Deal Scorecard
Projects should not enter a data room on story alone.
RoundDock uses a scorecard to align founder materials with capital-side review. It separates public summaries, evidence for the data room, risk disclosure, roadshow questions, and professional-advisor follow-up.
The scorecard is an information-organization tool. It is not an investment rating, return forecast, fundraising promise, endorsement, or investment advice.
What the scorecard produces
Public summaryBusiness, customers, stage, use of funds, and non-sensitive metrics suitable for a project page.
Evidence listRevenue screenshots, contracts, orders, ad data, customer interviews, licenses, prototypes, financial files.
Risk labelsCustomer concentration, regulation, IP, inventory, cash flow, cross-border, data security, team dependency.
Data-room gatesWhat can be public, what requires verification, and what needs NDA or founder approval.
Roadshow questionsThe first 5-8 questions capital-side clients should ask, grouped by finance, business, legal, and sector.
Service tier guidanceWhether the project fits RMB 999, 9,999, 99,999, or a complex manual workflow.
Next actionSupplement materials, enter screening, open data room, schedule roadshow, or pause listing.
Advisor routingIssues that should move to counsel, accountant, auditor, tax advisor, sector expert, or escrow provider.
Decision Bands
The score is used to decide the next step
A / Priority shortlistComplete materials, real demand, strong evidence, and clear risks. Suitable for verified capital-side shortlist and private roadshow.
B / Listable with follow-upThe story and business logic are credible, but some financial, contract, customer, risk, or use-of-funds evidence is missing.
C / Hold data-room accessCore evidence is weak or risks are unclear. Material cleanup, sector review, or founder interview should happen first.
D / Do not listClear compliance risk, return promise, pooled funds, fake materials, custody request, or material issues that cannot be verified.
Questions to answer before opening the data room
What can be public?Public pages should use redacted summaries, not core customers, contracts, financials, bank records, or confidential files.
Who can access core materials?Capital-side clients should pass identity, ticket size, preference, and risk-tolerance verification first.
Is an NDA required?Customer lists, financials, contracts, technical materials, and videos should follow minimum-necessary access.
Should the project be listed?Projects with major compliance, pooled-fund, return-promise, or material-integrity risks should not be listed.
Are advisors needed?Legal, tax, audit, escrow, and cross-border issues should move into the professional partner workflow.
Is the next step clear?Every project should have a clear status: supplement, screen, data-room review, roadshow, or hold.