Use when sourcing runs through investors and startups: the investor map, per-portfolio commercial targets, and the startup evaluation pipeline.
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Use this when the sourcing motion runs through investors and startups. Start from the target investor list (venture capital and private equity firms, accelerators), portfolio data or theses, the startup technology need or referral offer, and the commercial target per portfolio.
Firms, their theses, the portfolio fits, and the warm path per firm — who we know, evidenced, never invented.
Rank by portfolio fit multiplied by reachability. No path means research, not outreach.
A commercial target per portfolio — referrals, sourced pipeline, technology evaluations — the referral motion (portfolio introduction days, founder briefings, co-selling with portfolio companies), and the dated first touch per firm.
Intake, technical fit check, evaluation, and the convert-or-park call with a date on it.
A parked startup gets a revisit trigger, not a slow fade.
Introductions made, evaluations opened, referrals converted, and pipeline sourced. Every number names its portfolio and its window before the count.
The investor map, the per-portfolio play with its targets, the startup pipeline, and the monthly portfolio report.
No portfolio data means building the map from owner knowledge marked INFERENCE, with enrichment as the first action. No warm path means the introduction ask gets drafted but never sent.
No outreach to a firm, a founder, or a portfolio company goes out without your explicit yes.
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