Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: Post go-live. Dany check-in 1pm today will confirm status. Outstanding: GLT forms to wire (Airtable, Dany rebuilding), Vanguard Fellows reviews, two-step intake flow options, C3/fiscal-sponsor formation owner. Emm 1:1 tomorrow 2pm — domain confirmation + Phase 2 next milestone. Chloe site handoff timeline starts early next year. Notion:
Bridge workspace
Growth Exit Advisors
Pre-revenue
US advisory practice, co-founded with Julia Berger.
Hot right now: Testerman 11:30am (OII + GEA panelist assessment). Rob 4pm (senior housing reconnect, 18 days pending). Jess Weber NDA tomorrow 10am. Walker partnership doc 91 days owed — send today. Basak Bakirci 5 days overdue — send before 11:30am. Workshop topic decision pending from last week. Laura MZ 19 days. GEA pipeline tracker not updated since April — 6 new names have nowhere to live.
OII — Ko Tatou
Active
Co-founder search active (AHTC). NJCJI 360 Analysis ongoing.
Hot right now: Testerman meeting today 11:30am — OII co-founder assessment. JD paragraphs + one-pagers (Develop / Community / Operations) due ~Jul 23. Operations role rework outstanding. Safety Sync (Matt + Kyle) ~82 days. LinkedIn recovery needed for network outreach.
ND Coaching
Stable
Capped (~10 clients). Input Theory + GPAS system.
Hot right now: Keegan Mitchell consult tomorrow 10pm ET (NZ-based, 45-min intake). Assess fit. Otherwise stable — maintain cadence.
📍 BD Follow-Ups
Basak Bakirci — GEA
Jul 11 meeting summary (she asked explicitly). Did the acquisition group land on an offer? 15 min before Testerman.
5 days — today
Testerman — OII / GEA
Assessment meeting today 11:30am. OII co-founder + GEA workshop panelist.
✓ Today 11:30am
Rob Olney — GEA
Senior housing reconnect. Business updates + network intros. Colorado acquisitions framing ready.
✓ Today 4pm
Walker Music — GEA
Partnership framework doc 91 days owed. Send before tomorrow 3pm meeting. Pull it in the 1:30–2:30pm gap today.
91 days — send today
Jess Weber — GEA NDA
NDA call booked tomorrow 10am. Pull NDA status tonight. Know what you need and what’s blocking.
✓ Thu 10am
Laura MZ — GEA
First call Jun 26. 19 days no contact. Short follow-up when a gap opens.
19 days pending
Matt/Adam/BB/Unicorn Ranger
Batch at next GEA Weekly: referral-equity structuring, proposal, valuation ask, intro.
5+ days
Safety Sync (OII)
Matt + Kyle. De-AI draft, confirm email, send. 10 min. Gap-filler.
~82 days open
📌 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.