Capital Desk
If you have capital but lack qualified projects, start with your access profile.
The Investor Desk separates identity type, ticket size, sector preference, risk tolerance, and decision timeline. After verification, you can request data rooms, project Q&A, and private roadshows.
RoundDock surfaces project information and data-room indexes, but does not provide investment advice, promise returns, or custody funds. Real investments require your own legal, accounting, escrow, or licensed provider process.
Not every investor sees the same materials
VisitorPublic summary
VerifiedDeal memo
NDA / approvedData room
High intentRoadshow
Capital-side verification controls material permissions; it is not an “accredited investor” badge
Identity typeIndividual investors, family offices, funds, strategic investors, advisors, and FAs enter different support queues.
Ticket rangeSmall cash-flow, sub-RMB 10M growth, and larger projects require different material depth.
Sector experienceRoundDock prioritizes sectors and risks you actually understand instead of pushing every project.
Access levelPublic summaries, verified summaries, NDA data rooms, and private roadshows open by permission level.
Membership
Capital-side service should not be one flat lane
Verified capital-side clientSubmit identity, ticket size, and preferences; after verification, request data-room access.
Pro investor deskPriority shortlists, data-room request priority, roadshow reminders, and support response.
Strategic / institutional matchingFor strategic investors, family offices, and funds that need preference-based screening and targeted roadshows.
Confirm these boundaries before requesting a data room
Not crowdfundingProject pages are for screening, not public direct investment or public subscription tiers.
Not investment adviceMemos, Q&A, and roadshows organize information. Final judgement is yours.
No fund custodyInvestment funds, equity subscription, agreements, and settlement do not pass through RoundDock.
Access requires approvalDecks, financials, contracts, and operating data require founder and platform approval.
Separate service feeMembership, verification, shortlists, and support response map to platform service fees only.
Diligence responsibilityLegal, accounting, tax, escrow, and licensed-service work must be arranged offline.
Capital-side clients do not skip verification and receive core materials immediately
Same-day confirmationThe verification request and project preference are received, then contact and access need are checked.
48-hour profileTicket, sector, region, risk preference, and target project route into a shortlist queue.
Data-room approvalFounder and platform confirm material scope; NDA and question list may come first.
Pre-roadshow reviewParticipants, questions, material scope, service fee, and the no-investment-fund boundary are confirmed again.
Capital-side verification helps RoundDock route permissions and service priority. It is not RoundDock endorsement of source of funds, investor qualification, or final investment judgement.