CXO Capital Campaign
Command Deck
West Michigan is the preferred institutional home. The CXO has execution discretion. The NC CFO receives financial authority when the Canapi-facing finance function is ready.
Mapped targets
39
Investor encyclopedia
Ring 0–2 depth
15
West Michigan relationships
Lead-band targets
6
Priority ≥ 70
Scored
7/39
32 estimated from qualitative source
Top priority queue
WORKBENCH →Ring distribution
- R0Downtown Grand Rapids9
- R1Greater Grand Rapids0
- R2West Michigan corridor6
- R3Southwest / Mid-Michigan0
- R4Ann Arbor corridor9
- R5Metro Detroit8
- R6Midwest hubs3
- R7National specialists4
Phase 1 · Months 1–2
Local Anchoring and Seed Validation
Secure local angel commitments, local institutional sponsorship, and a West Michigan-centered credibility base.
- ▸Finalize scoring and relationship graph for Grand Ventures, MCN/Grand Angels, UFP, Wakestream, Start Garden, Conquer, and The Right Place.
- ▸Run local technical diligence sessions and founder-to-founder validation.
- ▸Prepare a West Michigan evidence-room narrative and local economic impact memo.
Ring 0Ring 1
Phase 2 · Months 2–4
Statewide Institutional and Balance-Sheet Syndication
Expand the syndicate with strategic CUSO capital, university-linked funds, state-backed matching funds, and Detroit/Ann Arbor institutional capital.
- ▸Engage Reseda/MSUFCU and Michigan Rise/Red Cedar if eligibility supports it.
- ▸Use Ann Arbor and Detroit as syndicate-depth nodes after local credibility is established.
- ▸Code every pass and re-entry milestone.
Ring 2Ring 3Ring 4Ring 5
Phase 3 · Months 4–6
Regional Scaling and Strategic Distribution
Engage Midwest and national strategic fintech investors with the credibility created by Michigan validation.
- ▸Package Michigan validation for TruStage and Drive Capital.
- ▸Prepare Canapi/Nyca/Commerce/Oak HC/FT as evidence-led national conversations.
- ▸Transition Canapi-facing finance authority toward the NC CFO when role and timing are ready.
Ring 6Ring 7
Campaign KPIs
| KPI | Definition | Cadence |
|---|---|---|
| Warm intro conversion | Percent of requested intros that become actual introductions. | Weekly |
| First meeting conversion | Percent of introductions that become first meetings. | Weekly |
| Diligence conversion | Percent of first meetings that request materials or partner follow-up. | Weekly |
| Pass quality | Percent of passes with coded reason and re-entry milestone. | Weekly |
| West Michigan depth | Number of active Ring 0–2 relationships with next action. | Weekly |
| Statewide leverage | Number of non-local conversations that create local credibility or useful intelligence. | Biweekly |
| Evidence-room readiness | Percent of requested diligence artifacts complete and versioned. | Weekly |
| CFO pipeline health | Number of screened, interviewed, finalist, and reference-ready CFO candidates. | Weekly |
| Canapi readiness | Status of finance model, pilot memo, data room, and authority handoff. | Weekly |
Priority formula
Priority = (Vertical Fit / 35) × 40 + (Strategic Fit / 100) × 40 + Warmth Bonus + Timing Bonus − Friction Penalty