Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: Sapna Pandya reply 4 days overdue — must ship before 1:30pm today. DMV cohort site copy pass + Notion fiscal-sponsor email edits still owed by Jamal. Diana check-in 3:30pm today. Emm 1:1 + Bridge/Circle tomorrow. C3 formation needs an owner. Notion:
Bridge workspace
Growth Exit Advisors
Pre-revenue
US advisory practice, co-founded with Julia Berger.
Hot right now: GEA Weekly Tue 11am — workshop topic decision with Julia (pick angle, lock panelist outreach). Basak Bakirci meeting summary owed today. Brian Testerman brief for Julia + Chad before Wed 11:30am. Jess Weber NDA call Thu 10am. Rob outreach 7 days overdue.
OII — Ko Tatou
Active
Co-founder search active (AHTC). NJCJI 360 Analysis ongoing.
Hot right now: Brian Testerman meeting Wed Jul 15 11:30am. JD paragraphs + one-pagers due before ~Jul 23 — start this week. Operations role rework outstanding. Safety Sync (Matt + Kyle) ~80 days open.
ND Coaching
Stable
Capped (~10 clients). Input Theory + GPAS system.
Hot right now: New 45-min consult with Keegan Mitchell Tue 4pm. Otherwise stable — maintain cadence.
📍 BD Follow-Ups
Sapna Pandya — Meyer (Bridge)
Budget/work update; she’s briefing Karen. Must ship before 1:30pm today.
4 days overdue
Basak Bakirci — GEA
Meeting summary from Jul 11 advisory call — she asked for it explicitly. Send today.
2 days pending
Rob — GEA / senior housing
Short outreach + connect Chad re: Colorado acquisitions. Back from Berlin Jul 3.
7 days overdue
Brian Testerman brief — OII/GEA
One-paragraph on his firm + deal model for Julia + Chad. Before Wed 11:30am.
Due before Wed
Jess Weber — GEA NDA
NDA call booked — Thu Jul 16 10am. Prep: pull NDA status before Thursday.
✓ Thu 10am
Brian Testerman — OII/GEA
Calendly resolved. Meeting Wed Jul 15 11:30am. Prep OII thread + GEA brief.
✓ Wed 11:30am
Laura MZ — GEA
First call Jun 26. Short follow-up if gap opens this week.
17 days pending
Safety Sync (OII)
Matt + Kyle. De-AI draft, confirm email, send. 10 min gap-filler.
~80 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.