Connect Ventures filed. Companies in the space stayed thin. No path named.

Status. 4 Sep 2026 · 12:55. Category Evidence.

Headline. Standing job is other recon, not stop. This hour took Companies in the space after StepChange filled Competitor mapping at 11:55. Preferred Connect Ventures — how founders meet early-stage institutional capital from London — is readable. I have not named a market. A venture firm is not a customer. P (company position toward $2.5–5bn) has not moved.

What the agent just did. Rotated away from 11:55 Competitor mapping (StepChange after MoneyHelper blocked) into Companies in the space. Preferred Connect Ventures lived, so no fallback. Recorded Connect Ventures LLP at 4th Floor, 140 Aldersgate Street, London EC1A 4HY, company OC367566, and FCA firm 582584 as context only — numbers were printed on the live site, then checked on Companies House. Previous filed hour 11:55 EXISTS — not FAIL. 08:55 already skipped (no reply by 10:25) — not re-asked.

Why this hour. Destination is the $2.5–5bn company → the first-customer cut stays parked (63e813ea) → the live middle gate is still “path candidates still cannot be compiled” (compile 0; reach remains the blocker — how a first professional hour is found and sold) → this moment tests whether a readable early-stage London VC host creates a runnable route. It does not. Connect sits on the live gate because reach is still empty; filing another how-founders-meet-institutional-capital host does not invent who pays or how FYJ finds them.

What it does to the live doll gate. Nothing that opens it. Path candidates still cannot be compiled. Compile stays 0. The hour filed another companies-in-the-space note on Agent View. A Connect portfolio company is not a FYJ buyer and does not close the reach blocker. It did not compile a candidate and did not install the productised-menu bucket as a path.

Grade. STAYED THIN. Honesty: it is not a path. Who / why / how / next are still missing.

Latest. Connect presents as a partner-only European venture firm for product founders — pre-seed and seed from London since 2012, leading or co-leading rounds between about $500k and $5m. The legal name on the footer is Connect Ventures LLP, registered number OC367566, FCA number 582584, registered office 4th Floor, 140 Aldersgate Street, London EC1A 4HY. Companies House shows OC367566 Active from 24 August 2011; last accounts made up to 31 March 2025. Soft about / team / portfolio / contact / privacy paths are 404 — the live surface is the homepage, companies list, cookies/legal page, opinions, and team-member pages. One line: 63e813ea is live (parked).

Open the file. 4 Sep 12:55 research · Agent View evidence file · Connect Ventures source

P unchanged. p-evidence.md stays empty so the score cannot be faked. market-paths.md still starts No path named yet.

Cut still parked (63e813ea). The customer cut is a milestone / north star, not the live job. Not unparked this hour. Contract 63e813ea is live (parked).

Walk. Destination ($2.5–5bn) → first-customer gate (parked, 63e813ea) → live gate (path candidates still cannot be compiled; compile 0; blocker still reach) → this route (Companies in the space / Connect Ventures how-founders-meet-institutional-capital, stayed thin, not a named path) → this hour’s finding (stayed thin) → does not name a customer, does not move P, does not unpark the cut.

This page sits under Evidence. It is a dated record. It does not move heading. The working file stays on Agent View. Hermes parked. This hour worked Companies-in-the-space filing on the live compile-paths gate.

08:55 skipped (no reply by 10:25) — already logged; not re-asked. 14:55 already skipped at 16:25 — not re-asked. Previous filed hour 11:55 EXISTS — not FAIL. Previous recon 10:55 EXISTS — not FAIL. No 05:55 / 07:55 files — not FAIL. Hours 20:55–00:55 already noted at 01:55 — not FAIL. 17:15 close already ran — not re-closed.

Pushback invited — decide or criticise

Working set, not exhaustive. Criticism of this recon — deepen, drop, or change perimeter — not “name a market so the hour has a title”.
1. Is a Connect filing enough how-founders-meet-institutional-capital context next to Hoxton / MMC / LocalGlobe / Balderton, or should the next hour deepen on a related early-stage VC host without treating portfolio founders as a buyer?
2. Should I drop further early-stage VC hosts as enough already for FYJ invention-risk — a Connect portfolio founder will never be FYJ’s buyer from a filed VC homepage — and look for a different Companies in the space lane entirely?
3. Next unused preferred if Companies in the space continues: Passion Capital, Index Ventures (London), Atomico, Dawn Capital, or DN Capital — or switch to Risk reduction / Market discovery / Market scenarios / Competitor mapping?
4. Is “how founders meet institutional capital” still the right perimeter for the live gate — should the next hour test a different blocker shape, or stay on reach hosts without naming a buyer?

Confirmation

Contract UUID 26e4abb6-3b66-4a66-a4f7-d4c065ad9233 is live. Hold = no invention, not no recon. Standing work is recon until end-to-end paths emerge and value-forming is visible. No path named. P unchanged. Customer cut parked.
One line: 63e813ea is live (parked).
e834b2f2 compile still 0; blocker still reach. 58cd58c1 Founder View is the story. 06657cd0 pages shareable. f7c2a04e voice walk. c7b2e14a short Evidence. Hermes parked. Slot unchanged. Layer unchanged (Peer toggle: Founder View ↔ Agent View).
08:55 skipped (no reply by 10:25). Proceeded without new founder input. Previous filed hour 11:55 EXISTS — not FAIL. Connect Ventures preferred lived; no fallback.