Roundtable
PrivateLast Round
Seed
Mar 21, 2023
Total Funding Raised
$3.2M
Momentum
Top 1%
of companies Caplight tracks
Company Overview
Roundtable is a financial software company that provides a platform and infrastructure for private market investments, enabling users to create and manage investment communities through Special Purpose Vehicles (SPVs).
Sector
FinTech
Verticals
Investment Platforms, Legal Tech, RegTech
Business Model
B2B
Customer Profile
Payment Processing Fee, Usage-Based SaaS, Freemium
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Roundtable Comparables
Compare Roundtable with similar companies based on industry and business-model similarity.
Roundtable Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Mar 21, 2023 |
Key People
Founding team and executive leadership
Roundtable Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Mozza Angels | Seed |
| Hexa | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 11, 2026
Platform now has over 25,000 active investors.
- May 11, 2026
Platform now hosts over 450 investment clubs.
Roundtable Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |