Roundtable Partners With Dotfile to Accelerate Investor Onboarding

Dotfile, a French fintech company offering an end-to-end business verification solution partnered with Roundtable, a community-led investment platform, to accelerate investor onboarding and boost efficiency. Dotfile helps fintech and regulated businesses verify their customers to protect themselves against regulatory and financial risks.

By streamlining KYB and AML procedures, Dotfile allows businesses to speed up customer onboarding, boost efficiency, and reduce costs.

Roundtable faced challenges upholding strong compliance standards while providing a smooth experience for investors as the business continued to grow. The solution was found through a partnership with Dotfile. Leveraging Dotfile’s end-to-end solution, Roundtable was able to simplify operations and save time.

Dotfile’s integration with reputable data providers and identity verification solutions has proven to be a valuable asset for Roundtable. With Dotfile, Roundtable benefits from a unified platform, consolidating multiple contracts into one comprehensive agreement and simple high-quality API integration.

The integration of pre-filled data in the verification process saved Roundtable a significant amount of time and strengthened its operations. This enhancement streamlined their workflow resulting in a better experience for new users.

Implementing permissions in the tool has been a game-changer, streamlining workflow and elevating collaboration with partners, including one conducting KYC audits. It resulted in better compliance and operational efficiency.

“Dotfile offered out-of-the-box and a very comprehensive back-office for verifications. We realized that it multiplied our productivity by a factor of 3 or 4.” – Julien Fissette, Co-founder & CPO, Roundtable.

By streamlining a host of verification processes, Roundtable was able to improve the onboarding experience for its investors and reduce the time to close a deal by 40%. Trusting Dotfile’s capabilities, Roundtable is now fully confident in its alignment with regulatory requirements.

“We’re beyond excited to partner with Roundtable and support them on their journey to make community-led investments more accessible. Through this partnership, we help Roundtable ensure the highest security, regulatory compliance, and seamless onboarding for its users. I’m confident our comprehensive and customized solution supports both their present and future compliance needs.” – Vasco Alexandre, Co-founder & CEO, Dotfile.