Tools
A new tool only earns its keep if it gets used
I stay current with AI, automation, and modern workflow tools. What matters is not the software by itself. It is less manual work, clearer information, and fewer things falling through the cracks.
AI & Automation
- ChatGPT
- Claude
- Zapier
- Fathom
- AI-assisted drafting and summaries
Workflow & Knowledge Systems
- Notion
- Airtable
- ClickUp
- Monday.com
- Asana
Executive Operations Systems
- Board and investor repositories
- Due diligence data rooms
- Documentation and SOPs
- Process mapping and workflow design
- Moving paper records into the cloud
I choose the simplest system a team will actually use. If a tool adds steps without adding clarity, it does not belong.