The Team
009

Humans lead.
Agents scale.

BT Ventures runs on a hybrid team: seasoned operators making the calls, and a purpose-built system of AI agents amplifying every hour of their work.

001Leadership

The humans behind the vision.

  1. 01 / 04

    Beth Chatman

    Co-Founder & Chief Executive Officer

    Leads BT Ventures' overall strategy, capital direction, and ecosystem growth. Sets the vision for how disciplined finance and community stewardship compound into legacy.

  2. 02 / 04

    T. Dorje Immanuel

    Co-Founder & Chief Technology Officer

    Architect of Revitalized Living and the BT Capital Optimization System. Owns product, AI systems, and the technology stack that scales every venture.

  3. 03 / 04

    Todd Davis

    Chief Financial Officer

    Steward of capital structure, treasury, and investor reporting. Ensures every dollar has a role — protection, liquidity, credit, or compounding growth — inside the BT COS framework.

  4. 04 / 04

    Kelley Kali Chatman

    Chief Marketing & Acquisition Officer

    Leads brand, storytelling, community acquisition, and campaign launches — translating BT Ventures' financial-wellness thesis into movements people join.

002

The Agent Nonagon

Nine agents.
One growth system.

Mirroring the Nonagon of Wellness, our AI agents are organized into nine disciplined roles. Each one is scoped narrowly, supervised by a human owner, and built to compound the team's leverage — not replace its judgment.

  1. 01 / 09

    Atlas

    Strategy & Research Agent

    Domain — Growth Intelligence

    Scans markets, comparables, and macro signals. Drafts thesis memos, competitor maps, and expansion opportunities for human review.

  2. 02 / 09

    Ledger

    Capital Modeling Agent

    Domain — Financial Wellness

    Runs pro-formas, cash-flow scenarios, and BT COS layer simulations — surfacing options for the CFO to decide, never deciding alone.

  3. 03 / 09

    Sentinel

    Risk & Compliance Agent

    Domain — Protection

    Monitors regulatory changes, contract obligations, and downside exposure across every venture. Flags anomalies before they become losses.

  4. 04 / 09

    Orchard

    Content & Brand Agent

    Domain — Marketing

    Generates campaign copy, longform essays, and social sequences in the BT voice. Everything ships only after the CMO approves it.

  5. 05 / 09

    Beacon

    Acquisition & Outreach Agent

    Domain — Growth

    Qualifies inbound interest, personalizes outreach at scale, and routes warm prospects to the right human advisor.

  6. 06 / 09

    Herald

    Communications Agent

    Domain — Relational Wellness

    Drafts investor updates, community newsletters, and press responses — keeping every audience informed with consistent cadence and tone.

  7. 07 / 09

    Forge

    Operations Automation Agent

    Domain — Systems

    Wires together data pipelines, back-office workflows, and reporting dashboards so the human team spends time on judgment, not paperwork.

  8. 08 / 09

    Concierge

    Client Advisory Agent

    Domain — Client Experience

    Prepares meeting briefings, answers common questions with cited sources, and hands live conversations off to a real advisor at the right moment.

  9. 09 / 09

    Archive

    Knowledge & Legacy Agent

    Domain — Stewardship

    Captures decisions, meeting outcomes, and institutional lessons into a permanent, searchable memory — so nothing important is ever lost.

Every agent output is reviewed by a human owner before it leaves the building.

003 — Work with us

Meet a human.
Let the agents handle the rest.

Schedule a Conversation