Warmth Pipeline
Every target holds exactly one relationship state. Advancing a card is a working session move; it is not persisted and does not replace the CRM system of record.
Unresearched · 0
Name exists but no verified thesis, contact, or relationship path.
Research · 32
Public information and source documents are being verified.
Mapped · 7
Target has ring, capital type, score, contact path, and likely objections.
Intro requested · 0
A named bridge has been asked for a warm path.
Introduced · 0
The target has received a credible introduction.
First meeting · 0
Introductory thesis discussion scheduled or completed.
Diligence · 0
Investor has requested materials or internal review.
Partner / committee · 0
Target is considering allocation or deeper sponsor process.
Term discussion · 0
Economics and deal role are with CFO/counsel.
Committed · 0
Allocation agreed subject to legal close.
Closed · 0
Funds/documentation complete.
Pass — re-enter · 0
No current investment, but re-entry milestone defined.
Pass — closed · 0
No credible re-entry path.