CCXO
SOURCE ATLAS · VERIFY BEFORE OUTREACH
Ring 0 · Grand Rapids, MI

Wakestream Ventures

Software, marketing technology, customer experience, fintech, B2B, and regional startup platforms.

Regional venture fundHold · 22.8

Source record

Stage gate

Seed to Series A

Typical check

Approximately $500,000 to $2,000,000

People

Alex Osborn; Adam Kerzner referenced in concise atlas; verify current roles.

Strategic value

Local venture relationship and potential co-investor / intro source.

Introduction paths

SBDC, entrepreneurial networks, local founder intros.

Likely objections

May need proof of bank/insurer demand and product readiness.

Meeting strategy

Pitch Bankabil as software infrastructure for regulated AI evidence rather than broad AI governance.

Verification requirement

Verify current public information, investment mandate, team members, and check range before live outreach.

Scoring

Vertical fitTODO verify
Strategic fitMedium-high local fit · ~62/100 est.
Warmth bonus
+2
Timing bonus
+6
Friction penalty
−10
Priority
22.8

Warmth state

Research

Public information and source documents are being verified.

NEXT — Mapped
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Ring 0 cadence

Weekly local presence, walkable meetings, frequent informal touchpoints.

Local legitimacy, angels, lead candidates, connectors.

TRIP — Local / walkable — maintain frequent, lightweight touches.