Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: Log Tuesday outputs (Emm 1:1, Bridge/Circle 3pm). Letter ask position + think tank 3-bullet — were they resolved yesterday? Reading cadence decision + C3 next step need an owner. GLT Squarespace state. Notion reading list still needs setup. Outreach letters target: out this week. Notion:
Bridge workspace
Growth Exit Advisors
Pre-revenue
US advisory practice, co-founded with Julia Berger.
Hot right now: Jess Webber NDA text — 4 days overdue, send it today. GEA Weekly happened yesterday — log what moved. Rob back from Berlin Jul 3: draft outreach today, send Thu/Fri (connect with Chad re: Colorado acquisitions). 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: Becky outreach + Founder JDs — status unclear from Fri deadline. Brian Testerman Calendly (6 days pending). Dan virtual check-in TOMORROW Thu Jul 2 4pm — prep today. Safety Sync (Matt + Kyle) ~69 days open.
ND Coaching
Stable
Capped (~10 clients). Input Theory + GPAS system.
Hot right now: No acute actions. Stable. Maintain cadence.
📍 BD Follow-Ups — Open Items
Jess Webber — GEA NDA
Text in any gap today. Short: “Just following up on the NDA.” 5 min. 4 days past threshold.
4 days overdue
Brian Testerman
Intro done Jun 25 (via Tom, OII-adjacent). Send Calendly link. 5 min. 6 days pending.
6 days pending
Rob — GEA / senior housing
Back from Berlin Jul 3. Draft outreach today; send Thu or Fri. Connect with Chad re: Colorado acquisitions.
Outreach Thu/Fri
Laura MZ
First call Fri Jun 26. Send short follow-up if threads came up. Check notes. Any gap.
5 days pending
Becky / Ko Tatou
Outreach + Founder JDs were owed before Fri Jun 27 deadline. Status unclear — confirm before Thu 4pm check-in with Dan.
Status unclear
Safety Sync (OII)
Matt + Kyle. De-AI the draft, confirm Kyle’s email, send. 10 min. Any gap.
~69 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.