The 9 investor database fields crypto BD teams check on Compass

The 9 fields a crypto investor database must answer before you raise or pitch, from thesis, stage, and check size to portfolio overlap and co-investor paths.

What should a crypto investor database include?

A crypto investor database should answer 9 fields: thesis, stage, check size, sectors, portfolio, people, contact channel, recency, and co-investors. Together they settle 3 questions: who fits, who to talk to, and why now.

The unit of work is the person, not the fund. Funds do not reply to messages; people do. So a useful record names partners and BD leads, with the contact channel available right on the People profile.

Check both sides of every link. An Investors page lists the portfolio; the Sentient company page lists the backers. Cross-reading the 2 views takes about 2 minutes.

TableThe 9 fields and where each one livesWork down the Field column before a pitch; each linked row opens the Compass page where that answer lives.
FieldWhat it tells youWhere to check
ThesisWhat the fund actually backs, in one lineInvestor profile, like Hack VC
StageWhether your round is even in rangeInvestor profile, like Coinbase Ventures
Check sizeWhether the ticket fits your round mathRecent rounds in Catalysts
SectorsWhere the fund concentrates its betsInvestor directory filters
PortfolioOverlap, references, and warm doorsCompany pages, like Sentient
PeopleThe partner or BD lead who answersPeople directory
Contact channelHow to reach them, available on the profilePerson profile
RecencyWhether the fund is deploying right nowInvestor profile, like OKX Ventures
Co-investorsWho they syndicate with, round after roundInvestor profile, like Delphi Ventures

Which investor fields matter most?

The investor fields that matter most are the ones that change your next action: thesis, people, and stage. The other 6 refine the message; these 3 decide whether you send at all.

Thesis is the fastest filter. If the thesis says infrastructure and you build consumer tooling, stop at field 1. A 30-second read of a profile like NGC Ventures settles it.

Portfolio, recency, and co-investors change the route more than the target. Check size, sectors, and contact channel refine the send. Open any fund page, Coinbase Ventures or HashKey Group, and read in that order: thesis, people, stage. All 9 earn a cell; only 3 earn a veto.

Bar chartFields that change the next actionStart at the top bar and stop at the first mismatch; values are relative triage weight, not measured data.
ThesisKills a mismatched pitch in 1 line; read it first.
PeopleA named partner beats a firm inbox every time.
StageWrong round means no meeting; check fit on a profile like AU21 Capital's.
PortfolioOverlap surfaces warm doors; scan the company pages behind it.
RecencyA fund deploying this quarter reads differently; start at HashKey Group's profile.
Co-investorsSyndicate patterns cluster your shortlist; start from a profile like Animoca Brands'.

How do you judge investor data quality?

Judge investor data on 3 tests: recency, source, and decision value. A record passes when it can carry a send decision today.

Recency decays fastest. Crypto VCs change partners, stage, and pace inside a year, so a thesis post from 2024 may describe a fund that no longer invests that way.

The other 2 tests are about trust. A field you cannot trace to an open page is a rumor. A field that cannot change who you contact, or when, is trivia. Tie every claim to a live page, like a fund profile in Investors, and cut the rest.

  • Recency: re-check any field older than 2 quarters.
  • Source: trace every field to a page you can open.
  • Decision value: keep only fields that change who or when.

How does a crypto investor database help before fundraising?

Before a raise, a crypto investor database cuts a 100-fund longlist to a shortlist with warm doors. The worked example below takes 1 page and about 5 minutes.

Say you build AI infrastructure and the raise starts in 3 weeks. Open Companies, pull up Sentient, and read the backer list: Hack VC, Delphi Ventures, and Foresight Ventures.

That is 1 page, 3 warm doors. Each of those funds has already bought the AI-infra story at least once. Anyone at your firm with history at one of them becomes the opener.

Run the 5 checks below before outreach starts. A 5-minute read of one investor page answers 4 of the 9 fields: thesis, stage, portfolio, and recency. People and contact channel come from the person's profile in People.

  • Stage: confirm the fund writes checks at your round.
  • Person: name the partner who covers your sector.
  • Portfolio: scan for overlap and for direct conflicts.
  • Recency: keep funds with visible activity this year.
  • Source: tie every claim to a page you can open.

How does investor context help partnership BD?

For partnership BD, investor context explains the route, not the target. The pitch still goes to the company; the shared backer is why the door opens.

The use is mostly internal. A warm path can stay unspoken and still shape the note. If your firm knows Hack VC, that history changes how you open with Sentient, even if the message never mentions the fund.

Co-investor data compounds this. Hack VC, Delphi Ventures, and Foresight Ventures all back Sentient, so knowing 1 fund gives you context on all 3. Syndicates cluster; your account list should too.

What investor-data mistakes should teams avoid?

The biggest mistake is hoarding fields that never change an action. 4 fields look impressive and decide nothing: AUM headline, HQ city, fund vintage, and follower counts.

Two more habits burn time. The first is treating every portfolio link as a warm intro. Overlap without a person who vouches is just a logo on a slide.

The second is overfilling. A 9-field record your team maintains beats a 40-field record nobody trusts. When in doubt, cut the field and keep the date.

  • AUM: a headline number that says nothing about your check.
  • HQ: crypto VCs write checks across time zones.
  • Vintage: fund age is trivia unless deployment has stopped.
  • Followers: reach is not conviction, and neither is engagement.

Frequently asked questions

What is the main purpose of a crypto investor database?

A crypto investor database has one job: answer 9 fields before you pitch. The 9 are thesis, stage, check size, sectors, portfolio, people, contact, recency, and co-investors. Firm facts qualify the fund; a named person starts the conversation.

Which investor field matters most?

Thesis, because it kills a mismatched pitch in about 30 seconds. People rank a close second; funds do not reply, partners do. Stage completes the top 3.

How often should you re-check investor data?

Re-check before every send, and in full once a quarter. Crypto VCs change partners, pace, and stage inside a year, so stale fields misroute fundraising outreach. Treat anything older than 2 quarters as a prompt to re-verify.

Does an investor database help outside fundraising?

Yes; it maps the route for partnership BD. Sentient's backer list names Hack VC, Delphi Ventures, and Foresight Ventures: 3 possible warm intros for anyone pitching that team. The route stays internal; the note gets sharper.

Should you delete old portfolio data?

No, archive it with dates instead. A 2023 portfolio link still maps former teammates and co-investor patterns. Just never pitch a 3-year-old link as a live warm door.

Sources and methodology

This article pattern uses Compass data objects: people, companies, investors, catalysts, sectors, and relationship paths. The goal is to keep outreach decisions tied to visible evidence instead of generic market commentary.

Compass Investors directoryCompass People directoryCompass Projects directoryCompass CatalystsHack VC investor profileDelphi Ventures investor profileForesight Ventures investor profileSentient company pageCoinbase Ventures investor profileOKX Ventures investor profileNGC Ventures investor profileAU21 Capital investor profileHashKey Group investor profileAnimoca Brands investor profile