CCXO
SOURCE ATLAS · VERIFY BEFORE OUTREACH
Layer 3 — Warmth mechanics

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.

NEXT — Research
EMPTY

Research · 32

Public information and source documents are being verified.

NEXT — Mapped
R4Early-stage technology venture capital
R7Bank-backed specialist venture capital
R2State
R7Specialized fintech VC
R7Enterprise fintech and insurtech fund
R5Venture fund
R5Venture arm
R5Credit-union-backed VC
R6Venture studio
R4Seed venture fund
R4Venture capital
R7Healthcare and fintech venture
R0Incubator
R0Social impact fund
R0Accelerator
R2Health-system
SensCy36.6
R4Cybersecurity sector fund
R4Fund-of-funds
R5Mobility-focused VC
R0Corporate venture capital
R5Independent VC
R2Regional early-stage VC
R4Early-stage venture fund
R4Venture firm
R5Venture capital
R0Corporate venture capital
R0Economic development organization
R2State economic development
R4Institutional healthcare venture capital
R0Regional venture fund
R2University commercialization

Mapped · 7

Target has ring, capital type, score, contact path, and likely objections.

NEXT — Intro requested
R6Strategic corporate VC fintech
R0Institutional Venture Capital
R6Institutional venture capital
R2University subsidiary venture fund
R5Institutional VC
R0Angel network
R5Growth-stage venture

Intro requested · 0

A named bridge has been asked for a warm path.

NEXT — Introduced or direct outreach
EMPTY

Introduced · 0

The target has received a credible introduction.

NEXT — First meeting
EMPTY

First meeting · 0

Introductory thesis discussion scheduled or completed.

NEXT — Diligence, nurture, pass
EMPTY

Diligence · 0

Investor has requested materials or internal review.

NEXT — Partner meeting, pass, term discussion
EMPTY

Partner / committee · 0

Target is considering allocation or deeper sponsor process.

NEXT — Term discussion, pass, nurture
EMPTY

Term discussion · 0

Economics and deal role are with CFO/counsel.

NEXT — Close process or pass
EMPTY

Committed · 0

Allocation agreed subject to legal close.

NEXT — Close
EMPTY

Closed · 0

Funds/documentation complete.

NEXT — Investor success / relationship maintenance
EMPTY

Pass — re-enter · 0

No current investment, but re-entry milestone defined.

NEXT — Nurture
EMPTY

Pass — closed · 0

No credible re-entry path.

NEXT — Archive
EMPTY