Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: Sapna Pandya (Meyer Foundation) budget-update reply now 2 days overdue — send before she briefs Karen. DMV cohort site copy pass + Notion fiscal-sponsor email edits queue for Monday’s Dany 1:1. Diana check-in Monday 3:30pm. 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: BB call today 11am — GEA BD thread advancing post-Friday impromptu. Monday: GEA workshop topic decision with Julia + Brian Testerman background brief for Chad + Julia. Rob outreach (5 days overdue) + Jess Webber NDA text (14 days) still open. Paradigm scope-down ($1–5M audit version) open since May.
OII — Ko Tatou
Active
Co-founder search active (AHTC). NJCJI 360 Analysis ongoing.
Hot right now: Dan check-in logged Jul 9, next touch ~Jul 23. JD paragraphs (Develop / Community / Operations) + one-pagers due before next call. Brian Testerman Calendly (16 days pending). Safety Sync (Matt + Kyle) ~78 days open. Keegan follow-up: NZ fund + name leads.
ND Coaching
Stable
Capped (~10 clients). Input Theory + GPAS system.
Hot right now: No acute actions. Stable. Maintain cadence.
📍 BD Follow-Ups Due
BB — GEA BD thread
Call at 11am today — valuation-adjacent ask from Julia sync. Walk in ready.
Call at 11am
Sapna Pandya — Meyer Foundation (Bridge)
Budget/work update owed before she briefs Karen; Hill Snowden/Erin intro decision still open.
2 days overdue
Rob — GEA / senior housing
Outreach + connect Chad re: Colorado acquisitions. Back from Berlin since Jul 3.
5 days overdue
Jess Webber — GEA NDA
Short text: “Just following up on the NDA.” 5 min.
14 days overdue
Laura MZ — GEA
First call Fri Jun 26. Short follow-up if threads came up. Only if there’s a window.
15 days pending
Brian Testerman
Intro done Jun 25 (via Tom). Send Calendly link for OII thread. 5 min. Also: GEA background brief owed for Monday.
16 days pending
Safety Sync (OII)
Matt + Kyle. De-AI the draft, confirm Kyle’s email, send. 10 min gap-filler.
~78 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.