🤝 For Business Development

This playbook is for BD teams at funds, market makers, and protocols. Your pipeline is people: founders to back, teams to partner with, operators to hire or work alongside. Compass helps you build that pipeline and reach each person with a real reason.

Build a target list

Start in People and filter by role to focus on founders, operators, or allocators.
Or start in Projects, sort by momentum, and pull the people behind the teams that are moving.
Use Investors to map a fund's portfolio, then reach the partners and the teams they back.

Qualify with signal

Sort People by Smart score to surface accounts with real smart-money engagement. See Smart-Account Score.
On Projects, filter by smart-account buying to find teams the smart money is moving into before the crowd does.
Read each person's timeline so you know their history before the first message.

Reach out warm

Open a person in the Network to see who connects to them.
Check the warm-path card on their profile for who can introduce you.
Lead with the shared thread: a former team, a mutual backer, a portfolio overlap.

Work it at scale

Unlock the people worth reaching. Each is 10 credits and stays yours forever.
On Pro and up, use bulk search to move through a long list fast.
Export to CSV and push the list into your own CRM. See Exporting & Bulk Search.

Keep the pipeline live

Pin targets to a Watchlist. Team moves and fundraises become fresh reasons to re-engage.
Check Pulse each morning for movement on the names you track.

Why the connection matters

BD is a relationship game. The list is not the work; the warm reach is. Compass gives you the person, the history, and the route in, so every message in your pipeline can start from something real.