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.
A mature workflow does not collect everything at once; it asks for the right evidence at each step
Using mature project-market and investment-platform patterns, RoundDock separates public summaries, verified summaries, data rooms, roadshows, and advisor files. Founders do not need to expose their most sensitive materials first, and the platform does not package weak evidence as investable certainty.
Public deal summarySector, problem, product, customers, revenue stage, use of funds, and key risks. Good enough for first-pass interest.
Scorecard screeningRevenue, orders, contracts, team, acquisition data, use of funds, compliance boundary, and questions to verify.
Data-room accessCapital-side identity, ticket, preferences, and risk tolerance are confirmed; founders approve scope and NDA when needed.
Roadshow and advisorsParticipants, question list, meeting-note owner, legal/tax/escrow needs, and next document scope are confirmed.
Support and review need waiting-time expectations, not just “we will contact you”
Visitors / subscribersWithin 72 hours, route focus area into deal updates or manual shortlist reminders.
Verified membersWithin 48 hours, confirm identity, ticket range, sector preference, and data-room request path.
Pro / paying queueWithin 24 hours, prioritize data access, invoice, roadshow, and urgent support handling.
Larger projectsProjects up to RMB 100M enter manual review, with separate material, advisor, and roadshow scheduling.
SLA refers to platform-service response rhythm. It is not financing-success timing, investment-decision timing, or return promise. If information is incomplete, sensitive, or requires founder authorization, the workflow pauses for materials first.
Two-sided matching is not blind promotion; it starts with fit signals
Founder fitCapital size, sector, stage, revenue quality, material readiness, and whether the key risks are clear.
Capital-side fitTicket range, sector experience, region preference, and ability to understand the project’s main business risks.
Access fitPublic summaries are open; core documents require verification, NDA, founder authorization, and platform review.
Service-tier fitRMB 1M, 10M, and 100M project bands receive different levels of material cleanup, roadshow, and manual service depth.
Question-list fitInvestor questions are organized before roadshows so meetings test real decision points instead of only telling a story.
Advisor fitContracts, equity, escrow, tax, cross-border, or licensing issues move into counsel, accounting, or licensed-provider workflows.
These conditions should pause the platform workflow instead of pushing ahead
Return promises appearPrincipal protection, fixed return, guaranteed profit, or payback-period language must be removed or reframed as risk disclosure first.
Investment-fund collectionInvestment funds, subscription money, equity money, deposits, or custody money must not be collected through RoundDock.
Over-sensitive materialsID numbers, bank cards, OTPs, unredacted customer data, and full contracts should not be placed in public forms.
Identity mismatchCore data rooms do not open when the capital-side identity, ticket, or risk tolerance is unclear.
Weak project evidenceIf revenue, contracts, orders, data, or team information cannot support the listing, the lead moves to waiting materials.
Conflict unclearPotential conflicts among advisors, founders, and capital-side clients require authorization and service-boundary confirmation first.
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.