Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: No Bridge meetings this holiday week — close Tuesday’s open items in the space: letter ask position, think tank 3-bullet, reading cadence, C3 owner. GLT Squarespace draft to Emm still owed. Notion reading list setup pending. 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 — 5 days overdue, send it this morning. Rob back from Berlin TOMORROW: send outreach today or Fri (connect with Chad re: Colorado acquisitions). 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 virtual check-in TODAY 4pm — Becky outreach + Founder JDs status is the whole agenda; write a 5-line status before the call. Brian Testerman Calendly (7 days pending). Safety Sync (Matt + Kyle) ~70 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 this morning. Short: “Just following up on the NDA.” 5 min. 5 days past threshold.
5 days overdue
Brian Testerman
Intro done Jun 25 (via Tom, OII-adjacent). Send Calendly link. 5 min. 7 days pending.
7 days pending
Rob — GEA / senior housing
Back from Berlin TOMORROW (Fri Jul 3). Send outreach today or Fri. Connect with Chad re: Colorado acquisitions.
Send today/Fri
Laura MZ
First call Fri Jun 26. Send short follow-up if threads came up. Check notes. Any gap.
6 days pending
Becky / Ko Tatou
Outreach + Founder JDs were owed before Fri Jun 27 deadline. Status unclear — confirm before TODAY’s 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.
~70 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.