I highly recommend the Delta-V as a great envelope generator / LFO / VCA. Basically a mini maths!
-- Praveen
Thanks for the recommendation, this wasn't on my radar before!
I pulled the trigger on most of it. I got the Caixa 104, PPW, Alan+Enigma, QD, and the Veils clone. I'm holding off on the Manis Iteritas and any FX unit. I also wasn't able to find the ES-8 in stock anywhere (new or used), so I have an alert set up for that.
@JimHowell1970 I get what you're saying about utility modules. I'm hoping that once I play with what I've bought, I'll have a better feel for what I need. I like that the Caixa comes with balanced ins/outs, 2x buffered mults, a precision adder, 2x lfos, S&H, noise, and a stereo mixer. So I'm trying to figure out what other sorts of utility modules I'm really missing out on. Suggestions in that area?