ROUNDTABLE PRIVATE CAPITAL GROUP

We EMPOWER our clients to drive revenues higher

WHO WE ARE

Rountable Private Capital Group (RTPCG)  is a leading provider of bespoke research, data management, analytics, talent, and technology solutions to the financial services industry, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 650 financial institutions and consulting companies to operate more efficiently and unlock their human capital and transforming operations. RTPCG is headquartered in Wyoming, USA and operates from 5 locations as Switzerland, Hong Kong, Japan, Germany and Italy.

We EMPOWER our clients to drive revenues higher. We INNOVATE using our proprietary technology and automation solutions. Finally, we enable our clients to TRANSFORM their operating model and cost base.

Our Services

Private Equity Support

Roundtable Private Capital Group Knowledge Partners isn't just a service provider; we're your strategic navigator in the ever-evolving world of private equity (PE) investments, with 20 years of expertise and a proven track record in the financial services sector. Our core values –expertise, innovation and unwavering commitment – fuel our mission: to empower PE firms with the knowledge and support they need to thrive.

A streamlined investment journey

From identifying high-potential deals to meticulous due diligence and ongoing portfolio monitoring, we're your reliable partner throughout the investment lifecycle. Our comprehensive private equity solutions provide the insights and strategic guidance you need to make informed, profitable decisions.

Beyond investment: tailored middle- and back-office support

RTPCG´s expertise extends beyond just investment support. We offer specialised solutions for your middle- and back-office functions, including fundraising, investor relations and fund operations. We handle tasks such as level 1 responses, RFPs/RFIs/DDQs, presentations, factsheet generation, fund monitoring/valuation and investor reporting, freeing up your time to focus on what matters most: investment success.

Data-driven efficiency: powering your growth

In today's data-driven landscape, Acuity provides dedicated support for fund valuation, investor reporting and administration. We seamlessly integrate your data with your CRM system, enhancing your team's agility and responsiveness. This ensures that you have real-time insights and can effectively address client needs, boosting efficiency and satisfaction.

Venture Capital Consulting Solutions

We provide comprehensive support to venture capital (VC) firms across the investment lifecycle. We help them monitor existing and new markets for consumer behaviour and economic/demographic changes, assisting them with real-time market-pulse tracking and sourcing quality targets to invest in.

Our deal-sourcing services help VC clients identify and maintain a pipeline of potentially interesting startups, providing increased visibility of startups in the space (95% visibility of attractive companies) and helping them pre-empt investment opportunities. We also conduct VC due diligence by compiling customised diligence frameworks and conducting research, ensuring faster turnaround on deal decisions (40-50% reduction in time taken to close a deal).

Our portfolio monitoring and advisory services enable VC firms to track performance of portfolio companies and funds periodically, conduct strategic portfolio reviews and prepare bespoke presentation material for investor reporting with limited partners.

Our Venture Capital team is experienced in working with all market data sources relevant for VC clients including Preqin, FactSet, CB Insights, Crunchbase, SimilarWeb, App Annie, Venture Intelligence, PitchBook and sector-specific sources

Private Equity and Venture Capital - Fund of Funds Support

We help clients capitalise on opportunities in primary fund markets by screening fund managers by fund type, strategy and transaction preference, and by providing detailed due diligence information and memorandums.

We work as a pure extension of your global onshore team, providing end-to-end support across the investment lifecycle. Our services include fund screening, fund benchmarking, manager research, manager evaluation, fund and portfolio valuation, portfolio monitoring, custom research and fund marketing. We also conduct due diligence by creating diligence frameworks and conducting research, ensuring faster turnaround on deal decisions (40-50% reduction in time taken to close a deal).

Our portfolio monitoring, fund operations and advisory services enable you to track fund performance periodically, conduct strategic reviews and prepare bespoke limited-partner reports, and source and validate information from general-partner material, fund accounting tools and private-company financial/annual reports.

WHO WE SERVE

Our clients include leading financial institutions, asset managers, Fortune 1000 corporations, mid-tier companies and boutique investment banks, Asset Managers, Brokerages and Trading Firms, Commercial and Regional Banks, Consulting and Corporate Firms, Investment Banks and Advisory Firms 

 

Corporate Social Responsibility (CSR)

We regard corporate social responsibility (CSR) as an investment in society and our future. We are committed to improving the conditions of the underprivileged, particularly children and women, using effective, innovative, and sustainable development solutions. From setting up math labs in government schools in urban areas to caring for malnourished children in remote rural areas, our commitment to recognizing the needs and changing the lives of the less privileged is apparent in the diversity of our completed and ongoing CSR programs.

Focus areas
1. Promoting entrepreneurship among women
2. Scientific and technical education
3. Environmental sustainability

We make grants to various not-for-profit organizations with the aim of contributing to the welfare and development of the poor and marginalized. Some of our key focus areas are education, entrepreneurship, and environmental sustainability. 

CSR Policy

The company has developed CSR policies compliance with Section 135 of the Companies Act 2013 and the rules therein.