Investment pipeline

The Project Pipeline is the working view of projects moving through OCV's investment process. It is available to OCV users and is organized as a column for each active pipeline stage.

For the process behind these stages, see the OCV Investment Process.

Pipeline stages

The OCV Pulse pipeline uses these stages:

Stage	Use it when
Identification	A project has been identified and is being screened for fit and potential.
Validation	The team is researching the opportunity and testing whether it has venture-scale potential. The investment memo is developed during this work.
CTO Recruitment	CTO recruitment is in progress alongside the project validation and investment work.
Investment Committee	The project is ready for Investment Committee review or a decision is pending.
Company Formation	The investment has been approved for incubation and the new company is being formed.

The recruitment stage is named CEO Recruitment in the EvenOne Pulse deployment. Projects that are unassigned, closed, or already in a later portfolio state are managed from the Projects area rather than the active pipeline board.

Read the board

Each column header shows the stage name and the number of projects in that stage. A project card can show:

• project name and description;
• a high-priority marker;
• GitHub or project statistics such as stars and contributors;
• a research document link;
• the assigned OCV associate; and
• a goal launch date or linked company.

Select a project name to open its full record. The project record is where you review the repository, links, notes, and other available details.

Filter the board

Use the filters above the board to narrow the view:

• User shows projects assigned to selected OCV users.
• Priority shows high-priority and/or normal projects.

The selected priority filter is remembered in your browser. Each stage is paginated independently, so use the controls at the bottom of a column to see more than the first page of projects.

Add or update a project

Users with the required write access can select Add project from the pipeline. When creating a project:

1. Add the repository URL when there is one. Pulse can fetch project information from GitHub or GitLab.
2. Review the fetched name, description, stars, and license.
3. Choose the current pipeline stage.
4. Mark the project high priority only when it needs special attention.
5. Set the goal launch date and assign the OCV associate when known.
6. Save the project and keep its research document or relevant links attached.

Edit a project when its stage, owner, priority, launch date, or research status changes. Keep the stage aligned with the Investment Process so the pipeline is a reliable view of work in progress. If an opportunity is no longer active, record the outcome rather than leaving stale ownership and dates on the active board.