RoundDock
Investor Updates

Projects are not trusted in one snapshot; updates create trust.

RoundDock keeps project progress, data-room changes, roadshow scheduling, capital-side Q&A, and risk-disclosure updates in one desk. Capital-side clients review public updates first, then request data rooms and private roadshows after verification.

Update Cadence

Mature projects need a consistent communication rhythm

Public updatesProject status, key progress, missing materials, and risk changes are organized weekly.
Verified updatesVerified capital-side clients can request deeper material scope, project Q&A, and roadshow reminders.
Data-room changesEvery new file, access change, or NDA requirement is recorded in a change log.
Project Status Board

Project update board

HarborCart

Cross-border brand cash-flow project focused on financial summaries, supply-chain contracts, and inventory turnover.

Data-room requestable
Data-room readiness86%
Capital needRMB 30M
Suggested ticketRMB 3M+
Next stepFinance + supply chain

Questions to ask: Is inventory turnover stable? Are ad-cost definitions reviewable? Do supply-chain contracts cover peak inventory?

FlowPilot AI

AI support automation SaaS completing MRR screenshots, customer sampling, and model-cost evidence.

Materials pending
Data-room readiness78%
Capital needRMB 5M
Suggested ticketRMB 500k+
Next stepMRR review

Questions to ask: How strong is renewal quality? Is customer concentration high? Are enterprise sales cycle and model-call costs separated?

MainStreet Cashflow

Local cash-flow project focused on lease terms, bank records, store operators, and second-location repeatability.

Requestable
Data-room readiness74%
Capital needRMB 2M
Suggested ticketRMB 100k+
Next stepBank records + lease

Questions to ask: How long is second-location ramp? Is operator dependency too high? Are lease and equipment costs fully visible?

AdYield Studio

AI creative and media-buying project still completing spend screenshots, customer contract samples, and creative-output records.

Reviewing materials
Data-room readiness62%
Capital needRMB 12M
Suggested ticketRMB 1M+
Next stepSpend evidence

Questions to ask: Are ad accounts stable? Can platform-policy risk be controlled? Are retention and payback cycles clear?

Investor Update Format

Every project update follows the same structure

Highlights / lowlightsProgress, changed risk, evidence gaps, and founder materials being completed.
KPIs and evidenceRevenue, GMV, cash flow, MRR, ad spend, contract samples, or data-room file changes.
Capital-side asksTicket confirmation, questions, sector resources, roadshow timing, and data-room permission requests.
Data-room Change Log

Data-room change log

HarborCart / L2 verified summaryAdded financial-summary index, supply-chain contract index, and inventory-turnover fields. Core files still require verified capital-side access.
FlowPilot AI / L1 public summaryAdded MRR definition note. Screenshots and customer samples still need verification, so the full data room remains closed.
MainStreet Cashflow / L2 pendingBank records and lease directories are listed. Offline interviews and store photos still need founder completion.
AdYield Studio / ReviewSpend data, customer contracts, and creative-library samples are not enough yet; private roadshow is not recommended.
Ask for Update

Submit a project update question

Questions enter the backend queue. The team decides whether to answer publicly, add a data-room supplement, or answer privately before a roadshow.