The record of what was promised and what got done. Omera remembers what’s owed, who owes it, and how old it is, so you walk into the next room already knowing.
Built by a fractional COO who got tired of the notebook. Running on his live clients every single day.
This is the page you’d have paid for in week three. Every commitment, who owns it, how long it’s been sitting. Asked 2x means someone had to chase. Date moved 2x means a deadline slipped and got re-promised. You see it here days before your client feels it.
Open it with your coffee and know in four seconds whether anything needs you. A client had to ask twice, a rhythm slipped, that’s what shows. Nothing wrong, nothing on screen. Go drink the coffee.
Every task you owe across every client, in one list that already knows what’s on fire. Drag to reorder. Hand something off in one click and it becomes a commitment with a name on it, not a hope.
Walk into the room knowing more than anyone in it. Capture as you talk. By the time you’re back at the car, the recap is in your client’s inbox, sounding like you. No ages, no counts, no scorecard. Just what happened and what’s next.
Forward the thread. It comes back as proposals: the CFO promised the debt schedule, the CEO is asking about the forecast again. You approve what’s real. Nothing touches the record without your say.
Your day, assembled before you’re out of bed. Meetings matched to clients, a prep block before each 1:1, tasks slotted into the gaps you actually have. No AI in the send path, which means it shows up on the mornings the AI doesn’t.
It lives on your phone because that’s where the promises get made. Capture in the hallway. Glance at prep on the walk in. The quiet is the product working.
Scout reads the record, drafts the recap, and answers where a thing stands. Ask what to lead with tomorrow and it answers from your ledger, not from a blog post. Every answer shows what it read. Firms can hand it their own playbook.
Month eleven. The founder asks what changed. You don’t reach for adjectives. You slide the number across the table: 38 in May, 61 today, and here’s the week it turned. That’s the renewal, the raise, and the referral, on one screen.
Example data shown for illustration.
Three rooms before lunch. Three companies.
You're brilliant in all of them.
Then you leave the room, and the promise you made walks out with you.
Into a notebook.
On a Post-it.
Just waiting for you to forget.
Three weeks later
the founder asks about it. Politely. For the second time.
That's how engagements die. Dropped promises.
Nobody built anything for this.
So an operator built it.
Built like an operator would build it. The assistant you never got around to hiring: honest to a fault, up before you are, and always ready with the next step you were about to forget.
Every number on every screen can be explained. Age always means time owed. Nothing gets rounded up to make you feel better, or rounded down to make a client feel worse.
Capture in seconds or it doesn't happen. Prep, meet, recap, repeat, all the way to the re-score. The system runs the cycle so you can run the room.
No streaks, no charts you'll ignore by week three, no buzz that doesn't earn it. When nothing's wrong, nothing renders. Quiet means it's working.
You place operators. Their execution is your reputation, and right now you find out an engagement is in trouble when the client calls. Omera Bench is the portfolio view: every placed engagement, grouped by relationship owner and operator, with a health state and the reason for it. Early warning weeks before the client calls. A bench sees the engagements its operators placed on it and nothing else. Health has no hidden weights, the rules are printed on the screen, and an operator’s self-metrics stay theirs. Omera records facts about an engagement. It never scores, ranks, or grades the operator.
Talk to us about your benchNo pricing page, on purpose. It's flat per operator, unlimited clients, everything included, and the number comes up in conversation, because that's also where we find out whether it fits how you run your portfolio. You'll see it on a live engagement, not a demo account. If it fits, you're onboarded by hand.
Book a walkthroughEverything you owe. Everything they owe you. Everything that proves the work is working. One place, and it's already awake when you are.
Same product, same login, same people. The name fits what it became.
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