Delivery Tracker
After a platform service fee, clients should know what is being delivered.
RoundDock fees cover platform information service, material cleanup, verification, support, shortlists, and roadshow coordination only. Investment funds, equity subscription money, legal agreements, custody, and settlement do not pass through the platform.
Automated payment is not the default payment rail yet; service fees currently move through manual invoice and payment-intent handling. Delivery depends on client identity, service package, material readiness, and founder approval.
Eight steps from payment intent to completed delivery
01Payment intentRecord service package, email, region, preferred payment method, and client identity for manual follow-up.
02Invoice confirmationConfirm package, amount, billing details, and payment evidence; service is not automatically opened before confirmation.
03Service file setupSeparate founder, capital-side, Pro, light diligence, or data-room support lanes and assign SLA.
04Material checklistIdentify missing decks, financials, contracts, customer proof, operating data, risk notes, or verification materials.
05Data room / shortlistOpen materials or prepare deal shortlists according to identity, ticket size, founder approval, and material readiness.
06Roadshow / Q&ACoordinate private meetings, pre-meeting questions, follow-up materials, and project Q&A routing.
07Delivery confirmationConfirm project pages, data rooms, shortlists, reports, or support items were delivered to the client.
08Renewal / refund boundaryDecide whether to renew, upgrade, cancel, or review a refund. Completed work is not refunded based on outcome.
Every fee tier has different deliverables
Founder RMB 999Public project summary, basic material checklist, use-of-funds review, screening note, and next material suggestions.
Founder RMB 9,999Project-page packaging, data-room index, risk Q&A list, roadshow prep, and capital-side question cleanup.
Founder RMB 99,999Deeper data room, staged roadshows, priority support, material follow-up, and more frequent project-status updates.
Verified investor membershipIdentity, ticket, and preference setup; data-room request eligibility; deal update alerts; and standard support response.
Pro investor deal deskWeekly shortlists, priority data-room review, roadshow reminders, post-meeting question lists, and 24h priority support.
Light diligence reportMaterial review, evidence gaps, risk questions, scorecard, and next verification suggestions. Not investment advice.
SLA Rules
Response time depends on tier and issue type
24h priorityPayment errors, privacy deletion, compliance reports, Pro desk, larger founder packages, and urgent data-room issues.
48h handlingVerified capital-side requests, data-room applications, project Q&A, roadshow scheduling, and mid-tier founder service.
72h queueVisitor questions, subscriptions, public policies, basic invoice explanation, and non-urgent support.
Approval dependentData rooms, private financials, contracts, customer samples, and private roadshows require founder or platform approval.
SLA means the issue enters human handling or receives a clear next step. It does not mean fundraising success, investment close, automatic material access, or fund arrival.
After Payment
What clients should receive after submitting
Confirmation emailConfirms the payment intent or ticket was received and repeats the service-fee versus investment-fund boundary.
Manual invoiceOperations sends QR codes, transfer details, overseas payment instructions, invoice details, or receipt information.
Material gap listFounders receive material checklists; capital-side clients receive verification, ticket, and preference requirements.
Next statusThe lead moves to invoice, data room, roadshow, support, or completed status instead of staying at submitted.