Screening Method
Screening is not endorsement. It makes “worth reviewing first” clearer.
RoundDock screening is for information cleanup, project triage, data-room tiering, and roadshow preparation. Passing screening is not a recommendation, guarantee, underwriting, investment advice, or return promise.
RoundDock does not custody, collect, or transfer investment funds. Financial, contractual, equity, tax, and legal matters still require independent review by founders, capital-side clients, and professional advisors.
From public summary to private roadshow in four steps
Step 1Public summary
Step 2Evidence index
Step 3Data-room request
Step 4Private roadshow
Public summarySector, stage, capital need, highlights, basic risks, and platform boundaries are public.
Evidence indexRevenue, contracts, customers, ad spend, inventory, cash flow, and team materials enter a verification list.
Data-room requestCapital-side clients confirm identity, ticket size, preferences, and risk tolerance before requesting core materials.
Private roadshowAfter founder and platform approval, meetings, question lists, and next checks are coordinated. Settlement is not handled by RoundDock.
Not Verified
RoundDock will not package these as “verified”
No financial guaranteeRoundDock can organize and label materials, but financials, tax, cash records, and audits require professional review.
No investment judgmentDeal memos and Q&A support screening. They do not decide whether a capital-side client should invest.
No exit promiseEarly-stage projects usually lack public liquidity. Exit timing, valuation, and buyers are uncertain.
No settlement handlingInvestment agreements, equity changes, payment custody, and tax handling should be completed offline by professionals.
Different project types need different review signals
AI / SaaSMRR, customer samples, renewal quality, model cost, delivery cycle, and data security.
Cross-border commerceGMV, margin, inventory turnover, supply-chain contracts, ad costs, and platform policy.
Cash-flow businessBank records, lease, operator dependency, equipment, customer-flow stability, and replication cycle.
Gaming / adsAd spend, creative output, account stability, customer renewal, and policy risk.
Enterprise servicesCustomer budget, delivery cost, renewal, implementation cycle, and alternatives.
Hardware / new energyBOM, prototype, orders, certifications, yield, capacity, and capital tied up.
Material access levels
L1 Public summarySector, stage, capital need, highlights, and basic risks.
L2 Verified summaryRevenue range, use of funds, team background, and data-room index.
L3 NDA data roomDeck, financial screenshots, contract samples, customer evidence, and verification checklist.
L4 Offline documentsInvestment agreement, equity changes, settlement, tax, and invoices handled by professionals.