Case Study: Roundtable reduces onboarding time with Dotfile

How Dotfile Powers Roundtable's Community-Led Investment Future

Roundtable, a community-led platform for private market investments, needed a robust AML and KYC solution to meet regulatory compliance and streamline its investor onboarding. Their initial process was time-consuming. They partnered with Dotfile to implement its tech-first business verification platform to ensure compliance and optimize operations.

Dotfile provided an end-to-end solution with seamless integration, strong API documentation, and reliable data provider aggregations. This collaboration resulted in Roundtable creating over 2,300 verification cases in under five months and achieving a 40% reduction in the time to close a deal. The platform gave Roundtable full confidence in meeting regulatory standards while significantly enhancing process efficiency.

Roundtable

Thibault Lebastard

Operations Specialist