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What is SunForge?

SunForge is an online solution specifically designed to meet the operational demands of professionals in venture capital and private equity, including leaders of SPVs and syndicates, as well as family offices. It seamlessly combines investor relationship management with fundraising efforts and post-transaction oversight across various funds and SPVs. Teams can perform research on limited partners, oversee discussions and investment pledges, and initiate email campaigns through Gmail or Outlook, all while utilizing threaded follow-ups for better communication. Investors enjoy a tailored portal hosted on the fund's subdomain, which includes secure data rooms that necessitate password access, email verification, or NDA compliance, and features e-signature options for subscription agreements, side letters, and NDAs. Fund management processes cover capital calls, distributions, and intricate calculations for preferred returns, catch-ups, and carried interest, while also providing detailed NAV and LP statements for multiple funds and SPVs. Moreover, users can monitor deal pipelines and cap tables related to SAFEs, convertible notes, and option pools, enhancing their ability to manage investments. The platform further incorporates AI chat capabilities to assist users in navigating fund data, supported by a dedicated team member who helps with the initial setup to ensure users can maximize the platform's features. This all-encompassing strategy is designed to boost both efficiency and transparency for everyone involved in the fund management process, ultimately fostering better collaboration among stakeholders.

What is Roundtable?

Roundtable is an all-encompassing platform designed to support private market investments across Europe, enabling users to create Special Purpose Vehicles (SPVs) and funds within a professional framework, supplemented by comprehensive administrative support. This platform fosters a collaborative environment for founders, investors, fund managers, and investment clubs to efficiently gather capital, structure deals, and manage investments, circumventing the usual legal, regulatory, and operational challenges. It optimizes workflows, encompassing investor onboarding with integrated compliance checks for KYC and AML, along with fundraising that features secure deal sharing and real-time tracking of commitments, in addition to offering portfolio management tools for document storage and performance analysis. Users are empowered to configure fund parameters, define investment strategies, and nurture investor relations all from one centralized dashboard, while Roundtable manages the fund administration, reporting, and compliance with regulatory requirements. By streamlining the investment process, this innovative platform allows users to concentrate more on growth strategies and less on administrative obstacles, ultimately enhancing their ability to succeed in the competitive investment landscape. Furthermore, Roundtable's commitment to easing the complexities involved in private market transactions positions it as a pivotal resource for all stakeholders in the investment community.

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Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$199/month
Plans start at $199 per month. A free trial is offered.
Free Trial Offered?

Pricing Information

Free
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

SunForge

Date Founded

2025

Company Location

United States

Company Website

sunforge.app

Company Facts

Organization Name

Roundtable

Date Founded

2021

Company Location

France

Company Website

www.roundtable.eu/

Categories and Features

Categories and Features

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