Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: GLT website goes live TODAY. Gate: Squarespace subscription (~$30/mo). Em holds the domain — kick off move at 10am 1:1. Checklist: PowerShift removal, Funders update, 8 board leaders from Airtable, Twitter/X from footer, internal links, link check. Report at Bridge/Circle 3pm. Dany’s last week of daytime childcare — don’t slip. Notion:
Bridge workspace
Growth Exit Advisors
Pre-revenue
US advisory practice, co-founded with Julia Berger.
Hot right now: GEA Weekly 11am today — lock workshop topic angle. Testerman brief due before Wed 11:30am (tonight). Rob | Jamal on calendar Wed 4pm (resolved). Jess Weber NDA call Thu 10am. Basak Bakirci follow-up still owed today. Laura MZ 18 days pending.
OII — Ko Tatou
Active
Co-founder search active (AHTC). NJCJI 360 Analysis ongoing.
Hot right now: Testerman meeting Wed 11:30am. JD paragraphs + one-pagers due before ~Jul 23 — start this week. Operations role rework outstanding. Safety Sync (Matt + Kyle) ~81 days open.
ND Coaching
Stable
Capped (~10 clients). Input Theory + GPAS system.
Hot right now: New 45-min consult with Keegan Mitchell at 4pm today. Intake — assess fit. Otherwise stable, maintain cadence.
📍 BD Follow-Ups
Sapna Pandya — Bridge
Confirm yesterday’s send happened. Budget/work update for Meyer; she’s briefing Karen.
5 days — confirm
Basak Bakirci — GEA
Jul 11 meeting summary (she asked explicitly) + check on acquisition group. 15 min today.
3 days pending
Testerman brief — OII/GEA
One-paragraph brief for Julia + Chad. Tonight. Before Wed 11:30am.
Due tonight
Rob — GEA / senior housing
Outreach resolved. Meeting on calendar Wed Jul 15 4pm. Prep: Colorado acquisitions.
✓ Wed 4pm
Jess Weber — GEA NDA
NDA call booked Thu Jul 16 10am. Prep: pull NDA status before Thursday.
✓ Thu 10am
Laura MZ — GEA
First call Jun 26. Short follow-up when gap opens this week or next.
18 days pending
Matt/Adam/BB/Unicorn Ranger
Batch at GEA Weekly 11am today: referral-equity structuring, proposal, valuation ask, intro.
5+ days
Safety Sync (OII)
Matt + Kyle. De-AI draft, confirm email, send. 10 min. Any gap this week.
~81 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.