Second getting a Pam's early. After that... it may just depend on personal preferece/information... like do you have other voices/drums/samplers (ie. drum machine/computer/another synth) already?
point is... as someone who also 'extends into modular' from Ableton, you don't have to feel guilty about relying on other formats for some duties. modular/eurorack is incredibly flexible, but it can also be a bit like biting off more than you want to chew. looking for things that speak in the same langues (v/oct and/or 24 or 48 ppq) clock may be a more gratifying, and cheaper experience....
Personal thoughts... Consider dropping the Data (and any other module you don't KNOW you want) and get an ES-8 or ES-9. I have a Data, but can count on my finders and toes the times Ive needed to use it. eith and es8/es9, you can visualize/tune just fine on a bigger/better screen. I like using my ears though. The markets for eurorack are still strong, but not what they were a year+ ago. An es8/9 will let you interface with a daw (and its plugins) and/or VCV Rack for pretty much any module/effect already out there. If you are dead-set on not being leashed to a PC, i understand... just throwing out some scraps for thought.. 808s/909s are a dime-a-dozen and ableton isnt short on drum samples libraries. a digital sample/effect is a digital sample/effect after all... you could even get a Receive 2 if you just want to bring things into modular for whatever reason -- ie. running into data bender.
all that to say... I love the picks of Pam's, RND Step, Plaits, Data Bender, and Quad VCA. Thats not a knock the other modules, but if you already have some of this stuff in hardware, ableton or vsts, consider holding off on modules that duplicate those functions. your wallet will thank you