIS, …)?
Tax exemptions: PEA, Remploi-Cession / 150-0-B Ter, SEIS / EIS Depending on the type of SPVs used or of assets in which it will invests, as well as ...
Can I invest via a legal entity?
Holding companies Yes, you can! If you invest via a legal entity, you will need to register it on Roundtable and follow our KYB procedure before final...
What are my liquidity options?
Liquidity options As a co-investor in an SPV, you will be able to sell your SPV shares in two scenarios: if you find a buyer for your shares; or if th...
What rights does an SPV give me?
Investor rights As a co-investor, you will have the right to access the information shared by the target with the SPV as per the shareholder agreement...
Why should I invest in an SPV?
What are the benefits to investing via an SPV? Investing in an SPV provides several advantages: access to deals even with smaller ticket sizes, additi...