Operating Workflow
Mature platforms tell clients what happens next.
RoundDock does not decide for either side. It turns founder submissions, capital-side verification, scorecards, data rooms, roadshows, service-fee invoices, and advisor routing into a trackable workflow with inputs, outputs, statuses, and boundaries.
RoundDock handles information services, data-access coordination, meetings, and platform service fees only. Investment agreements, equity changes, fund settlement, and tax matters stay with the parties and professional advisors.
Nine statuses from submission to coordination
1. New leadFounder, investor, subscription, support, scorecard, or partner request enters the queue.
2. TriagedPriority is assigned by role, deal size, membership level, sector, and request type.
3. Waiting materialsFounders add BP, revenue, contracts, and risk notes; investors add identity, ticket, preferences, and risk tolerance.
4. Scorecard reviewDemand, traction, team, use of funds, data-room readiness, and risk disclosure are organized.
5. Data-room pendingThe team decides what can be public, what requires verification, and what needs NDA or founder approval.
6. Invoice pendingOnly platform service-fee invoices are sent, never investment funds or equity subscription requests.
7. Roadshow pendingParticipants, material scope, question list, and meeting-note owner are confirmed.
8. Advisor routedLegal, tax, audit, escrow, sector expert, or cross-border issues move to candidate professional partners.
9. Completed / archivedThe round is completed, a non-compliant project is closed, or the lead waits for future material updates.
Role Paths
The founder and investor panels should not be identical
Founder pathSubmit project -> supplement materials -> scorecard -> public summary -> data-room gates -> private roadshow -> advisors and closing documents.
Capital-side pathSubmit verification -> state ticket and sectors -> review public summaries -> request data room -> ask questions -> attend roadshow.
RoundDock pathReceive leads, assign status, organize materials, coordinate meetings, record questions, send service-fee invoices, and repeat boundaries.
Advisor pathAdvisors join only after authorization, conflict check, and scope confirmation; no automatic access to sensitive materials.
What clients can expect
Same-day confirmationForm, email, and queue confirmation means received, not approved.
Screening priorityPaid, member, larger, complete, and time-sensitive requests are prioritized.
Material completionIncomplete materials should be supplemented before opening data-room or roadshow access.
Boundary remindersRoundDock does not collect investment funds, promise returns, or make investment decisions for clients.