Active
Bridge
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot: GLT Squarespace handoff owed to Emm (several days late). Notion reading list page not built. Outreach email in Notion awaiting Dany comments. Emm + Dany both on Fri calendar.
Pre-Revenue
Growth Exit Advisors
US advisory practice, co-founded with Julia. Pre-revenue.
Hot: NDA signatures outstanding (Chad, Walker, Jess). Carolyn Ng — meeting was expected week of May 18. Timothy Murray — reactivate mid-July. Phil Rutigliano — awaiting reply.
Active
OII — Ko Tātou
Co-founder search active. NJCJI 360 Analysis ongoing.
Hot: Becky outreach 2 days overdue. Founder JDs overdue. Dan Fri 4pm. Safety Sync (Matt + Kyle) ~63 days open.
Stable
ND Coaching
Capped (~10 clients). Input Theory + GPAS system.
Hot: No acute actions. Stable. Maintain rhythm.
📍 BD Follow-Ups — Daily Non-Negotiable
Becky — Ko Tātou
Māori co-founder outreach + funding leads. 20 min tonight. Dan wall is Fri 4pm.
2 days overdue
Matt + Kyle (Safety Sync)
De-AI draft, send. OII. 10 min when there’s a gap.
~63 days open
Carolyn Ng — GEA
Mazu Systems. Meeting expected week of May 18 — check in.
overdue check-in
Phil Rutigliano — GEA
Business broker, Target Franchises. Intro Jun 2026. Awaiting reply.
awaiting
Timothy Murray — GEA
Financial advisor. Reactivate mid-July when physician seminar season ends.
hold → Jul 12
Laura MZ
Fri 5pm. First chat. Note follow-ups after.
Fri 5pm
🤖 AI Team Routing
Vera
Navigator — orientation, briefing, weekly reviews. "Where do I stand?" / "What's coming up?"
Clio
Meeting brain — transcripts, agendas, action items. "Clio this" / any transcript.
Sage
Research — deep dives, primers, frameworks. "Research X" / "What do I need to know about Y?"
Chad
Health & fitness — Long Covid pacing, training. Any health/energy question.
Faulkner
Voice writer — drafts + edits. "Write this email" / "Edit this in my voice."
Ori
Chief of Staff — routing. "What should I work on?" / context switches.