Bridge
Active
Data + tech platform for advocacy orgs. First customer: GLT (Diana).
Hot right now: Sapna Pandya (Meyer Foundation) reply now 3 days overdue — must ship before Monday’s Dany 1:1 at 1:30pm. DMV cohort site copy pass + Notion fiscal-sponsor email edits still open. Diana check-in Monday 3:30pm. C3/fiscal-sponsor formation (Commons Library) needs a named owner. Notion:
Bridge workspace
Growth Exit Advisors
Pre-revenue
US advisory practice, co-founded with Julia Berger.
Hot right now: GEA Weekly Tuesday 11am — workshop topic decision with Julia (pick + rank angles; lock panelist outreach). Brian Testerman context brief owed to Julia + Chad before Wed 11:30am meeting. Jess Weber call Thu 10am (NDA). Rob outreach 6 days overdue. Paradigm $1–5M scope open since May.
OII — Ko Tatou
Active
Co-founder search active (AHTC). NJCJI 360 Analysis ongoing.
Hot right now: Brian Testerman meeting Wed Jul 15 11:30am (Calendly resolved!). JD paragraphs (Develop / Community / Operations) + one-pagers due before next Dan call ~Jul 23 — start this week. Operations role rework (strategist vs. doer) outstanding. Safety Sync (Matt + Kyle) ~79 days open. Keegan: 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
Sapna Pandya — Meyer Foundation (Bridge)
Budget/work update overdue; she’s briefing Karen. Send before Monday 1:30pm Dany 1:1.
3 days overdue
Rob — GEA / senior housing
Outreach + connect Chad re: Colorado acquisitions. Back from Berlin Jul 3.
6 days overdue
Jess Weber — GEA NDA
Call now booked — Thu Jul 16 10am. Prep: pull NDA status before Thursday.
✓ Thu 10am
Brian Testerman — OII / GEA
Meeting Wed Jul 15 11:30am (Calendly resolved). Brief Julia + Chad before Wednesday.
✓ Wed 11:30am
Laura MZ — GEA
First call Jun 26. Short follow-up if threads came up. This week if a gap opens.
16 days pending
Safety Sync (OII)
Matt + Kyle. De-AI the draft, confirm Kyle’s email, send. 10 min gap-filler.
~79 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.