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Description
Effortlessly oversee new investments, updates, taxes, capital calls, distributions, and financial statements all from a single platform. Arch integrates with the back office for every private investment, consolidating all documents and communications within a secure and organized environment. By keeping your account current, Arch introduces a layer of automation to streamline investment management responsibilities. It efficiently handles all documentation and correspondence, enhancing organization, data accessibility, and insights for private investments. Securely disseminate all investment updates and investor data through a user-friendly, standardized platform, which not only saves time for funds and fund administrators but also enhances the overall experience for both the fund and its investors. Additionally, Arch allows you to monitor the progress of essential tasks and automatically remind investors, significantly decreasing the time your firm dedicates to administrative duties. This comprehensive approach ensures that all parties remain informed and engaged throughout the investment process.
Description
Roundtable serves as a comprehensive platform and infrastructure solution aimed at facilitating private market investments throughout Europe, allowing users to establish Special Purpose Vehicles (SPVs) and funds with professional frameworks and complete administrative assistance. This platform creates a unified space where founders, investors, fund managers, and investment clubs can efficiently raise capital, structure transactions, and oversee investments, all while avoiding the legal, regulatory, and operational complexities that usually accompany such processes. It streamlines entire workflows, from investor onboarding that includes built-in compliance checks for KYC and AML to fundraising featuring secure deal sharing and real-time commitment tracking, alongside portfolio management tools for document storage and performance oversight. Users have the ability to create and tailor fund parameters, outline investment strategies, and cultivate investor relationships from a single dashboard, while Roundtable takes care of fund administration, reporting, and adherence to regulatory standards. This innovative approach not only simplifies the investment process but also empowers users to focus more on strategic growth and less on administrative hurdles.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Arch
Founded
2018
Country
United States
Website
archlabs.com
Vendor Details
Company Name
Roundtable
Founded
2021
Country
France
Website
www.roundtable.eu/
Product Features
Investment Management
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