Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: Jun 30 Emm 1:1 + Bridge/Circle outputs still unlogged (4 days) — first block Monday. Open threads: letter ask position, think tank 3-bullet, reading cadence, C3 owner. GLT Squarespace draft to Emm still owed. Notion reading list setup pending. Notion:
Bridge workspace
Growth Exit Advisors
Pre-revenue
US advisory practice, co-founded with Julia Berger.
Hot right now: Rob outreach — window was Friday; if unsent, it’s staged first in Monday’s note (senior housing + Chad/Colorado angle). Jess Webber NDA text — 7 days overdue. Mission Detour — confirm with Julia it was covered in the Jun 30 GEA Weekly. NDA pipeline — other signatures still outstanding. Paradigm scope-down proposal.
OII — Ko Tatou
Active
Co-founder search active. NJCJI 360 Analysis ongoing.
Hot right now: Dan check-in (Thu Jul 2 4pm) — outcomes still unlogged; capture Monday (Becky / Founder JDs). Brian Testerman Calendly (9 days pending) — Monday send. Safety Sync (Matt + Kyle) ~71 days open.
ND Coaching
Stable
Capped (~10 clients). Input Theory + GPAS system.
Hot right now: No acute actions. Stable. Maintain cadence.
📍 BD Follow-Ups — Paused for the Holiday · Monday’s Queue
Rob — GEA / senior housing
Window was Friday (back from Berlin Jul 3). If unsent, it’s staged first in Monday’s note + connect Chad re: Colorado acquisitions.
Mon Jul 6
Jess Webber — GEA NDA
Short text: “Just following up on the NDA.” 5 min, Monday first thing if Friday’s didn’t go.
7 days overdue
Brian Testerman
Intro done Jun 25 (via Tom, OII-adjacent). Send Calendly link. 5 min, Monday.
9 days pending
Laura MZ
First call Fri Jun 26. Send short follow-up if threads came up. Check notes. Monday gap.
8 days pending
Becky / Ko Tatou
Discussed at Thu Jul 2 Dan check-in. Log the outcome Monday — what was agreed and what’s next.
Log outcome
Safety Sync (OII)
Matt + Kyle. De-AI the draft, confirm Kyle’s email, send. 10 min. Monday gap.
~71 days open
GEA — NDA pipeline
Other signatures outstanding beyond Jess. Follow up with each contact to close the loop.
Overdue
📌 AI Team Routing
Vera
Navigator — orientation, weekly review, session start. Triggers: “where do things stand,” “weekly review,” “bigger picture.”
Clio
Meeting brain — transcripts, agendas, action items. Triggers: “process this transcript,” “Clio this,” any uploaded audio/transcript.
Sage
Research brain — deep dives, primers, frameworks. Triggers: “research this,” “deep dive,” “primer on.”
Chad
Health & fitness — Long Covid pacing, training routing. Triggers: any health, energy, food, sleep, or pacing question.
Faulkner
Voice writer — drafts in Jamal’s tone. Triggers: “write this email,” “draft a message,” “in my voice,” any outgoing text.
Ori
Chief of Staff — routing when you’re not sure where to start. Triggers: “what should I work on,” “I don’t know where to start,” context switch.