At a glance
Where Roundtable may fit
You run a European investment club, recurring syndicate, or emerging fund. Its stated or historically observed scope includes french and luxembourg spvs, club deals and funds, with relevance in Continental Europe.
What to settle before a call
Start with what needs to happen, then look at the interface. Ask which legal entity contracts with you, which party forms and manages the vehicle, who keeps the books and investor register, and which work is performed by partners.
- Confirm the exact jurisdictions and structures available for your transaction.
- Request an all-in lifecycle price including setup, annual work, tax, banking, investor count, changes, and wind-down.
- Understand who controls bank permissions, legal records, investor communications, and regulatory filings.
- Test whether records and documents can be exported in usable formats.
Your first diligence question
AIF treatment, manager role, investor eligibility and complete fees. Ask this first. Services and prices change, and similarly named products can sit behind different legal and regulated entities.
Compare it in the right context
Compare Roundtable only with providers that serve the same jurisdiction, asset, sponsor type, investor population, and lifecycle. A lower formation price can be outweighed by annual administration, tax, exception handling, or migration costs.