Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: Sapna Pandya (Meyer Foundation) budget-update reply now 1 day overdue — confirm Dany's grant number and send. DMV cohort site copy pass and Notion fiscal-sponsor email edits still queued from Jul 7 Circle Weekly (Jamal owns both, no date yet). Squarespace edit-guardrails scope for GLT team still to draft. Ko Tātou follow-up (Dan) logged Jul 9, next touch Jul 23. Notion:
Bridge workspace
Growth Exit Advisors
Pre-revenue
US advisory practice, co-founded with Julia Berger.
Hot right now: Chad & Julia today noon — the four BD threads (Matt Gartland, Adam, BB, Unicorn Ranger) converge here; bring a status line on each. Rob outreach + Chad connect (4 days overdue) and Jess Webber NDA text (13 days) still open. Tuesday's GEA Weekly (Julia) and Chad call still have no outcome notes in the vault. Paradigm scope-down proposal ($1–5M version) still open since May 12.
OII — Ko Tatou
Active
Co-founder search active. NJCJI 360 Analysis ongoing.
Hot right now: Dan check-in logged Jul 9, next follow-up Jul 23 — no acute action today. Becky outreach / Founder JDs still the open work-window thread. Brian Testerman Calendly (15 days pending). Safety Sync (Matt + Kyle) ~77 days open.
ND Coaching
Stable
Capped (~10 clients). Input Theory + GPAS system.
Hot right now: No acute actions. Stable. Maintain cadence.
📍 BD Follow-Ups Due
Julia's GEA threads
Matt Gartland, Adam, BB, Unicorn Ranger — status on each going into today's noon Chad & Julia call.
Due at noon
Sapna Pandya — Meyer Foundation (Bridge)
Budget/work update owed before she briefs Karen; Hill Snowden/Erin intro decision still open.
1 day overdue
Rob — GEA / senior housing
Outreach + connect Chad re: Colorado acquisitions. Rob back from Berlin since Jul 3.
4 days overdue
Jess Webber — GEA NDA
Short text: “Just following up on the NDA.” 5 min.
13 days overdue
Brian Testerman
Intro done Jun 25 (via Tom, OII-adjacent). Send Calendly link. 5 min.
15 days pending
Laura MZ
First call Fri Jun 26. Short follow-up if threads came up. Only if there's a window.
14 days pending
Safety Sync (OII)
Matt + Kyle. De-AI the draft, confirm Kyle's email, send. 10 min gap-filler.
~77 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.