Visibility arrives late
You find the stalled handoff in the weekly meeting, after the client has already felt it.
An operating system for founder-led firms
Run the firm without becoming its routing layer.
Advisor OS turns activity across sales, delivery and follow-up into one operating view—then gives your team the clarity to keep work moving without another message from you.
Configured around your firmWorks with your existing toolsBuilt in Singapore
A· Founder overview
Synced 2 min agoGood morning, Leo
Here is what changed since yesterday.
Active work18+3
Pipeline$84k+8%
Needs you2
Morning brief
Two items need your judgment. The rest of the team has clear next steps. One proposal is at risk after five quiet days.
Hartono proposal needs pricingOwner: Marcus · Due todayDecision
Beacon follow-up is overdueSequence paused · 5 days quietAt risk
Q4 client email approvedOwner: Wei Lin · Sent 09:41Done
Advisor OS AITwo decisions, one risk.
The Hartono quote and Nadia's campaign cap need approval. Beacon has gone quiet and should be called today.
Built forFounder-led service firms
ConnectsSales, delivery and follow-up
SurfacesExceptions—not more noise
ImplementedWith your team, not around them
The founder bottleneck
Most firms do not need another dashboard. They need fewer questions routed to the founder.
The information already exists—in chat, spreadsheets, CRM records and people’s heads. The problem is that you are still the person assembling it into a decision.
Follow-up depends on memory
Good intentions become uneven execution when the day gets busy and ownership is unclear.
Your inbox becomes the workflow
The team can do the work, but context and judgment keep travelling back through you.
One operating view
Know what is moving, what is slipping and what genuinely needs you.
01 · Decision queue
See only the work that needs judgment.
Advisor OS separates genuine decisions from routine activity, so your attention goes to the small number of items that can change an outcome.
- Clear owner and due date
- Context attached to every escalation
- Routine updates stay out of your inbox
Illustrative interface. Your workspace is configured around your team and process.
Decision queue2 require attention · 1 risk
MT
Approve revised Hartono pricing
Today$24,800 proposal · Margin above target · Due 3pm
NR
Increase campaign cap for September
ReviewCost per booked call is 14% below plan · Requested +$1,200
BL
Beacon Physio has gone quiet
At riskNo reply in 5 days · Proposal viewed twice · Suggested action: call
WL
Q4 client update sent
Logged42 recipients · 71% opened · No action required
Revenue pulseLast 30 days
New leads146
Calls31
Proposals9
Won4
Lead follow-upRunning
New enquiry receivedForm, referral or direct messageComplete
Lead qualified and assignedFit, urgency and owner addedComplete
Follow-up sequenceDays 1, 3 and 7 with human handoffRunning
Call bookedCalendar event and prep note createdNext
Advisor OS AIUses connected business data
Where did revenue slow this month?
Answer
Proposal volume is healthy, but follow-through has slowed after the second meeting. Three opportunities worth $38,400 have had no owner activity for more than four days.
Suggested next step: Assign Beacon and Kinetiq to Marcus today. Keep Hartono with you because pricing is still open.
CRM · 31 recordsCalendar · 8 meetingsTasks · 12 updates
What changes
The firm gets clearer. Your role gets smaller in the right places.
Advisor OS is not designed to replace judgment. It protects founder attention by making ownership, progress and exceptions visible earlier.
Earlier intervention
See stalled revenue and delivery risks while there is still time to change the outcome.
Clearer ownership
Every active item has an owner, a next step and a point where escalation is actually useful.
Consistent follow-through
Routine sequences continue through busy weeks without relying on one person’s memory.
Implementation, not installation
Not a template dropped on your team.
Map how work actually moves
We identify the handoffs, decisions and recurring follow-ups that currently rely on the founder.
Connect the useful sources
We bring in the tools your team already uses, keeping the system as simple as the work allows.
Build the operating view
Dashboards, ownership rules and automations are configured around your language and cadence.
Run it with the team
We review what is useful, remove what is not and improve the workflow as real work passes through it.
A practical fit check
Built for firms that have outgrown informal coordination.
The best fit is not determined by headcount. It is whether important work still depends on the founder noticing, remembering or asking.
Advisor OS is likely a fit if…
- Your team works across several tools and updates arrive in fragments.
- Sales or client follow-up becomes uneven during delivery-heavy weeks.
- You want visibility without inserting yourself into every handoff.
- You are willing to make ownership and process explicit.
It is probably too early if…
- You are still a solo operator with no recurring handoffs.
- Your main need is a generic task list or standalone CRM.
- You want automation without changing how anyone works.
- There is no owner available to run the system day to day.
A note from the founder
I built Advisor OS after becoming the person every important thread came back to.
The business had capable people and plenty of software. What it lacked was a shared operating view: what moved, what slipped, who owned the next step and where my judgment was actually needed.
Advisor OS is the system I wanted then. Not another place for the team to update, but a practical layer that turns the work already happening into clearer ownership and better decisions.
LeoFounder, Advisor OS · Singapore
A 30-minute working session
Bring one workflow that keeps finding its way back to you.
We will map where it stalls, show how Advisor OS would handle it and tell you plainly whether the platform is a sensible fit.
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